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) 9 filers · $570K 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 9
Value held $570K
New positions 2
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (-2 vs prior Q) 4 (+3 vs prior Q) 1 (0 vs prior Q) 1 (-1 vs prior Q) -30K

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
Wealth Alliance Advisory Group, LLC $277,694 4,500 48.75% Shares
ROYAL BANK OF CANADA $233,000 3,768 40.90% Shares
UBS Group AG $33,570 544 5.89% Shares
Glassman Wealth Services $16,662 270 2.92% Shares
Parallel Advisors, LLC $7,735 125 1.36% Shares
WELLS FARGO & COMPANY/MN $555 9 0.10% Shares
ASSETMARK, INC $309 5 0.05% Shares
MORGAN STANLEY $72 1 0.01% Shares
EverSource Wealth Advisors, LLC $62 1 0.01% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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