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 · industry median · verdict relative to median

Institutional owners (13F) 7 filers · $1.5M 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 7
Value held $1.5M
New positions 2
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (-1 vs prior Q) 0 (0 vs prior Q) 1 (+1 vs prior Q) 2 (+2 vs prior Q) +7K

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
Sonoma Allocations LLC $1,130,429 34,538 75.67% Shares
CITADEL ADVISORS LLC $233,733 7,151 15.65% Shares
Thrivent Financial for Lutherans $79,119 2,420,628 5.30% Shares
Integrated Wealth Concepts LLC $26,522 811 1.78% Shares
ROYAL BANK OF CANADA $22,000 681 1.47% Shares
UBS Group AG $1,536 47 0.10% Shares
EverSource Wealth Advisors, LLC $588 18 0.04% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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