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) 5 filers · $334.3M 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 5
Value held $334.3M
New positions 1
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
1 (-1 vs prior Q) 4 (+2 vs prior Q) 4 (0 vs prior Q) 0 (-2 vs prior Q) +529K

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 $331,797,272 6,541,744 99.24% Shares
CITADEL ADVISORS LLC $1,334,798 26,317 0.40% Shares
LPL Financial LLC $1,176,958 23,205 0.35% Shares
JONES FINANCIAL COMPANIES LLLP $8,269 162 0.00% Shares
Thrivent Financial for Lutherans $7,961 156,940 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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