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) 38 filers · $27.4M 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 38
Value held $27.4M
New positions 7
Exited positions 10
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
7 (-6 vs prior Q) 10 (+4 vs prior Q) 8 (0 vs prior Q) 10 (+4 vs prior Q) +92K

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
CAPTRUST FINANCIAL ADVISORS $3,879,888 160,127 14.16% Shares
VERUS CAPITAL PARTNERS, LLC $3,274,224 135,131 11.95% Shares
ROYAL BANK OF CANADA $3,211,000 132,541 11.72% Shares
Sepio Capital, LP $3,181,399 131,300 11.61% Shares
Stratos Wealth Partners, LTD. $2,255,813 93,100 8.23% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,533,226 63,278 5.59% Shares
HOURGLASS CAPITAL, LLC $1,289,036 53,200 4.70% Shares
Advisory Services Network, LLC $1,271,384 52,471 4.64% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $998,276 41,200 3.64% Call option
GTS SECURITIES LLC $833,027 34,380 3.04% Shares
Verity Asset Management, Inc. $551,741 22,771 2.01% Shares
Geneos Wealth Management Inc. $508,830 21,000 1.86% Shares
CAMELOT TECHNOLOGY ADVISORS, INC. $503,560 20,782 1.84% Shares
LPL Financial LLC $448,078 18,493 1.64% Shares
Farringdon Capital, Ltd. $401,394 16,566 1.46% Shares
Pettinga Financial Advisors LLC $375,565 15,500 1.37% Shares
Bordeaux Wealth Advisors LLC $372,412 15,408 1.36% Shares
INDEPENDENT FINANCIAL GROUP, LLC $363,450 15,000 1.33% Shares
SHEPHERD KAPLAN KROCHUK, LLC $299,507 12,361 1.09% Shares
Foundations Investment Advisors, LLC $272,868 11,262 1.00% Shares
Walser Wealth Management Company, A Ltd Liability Co $264,266 10,907 0.96% Shares
Horrell Capital Management, Inc. $242,300 10,000 0.88% Shares
Private Wealth Partners, LLC $242,300 10,000 0.88% Shares
TWO SIGMA SECURITIES, LLC $201,787 8,328 0.74% Shares
Mariner, LLC $201,715 8,325 0.74% Shares
Cullen/Frost Bankers, Inc. $145,380 6,000 0.53% Shares
PITTENGER & ANDERSON INC $106,612 4,400 0.39% Shares
SIMPLEX TRADING, LLC $90,377 3,730 0.33% Shares
MORGAN STANLEY $48,818 2,014 0.18% Shares
Ancora Advisors LLC $26,701 1,102 0.10% Shares
Qube Research & Technologies Ltd $3,998 165 0.01% Shares
AE Wealth Management LLC $2,883 119 0.01% Shares
UBS Group AG $485 20 0.00% Shares
VIMA LLC $485 20 0.00% Shares
Semmax Financial Advisors Inc. $351 14 0.00% Shares
CoreCap Advisors, LLC $315 13 0.00% Shares
JPMORGAN CHASE & CO $239 10 0.00% Shares
WELLS FARGO & COMPANY/MN $1 0 0.00% Shares

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