Valuation & Ratios 07–12

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

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

Institutional owners (13F) 31 filers · $22.0M 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 31
Value held $22.0M
New positions 6
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (-1 vs prior Q) 3 (-2 vs prior Q) 12 (-2 vs prior Q) 2 (-1 vs prior Q) -192K

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
Kingsview Wealth Management, LLC $9,130,262 84,339 41.44% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,688,122 24,831 12.20% Shares
Creative Planning $2,292,653 21,178 10.41% Shares
LPL Financial LLC $1,220,486 11,274 5.54% Shares
Clarity Capital Advisors, LLC $863,387 7,975 3.92% Shares
PRINCIPAL SECURITIES, INC. $821,235 7,586 3.73% Shares
Beacon Pointe Advisors, LLC $779,449 7,200 3.54% Shares
ARMSTRONG ADVISORY GROUP, INC $579,076 5,349 2.63% Shares
OSAIC HOLDINGS, INC. $535,370 4,944 2.43% Shares
RAYMOND JAMES FINANCIAL INC $467,344 4,317 2.12% Shares
AMJ Financial Wealth Management $414,763 4,094 1.88% Shares
Long Island Wealth Management, Inc. $387,342 3,578 1.76% Shares
&PARTNERS $325,061 3,003 1.48% Shares
COMMONWEALTH EQUITY SERVICES, LLC $312,430 2,886 1.42% Shares
HENGEHOLD CAPITAL MANAGEMENT LLC $295,966 2,734 1.34% Shares
EP Wealth Advisors, LLC $258,842 2,391 1.17% Shares
CIBC Private Wealth Group LLC $240,240 2,384 1.09% Shares
CITADEL ADVISORS LLC $227,339 2,100 1.03% Call option
BANK OF MONTREAL /CAN/ $67,985 628 0.31% Shares
FMR LLC $65,572 606 0.30% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $20,569 190 0.09% Shares
MORGAN STANLEY $12,635 116 0.06% Shares
OAKWORTH CAPITAL, INC. $10,908 100 0.05% Shares
WELLS FARGO & COMPANY/MN $5,413 50 0.02% Shares
FLOW TRADERS U.S. LLC $3,307 30,546 0.02% Shares
SIMPLEX TRADING, LLC $2,056 19 0.01% Shares
Larson Financial Group LLC $1,804 17 0.01% Shares
VANGUARD ADVISERS INC $810 8 0.00% Shares
CWM, LLC $810 8 0.00% Shares
HRT FINANCIAL LP $500 4,620 0.00% Shares
Betterment LLC $246 2,268 0.00% Shares

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