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) 14 filers · $29.3M 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 14
Value held $29.3M
New positions 2
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (0 vs prior Q) 3 (+1 vs prior Q) 7 (0 vs prior Q) 2 (-1 vs prior Q) -324K

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
Hedeker Wealth, LLC $14,635,119 454,843 49.89% Shares
SK Wealth Management, LLC $8,248,282 245,336 28.12% Shares
OPTIMA CAPITAL LLC $1,452,998 45,158 4.95% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,094,409 34,013 3.73% Shares
Cerity Partners LLC $775,511 24,102 2.64% Shares
Austin Private Wealth, LLC $734,593 22,668 2.50% Shares
WealthPoint Financial, LLC $671,163 20,859 2.29% Shares
THOMPSON DAVIS & CO., INC. $479,339 14,897 1.63% Shares
SHEETS SMITH WEALTH MANAGEMENT $366,069 11,377 1.25% Shares
ENVESTNET ASSET MANAGEMENT INC $337,574 10,491 1.15% Shares
EWG Elevate Inc. $236,849 7,500 0.81% Shares
MML INVESTORS SERVICES, LLC $218,118 6,779 0.74% Shares
CWM, LLC $43,259 1,417 0.15% Shares
HARBOUR INVESTMENTS, INC. $41,926 1,303 0.14% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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