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 · $110.6M 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 12
Value held $110.6M
New positions 2
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (0 vs prior Q) 0 (-2 vs prior Q) 5 (+1 vs prior Q) 4 (0 vs prior Q) +92K

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 $100,482,600 1,995,880 90.86% Shares
LPL Financial LLC $2,825,570 56,124 2.56% Shares
CITADEL ADVISORS LLC $2,741,235 54,449 2.48% Shares
GOLDMAN SACHS GROUP INC $1,795,101 35,656 1.62% Shares
JANE STREET GROUP, LLC $1,503,553 29,865 1.36% Shares
Modern Wealth Management, LLC $431,960 8,580 0.39% Shares
COMMONWEALTH EQUITY SERVICES, LLC $407,150 8,087 0.37% Shares
OSAIC HOLDINGS, INC. $297,615 5,911 0.27% Shares
LGT Financial Advisors LLC $97,669 1,940 0.09% Shares
UBS Group AG $1,057 21 0.00% Shares
Cambridge Investment Research Advisors, Inc. $817 16,228 0.00% Shares
Thrivent Financial for Lutherans $652 12,958 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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