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) 14 filers · $2.3M 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 14
Value held $2.3M
New positions 6
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (+5 vs prior Q) 0 (-7 vs prior Q) 2 (+2 vs prior Q) 1 (-1 vs prior Q) +71K

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
Optivise Advisory Services LLC $672,911 43,163 29.46% Shares
Coppell Advisory Solutions LLC $372,791 23,805 16.32% Shares
ZEGA Investments, LLC $269,752 17,303 11.81% Shares
OLD MISSION CAPITAL LLC $268,506 17,223 11.75% Shares
Reliant Investment Partners, LLC $249,814 16,024 10.94% Shares
Toroso Investments, LLC $208,392 13,692 9.12% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $176,619 11,329 7.73% Shares
TUCKER ASSET MANAGEMENT LLC $25,536 1,638 1.12% Shares
Arax Advisory Partners $20,653 1,325 0.90% Shares
HARBOUR INVESTMENTS, INC. $15,590 1,000 0.68% Shares
EverSource Wealth Advisors, LLC $3,866 248 0.17% Shares
OSAIC HOLDINGS, INC. $39 2 0.00% Shares
MCGUIRE CAPITAL ADVISORS INC $16 1 0.00% Shares
WELLS FARGO & COMPANY/MN $12 1 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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