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) 12 filers · $8.3M 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 $8.3M
New positions 6
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (+3 vs prior Q) 1 (0 vs prior Q) 4 (+3 vs prior Q) 1 (-1 vs prior Q) +32K

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
INCOME RESEARCH & MANAGEMENT $5,048,500 100,000 60.76% Shares
Tanager Wealth Management LLP $799,531 15,837 9.62% Shares
Plum Street Advisors, LLC $570,481 11,300 6.87% Shares
Mayflower Financial Advisors, LLC $502,578 9,955 6.05% Shares
GOLDMAN SACHS GROUP INC $351,426 6,961 4.23% Shares
RWA WEALTH PARTNERS, LLC $333,504 6,606 4.01% Shares
Claro Advisors Inc. $236,919 4,693 2.85% Shares
NOVEM GROUP $225,677 4,470 2.72% Shares
Integrated Wealth Concepts LLC $220,367 4,365 2.65% Shares
UBS Group AG $9,996 198 0.12% Shares
1620 INVESTMENT ADVISORS, INC. $9,845 195 0.12% Shares
Janney Montgomery Scott LLC $290 5,750 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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