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) 43 filers · $55.1M total · As of June 30, 2026

17

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 43
Value held $55.1M
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) 14 (-3 vs prior Q) 14 (+4 vs prior Q) +267K

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
OSAIC HOLDINGS, INC. $14,080,121 365,327 25.56% Shares
LPL Financial LLC $7,856,251 203,857 14.26% Shares
Cetera Investment Advisers $7,523,074 195,211 13.66% Shares
Western Wealth Management, LLC $4,509,504 117,014 8.19% Shares
Financial Advocates Investment Management $2,769,188 79,724 5.03% Shares
Pine Valley Investments Ltd Liability Co $2,370,009 61,379 4.30% Shares
Virginia Estate & Retirement Planning Advisors Inc. $2,280,713 74,580 4.14% Shares
RAYMOND JAMES FINANCIAL INC $1,875,272 48,660 3.40% Shares
Ameritas Advisory Services, LLC $1,339,384 34,755 2.43% Shares
Aviance Capital Partners, LLC $1,281,464 33,252 2.33% Shares
STIFEL FINANCIAL CORP $1,130,513 29,335 2.05% Shares
Tyler-Stone Wealth Management $736,392 22,700 1.34% Shares
Laird Norton Wetherby Wealth Management, LLC $694,690 20,000 1.26% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $676,883 17,564 1.23% Shares
Key Client Fiduciary Advisors, LLC $609,179 15,807 1.11% Shares
CAPTRUST FINANCIAL ADVISORS $503,487 13,065 0.91% Shares
HighTower Advisors, LLC $441,261 11,450 0.80% Shares
ENVESTNET ASSET MANAGEMENT INC $431,363 11,193 0.78% Shares
Strait & Sound Wealth Management LLC $398,010 10,328 0.72% Shares
Laird Norton Wetherby Trust Company, LLC $386,531 10,000 0.70% Shares
Baker Avenue Asset Management, LP $385,381 10,000 0.70% Shares
CITADEL ADVISORS LLC $374,937 9,729 0.68% Shares
COMMONWEALTH EQUITY SERVICES, LLC $336,298 8,726 0.61% Shares
PFG Investments, LLC $320,963 8,328 0.58% Shares
Stratos Wealth Partners, LTD. $275,432 7,147 0.50% Shares
NewEdge Advisors, LLC $272,235 7,064 0.49% Shares
MORGAN STANLEY $251,701 6,531 0.46% Shares
Kestra Advisory Services, LLC $226,682 5,882 0.41% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $224,355 5,822 0.41% Shares
Integrated Wealth Concepts LLC $201,868 5,238 0.37% Shares
JPMORGAN CHASE & CO $104,426 2,671 0.19% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $67,996 1,764 0.12% Shares
CWM, LLC $55,843 1,500 0.10% Shares
Geneos Wealth Management Inc. $34,686 900 0.06% Shares
HARBOUR INVESTMENTS, INC. $16,225 421 0.03% Shares
Ascentis Independent Advisors $14,683 381 0.03% Shares
Parallel Advisors, LLC $14,452 375 0.03% Shares
FMR LLC $3,902 101 0.01% Shares
VANGUARD ADVISERS INC $1,229 33 0.00% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $385 10 0.00% Shares
Cambridge Investment Research Advisors, Inc. $347 8,991 0.00% Shares
Global Retirement Partners, LLC $39 1 0.00% Shares
WELLS FARGO & COMPANY/MN $15 0 0.00% Shares

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