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) 26 filers · $34.7M 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 26
Value held $34.7M
New positions 12
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
12 (+9 vs prior Q) 3 (+2 vs prior Q) 11 (-2 vs prior Q) 1 (+1 vs prior Q) +448K

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
ROTHSCHILD INVESTMENT LLC $8,517,699 335,607 24.57% Shares
LPL Financial LLC $6,052,686 238,483 17.46% Shares
DKM Wealth Management, Inc. $5,245,929 206,695 15.13% Shares
BLUE JEAN FINANCIAL LLC $2,870,630 113,106 8.28% Shares
WINEBRENNER CAPITAL MANAGEMENT LLC $2,107,127 83,023 6.08% Shares
AXXCESS WEALTH MANAGEMENT, LLC $1,094,893 43,140 3.16% Shares
Private Advisor Group, LLC $1,037,727 40,888 2.99% Shares
BELLEVUE ASSET MANAGEMENT, LLC $887,716 34,977 2.56% Shares
JANE STREET GROUP, LLC $745,817 29,386 2.15% Shares
Chicago Wealth Management, Inc. $739,500 29,137 2.13% Shares
Convergence Financial, LLC $703,102 27,703 2.03% Shares
Sanctuary Advisors, LLC $587,598 23,152 1.70% Shares
Acorn Wealth Advisors, LLC $534,307 21,052 1.54% Shares
Summit Financial, LLC $521,940 20,565 1.51% Shares
ROBERTS GLORE & CO INC /IL/ $431,460 17,000 1.24% Shares
D.A. DAVIDSON & CO. $418,770 16,500 1.21% Shares
Arax Advisory Partners $286,413 11,285 0.83% Shares
COMMONWEALTH EQUITY SERVICES, LLC $283,550 11,172 0.82% Shares
Kellett Wealth Advisors, LLC $265,779 10,472 0.77% Shares
OSAIC HOLDINGS, INC. $264,457 10,420 0.76% Shares
ENVESTNET ASSET MANAGEMENT INC $254,485 10,027 0.73% Shares
CITADEL ADVISORS LLC $234,613 9,244 0.68% Shares
Syntegra Private Wealth Group, LLC $208,700 8,223 0.60% Shares
PRIVATE TRUST CO NA $185,274 7,300 0.53% Shares
Geneos Wealth Management Inc. $111,920 4,410 0.32% Shares
CWM, LLC $72,010 2,844 0.21% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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