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) 127 filers · $240.8M 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 127
Value held $240.8M
New positions 17
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
17 (-3 vs prior Q) 5 (-5 vs prior Q) 25 (-17 vs prior Q) 44 (+19 vs prior Q) -1.4M

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
Brookstone Capital Management $59,496,700 1,312,460 24.71% Shares
Talon Private Wealth, LLC $35,921,460 845,012 14.92% Shares
Sonoma Allocations LLC $17,574,669 387,022 7.30% Shares
COMMONWEALTH EQUITY SERVICES, LLC $8,599,160 189,692 3.57% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $6,799,785 149,999 2.82% Shares
Campbell Deegan Wealth Management, LLC $6,396,162 150,463 2.66% Shares
OSAIC HOLDINGS, INC. $5,520,922 121,794 2.29% Shares
Strategic Blueprint, LLC $4,965,145 109,528 2.06% Shares
CWM, LLC $4,854,493 114,197 2.02% Shares
TRUIST FINANCIAL CORP $4,032,662 88,958 1.67% Shares
Cetera Investment Advisers $3,779,091 83,364 1.57% Shares
Clearstead Advisors, LLC $3,623,448 79,931 1.50% Shares
Berkshire Money Management, Inc. $3,617,193 79,793 1.50% Shares
Spire Wealth Management $3,468,638 76,520 1.44% Shares
ENVESTNET ASSET MANAGEMENT INC $3,362,833 74,182 1.40% Shares
LPL Financial LLC $3,110,310 68,612 1.29% Shares
Prairie Wealth Advisors, Inc. $2,949,910 0 1.23% Shares
Orion Porfolio Solutions, LLC $2,685,344 59,237 1.12% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,508,911 55,345 1.04% Shares
Lantz Financial LLC $2,485,202 54,822 1.03% Shares
Foundations Investment Advisors, LLC $2,363,077 52,128 0.98% Shares
IMG Wealth Management, Inc. $2,275,042 50,186 0.94% Shares
MML INVESTORS SERVICES, LLC $2,210,715 48,767 0.92% Shares
CENTRAL VALLEY ADVISORS, LLC $2,088,497 46,071 0.87% Shares
Allworth Financial LP $1,957,717 43,186 0.81% Shares
First Heartland Consultants, Inc. $1,908,123 42,092 0.79% Shares
Trek Financial, LLC $1,787,766 39,437 0.74% Shares
Kestra Advisory Services, LLC $1,649,729 36,392 0.69% Shares
Triad Wealth Partners, LLC $1,601,505 34,975 0.67% Shares
JT Stratford LLC $1,277,189 28,174 0.53% Shares
Long Island Wealth Management, Inc. $1,249,038 27,553 0.52% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,245,583 27,331 0.52% Shares
PFG Advisors $1,240,425 27,363 0.52% Shares
BXM Wealth LLC $1,238,702 27,325 0.51% Shares
KFG WEALTH MANAGEMENT, LLC $1,197,042 26,406 0.50% Shares
Accurate Wealth Management, LLC $1,147,360 25,178 0.48% Shares
Hiley Hunt Wealth Management $1,105,380 24,384 0.46% Shares
HighTower Advisors, LLC $1,063,403 23,458 0.44% Shares
MBL Wealth, LLC $962,403 21,230 0.40% Shares
Compass Advisory Group LLC $895,220 19,748 0.37% Shares
Summit Financial, LLC $890,732 19,649 0.37% Shares
Focus Partners Wealth $840,006 18,530 0.35% Shares
SteelPeak Wealth, LLC $839,916 18,528 0.35% Shares
OLD MISSION CAPITAL LLC $772,596 17,043 0.32% Shares
Archer Investment Corp $736,043 16,237 0.31% Shares
Mutual Advisors, LLC $718,414 15,848 0.30% Shares
Maltin Wealth Management, Inc. $685,106 15,113 0.28% Shares
RAYMOND JAMES FINANCIAL INC $645,803 14,246 0.27% Shares
Orion Portfolio Solutions, LLC $644,441 16,896 0.27% Shares
Diligent Investors, LLC $629,664 13,890 0.26% Shares
Southland Equity Partners LLC $626,536 13,821 0.26% Shares
ATX Financial Planning, LLC $585,012 12,905 0.24% Shares
Chicago Partners Investment Group LLC $553,138 12,220 0.23% Shares
Tradition Wealth Management, LLC $546,162 12,048 0.23% Shares
Gladstone Institutional Advisory LLC $541,720 11,950 0.22% Shares
Valmark Advisers, Inc. $531,293 11,720 0.22% Shares
Atria Investments, Inc $489,406 10,796 0.20% Shares
RFG Advisory, LLC $477,711 10,538 0.20% Shares
Ballast Rock Private Wealth LLC $447,837 9,879 0.19% Shares
