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) 10 filers · $81.1M 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 10
Value held $81.1M
New positions 1
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
1 (-1 vs prior Q) 0 (-2 vs prior Q) 5 (+2 vs prior Q) 2 (0 vs prior Q) -2.3M

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
ALM First Financial Advisors, LLC $67,649,932 2,292,636 83.44% Shares
Fermata Advisors, LLC $4,511,472 149,337 5.56% Shares
Bravias Capital Group, LLC $2,821,301 93,390 3.48% Shares
LPL Financial LLC $2,255,684 74,667 2.78% Shares
Cauble & Harre Wealth Management, Inc. $2,077,016 68,753 2.56% Shares
OSAIC HOLDINGS, INC. $1,084,955 35,913 1.34% Shares
CITADEL ADVISORS LLC $665,013 22,013 0.82% Shares
NATIONAL BANK OF CANADA /FI/ $15,437 511 0.02% Shares
MORGAN STANLEY $36 1 0.00% Shares
WELLS FARGO & COMPANY/MN $7 0 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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