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 · industry median · verdict relative to median

Institutional owners (13F) 290 filers · $970.9M 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 290
Value held $970.9M
New positions 48
Exited positions 11
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
48 (-24 vs prior Q) 11 (+2 vs prior Q) 169 (+35 vs prior Q) 50 (+20 vs prior Q) +1.0M

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
ENVESTNET ASSET MANAGEMENT INC $242,344,233 2,731,676 24.96% Shares
LPL Financial LLC $114,316,285 1,288,561 11.77% Shares
JPMORGAN CHASE & CO $59,804,476 671,206 6.16% Shares
AMERIPRISE FINANCIAL INC $38,447,365 433,674 3.96% Shares
MORGAN STANLEY $30,529,853 344,129 3.14% Shares
Cetera Investment Advisers $29,513,838 332,677 3.04% Shares
Envestnet Portfolio Solutions, Inc. $22,450,549 253,060 2.31% Shares
CWM, LLC $18,399,826 206,740 1.90% Shares
Bank of New York Mellon Corp $18,182,088 204,946 1.87% Shares
BANK OF AMERICA CORP /DE/ $17,964,813 202,498 1.85% Shares
MML INVESTORS SERVICES, LLC $17,799,248 200,631 1.83% Shares
MCMORGAN & CO LLC $16,658,443 187,772 1.72% Shares
OneDigital Investment Advisors LLC $15,974,278 180,060 1.65% Shares
NewEdge Advisors, LLC $11,694,799 131,823 1.20% Shares
UNITED CAPITAL FINANCIAL ADVISORS, LLC $10,100,717 114,036 1.04% Shares
Arax Advisory Partners $9,005,538 101,509 0.93% Shares
Alpine Bank Wealth Management $8,809,529 99,300 0.91% Shares
Ameritas Advisory Services, LLC $8,434,773 95,076 0.87% Shares
MILESTONE ASSET MANAGEMENT, LLC $8,307,479 93,640 0.86% Shares
Foundations Investment Advisors, LLC $7,480,796 84,323 0.77% Shares
Geneos Wealth Management Inc. $7,409,385 83,514 0.76% Shares
Integrated Wealth Concepts LLC $7,119,215 80,245 0.73% Shares
STIFEL FINANCIAL CORP $6,387,124 71,995 0.66% Shares
Kelly Financial Services LLC $6,008,537 67,728 0.62% Shares
Ascent Group, LLC $5,839,252 65,819 0.60% Shares
CITADEL ADVISORS LLC $5,688,046 64,115 0.59% Shares
TRUIST FINANCIAL CORP $5,540,105 62,447 0.57% Shares
Sanctuary Advisors, LLC $5,292,664 59,658 0.55% Shares
Tidemark, LLC $5,116,445 57,672 0.53% Shares
SteelPeak Wealth, LLC $5,019,924 56,584 0.52% Shares
Triad Wealth Partners, LLC $4,928,060 56,670 0.51% Shares
Dynasty Wealth Management, LLC $4,679,343 52,745 0.48% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,450,608 50,167 0.46% Shares
Vestmark Advisory Solutions, Inc. $4,257,877 47,994 0.44% Shares
Traveka Wealth, LLC $3,827,310 43,141 0.39% Shares
NorthRock Partners, LLC $3,759,501 42,377 0.39% Shares
AXXCESS WEALTH MANAGEMENT, LLC $3,672,855 41,400 0.38% Shares
FFG RETIREMENT ADVISORS LLC $3,344,935 37,704 0.34% Shares
OSAIC HOLDINGS, INC. $3,250,305 36,596 0.33% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $3,228,994 36,397 0.33% Shares
Perigon Wealth Management, LLC $3,162,940 35,652 0.33% Shares
Vise Technologies, Inc. $3,156,106 35,575 0.33% Shares
Sharkey, Howes & Javer $3,127,427 35,252 0.32% Shares
Atria Investments, Inc $3,099,672 34,939 0.32% Shares
Beacon Bridge Wealth Partners, LLC $3,025,936 34,108 0.31% Shares
Strategic Blueprint, LLC $2,973,744 33,520 0.31% Shares
AE Wealth Management LLC $2,820,247 31,789 0.29% Shares
Tennessee Valley Asset Management Partners $2,789,663 31,445 0.29% Shares
Midwest Capital Advisors, LLC $2,515,604 28,356 0.26% Shares
