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 · $25.3M 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 $25.3M
New positions 6
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (+5 vs prior Q) 1 (-3 vs prior Q) 2 (-1 vs prior Q) 3 (+1 vs prior Q) +4K

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
BlackRock, Inc. $17,047,760 400,000 67.46% Shares
BELLEVUE ASSET MANAGEMENT, LLC $4,439,762 104,172 17.57% Shares
RAYMOND JAMES FINANCIAL INC $2,187,100 51,317 8.65% Shares
Private Wealth Partners, LLC $519,957 12,200 2.06% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $353,400 8,292 1.40% Shares
44 WEALTH MANAGEMENT LLC $259,842 6,097 1.03% Shares
CITADEL ADVISORS LLC $259,637 6,092 1.03% Shares
Richardson Capital Management LLC $116,351 2,730 0.46% Shares
Arax Advisory Partners $79,758 1,871 0.32% Shares
HARBOUR INVESTMENTS, INC. $4,085 96 0.02% Shares
OSAIC HOLDINGS, INC. $2,706 63 0.01% Shares
FLOW TRADERS U.S. LLC $1,208 28,338 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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