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

Institutional owners (13F) 12 filers · $40.1M 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 12
Value held $40.1M
New positions 5
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (+2 vs prior Q) 1 (0 vs prior Q) 4 (+3 vs prior Q) 1 (-2 vs prior Q) +377K

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
Wealth Alliance Advisory Group, LLC $18,624,145 617,000 46.50% Shares
NEUBERGER BERMAN GROUP LLC $7,514,948 248,963 18.76% Shares
Kingsview Wealth Management, LLC $3,622,200 120,000 9.04% Shares
GOLDMAN SACHS GROUP INC $2,513,354 83,265 6.28% Shares
DEUTSCHE BANK AG\ $2,415,200 80,000 6.03% Shares
LPL Financial LLC $1,919,584 63,594 4.79% Shares
Concurrent Investment Advisors, LLC $1,394,306 46,192 3.48% Shares
Trask Adam Roland $976,333 32,375 2.44% Shares
JANE STREET GROUP, LLC $568,836 18,845 1.42% Shares
RAYMOND JAMES FINANCIAL INC $435,509 14,428 1.09% Shares
Bell Investment Advisors, Inc $66,672 2,209 0.17% Shares
JPMORGAN CHASE & CO $1,358 45 0.00% Shares

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