Global Retirement Partners, LLC $2,479,308 27,946 0.26% Shares
SOFI WEALTH, LLC $2,428,386 27,372 0.25% Shares
SWP FINANCIAL LLC $2,410,332 27,169 0.25% Shares
Pettinga Financial Advisors LLC $2,396,943 27,018 0.25% Shares
ALTERNA WEALTH MANAGEMENT, INC $2,308,808 26,025 0.24% Shares
Horst & Graben Wealth Management LLC $2,292,583 25,993 0.24% Shares
TSA Wealth Managment LLC $2,271,049 25,599 0.23% Shares
CFS Investment Advisory Services, LLC $2,227,734 25,222 0.23% Shares
Kingsview Wealth Management, LLC $2,158,194 24,327 0.22% Shares
Trek Financial, LLC $2,103,730 23,713 0.22% Shares
&PARTNERS $2,033,844 23,191 0.21% Shares
Frisch Financial Group, Inc. $2,003,303 22,581 0.21% Shares
One Wealth Advisors, LLC $1,891,697 21,323 0.19% Shares
MA Private Wealth $1,827,911 20,604 0.19% Shares
Mutual Advisors, LLC $1,820,341 20,519 0.19% Shares
U.S. Capital Wealth Advisors, LLC $1,718,441 19,308 0.18% Shares
Lansing Street Advisors $1,642,374 18,513 0.17% Shares
Pinion Investment Advisors, LLC $1,639,566 18,481 0.17% Shares
INTEGRITY ALLIANCE, LLC. $1,617,476 18,232 0.17% Shares
Cerity Partners LLC $1,592,442 17,950 0.16% Shares
Equitable Holdings, Inc. $1,582,653 17,840 0.16% Shares
Atlatl Advisers LLC $1,559,544 17,579 0.16% Shares
SEEDS INVESTOR LLC $1,518,646 17,118 0.16% Shares
Scarborough Advisors, LLC $1,469,014 16,612 0.15% Shares
WEALTH ALLIANCE, LLC $1,468,807 16,556 0.15% Shares
Austin Private Wealth, LLC $1,468,577 16,361 0.15% Shares
FINANCIAL LIFE ADVISORS $1,462,222 16,482 0.15% Shares
Simplicity Wealth,LLC $1,428,541 16,102 0.15% Shares
Shared Vision Wealth Group LLC $1,406,647 15,856 0.14% Shares
Tyche Wealth Partners LLC $1,383,399 15,594 0.14% Shares
SigFig Wealth Management, LLC $1,283,396 14,404 0.13% Shares
Cardinal Strategic Wealth Guidance $1,235,109 13,922 0.13% Shares
High Falls Advisors, Inc $1,217,793 13,567 0.13% Shares
Ashton Thomas Private Wealth, LLC $1,162,982 13,109 0.12% Shares
Orion Porfolio Solutions, LLC $1,159,670 13,072 0.12% Shares
Brookstone Capital Management $1,152,977 12,996 0.12% Shares
Optivise Advisory Services LLC $1,123,688 12,666 0.12% Shares
Stokes Family Office, LLC $1,103,584 12,439 0.11% Shares
Archer Investment Management, LLC $1,091,485 12,303 0.11% Shares
Range Financial Group LLC $1,089,259 12,278 0.11% Shares
Redhawk Wealth Advisors, Inc. $1,085,045 12,230 0.11% Shares
True Vision MN LLC $1,064,351 11,959 0.11% Shares
Ethos Capital Management, Inc. $1,051,927 11,857 0.11% Shares
Breakwater Capital Group $1,041,884 11,744 0.11% Shares
Invst, LLC $1,022,414 11,525 0.11% Shares
Fermata Advisors, LLC $1,005,778 11,337 0.10% Shares
Plancorp, LLC $1,004,117 11,471 0.10% Shares
WealthShield Partners, LLC $1,002,051 11,295 0.10% Shares
Vertex Planning Partners, LLC $989,574 11,154 0.10% Shares
Perennial Investment Advisors, LLC $976,031 10,996 0.10% Shares
CURTIS WEALTH MANAGEMENT LLC $973,049 10,968 0.10% Shares
Modern Wealth Management, LLC $971,178 10,947 0.10% Shares
Icon Wealth Advisors, LLC $953,334 10,746 0.10% Shares
Cassilly Financial Group LLC $951,305 10,723 0.10% Shares
Bay Harbor Wealth Management, LLC $914,488 10,308 0.09% Shares
McNaughton Wealth Management, LLC $905,439 10,206 0.09% Shares
NOVEM GROUP $900,737 10,153 0.09% Shares
Sovran Advisors, LLC $888,980 10,144 0.09% Shares
Regal Investment Advisors LLC $872,460 9,834 0.09% Shares
