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) 6 filers · $61.8M 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 6
Value held $61.8M
New positions 3
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 1 3 0 ·

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. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.

Institution Value Shares % of tracked 13F Type
Blueprint Investment Partners LLC $35,179,390 1,785,321 56.94% Shares
Blueprint Financial Advisors LLC $18,800,094 954,087 30.43% Shares
Spartan Planning & Wealth Management $7,236,486 367,245 11.71% Shares
Cetera Investment Advisers $255,650 12,974 0.41% Shares
ENVESTNET ASSET MANAGEMENT INC $252,970 12,838 0.41% Shares
UBS Group AG $57,420 2,914 0.09% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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