Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · industry median · verdict relative to median

Institutional owners (13F) 29 filers · $16.7M 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 29
Value held $16.7M
New positions 2
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (+1 vs prior Q) 1 (-2 vs prior Q) 3 (+1 vs prior Q) 9 (0 vs prior Q) -17K

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
Brookstone Capital Management $4,690,520 166,681 28.06% Shares
HighTower Advisors, LLC $1,735,550 61,674 10.38% Shares
Vantage Financial Partners, LLC $1,121,417 41,032 6.71% Shares
COMMONWEALTH EQUITY SERVICES, LLC $982,980 34,931 5.88% Shares
Tradition Wealth Management, LLC $918,822 32,651 5.50% Shares
Cypress Wealth Services, LLC $861,077 30,599 5.15% Shares
GILL CAPITAL PARTNERS, LLC $795,087 28,254 4.76% Shares
Mutual Advisors, LLC $703,996 25,017 4.21% Shares
Atlantic Private Wealth, LLC $689,447 24,500 4.12% Shares
OLD MISSION CAPITAL LLC $559,268 19,874 3.35% Shares
SMI Advisory Services, LLC $530,922 18,817 3.18% Shares
Bullseye Investment Management, LLC $480,048 18,974 2.87% Shares
Triad Wealth Partners, LLC $371,069 13,075 2.22% Shares
Cetera Investment Advisers $365,210 12,978 2.19% Shares
MML INVESTORS SERVICES, LLC $363,831 12,929 2.18% Shares
WOLVERINE TRADING, LLC $293,705 10,880 1.76% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $279,015 9,915 1.67% Shares
CITADEL ADVISORS LLC $217,556 7,731 1.30% Shares
LPL Financial LLC $213,250 7,578 1.28% Shares
BARCLAYS PLC $147,148 5,229 0.88% Shares
Farther Finance Advisors, LLC $91,429 3,249 0.55% Shares
RAYMOND JAMES FINANCIAL INC $76,683 2,725 0.46% Shares
CWM, LLC $71,894 2,653 0.43% Shares
IFP Advisors, Inc $59,095 2,100 0.35% Shares
OSAIC HOLDINGS, INC. $56,280 2,000 0.34% Shares
AE Wealth Management LLC $27,099 963 0.16% Shares
Abound Wealth Management $9,323 344 0.06% Shares
HARBOUR INVESTMENTS, INC. $2,251 80 0.01% Shares
Cambridge Investment Research Advisors, Inc. $200 7,121 0.00% Shares

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