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) 92 filers · $96.9M 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 92
Value held $96.9M
New positions 13
Exited positions 7
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
13 (+4 vs prior Q) 7 (-2 vs prior Q) 23 (+4 vs prior Q) 24 (-6 vs prior Q) +149K

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
Tradition Wealth Management, LLC $9,505,155 270,688 9.81% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $6,501,962 185,163 6.71% Shares
COMMONWEALTH EQUITY SERVICES, LLC $5,063,760 144,206 5.23% Shares
CWM, LLC $4,875,340 146,100 5.03% Shares
KFG WEALTH MANAGEMENT, LLC $4,464,597 127,143 4.61% Shares
OSAIC HOLDINGS, INC. $4,155,838 118,365 4.29% Shares
AssuredPartners Investment Advisors, LLC $3,450,275 98,257 3.56% Shares
Prairie Wealth Advisors, Inc. $3,308,643 0 3.41% Shares
Brookstone Capital Management $3,176,660 90,465 3.28% Shares
CENTRAL VALLEY ADVISORS, LLC $2,810,236 80,030 2.90% Shares
ENVESTNET ASSET MANAGEMENT INC $2,729,579 77,733 2.82% Shares
Orion Porfolio Solutions, LLC $2,673,079 76,124 2.76% Shares
Kellett Wealth Advisors, LLC $2,640,352 75,192 2.72% Shares
Berger Financial Group, Inc $2,418,954 68,887 2.50% Shares
Foundations Investment Advisors, LLC $1,996,768 56,864 2.06% Shares
TRUIST FINANCIAL CORP $1,972,697 56,179 2.04% Shares
Strategic Blueprint, LLC $1,764,800 50,258 1.82% Shares
Triad Wealth Partners, LLC $1,618,490 45,662 1.67% Shares
Spire Wealth Management $1,498,032 42,667 1.55% Shares
MML INVESTORS SERVICES, LLC $1,432,052 40,782 1.48% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,407,471 40,082 1.45% Shares
IMG Wealth Management, Inc. $1,402,485 39,940 1.45% Shares
Arax Advisory Partners $1,386,964 39,498 1.43% Shares
Advisory Services Network, LLC $1,323,020 37,677 1.37% Shares
Kestra Advisory Services, LLC $1,287,585 36,668 1.33% Shares
Trek Financial, LLC $1,211,812 34,510 1.25% Shares
Cetera Investment Advisers $1,119,263 31,874 1.16% Shares
LPL Financial LLC $974,295 27,746 1.01% Shares
Sonoma Allocations LLC $938,428 26,694 0.97% Shares
SteelPeak Wealth, LLC $838,788 23,887 0.87% Shares
FIDUCIARY FINANCIAL GROUP, LLC $808,822 24,238 0.83% Shares
BCS Wealth Management $662,792 18,875 0.68% Shares
GRIES FINANCIAL LLC $634,733 19,749 0.66% Shares
Orion Portfolio Solutions, LLC $600,007 20,094 0.62% Shares
Ausdal Financial Partners, Inc. $599,199 17,064 0.62% Shares
Your Advocates Ltd., LLP $583,598 16,622 0.60% Shares
Lantz Financial LLC $557,096 15,865 0.57% Shares
Kovack Advisors, Inc. $548,959 15,632 0.57% Shares
WealthShield Partners, LLC $513,624 14,627 0.53% Shares
Atria Investments, Inc $494,311 14,077 0.51% Shares
AE Wealth Management LLC $473,804 13,493 0.49% Shares
SILVER OAK SECURITIES, INCORPORATED $470,012 13,385 0.49% Shares
MORGAN STANLEY $469,134 13,360 0.48% Shares
Signal Advisors Wealth, LLC $468,923 13,354 0.48% Shares
MILESTONE ASSET MANAGEMENT, LLC $447,714 12,750 0.46% Shares
Retirement Planning Group, LLC $443,043 12,617 0.46% Shares
Encompass More Asset Management $432,544 12,318 0.45% Shares
Steward Partners Investment Advisory, LLC $424,714 12,095 0.44% Shares
CITADEL ADVISORS LLC $414,776 11,812 0.43% Shares
Galvin, Gaustad & Stein, LLC $383,185 10,912 0.40% Shares
Souders Financial Advisors $365,931 10,421 0.38% Shares
H D Vest Advisory Services $348,400 11,131 0.36% Shares
PRINCIPAL SECURITIES, INC. $346,513 9,868 0.36% Shares
RFG Advisory, LLC $344,406 9,808 0.36% Shares
Maia Wealth LLC $333,204 9,489 0.34% Shares
Beacon Pointe Advisors, LLC $331,625 9,444 0.34% Shares
Soltis Investment Advisors LLC $316,143 9,003 0.33% Shares
LifeWealth Investments, LLC $270,560 7,705 0.28% Shares
Impact Partnership Wealth, LLC $261,746 7,454 0.27% Shares
Outlook Wealth Advisors, LLC $253,284 7,213 0.26% Shares
CoreCap Advisors, LLC $252,546 7,192 0.26% Shares
Creative Planning $251,317 7,157 0.26% Shares
Bright Futures Wealth Management, LLC. $247,454 7,047 0.26% Shares
Cornerstone Wealth Group, LLC $243,381 6,931 0.25% Shares
SageView Advisory Group, LLC $240,818 6,858 0.25% Shares
Ballast Rock Private Wealth LLC $233,831 6,659 0.24% Shares
Accurate Wealth Management, LLC $215,086 6,100 0.22% Shares
Archer Investment Corp $211,567 6,025 0.22% Shares
Octavia Wealth Advisors, LLC $207,844 5,919 0.21% Shares
NewCorp Financial Services, Inc. $203,771 5,803 0.21% Shares
Ashton Thomas Private Wealth, LLC $143,690 4,092 0.15% Shares
Concurrent Investment Advisors, LLC $123,753 3,524 0.13% Shares
DHJJ Financial Advisors, Ltd. $120,234 3,424 0.12% Shares
Financial Network Wealth Advisors LLC $101,517 2,891 0.10% Shares
Farther Finance Advisors, LLC $92,879 2,645 0.10% Shares
IFP Advisors, Inc $91,053 2,593 0.09% Shares
Keating Financial Advisory Services, Inc. $75,497 2,150 0.08% Shares
HARBOUR INVESTMENTS, INC. $61,346 1,747 0.06% Shares
RAYMOND JAMES FINANCIAL INC $56,078 1,597 0.06% Shares
BARCLAYS PLC $46,527 1,325 0.05% Shares
PROEQUITIES, INC. $24,245 770 0.03% Shares
Triumph Capital Management $22,930 653 0.02% Shares
JPMORGAN CHASE & CO $19,679 562 0.02% Shares
WELLS FARGO & COMPANY/MN $17,171 489 0.02% Shares
Allworth Financial LP $14,749 420 0.02% Shares
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC $11,904 339 0.01% Shares
Aptus Capital Advisors, LLC $8,779 250 0.01% Shares
Larson Financial Group LLC $7,058 201 0.01% Shares
AdvisorNet Financial, Inc $6,531 186 0.01% Shares
Cambridge Investment Research Advisors, Inc. $1,111 31,648 0.00% Shares
CENTAURUS FINANCIAL, INC. $565 16,090 0.00% Shares
Capital Analysts, LLC $124 3,545 0.00% Shares

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