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 · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 32 filers · $9.9M 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 32
Value held $9.9M
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) 5 (-4 vs prior Q) 11 (+4 vs prior Q) -149K

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
SageGuard Financial Group, LLC $2,181,792 73,892 22.09% Shares
RAYMOND JAMES FINANCIAL INC $2,002,826 67,831 20.28% Shares
Mission Creek Capital Partners, Inc. $1,414,447 47,904 14.32% Shares
OSAIC HOLDINGS, INC. $859,718 29,111 8.71% Shares
STEEL GROVE CAPITAL ADVISORS, LLC $568,241 19,245 5.75% Shares
GOLDMAN SACHS GROUP INC $453,028 15,343 4.59% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $430,913 14,594 4.36% Shares
GTS SECURITIES LLC $398,378 13,492 4.03% Shares
LPL Financial LLC $343,543 11,635 3.48% Shares
Snowden Capital Advisors LLC $257,325 8,715 2.61% Shares
GatePass Capital, LLC $246,548 8,350 2.50% Shares
Cetera Investment Advisers $233,392 7,904 2.36% Shares
HARBOUR INVESTMENTS, INC. $108,037 3,659 1.09% Shares
NewEdge Advisors, LLC $80,460 2,725 0.81% Shares
Hilltop National Bank $68,030 2,304 0.69% Shares
Farther Finance Advisors, LLC $66,186 2,242 0.67% Shares
FMR LLC $42,470 1,438 0.43% Shares
CIBC Private Wealth Group LLC $29,114 1,000 0.29% Shares
UBS Group AG $28,051 950 0.28% Shares
ASSETMARK, INC $14,881 504 0.15% Shares
CWM, LLC $14,817 544 0.15% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $12,634 425 0.13% Shares
MORGAN STANLEY $7,382 250 0.07% Shares
Golden State Wealth Management, LLC $3,307 112 0.03% Shares
Archer Investment Corp $2,962 100 0.03% Shares
VANGUARD ADVISERS INC $2,832 104 0.03% Shares
HUNTINGTON NATIONAL BANK $1,978 67 0.02% Shares
IFP Advisors, Inc $1,181 40 0.01% Shares
HRT FINANCIAL LP $416 14,089 0.00% Shares
COUNTRY TRUST BANK $413 14 0.00% Shares
Cambridge Investment Research Advisors, Inc. $257 8,715 0.00% Shares
WELLS FARGO & COMPANY/MN $6 0 0.00% Shares

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