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) 54 filers · $64.0M 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 54
Value held $64.0M
New positions 6
Exited positions 10
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (-9 vs prior Q) 10 (+8 vs prior Q) 18 (+1 vs prior Q) 20 (+1 vs prior Q) -177K

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
SUSQUEHANNA INTERNATIONAL GROUP, LLP $15,054,214 146,200 23.52% Call option
CITADEL ADVISORS LLC $6,662,159 64,700 10.41% Call option
SUSQUEHANNA INTERNATIONAL GROUP, LLP $5,375,034 52,200 8.40% Put option
JANE STREET GROUP, LLC $2,832,705 27,510 4.42% Shares
Exit Wealth Advisors, LLC. $2,816,744 27,355 4.40% Shares
CITADEL ADVISORS LLC $2,533,062 24,600 3.96% Put option
JANE STREET GROUP, LLC $2,358,013 22,900 3.68% Put option
WealthCare Asset Management, LLC $2,305,395 22,389 3.60% Shares
OSAIC HOLDINGS, INC. $2,003,980 19,462 3.13% Shares
Pinnacle Wealth Planning Services, Inc. $1,956,430 19,000 3.06% Shares
Blue Capital, Inc. $1,899,179 18,444 2.97% Shares
Cetera Investment Advisers $1,842,442 17,893 2.88% Shares
Professional Financial Advisors, LLC $1,434,887 13,935 2.24% Shares
ENVESTNET ASSET MANAGEMENT INC $1,213,913 11,789 1.90% Shares
ROMAN BUTLER FULLERTON & CO $1,101,818 9,845 1.72% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,095,292 10,637 1.71% Shares
Belvedere Trading LLC $1,067,902 10,371 1.67% Shares
Parallax Volatility Advisers, L.P. $866,081 8,411 1.35% Shares
JANE STREET GROUP, LLC $854,651 8,300 1.34% Call option
CALTON & ASSOCIATES, INC. $678,263 6,587 1.06% Shares
COMMONWEALTH EQUITY SERVICES, LLC $634,710 6,164 0.99% Shares
EverSource Wealth Advisors, LLC $620,703 6,028 0.97% Shares
National Wealth Management Group, LLC $591,254 5,742 0.92% Shares
Three Seasons Wealth, LLC $568,497 5,521 0.89% Shares
ROYAL BANK OF CANADA $565,000 5,487 0.88% Shares
Pettinga Financial Advisors LLC $495,080 4,808 0.77% Shares
BLAIR WILLIAM & CO/IL $489,108 4,750 0.76% Shares
Capital Wealth Alliance, LLC $435,696 4,239 0.68% Shares
Tactive Advisors, LLC $399,627 3,881 0.62% Shares
MGO ONE SEVEN LLC $390,462 3,792 0.61% Shares
Integrated Advisors Network LLC $364,926 3,544 0.57% Shares
IMC-Chicago, LLC $335,888 3,262 0.52% Shares
CoreCap Advisors, LLC $314,882 3,058 0.49% Shares
SIMPLEX TRADING, LLC $271,428 2,636 0.42% Shares
WOLVERINE TRADING, LLC $258,720 4,000 0.40% Call option
Second Half Financial Partners, LLC $251,144 2,439 0.39% Shares
LPL Financial LLC $250,356 2,431 0.39% Shares
WOLVERINE TRADING, LLC $219,912 3,400 0.34% Put option
Belvedere Trading LLC $195,643 1,900 0.31% Put option
GROUP ONE TRADING LLC $94,629 919 0.15% Shares
Rosenberg Matthew Hamilton $83,818 814 0.13% Shares
WELLS FARGO & COMPANY/MN $61,267 595 0.10% Shares
UBS Group AG $38,408 373 0.06% Shares
Creative Planning $35,600 16,000 0.06% Call option
PNC Financial Services Group, Inc. $30,891 300 0.05% Shares
Signature Equity Partners, LLC $24,198 235 0.04% Shares
JPMORGAN CHASE & CO $10,354 101 0.02% Shares
MORGAN STANLEY $10,297 100 0.02% Shares
LANARK FINANCIAL, INC. $9,267 90 0.01% Shares
IFP Advisors, Inc $5,148 50 0.01% Shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $3,809 37 0.01% Shares
Cambridge Investment Research Advisors, Inc. $3,478 33,781 0.01% Shares
Merit Financial Group, LLC $206 2 0.00% Shares
Motiv8 Investments LLC $44 715 0.00% Shares

Activists & 5%+ owners 3 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Counsel Portfolio Services Inc. ×4 filings Aug. 7, 2019 · Amendment Passive investment SEC
Counsel Portfolio Services Inc. IRS No. ×6 filings June 6, 2019 · Amendment Passive investment SEC
(ENTITIES ONLY.) Counsel Portfolio Services Inc. IRS No. Aug. 16, 2018 · Amendment Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

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