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) 15 filers · $74.1M 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 15
Value held $74.1M
New positions 6
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (-1 vs prior Q) 3 (+3 vs prior Q) 5 (+1 vs prior Q) 2 (+2 vs prior Q) +1.4M

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
Clear Street Group Inc. $56,497,000 1,989,331 76.25% Shares
Summit Financial, LLC $7,724,165 271,978 10.42% Shares
Stegent Equity Advisors, Inc. $3,678,908 129,539 4.97% Shares
Concurrent Investment Advisors, LLC $2,686,944 94,611 3.63% Shares
Integrated Wealth Concepts LLC $883,920 31,124 1.19% Shares
Chicago Partners Investment Group LLC $589,916 22,405 0.80% Shares
Wealthcare Advisory Partners LLC $522,802 18,409 0.71% Shares
PFG Investments, LLC $461,137 16,237 0.62% Shares
Milestone Asset Management Group, LLC $369,988 13,028 0.50% Shares
BROWN ADVISORY INC $346,707 12,208 0.47% Shares
GTS SECURITIES LLC $205,786 7,246 0.28% Shares
Steward Partners Investment Advisory, LLC $118,201 4,162 0.16% Shares
UBS Group AG $10,025 353 0.01% Shares
HRT FINANCIAL LP $454 16,004 0.00% Shares
WELLS FARGO & COMPANY/MN $4 0 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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