Steward Partners Investment Advisory, LLC $861,749 9,714 0.09% Shares
JANE STREET GROUP, LLC $861,080 9,706 0.09% Shares
Skyline Advisors, Inc. $849,700 9,578 0.09% Shares
Kestra Advisory Services, LLC $838,029 9,446 0.09% Shares
ONE Advisory Partners, LLC $807,299 9,100 0.08% Shares
Keebeck Wealth Management $802,173 9,042 0.08% Shares
JB Capital LLC $795,051 8,962 0.08% Shares
PAX Financial Group, LLC $785,938 8,859 0.08% Shares
Visionary Horizons, LLC $778,068 8,770 0.08% Shares
EHRLICH FINANCIAL GROUP $771,388 8,695 0.08% Shares
Quadrant Private Wealth Management, LLC $758,081 8,545 0.08% Shares
BCGM Wealth Management, LLC $750,717 8,462 0.08% Shares
ENDEAVOR PRIVATE WEALTH, INC. $736,862 8,306 0.08% Shares
ASSETMARK, INC $725,433 8,177 0.07% Shares
LIBERTY WEALTH MANAGEMENT LLC $709,066 7,967 0.07% Shares
JPL Wealth Management, LLC $708,578 7,987 0.07% Shares
Concurrent Investment Advisors, LLC $686,626 7,740 0.07% Shares
Cobblestone Asset Management LLC $664,663 7,492 0.07% Shares
SWMG, LLC $660,872 7,532 0.07% Shares
HighTower Advisors, LLC $655,759 7,392 0.07% Shares
JONES FINANCIAL COMPANIES LLLP $653,647 7,346 0.07% Shares
Chatterton & Associates Inc. $652,292 7,420 0.07% Shares
Private Advisor Group, LLC $645,210 7,273 0.07% Shares
RAYMOND JAMES FINANCIAL INC $635,386 7,162 0.07% Shares
Goldstein Advisors, LLC $633,612 7,142 0.07% Shares
Farther Finance Advisors, LLC $616,024 6,944 0.06% Shares
MERCER GLOBAL ADVISORS INC /ADV $607,795 6,851 0.06% Shares
Cornerstone Planning Group LLC $606,335 6,939 0.06% Shares
West Wealth Group, LLC $599,844 6,761 0.06% Shares
World Investment Advisors $584,470 6,582 0.06% Shares
BOS Asset Management, LLC $573,640 6,466 0.06% Shares
Security Financial Services, INC. $569,204 6,416 0.06% Shares
MGO ONE SEVEN LLC $568,448 6,407 0.06% Shares
IFP Advisors, Inc $562,816 6,344 0.06% Shares
ELEVATION POINT WEALTH PARTNERS, LLC $552,280 6,225 0.06% Shares
Cypress Wealth Services, LLC $545,871 6,153 0.06% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $528,158 6,012 0.05% Shares
Integrated Advisors Network LLC $523,291 5,898 0.05% Shares
LifePlan Investment Advisors, Inc. $521,515 5,878 0.05% Shares
Strategies Wealth Advisors, LLC $503,527 5,676 0.05% Shares
ONE WEALTH CAPITAL MANAGEMENT, LLC $500,803 5,645 0.05% Shares
Rothschild Wealth LLC $499,029 5,625 0.05% Shares
Daviman Financial, LLC $489,448 5,517 0.05% Shares
CORE WEALTH ADVISORS, LLC $482,351 5,437 0.05% Shares
IFG Advisory, LLC $473,402 5,336 0.05% Shares
Apollon Wealth Management, LLC $448,199 5,052 0.05% Shares
Van Hulzen Asset Management, LLC $434,977 4,903 0.04% Shares
J.E. Simmons & Co., P.C. $427,169 4,815 0.04% Shares
Brookwood Investment Group LLC $422,201 4,759 0.04% Shares
Braun-Bostich & Associates Inc. $410,579 4,628 0.04% Shares
Golden State Wealth Management, LLC $408,870 4,608 0.04% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $402,637 4,606 0.04% Shares
Diversify Advisory Services, LLC $402,637 4,606 0.04% Shares
THEORY FINANCIAL LLC $401,619 4,527 0.04% Shares
PRINCIPAL SECURITIES, INC. $381,391 4,299 0.04% Shares
Detalus Advisors, LLC $373,673 4,212 0.04% Shares
Baird Financial Group, Inc. $368,528 4,154 0.04% Shares
Cyndeo Wealth Partners, LLC $366,664 4,133 0.04% Shares
Lifelong Wealth Advisors, Inc. $363,205 4,094 0.04% Shares
Claro Advisors Inc. $362,850 4,090 0.04% Shares
