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

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value · industry median · verdict relative to median

Institutional owners (13F) 37 filers · $107.4M 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 37
Value held $107.4M
New positions 4
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (-1 vs prior Q) 4 (-1 vs prior Q) 12 (-2 vs prior Q) 12 (+5 vs prior Q) -4.7M

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
Cerity Partners LLC $64,045,718 1,919,726 59.66% Shares
LaSalle St. Investment Advisors, LLC $16,440,073 492,780 15.31% Shares
NewEdge Advisors, LLC $6,647,688 199,260 6.19% Shares
LifePlan Financial, LLC $4,880,112 146,278 4.55% Shares
Summit Financial, LLC $2,477,766 74,269 2.31% Shares
Cetera Investment Advisers $2,040,147 61,152 1.90% Shares
Global View Capital Management LLC $1,510,660 45,281 1.41% Shares
OLD MISSION CAPITAL LLC $1,281,363 38,408 1.19% Shares
LPL Financial LLC $1,121,478 33,616 1.04% Shares
RDA Financial Network $1,008,406 30,226 0.94% Shares
AMERIPRISE FINANCIAL INC $992,155 29,739 0.92% Shares
McAdam, LLC $773,289 23,179 0.72% Shares
Hyundai Investments Co., Ltd. $613,000 18,425 0.57% Shares
ROYAL BANK OF CANADA $450,000 13,479 0.42% Shares
MONEY CONCEPTS CAPITAL CORP $356,736 10,693 0.33% Shares
StoneX Group Inc. $332,766 9,975 0.31% Shares
Ausdal Financial Partners, Inc. $325,490 9,756 0.30% Shares
Belpointe Asset Management LLC $312,534 9,368 0.29% Shares
OPPENHEIMER & CO INC $293,685 8,803 0.27% Shares
OSAIC HOLDINGS, INC. $274,358 8,223 0.26% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $248,813 7,458 0.23% Shares
Badgley Phelps Wealth Managers, LLC $245,911 7,371 0.23% Shares
Jaffetilchin Investment Partners, LLC $206,086 6,635 0.19% Shares
Aptus Capital Advisors, LLC $191,297 5,734 0.18% Shares
ANGELES WEALTH MANAGEMENT, LLC $111,562 3,344 0.10% Shares
Farther Finance Advisors, LLC $46,707 1,400 0.04% Shares
Global Retirement Partners, LLC $44,622 1,338 0.04% Shares
NATIONAL BANK OF CANADA /FI/ $24,316 730 0.02% Shares
Blue Trust, Inc. $22,286 668 0.02% Shares
CWM, LLC $16,152 520 0.02% Shares
HARBOUR INVESTMENTS, INC. $9,237 277 0.01% Shares
WELLS FARGO & COMPANY/MN $6,672 200 0.01% Shares
AE Wealth Management LLC $2,202 66 0.00% Shares
First PREMIER Bank $672 20,143 0.00% Shares
IFP Advisors, Inc $334 10 0.00% Shares
MORGAN STANLEY $74 2 0.00% Shares
BlackRock, Inc. $28 1 0.00% Shares

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