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) 14 filers · $7.2M total · As of June 30, 2026

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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 14
Value held $7.2M
New positions 2
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (+1 vs prior Q) 3 (+3 vs prior Q) 1 (+1 vs prior Q) 2 (-2 vs prior Q) +2K

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
Composition Wealth, LLC $1,916,251 72,407 26.54% Shares
ENVESTNET ASSET MANAGEMENT INC $924,502 34,933 12.80% Shares
MML INVESTORS SERVICES, LLC $924,502 34,933 12.80% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $707,753 26,743 9.80% Shares
COMMONWEALTH EQUITY SERVICES, LLC $541,020 20,443 7.49% Shares
Cetera Investment Advisers $450,276 17,014 6.24% Shares
KFG WEALTH MANAGEMENT, LLC $425,425 16,075 5.89% Shares
Syntegra Private Wealth Group, LLC $355,425 13,430 4.92% Shares
OLD MISSION CAPITAL LLC $336,343 12,709 4.66% Shares
INDEPENDENT FINANCIAL GROUP, LLC $264,650 10,000 3.67% Shares
Tradition Wealth Management, LLC $256,711 9,700 3.56% Shares
BARCLAYS PLC $47,902 1,810 0.66% Shares
IFP Advisors, Inc $42,344 1,600 0.59% Shares
OSAIC HOLDINGS, INC. $27,764 1,049 0.38% Shares

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