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) 21 filers · $242.0M 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 21
Value held $242.0M
New positions 4
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (+1 vs prior Q) 0 (-1 vs prior Q) 6 (-2 vs prior Q) 7 (+5 vs prior Q) +309K

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
Blueprint Investment Partners LLC $113,274,793 3,595,021 46.81% Shares
Blueprint Financial Advisors LLC $99,212,861 3,148,735 41.00% Shares
STAPP WEALTH MANAGEMENT, PLLC $7,387,553 234,460 3.05% Shares
Brightwater Advisory LLC $6,434,664 204,218 2.66% Shares
Spartan Planning & Wealth Management $6,390,194 202,807 2.64% Shares
Ausdal Financial Partners, Inc. $6,384,238 202,618 2.64% Shares
Cetera Investment Advisers $684,466 21,723 0.28% Shares
Bellecapital International Ltd. $629,073 19,965 0.26% Shares
Mutual Advisors, LLC $395,400 12,549 0.16% Shares
COMMONWEALTH EQUITY SERVICES, LLC $275,830 8,754 0.11% Shares
Prosperity Financial Group, Inc. $264,107 8,382 0.11% Shares
ZEGA Investments, LLC $229,888 7,296 0.09% Shares
STEPHENS INC /AR/ $227,998 7,236 0.09% Shares
Colonial Trust Co / SC $103,916 3,298 0.04% Shares
Ascentis Wealth Management, LLC $52,745 1,674 0.02% Shares
FIFTH THIRD BANCORP $14,368 456 0.01% Shares
WELLS FARGO & COMPANY/MN $10,303 327 0.00% Shares
MORGAN STANLEY $7,531 239 0.00% Shares
CWM, LLC $6,508 234 0.00% Shares
HARBOUR INVESTMENTS, INC. $2,647 84 0.00% Shares
Solstein Capital, LLC $756 24 0.00% Shares

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