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) 11 filers · $24.2M 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 11
Value held $24.2M
New positions 6
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (+4 vs prior Q) 0 (-2 vs prior Q) 2 (+1 vs prior Q) 2 (+1 vs prior Q) +282K

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. $10,803,720 400,000 44.69% Shares
Prosperity Consulting Group, LLC $6,029,070 223,222 24.94% Shares
Lido Advisors, LLC $3,201,107 118,520 13.24% Shares
RAYMOND JAMES FINANCIAL INC $2,194,371 81,245 9.08% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $687,792 25,465 2.84% Shares
COMMONWEALTH EQUITY SERVICES, LLC $550,310 20,375 2.28% Shares
OLD MISSION CAPITAL LLC $411,837 15,248 1.70% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $256,480 9,496 1.06% Shares
UBS Group AG $35,058 1,298 0.15% Shares
FIDUCIARY FINANCIAL ADVISORS $4,240 157 0.02% Shares
IFP Advisors, Inc $2,836 105 0.01% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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