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) 80 filers · $90.5M 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 80
Value held $90.5M
New positions 12
Exited positions 9
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
12 (+7 vs prior Q) 9 (-1 vs prior Q) 22 (+6 vs prior Q) 23 (-11 vs prior Q) -320K

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
OSAIC HOLDINGS, INC. $10,144,657 248,829 11.22% Shares
Kestra Advisory Services, LLC $8,016,434 196,626 8.86% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $7,499,968 183,958 8.29% Shares
CWM, LLC $4,801,592 125,378 5.31% Shares
KFG WEALTH MANAGEMENT, LLC $3,949,260 96,867 4.37% Shares
Foundations Investment Advisors, LLC $3,220,015 78,980 3.56% Shares
Brookstone Capital Management $3,061,228 75,085 3.38% Shares
Orion Porfolio Solutions, LLC $2,704,070 66,325 2.99% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,681,440 65,770 2.96% Shares
IMG Wealth Management, Inc. $2,609,443 64,004 2.88% Shares
Arete Wealth Advisors, LLC $2,383,006 58,450 2.63% Shares
CENTRAL VALLEY ADVISORS, LLC $2,374,975 58,253 2.63% Shares
Berger Financial Group, Inc $2,354,264 57,745 2.60% Shares
Cerity Partners LLC $1,914,641 46,962 2.12% Shares
AssuredPartners Investment Advisors, LLC $1,861,721 45,664 2.06% Shares
Allworth Financial LP $1,810,719 44,413 2.00% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,705,292 41,684 1.89% Shares
LPL Financial LLC $1,679,072 41,184 1.86% Shares
Triad Wealth Partners, LLC $1,599,903 38,984 1.77% Shares
Chicago Partners Investment Group LLC $1,322,856 32,647 1.46% Shares
HighTower Advisors, LLC $1,288,332 31,600 1.42% Shares
FIDUCIARY FINANCIAL GROUP, LLC $1,154,884 30,156 1.28% Shares
Accurate Wealth Management, LLC $996,694 24,368 1.10% Shares
TRUIST FINANCIAL CORP $983,005 24,111 1.09% Shares
ENVESTNET ASSET MANAGEMENT INC $938,199 23,012 1.04% Shares
SteelPeak Wealth, LLC $840,026 20,604 0.93% Shares
Spire Wealth Management $819,001 20,088 0.91% Shares
WPWealth LLP $792,324 19,434 0.88% Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $679,840 16,675 0.75% Shares
InvesTrust $662,838 16,258 0.73% Shares
Orion Portfolio Solutions, LLC $602,056 17,955 0.67% Shares
AQR CAPITAL MANAGEMENT LLC $592,592 14,535 0.66% Shares
JPMORGAN CHASE & CO $552,202 13,581 0.61% Shares
Cetera Investment Advisers $534,821 13,118 0.59% Shares
Strategic Blueprint, LLC $533,883 13,095 0.59% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $529,806 12,995 0.59% Shares
Advisory Services Network, LLC $509,625 12,500 0.56% Shares
RETIREMENT GUYS FORMULA LLC $490,708 12,036 0.54% Shares
Steward Partners Investment Advisory, LLC $488,792 11,989 0.54% Shares
Atria Investments, Inc $487,446 11,956 0.54% Shares
Souders Financial Advisors $476,194 11,680 0.53% Shares
Bedel Financial Consulting, Inc. $464,533 11,394 0.51% Shares
Encompass More Asset Management $446,309 10,947 0.49% Shares
RFG Advisory, LLC $434,567 10,659 0.48% Shares
Tradition Wealth Management, LLC $427,759 10,492 0.47% Shares
Archer Investment Corp $419,401 10,287 0.46% Shares
AE Wealth Management LLC $383,768 9,413 0.42% Shares
Altium Investment Strategies LLC $376,904 9,213 0.42% Shares
PRINCIPAL SECURITIES, INC. $358,735 8,799 0.40% Shares
Creative Planning $355,107 8,710 0.39% Shares
ALTFEST L J & CO INC $346,830 8,507 0.38% Shares
MML INVESTORS SERVICES, LLC $322,817 7,918 0.36% Shares
Sugarloaf Wealth Management, LLC $271,060 7,858 0.30% Shares
SMITH SHELLNUT WILSON LLC /ADV $266,269 6,531 0.29% Shares
Delta Investment Management, LLC $263,782 6,470 0.29% Shares
Allegiance Financial Group Advisory Services LLC $244,253 5,991 0.27% Shares
Capital Investment Advisory Services, LLC $235,569 5,778 0.26% Shares
BFI Wealth Solutions, LLC $230,351 5,650 0.25% Shares
Lantz Financial LLC $228,353 5,601 0.25% Shares
Concurrent Investment Advisors, LLC $226,609 5,558 0.25% Shares
SageView Advisory Group, LLC $225,214 5,524 0.25% Shares
BENJAMIN EDWARDS INC $213,745 5,243 0.24% Shares
NewCorp Financial Services, Inc. $202,749 4,973 0.22% Shares
Buska Wealth Management, LLC $201,251 5,255 0.22% Shares
CoreCap Advisors, LLC $117,621 2,885 0.13% Shares
RAYMOND JAMES FINANCIAL INC $83,171 2,040 0.09% Shares
Financial Network Wealth Advisors LLC $83,048 2,037 0.09% Shares
IMA Advisory Services, Inc. $80,928 1,985 0.09% Shares
Keating Financial Advisory Services, Inc. $57,323 1,406 0.06% Shares
EVOLUTION WEALTH MANAGEMENT INC. $53,979 1,324 0.06% Shares
Talon Private Wealth, LLC $49,315 1,288 0.05% Shares
DHJJ Financial Advisors, Ltd. $35,226 864 0.04% Shares
Ashton Thomas Private Wealth, LLC $29,273 718 0.03% Shares
PROEQUITIES, INC. $24,192 687 0.03% Shares
MORGAN STANLEY $16,308 400 0.02% Shares
Aptus Capital Advisors, LLC $16,308 400 0.02% Shares
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC $11,905 292 0.01% Shares
Cambridge Investment Research Advisors, Inc. $1,310 32,143 0.00% Shares
Farther Finance Advisors, LLC $652 16 0.00% Shares
CENTAURUS FINANCIAL, INC. $354 8,691 0.00% Shares

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