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) 18 filers · $138.7M 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 18
Value held $138.7M
New positions 3
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 (-2 vs prior Q) 2 (+1 vs prior Q) 9 (+1 vs prior Q) 4 (+2 vs prior Q) +508K

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
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $101,334,408 3,925,408 73.07% Shares
Retirement Planning Group, LLC $19,582,084 758,554 14.12% Shares
Brookwood Investment Group LLC $4,107,608 159,117 2.96% Shares
OSAIC HOLDINGS, INC. $2,811,550 108,895 2.03% Shares
Steward Partners Investment Advisory, LLC $2,749,659 106,514 1.98% Shares
STIFEL FINANCIAL CORP $2,453,924 95,058 1.77% Shares
WINEBRENNER CAPITAL MANAGEMENT LLC $1,383,761 53,603 1.00% Shares
Alteri Wealth LLC $926,315 35,883 0.67% Shares
CITADEL ADVISORS LLC $886,100 34,325 0.64% Shares
Atlas Wealth LLC $582,232 22,554 0.42% Shares
GOLDMAN SACHS GROUP INC $497,997 19,291 0.36% Shares
Congress Wealth Management LLC / DE / $345,621 13,227 0.25% Shares
Mission Creek Capital Partners, Inc. $286,099 11,083 0.21% Shares
Avantax Planning Partners, Inc. $254,613 9,863 0.18% Shares
VICTORY FINANCIAL GROUP, LLC $244,712 9,479 0.18% Shares
JONES FINANCIAL COMPANIES LLLP $194,122 7,491 0.14% Shares
UBS Group AG $31,623 1,225 0.02% Shares
DHJJ Financial Advisors, Ltd. $517 20 0.00% Shares

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