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) 13 filers · $15.0M 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 13
Value held $15.0M
New positions 4
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (+1 vs prior Q) 1 (-1 vs prior Q) 1 (-4 vs prior Q) 6 (+4 vs prior Q) -22K

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
AE Wealth Management LLC $8,424,425 73,705 56.09% Shares
ZEGA Investments, LLC $2,140,424 18,727 14.25% Shares
JANE STREET GROUP, LLC $1,105,269 9,670 7.36% Shares
Wealth Watch Advisors, INC $1,055,892 9,238 7.03% Shares
CITADEL ADVISORS LLC $833,924 7,296 5.55% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $627,158 5,487 4.18% Shares
Authentikos Wealth Advisory, LLC $486,655 4,258 3.24% Shares
CITADEL ADVISORS LLC $205,738 1,800 1.37% Put option
SIMPLEX TRADING, LLC $73,036 639 0.49% Shares
LANARK FINANCIAL, INC. $63,092 552 0.42% Shares
CWM, LLC $4,741 75 0.03% Shares
MORGAN STANLEY $124 1 0.00% Shares
WELLS FARGO & COMPANY/MN $40 0 0.00% Shares

ETF ownership Held by 1 ETF

20

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 0.83% 35,999 NS July 31, 2026 N-PORT

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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