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) 54 filers · $190.8M 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 54
Value held $190.8M
New positions 15
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
15 (+9 vs prior Q) 5 (-1 vs prior Q) 13 (-2 vs prior Q) 11 (-2 vs prior Q) +1.8M

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
Orion Porfolio Solutions, LLC $74,723,091 2,377,422 39.16% Shares
Orion Portfolio Solutions, LLC $43,900,604 2,482,968 23.01% Shares
LPL Financial LLC $23,617,623 751,429 12.38% Shares
OSAIC HOLDINGS, INC. $21,606,455 687,439 11.32% Shares
ENVESTNET ASSET MANAGEMENT INC $4,817,125 153,264 2.52% Shares
Echo45 Advisors LLC $2,519,806 80,171 1.32% Shares
POTOMAC FUND MANAGEMENT INC /ADV $2,413,871 104,091 1.26% Shares
GeoWealth Management, LLC $2,111,703 67,187 1.11% Shares
RMG Wealth Management LLC $1,596,237 27,916 0.84% Shares
Arax Advisory Partners $1,557,497 49,554 0.82% Shares
San Luis Wealth Advisors LLC $1,364,002 43,398 0.71% Shares
U.S. Capital Wealth Advisors, LLC $1,149,157 49,554 0.60% Shares
Copley Financial Group, Inc. $1,081,454 34,408 0.57% Shares
Mutual Advisors, LLC $1,006,813 32,033 0.53% Shares
Envestnet Portfolio Solutions, Inc. $589,507 18,756 0.31% Shares
Gibbs Wealth Management $554,021 20,470 0.29% Shares
Silver Grove Financial Group, Inc. $543,120 17,280 0.28% Shares
Visionary Wealth Advisors $468,054 14,892 0.25% Shares
Ausdal Financial Partners, Inc. $450,051 14,319 0.24% Shares
Ashton Thomas Private Wealth, LLC $434,625 13,828 0.23% Shares
HARBOUR INVESTMENTS, INC. $406,374 12,929 0.21% Shares
GWN SECURITIES INC. $396,833 12,626 0.21% Shares
FLORIDA FINANCIAL ADVISORS, LLC $369,053 11,742 0.19% Shares
Encompass More Asset Management $363,114 11,553 0.19% Shares
CDKV HOLDINGS LLC $327,190 10,410 0.17% Shares
Triad Wealth Partners, LLC $326,027 11,506 0.17% Shares
Cassaday & Co Wealth Management LLC $298,714 9,504 0.16% Shares
Virtue Capital Management, LLC $284,664 9,057 0.15% Shares
Atria Wealth Solutions, Inc. $262,244 11,231 0.14% Shares
Signal Advisors Wealth, LLC $245,439 7,809 0.13% Shares
PACIFIC FINANCIAL GROUP INC $232,144 7,386 0.12% Shares
AMG Asset Management Group, Inc. $228,310 7,264 0.12% Shares
Synergy Investment Management, LLC $140,336 4,465 0.07% Shares
CreativeOne Wealth, LLC $136,848 4,354 0.07% Shares
Main Management LLC $70,109 2,230,630 0.04% Shares
Geneos Wealth Management Inc. $51,765 1,647 0.03% Shares
Farther Finance Advisors, LLC $35,076 1,116 0.02% Shares
CWM, LLC $24,141 1,041 0.01% Shares
Buck Wealth Strategies, LLC $20,874 664 0.01% Shares
ASSETMARK, INC $18,512 589 0.01% Shares
EverSource Wealth Advisors, LLC $15,212 484 0.01% Shares
MORGAN STANLEY $12,006 382 0.01% Shares
JPMORGAN CHASE & CO $11,693 381 0.01% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $11,063 352 0.01% Shares
ROYAL BANK OF CANADA $11,000 344 0.01% Shares
Ameritas Advisory Services, LLC $10,843 345 0.01% Shares
AE Wealth Management LLC $3,929 125 0.00% Shares
Global Retirement Partners, LLC $3,300 105 0.00% Shares
Continuum Advisory, LLC $2,452 78 0.00% Shares
Fortis Group Advisors, LLC $1,823 58 0.00% Shares
IFP Advisors, Inc $1,194 38 0.00% Shares
JONES FINANCIAL COMPANIES LLLP $1,049 35 0.00% Shares
Integrated Wealth Concepts LLC $974 31 0.00% Shares
WELLS FARGO & COMPANY/MN $27 1 0.00% Shares

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