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) 35 filers · $77.6M 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 35
Value held $77.6M
New positions 8
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 (+1 vs prior Q) 1 (+1 vs prior Q) 16 (+4 vs prior Q) 8 (+1 vs prior Q) +769K

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
LPL Financial LLC $28,307,001 548,958 36.46% Shares
Souders Financial Advisors $9,210,054 178,611 11.86% Shares
Strategic Financial Concepts, LLC $7,913,731 153,029 10.19% Shares
KICKSTAND VENTURES, LLC. $7,074,616 137,198 9.11% Shares
Cetera Investment Advisers $4,311,522 83,614 5.55% Shares
Sunrise Financial Services, LLC $2,736,123 53,062 3.52% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,321,023 44,977 2.99% Shares
Intergy Private Wealth, LLC $1,889,085 36,635 2.43% Shares
PFG Advisors $1,782,087 34,560 2.30% Shares
Elm3 Financial Group, LLC $1,520,788 29,493 1.96% Shares
JANE STREET GROUP, LLC $1,135,564 22,022 1.46% Shares
JONES FINANCIAL COMPANIES LLLP $1,088,669 21,131 1.40% Shares
Heritage Wealth Management, Inc. $903,470 17,521 1.16% Shares
Allworth Financial LP $840,740 16,304 1.08% Shares
ENVESTNET ASSET MANAGEMENT INC $789,223 15,305 1.02% Shares
Mariner, LLC $778,735 15,102 1.00% Shares
PRICE T ROWE ASSOCIATES INC /MD/ $717,032 13,905,384 0.92% Shares
Vines Capital Management, LLC $716,702 13,899 0.92% Shares
AdvisorNet Financial, Inc $682,861 13,243 0.88% Shares
RAYMOND JAMES FINANCIAL INC $527,149 10,223 0.68% Shares
JPMORGAN CHASE & CO $516,476 10,011 0.67% Shares
Tactive Advisors, LLC $413,950 8,028 0.53% Shares
N.E.W. Advisory Services LLC $388,693 7,538 0.50% Shares
UBS Group AG $362,089 7,022 0.47% Shares
Regal Investment Advisors LLC $308,900 5,990 0.40% Shares
HighTower Advisors, LLC $242,356 4,700 0.31% Shares
Steward Partners Investment Advisory, LLC $75,388 1,462 0.10% Shares
OSAIC HOLDINGS, INC. $38,471 746 0.05% Shares
PRIVATE TRUST CO NA $20,935 406 0.03% Shares
WELLS FARGO & COMPANY/MN $6,652 129 0.01% Shares
Global Retirement Partners, LLC $6,600 128 0.01% Shares
Farther Finance Advisors, LLC $2,578 50 0.00% Shares
NATIXIS ADVISORS, LLC $593 11,506 0.00% Shares
MORGAN STANLEY $107 2 0.00% Shares
FMR LLC $52 1 0.00% Shares

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