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) 16 filers · $5.7M total · As of June 30, 2026

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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 16
Value held $5.7M
New positions 4
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (0 vs prior Q) 1 (0 vs prior Q) 3 (+3 vs prior Q) 2 (-2 vs prior Q) +27K

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
Astoria Portfolio Advisors LLC. $1,169,516 29,150 20.68% Shares
Arax Advisory Partners $1,098,887 27,390 19.43% Shares
U.S. Capital Wealth Advisors, LLC $993,490 26,513 17.56% Shares
Ankerstar Wealth, LLC $870,082 21,687 15.38% Shares
LPL Financial LLC $632,973 15,777 11.19% Shares
J.W. COLE ADVISORS, INC. $412,533 10,282 7.29% Shares
Americana Partners, LLC $339,014 8,450 5.99% Shares
Centricity Wealth Management, LLC $48,848 1,500 0.86% Shares
Ameritas Advisory Services, LLC $40,120 1,000 0.71% Shares
UBS Group AG $23,711 591 0.42% Shares
CWM, LLC $7,494 200 0.13% Shares
OSAIC HOLDINGS, INC. $6,859 171 0.12% Shares
Texas Capital Bank Wealth Management Services Inc $6,540 163 0.12% Shares
PROEQUITIES, INC. $6,172 180 0.11% Shares
VANGUARD ADVISERS INC $75 2 0.00% Shares
WELLS FARGO & COMPANY/MN $56 1 0.00% Shares

ETF ownership Held by 12 ETFs

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PVI · Invesco Exchange-Traded Fund Trust … 4.58% 1,420,000 Aug. 28, 2026 Daily
BAB · Invesco Exchange-Traded Fund Trust … 1.35% 12,748,257.90 Aug. 28, 2026 Daily
IROC · Invesco Actively Managed Exchange-T… 1.07% 1,715,000 Aug. 28, 2026 Daily
BSMR · Invesco Exchange-Traded Self-Indexe… 0.89% 3,040,000 Aug. 26, 2026 Daily
BSMQ · Invesco Exchange-Traded Self-Indexe… 0.30% 790,000 Aug. 27, 2026 Daily
PZA · Invesco Exchange-Traded Fund Trust … 0.14% 5,690,000 Aug. 28, 2026 Daily
BSMT · Invesco Exchange-Traded Self-Indexe… 0.13% 360,000 Aug. 28, 2026 Daily
BSMS · Invesco Exchange-Traded Self-Indexe… 0.12% 355,000 Aug. 28, 2026 Daily
BSMU · Invesco Exchange-Traded Self-Indexe… 0.11% 290,000 Aug. 26, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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