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

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value · industry median · verdict relative to median

Institutional owners (13F) 15 filers · $34.7M 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 $34.7M
New positions 6
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (0 vs prior Q) 3 (+2 vs prior Q) 2 (-2 vs prior Q) 4 (+3 vs prior Q) -6.4M

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
Lido Advisors, LLC $17,135,126 629,089 49.42% Shares
BlackRock, Inc. $10,895,000 400,000 31.42% Shares
RAYMOND JAMES FINANCIAL INC $1,935,551 71,062 5.58% Shares
Ashton Thomas Private Wealth, LLC $1,639,916 60,208 4.73% Shares
Clear Point Advisors Inc. $628,369 23,070 1.81% Shares
GOLDMAN SACHS GROUP INC $445,878 16,370 1.29% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $385,683 14,160 1.11% Shares
Encompass More Asset Management $384,621 14,121 1.11% Shares
CAPTRUST FINANCIAL ADVISORS $340,196 12,490 0.98% Shares
OLD MISSION CAPITAL LLC $322,573 11,843 0.93% Shares
UBS Group AG $291,528 10,703 0.84% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $256,795 9,428 0.74% Shares
FIDUCIARY FINANCIAL ADVISORS $6,128 225 0.02% Shares
AE Wealth Management LLC $3,051 112 0.01% Shares
IFP Advisors, Inc $1,226 45 0.00% Shares

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