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) 19 filers · $9.8M 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 19
Value held $9.8M
New positions 2
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (-2 vs prior Q) 3 (+1 vs prior Q) 5 (-1 vs prior Q) 2 (0 vs prior Q) -62K

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
CWM, LLC $1,534,468 58,367 15.68% Shares
HARBOUR INVESTMENTS, INC. $1,272,692 47,067 13.00% Shares
Brookstone Capital Management $1,180,485 43,657 12.06% Shares
MML INVESTORS SERVICES, LLC $1,097,878 40,602 11.22% Shares
ENVESTNET ASSET MANAGEMENT INC $864,252 31,962 8.83% Shares
Orion Porfolio Solutions, LLC $775,156 28,667 7.92% Shares
HighTower Advisors, LLC $639,172 23,638 6.53% Shares
Encompass More Asset Management $521,953 19,303 5.33% Shares
Tradition Wealth Management, LLC $434,127 16,055 4.44% Shares
Ashton Thomas Private Wealth, LLC $331,348 12,254 3.39% Shares
Fragasso Financial Advisors Inc $298,224 11,029 3.05% Shares
Plan Group Financial, LLC $255,068 9,433 2.61% Shares
Vantage Financial Partners, LLC $210,701 7,942 2.15% Shares
Atria Investments, Inc $204,774 7,573 2.09% Shares
HARBOR INVESTMENT ADVISORY, LLC $61,732 2,283 0.63% Shares
OSAIC HOLDINGS, INC. $55,838 2,065 0.57% Shares
AE Wealth Management LLC $39,749 1,470 0.41% Shares
Global Retirement Partners, LLC $8,235 305 0.08% Shares
Cambridge Investment Research Advisors, Inc. $972 35,933 0.01% Shares

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