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) 9 filers · $4.4M total · As of June 30, 2026

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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 9
Value held $4.4M
New positions 5
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (+1 vs prior Q) 3 (+3 vs prior Q) 1 (-2 vs prior Q) 2 (+2 vs prior Q) -261K

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 $1,714,139 81,882 39.25% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $1,144,562 54,674 26.21% Shares
OLD MISSION CAPITAL LLC $877,042 41,895 20.08% Shares
Wealthcare Advisory Partners LLC $221,110 10,562 5.06% Shares
Synergy Asset Management, LLC $205,470 9,815 4.70% Shares
Caitlin John, LLC $104,672 5,000 2.40% Shares
ROTHSCHILD INVESTMENT LLC $90,910 4,343 2.08% Shares
HARBOUR INVESTMENTS, INC. $9,337 446 0.21% Shares
Janney Montgomery Scott LLC $241 11,500 0.01% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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