FIRETHORN WEALTH PARTNERS, LLC $359,213 4,049 0.04% Shares
Summit Financial, LLC $354,654 3,998 0.04% Shares
Keystone Financial Services $351,139 3,958 0.04% Shares
Spectrum Planning & Advisory Services Inc. $346,082 3,901 0.04% Shares
CITIGROUP INC $335,783 3,785 0.03% Shares
Integrity Advisory Solutions, LLC $334,549 3,771 0.03% Shares
Gen-Wealth Partners Inc $332,510 3,748 0.03% Shares
Cadia Private Client LLC $329,872 3,718 0.03% Shares
HARBOUR INVESTMENTS, INC. $329,245 3,711 0.03% Shares
Krasney Financial LLC $318,078 3,574 0.03% Shares
BETO FINANCIAL GROUP, LLC $317,704 3,622 0.03% Shares
WATERSHED PRIVATE WEALTH LLC $313,967 3,539 0.03% Shares
Csenge Advisory Group $312,104 3,518 0.03% Shares
Buttonwood Financial Group, LLC $311,888 3,516 0.03% Shares
STRATEGY ASSET MANAGERS LLC $310,237 3,497 0.03% Shares
Bedminster, LLC $309,809 3,481 0.03% Shares
ShoreHaven Wealth Partners, LLC $308,023 3,472 0.03% Shares
Affinity Capital Advisors, LLC $304,631 3,448 0.03% Shares
TWIN PEAKS WEALTH ADVISORS, LLC $303,321 3,419 0.03% Shares
Parkway Wealth Management Group, LLC $300,305 3,385 0.03% Shares
FLP Wealth Management, LLC $298,727 3,367 0.03% Shares
Clear Creek Financial Management, LLC $290,546 3,275 0.03% Shares
KWB Wealth $289,963 3,230 0.03% Shares
First Heartland Consultants, Inc. $289,038 3,258 0.03% Shares
Snowden Capital Advisors LLC $284,247 3,204 0.03% Shares
Signal Advisors Wealth, LLC $281,408 3,172 0.03% Shares
Barnes Wealth Management Group, Inc $279,545 3,151 0.03% Shares
Gateway Wealth Partners, LLC $278,689 3,141 0.03% Shares
WETZEL INVESTMENT ADVISORS, INC. $277,770 3,131 0.03% Shares
Balefire, LLC $276,351 3,115 0.03% Shares
Autumn Glory Partners, LLC $273,956 3,088 0.03% Shares
Quadcap Wealth Management, LLC $265,794 2,996 0.03% Shares
Hoxton Planning & Management, LLC $265,350 2,991 0.03% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $260,116 2,932 0.03% Shares
VestGen Advisors, LLC $257,898 2,907 0.03% Shares
MARIPAU WEALTH MANAGEMENT LLC $256,567 2,893 0.03% Shares
Magnolia Private Wealth, LLC $249,914 2,817 0.03% Shares
Apeiron RIA LLC $249,292 2,810 0.03% Shares
EP Wealth Advisors, LLC $249,244 2,809 0.03% Shares
Blue Trust, Inc. $247,716 2,792 0.03% Shares
GeoWealth Management, LLC $244,461 2,755 0.03% Shares
Centurion Wealth Management LLC $240,339 2,709 0.02% Shares
Tempus Wealth Planning, LLC $239,002 2,694 0.02% Shares
Davis Wealth Advisors, LLC $238,912 2,693 0.02% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $230,042 2,593 0.02% Shares
ADE, LLC $223,304 2,517 0.02% Shares
EWA, LLC $216,981 2,446 0.02% Shares
Able Wealth Management LLC $215,849 2,433 0.02% Shares
EFG International AG $214,605 2,419 0.02% Shares
Two West Capital Advisors LLC $214,029 2,440 0.02% Shares
FIFTH THIRD BANCORP $212,926 2,400 0.02% Shares
JFS WEALTH ADVISORS, LLC $207,637 2,333 0.02% Shares
Saxony Capital Management, LLC $204,580 2,306 0.02% Shares
BCU Wealth Advisors, LLC $202,537 2,283 0.02% Shares
MKT Advisors LLC $201,604 2,292 0.02% Shares
Transamerica Financial Advisors, LLC $185,020 2,085 0.02% Shares
Cape Investment Advisory, Inc. $183,731 2,071 0.02% Shares
CreativeOne Wealth, LLC $182,489 2,057 0.02% Shares
PRIVATE TRUST CO NA $153,124 1,726 0.02% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $150,892 1,701 0.02% Shares
BlackRock, Inc. $134,849 1,520 0.01% Shares
