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 · industry median · verdict relative to median

Institutional owners (13F) 17 filers · $22.8M 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 17
Value held $22.8M
New positions 6
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (-2 vs prior Q) 4 (+1 vs prior Q) 6 (+2 vs prior Q) 3 (+2 vs prior Q) +78K

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
INCOME RESEARCH & MANAGEMENT $5,085,030 100,000 22.32% Shares
CAPTRUST FINANCIAL ADVISORS $4,616,343 90,783 20.26% Shares
BCGM Wealth Management, LLC $3,906,422 76,822 17.14% Shares
TRAPHAGEN INVESTMENT ADVISORS LLC $2,094,740 41,194 9.19% Shares
LPL Financial LLC $1,310,463 25,771 5.75% Shares
Oasis Advisors, LLC $936,912 18,425 4.11% Shares
CITADEL ADVISORS LLC $840,098 16,521 3.69% Shares
Balance Wealth Partners LLC $745,169 14,654 3.27% Shares
CWM, LLC $676,103 13,477 2.97% Shares
Impact Partnership Wealth, LLC $669,139 13,159 2.94% Shares
VICTORY FINANCIAL GROUP, LLC $570,192 11,213 2.50% Shares
Plum Street Advisors, LLC $467,874 9,201 2.05% Shares
JANE STREET GROUP, LLC $450,940 8,868 1.98% Shares
RWA WEALTH PARTNERS, LLC $325,239 6,396 1.43% Shares
Integrated Wealth Concepts LLC $40,680 800 0.18% Shares
1620 INVESTMENT ADVISORS, INC. $25,679 505 0.11% Shares
Farther Finance Advisors, LLC $25,425 500 0.11% Shares

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