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

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value · industry median · verdict relative to median

Institutional owners (13F) 9 filers · $27.1M 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 $27.1M
New positions 1
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
1 (-4 vs prior Q) 2 (+2 vs prior Q) 1 (0 vs prior Q) 2 (0 vs prior Q) +202K

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
Mariner, LLC $8,447,594 305,365 31.18% Shares
MONETA GROUP INVESTMENT ADVISORS LLC $6,022,431 217,700 22.23% Shares
GOLDMAN SACHS GROUP INC $4,147,925 149,940 15.31% Shares
Kings Path Partners LLC $4,078,006 147,412 15.05% Shares
Callan Family Office, LLC $1,753,642 63,391 6.47% Shares
DIVERSIFIED TRUST CO $1,669,350 60,344 6.16% Shares
AQR CAPITAL MANAGEMENT LLC $591,355 21,376 2.18% Shares
WELLS FARGO & COMPANY/MN $384,528 13,900 1.42% Shares
FMR LLC $28 1 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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