Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 7 filers · $17.8M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 7
Value held $17.8M
New positions 2
Exited positions 7
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (+1 vs prior Q) 7 (+4 vs prior Q) 2 (+2 vs prior Q) 0 (-8 vs prior Q) -37K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Toroso Investments, LLC $17,529,286 1,447,278 98.39% Shares
OLD MISSION CAPITAL LLC $257,721 24,686 1.45% Shares
Westend Capital Management, LLC $12,194 1,168 0.07% Shares
Steward Partners Investment Advisory, LLC $11,743 1,125 0.07% Shares
GROUP ONE TRADING LLC $3,664 351 0.02% Shares
Key Capital Management, INC $2,088 200 0.01% Shares
WELLS FARGO & COMPANY/MN $3 0 0.00% Shares

ETF ownership Held by 1 ETF

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
YMAX · Tidal Trust II 7.01% 2,465,878 NS July 31, 2026 N-PORT

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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