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) 29 filers · $5.1M 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 $5.1M
New positions 1
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
1 (-5 vs prior Q) 2 (-3 vs prior Q) 3 (-5 vs prior Q) 11 (+7 vs prior Q) -24K

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 $1,674,484 46,339 33.11% Shares
RAYMOND JAMES FINANCIAL INC $532,679 14,741 10.53% Shares
DAVENPORT & Co LLC $529,391 14,650 10.47% Shares
CITADEL ADVISORS LLC $384,269 10,634 7.60% Shares
Atria Wealth Solutions, Inc. $348,975 9,872 6.90% Shares
Fortitude Advisory Group L.L.C. $344,050 9,521 6.80% Shares
Creative Planning $292,213 8,087 5.78% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $230,402 6,376 4.56% Shares
Arax Advisory Partners $152,277 4,214 3.01% Shares
MORGAN STANLEY $97,964 2,711 1.94% Shares
BlackRock, Inc. $92,002 2,546 1.82% Shares
IFP Advisors, Inc $78,559 2,174 1.55% Shares
PNC Financial Services Group, Inc. $76,356 2,113 1.51% Shares
ROYAL BANK OF CANADA $53,000 1,454 1.05% Shares
UBS Group AG $44,014 1,218 0.87% Shares
OSAIC HOLDINGS, INC. $31,983 885 0.63% Shares
EverSource Wealth Advisors, LLC $22,404 620 0.44% Shares
CWM, LLC $20,800 650 0.41% Shares
Lindbrook Capital, LLC $14,461 446 0.29% Shares
Rachor Investment Advisory Services, LLC $14,455 400 0.29% Shares
AE Wealth Management LLC $7,362 204 0.15% Shares
Golden State Wealth Management, LLC $6,504 180 0.13% Shares
Main Street Group, LTD $4,336 120 0.09% Shares
Federation des caisses Desjardins du Quebec $3,361 93 0.07% Shares
Key Financial Inc $542 15 0.01% Shares
Cambridge Investment Research Advisors, Inc. $465 12,861 0.01% Shares
VANGUARD ADVISERS INC $320 10 0.01% Shares
Allworth Financial LP $181 5 0.00% Shares
WELLS FARGO & COMPANY/MN $11 0 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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