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) 12 filers · $115.8M 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 12
Value held $115.8M
New positions 6
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (+2 vs prior Q) 2 (+2 vs prior Q) 5 (+2 vs prior Q) 1 (+1 vs prior Q) +790K

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
Bank of New York Mellon Corp $66,294,920 2,137,167 57.24% Shares
Cooper Financial Group $27,263,416 878,898 23.54% Shares
LPL Financial LLC $15,440,825 497,770 13.33% Shares
ENVESTNET ASSET MANAGEMENT INC $5,355,076 172,633 4.62% Shares
Simplicity Wealth,LLC $897,160 28,922 0.77% Shares
GOLDMAN SACHS GROUP INC $346,990 11,186 0.30% Shares
US BANCORP \DE\ $112,167 3,616 0.10% Shares
OSAIC HOLDINGS, INC. $44,141 1,423 0.04% Shares
Horizon Investments, LLC $26,119 842 0.02% Shares
JONES FINANCIAL COMPANIES LLLP $13,044 430 0.01% Shares
Golden State Wealth Management, LLC $7,755 250 0.01% Shares
Cambridge Investment Research Advisors, Inc. $7,738 249,451 0.01% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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