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) 40 filers · $318.0M 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 40
Value held $318.0M
New positions 13
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
13 (+8 vs prior Q) 6 (+3 vs prior Q) 17 (0 vs prior Q) 6 (0 vs prior Q) +5.4M

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
LPL Financial LLC $196,014,936 4,702,854 61.64% Shares
MORGAN STANLEY $25,799,027 618,978 8.11% Shares
OneDigital Investment Advisors LLC $22,135,401 531,080 6.96% Shares
Modern Wealth Management, LLC $19,524,538 468,439 6.14% Shares
OSAIC HOLDINGS, INC. $9,043,875 216,975 2.84% Shares
Northwest Wealth Advisors, LLC $8,568,953 205,589 2.69% Shares
Cetera Investment Advisers $6,645,696 159,446 2.09% Shares
RAYMOND JAMES FINANCIAL INC $4,504,397 108,071 1.42% Shares
ENVESTNET ASSET MANAGEMENT INC $4,402,875 105,635 1.38% Shares
JONES FINANCIAL COMPANIES LLLP $4,281,298 103,413 1.35% Shares
Hopwood Financial Services, Inc. $2,161,650 51,863 0.68% Shares
Flaharty Asset Management, LLC $1,773,825 42,060 0.56% Shares
Corient Private Wealth LP $1,689,082 40,525 0.53% Shares
INDEPENDENT FINANCIAL GROUP, LLC $1,488,143 35,704 0.47% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,324,560 31,779 0.42% Shares
Continuum Advisory, LLC $1,324,382 31,775 0.42% Shares
Quantinno Capital Management LP $1,042,000 25,000 0.33% Shares
N.E.W. Advisory Services LLC $976,773 23,435 0.31% Shares
HighTower Advisors, LLC $933,058 22,386 0.29% Shares
JANE STREET GROUP, LLC $779,749 18,708 0.25% Shares
Steward Partners Investment Advisory, LLC $733,401 17,596 0.23% Shares
BROWN BROTHERS HARRIMAN & CO $535,880 12,857 0.17% Shares
PRICE T ROWE ASSOCIATES INC /MD/ $533,788 12,806,802 0.17% Shares
CITADEL ADVISORS LLC $344,860 8,274 0.11% Shares
GeoWealth Management, LLC $322,478 7,737 0.10% Shares
Integrated Wealth Concepts LLC $316,226 7,587 0.10% Shares
MONEY CONCEPTS CAPITAL CORP $262,501 6,298 0.08% Shares
HARBOUR INVESTMENTS, INC. $156,657 3,759 0.05% Shares
PRIVATE TRUST CO NA $146,797 3,522 0.05% Shares
WELLS FARGO & COMPANY/MN $102,908 2,469 0.03% Shares
EverSource Wealth Advisors, LLC $43,639 1,047 0.01% Shares
Global Retirement Partners, LLC $30,093 722 0.01% Shares
IFG Advisory, LLC $20,423 490 0.01% Shares
JPMORGAN CHASE & CO $12,864 309 0.00% Shares
Harborfront Financial Group LLC $6,534 157 0.00% Shares
Cambridge Investment Research Advisors, Inc. $4,095 98,247 0.00% Shares
BANK OF MONTREAL /CAN/ $2,626 63 0.00% Shares
Cape Investment Advisory, Inc. $2,084 50 0.00% Shares
ASSETMARK, INC $1,292 31 0.00% Shares
Strategic Wealth Partners, Ltd. $10 0 0.00% Shares

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