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) 10 filers · $49.4M 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 10
Value held $49.4M
New positions 2
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (-2 vs prior Q) 2 (0 vs prior Q) 3 (+3 vs prior Q) 1 (-3 vs prior Q) +311K

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
Ashton Thomas Private Wealth, LLC $27,355,694 772,234 55.33% Shares
Donald L. Hagan, LLC $18,833,502 553,749 38.10% Shares
RAYMOND JAMES FINANCIAL INC $1,465,814 41,379 2.97% Shares
Discipline Wealth Solutions, LLC $743,186 20,980 1.50% Shares
GTS SECURITIES LLC $565,155 15,954 1.14% Shares
LPL Financial LLC $446,840 12,614 0.90% Shares
MORGAN STANLEY $16,047 453 0.03% Shares
Allworth Financial LP $5,066 143 0.01% Shares
AE Wealth Management LLC $4,215 119 0.01% Shares
Janney Montgomery Scott LLC $1,683 47,498 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26