Creative Planning $445,298 9,823 0.18% Shares
Advisory Services Network, LLC $438,816 9,680 0.18% Shares
BENJAMIN EDWARDS INC $437,172 9,644 0.18% Shares
Encompass More Asset Management $426,893 9,417 0.18% Shares
BFI Wealth Solutions, LLC $412,523 9,100 0.17% Shares
Bedel Financial Consulting, Inc. $404,590 8,925 0.17% Shares
O'Connor Financial Group LLC $403,864 8,909 0.17% Shares
SageView Advisory Group, LLC $397,157 8,761 0.16% Shares
Continuum Advisory, LLC $395,206 8,718 0.16% Shares
XML Financial, LLC $378,025 8,339 0.16% Shares
Chris Bulman Inc $366,330 8,081 0.15% Shares
PRINCIPAL SECURITIES, INC. $359,620 7,933 0.15% Shares
Occidental Asset Management, LLC $337,226 7,439 0.14% Shares
MONEY CONCEPTS CAPITAL CORP $316,282 6,977 0.13% Shares
SAGESPRING WEALTH PARTNERS, LLC $302,547 6,674 0.13% Shares
H D Vest Advisory Services $300,722 7,434 0.12% Shares
Simplicity Wealth,LLC $290,262 6,403 0.12% Shares
Savvy Advisors, Inc. $279,020 6,155 0.12% Shares
Madison Wealth Partners, Inc $275,892 6,086 0.11% Shares
ZACKS INVESTMENT MANAGEMENT $275,892 6,086 0.11% Shares
Lakeridge Wealth Management LLC $257,816 5,687 0.11% Shares
CITADEL ADVISORS LLC $250,143 5,518 0.10% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $241,893 5,336 0.10% Shares
Koshinski Asset Management, Inc. $240,805 5,312 0.10% Shares
DHJJ Financial Advisors, Ltd. $236,453 5,216 0.10% Shares
Capital Investment Advisors, LLC $233,914 5,160 0.10% Shares
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC $227,386 5,016 0.09% Shares
Elmwood Wealth Management, Inc. $226,661 5,000 0.09% Shares
Visionary Wealth Advisors $225,302 4,970 0.09% Shares
FC Advisory LLC $214,603 4,734 0.09% Shares
FIDUCIARY FINANCIAL GROUP, LLC $212,890 5,008 0.09% Shares
TopTier Wealth Management, LLC $206,987 4,566 0.09% Shares
NewCorp Financial Services, Inc. $206,126 4,547 0.09% Shares
Peak Wealth Management LLC $204,448 4,510 0.08% Shares
AE Wealth Management LLC $200,232 4,417 0.08% Shares
Orion Capital Management LLC $180,558 3,983 0.07% Shares
Concurrent Investment Advisors, LLC $177,555 3,917 0.07% Shares
CoreCap Advisors, LLC $172,625 3,808 0.07% Shares
HARBOUR INVESTMENTS, INC. $135,725 2,994 0.06% Shares
Physician Wealth Advisors, Inc. $130,829 2,886 0.05% Shares
MORGAN STANLEY $126,114 2,782 0.05% Shares
Arax Advisory Partners $97,736 2,156 0.04% Shares
Financial Network Wealth Advisors LLC $83,139 1,834 0.03% Shares
Ashton Thomas Private Wealth, LLC $82,006 1,809 0.03% Shares
Keating Financial Advisory Services, Inc. $80,193 1,769 0.03% Shares
IFP Advisors, Inc $73,982 1,632 0.03% Shares
Sugarloaf Wealth Management, LLC $66,215 1,700 0.03% Shares
Integrated Wealth Concepts LLC $61,606 1,359 0.03% Shares
Ausdal Financial Partners, Inc. $51,452 1,135 0.02% Shares
Steward Partners Investment Advisory, LLC $50,863 1,122 0.02% Shares
JPMORGAN CHASE & CO $45,550 1,008 0.02% Shares
Sunbelt Securities, Inc. $25,506 600 0.01% Shares
PROEQUITIES, INC. $24,247 613 0.01% Shares
GILPIN WEALTH MANAGEMENT, LLC $22,667 500 0.01% Shares
Aptus Capital Advisors, LLC $13,600 300 0.01% Shares
WealthShield Partners, LLC $11,922 263 0.00% Shares
UBS Group AG $8,160 180 0.00% Shares
LANARK FINANCIAL, INC. $7,525 166 0.00% Shares
Arkadios Wealth Advisors $7,298 161 0.00% Shares
AdvisorNet Financial, Inc $6,573 145 0.00% Shares
ASSETMARK, INC $2,085 46 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,925 42,454 0.00% Shares
Truvestments Capital LLC $1,224 27 0.00% Shares
Wood Tarver Financial Group, LLC $860 18,984 0.00% Shares
Farther Finance Advisors, LLC $680 15 0.00% Shares
HRT FINANCIAL LP $545 12,034 0.00% Shares
BARCLAYS PLC $544 12 0.00% Shares
Capital Analysts, LLC $50 1,095 0.00% Shares

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