COMERICA BANK $121,356 1,352 0.01% Shares
Continuum Advisory, LLC $121,009 1,364 0.01% Shares
Retirement Wealth Solutions LLC $103,710 1,169 0.01% Shares
Founders Financial Alliance, LLC $93,602 1,055 0.01% Shares
Advisory Services Network, LLC $90,725 1,023 0.01% Shares
Synergy Investment Management, LLC $82,090 925 0.01% Shares
CoreCap Advisors, LLC $72,038 812 0.01% Shares
Smartleaf Asset Management LLC $69,676 782 0.01% Shares
Imprint Wealth LLC $68,312 770 0.01% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $66,944 759 0.01% Shares
Vision Retirement, LLC $65,471 738 0.01% Shares
LGT Financial Advisors LLC $64,763 730 0.01% Shares
Kingdom Financial Group LLC. $62,763 707 0.01% Shares
Spire Wealth Management $60,504 682 0.01% Shares
Raleigh Capital Management Inc. $47,768 538 0.00% Shares
MATHER GROUP, LLC. $44,181 498 0.00% Shares
Key Capital Management, INC $43,205 487 0.00% Shares
US BANCORP \DE\ $42,583 480 0.00% Shares
Parallel Advisors, LLC $41,874 472 0.00% Shares
Arkadios Wealth Advisors $35,800 404 0.00% Shares
ROYAL BANK OF CANADA $35,000 391 0.00% Shares
Rockefeller Capital Management L.P. $32,736 369 0.00% Shares
FMR LLC $31,048 350 0.00% Shares
Lloyd Advisory Services, LLC. $30,661 346 0.00% Shares
BAM Wealth Management, LLC $27,857 314 0.00% Shares
Capital Advisor Network LLC $27,768 313 0.00% Shares
Janney Montgomery Scott LLC $25,922 292,193 0.00% Shares
Pinnacle Bancorp, Inc. $24,042 271 0.00% Shares
LifeSteps Financial, Inc. $23,776 268 0.00% Shares
Strategic Wealth Partners, Ltd. $21,647 244 0.00% Shares
Signature Equity Partners, LLC $20,321 229 0.00% Shares
EverSource Wealth Advisors, LLC $18,187 205 0.00% Shares
LANARK FINANCIAL, INC. $16,323 184 0.00% Shares
Merit Financial Group, LLC $12,686 143 0.00% Shares
PARK AVENUE SECURITIES LLC $12,515 141,070 0.00% Shares
HUNTINGTON NATIONAL BANK $11,090 125 0.00% Shares
IMA Advisory Services, Inc. $10,823 122 0.00% Shares
Park Place Capital Corp $8,960 101 0.00% Shares
Quest 10 Wealth Builders, Inc. $8,251 93 0.00% Shares
ISLAY CAPITAL MANAGEMENT, LLC $7,541 85 0.00% Shares
Thrivent Financial for Lutherans $5,546 62,462 0.00% Shares
Cambridge Investment Research Advisors, Inc. $5,128 57,801 0.00% Shares
Fourth Dimension Wealth, LLC $4,275 48 0.00% Shares
Advocate Investing Services LLC $4,169 47 0.00% Shares
WELLS FARGO & COMPANY/MN $3,258 37 0.00% Shares
Clearstead Advisors, LLC $3,130 35 0.00% Shares
NBT BANK, N.A. $2,839 32 0.00% Shares
Aptus Capital Advisors, LLC $2,839 32 0.00% Shares
FIDUCIARY FINANCIAL ADVISORS $2,129 24 0.00% Shares
ORG Partners LLC $2,064 23 0.00% Shares
VALLEY NATIONAL ADVISERS INC $2,030 23 0.00% Shares
Sunbelt Securities, Inc. $1,958 22 0.00% Shares
GILPIN WEALTH MANAGEMENT, LLC $1,509 17 0.00% Shares
Silver Grove Financial Group, Inc. $1,508 17 0.00% Shares
Capital Analysts, LLC $711 8,010 0.00% Shares
Keating Financial Advisory Services, Inc. $621 7 0.00% Shares
Redwood Investment Management, LLC $235 2,652 0.00% Shares
CENTAURUS FINANCIAL, INC. $222 2,505 0.00% Shares
Rossby Financial, LCC $177 2 0.00% Shares
TSFG, LLC $81 916 0.00% Shares
CX Institutional $18 199 0.00% Shares

ETF ownership Held by 1 ETF

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
BYLD · iShares Trust 8.58% 439,961 PA Aug. 28, 2026 Daily

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