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) 35 filers · $435.6M 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 35
Value held $435.6M
New positions 8
Exited positions 7
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 (-3 vs prior Q) 7 (+4 vs prior Q) 14 (+2 vs prior Q) 8 (+2 vs prior Q) -912K

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
ENVESTNET ASSET MANAGEMENT INC $344,443,251 6,577,110 79.08% Shares
ROYAL BANK OF CANADA $37,390,000 713,956 8.58% Shares
Aspire Capital Advisors LLC $14,419,602 275,341 3.31% Shares
STIFEL FINANCIAL CORP $11,950,592 228,195 2.74% Shares
LPL Financial LLC $9,095,516 173,678 2.09% Shares
COMMONWEALTH EQUITY SERVICES, LLC $9,034,470 172,512 2.07% Shares
BAILARD, INC. $1,899,931 36,279 0.44% Shares
Sunbelt Securities, Inc. $1,340,373 32,236 0.31% Shares
OSAIC HOLDINGS, INC. $951,950 18,178 0.22% Shares
TRUIST FINANCIAL CORP $854,582 16,318 0.20% Shares
Legacy Wealth Management, LLC / MS $759,045 14,494 0.17% Shares
BROWN ADVISORY INC $539,097 10,294 0.12% Shares
RAYMOND JAMES FINANCIAL INC $435,456 8,315 0.10% Shares
Clarity Asset Management, Inc. $388,580 7,420 0.09% Shares
BNB Wealth Management, LLC $365,857 6,986 0.08% Shares
GREAT VALLEY ADVISOR GROUP, INC. $334,536 6,388 0.08% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $284,160 5,426 0.07% Shares
Bank of New York Mellon Corp $224,017 4,278 0.05% Shares
MML INVESTORS SERVICES, LLC $216,791 4,140 0.05% Shares
Geneos Wealth Management Inc. $209,742 4,005 0.05% Shares
Safeguard Investment Advisory Group, LLC $203,196 3,880 0.05% Shares
Plante Moran Financial Advisors, LLC $47,761 912 0.01% Shares
Ameritas Advisory Services, LLC $27,925 533 0.01% Shares
EverSource Wealth Advisors, LLC $26,290 502 0.01% Shares
LGT Financial Advisors LLC $22,990 439 0.01% Shares
Thrivent Financial for Lutherans $18,086 345,438 0.00% Shares
ASSETMARK, INC $15,973 305 0.00% Shares
TD Capital Management LLC $15,868 303 0.00% Shares
Triumph Capital Management $15,606 298 0.00% Shares
HARBOUR INVESTMENTS, INC. $10,945 209 0.00% Shares
JONES FINANCIAL COMPANIES LLLP $10,248 200 0.00% Shares
Cambridge Investment Research Advisors, Inc. $8,515 162,595 0.00% Shares
Buck Wealth Strategies, LLC $6,400 122 0.00% Shares
Capital Analysts, LLC $861 16,430 0.00% Shares
BESSEMER GROUP INC $39 750 0.00% Shares

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