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) 69 filers · $132.5M 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 69
Value held $132.5M
New positions 22
Exited positions 7
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
22 (+15 vs prior Q) 7 (+5 vs prior Q) 29 (+25 vs prior Q) 7 (-16 vs prior Q) +2.1M

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 $55,544,696 1,441,222 41.91% Shares
Berger Financial Group, Inc $7,137,531 185,198 5.39% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $6,246,949 162,090 4.71% Shares
Trek Financial, LLC $5,833,915 151,373 4.40% Shares
KFG WEALTH MANAGEMENT, LLC $5,450,666 141,429 4.11% Shares
MML INVESTORS SERVICES, LLC $4,019,491 104,294 3.03% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,756,880 97,480 2.83% Shares
ENVESTNET ASSET MANAGEMENT INC $3,713,175 96,346 2.80% Shares
CENTRAL VALLEY ADVISORS, LLC $2,526,682 65,560 1.91% Shares
OSAIC HOLDINGS, INC. $2,318,469 60,158 1.75% Shares
Kestra Advisory Services, LLC $2,313,633 60,032 1.75% Shares
Spire Wealth Management $2,073,112 53,791 1.56% Shares
LPL Financial LLC $1,698,227 44,064 1.28% Shares
Cetera Investment Advisers $1,548,113 40,169 1.17% Shares
Castle Rock Wealth Management, LLC $1,544,020 40,094 1.16% Shares
AssuredPartners Investment Advisors, LLC $1,515,470 39,322 1.14% Shares
PFG Advisors $1,455,347 37,762 1.10% Shares
Strategic Blueprint, LLC $1,284,268 33,323 0.97% Shares
IMG Wealth Management, Inc. $1,215,513 31,539 0.92% Shares
O'Connor Financial Group LLC $1,179,747 30,611 0.89% Shares
Beacon Pointe Advisors, LLC $1,161,673 30,142 0.88% Shares
BXM Wealth LLC $1,123,056 29,140 0.85% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $1,101,165 28,572 0.83% Shares
Lido Advisors, LLC $1,007,821 26,150 0.76% Shares
Creative Planning $945,502 24,533 0.71% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $944,654 24,511 0.71% Shares
SageView Advisory Group, LLC $942,613 24,458 0.71% Shares
Foundations Investment Advisors, LLC $892,895 23,168 0.67% Shares
MONEY CONCEPTS CAPITAL CORP $883,645 22,928 0.67% Shares
TRUIST FINANCIAL CORP $870,927 22,598 0.66% Shares
SteelPeak Wealth, LLC $831,231 21,568 0.63% Shares
Garden State Investment Advisory Services LLC $664,237 17,235 0.50% Shares
Arkadios Wealth Advisors $605,463 15,710 0.46% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $578,311 14,928 0.44% Shares
Barnes Dennig Private Wealth Management LLC $535,051 13,883 0.40% Shares
Virtue Capital Management, LLC $533,740 13,849 0.40% Shares
FINANCIAL MANAGEMENT NETWORK INC $505,505 13,130 0.38% Shares
Tradition Wealth Management, LLC $499,132 12,951 0.38% Shares
Comprehensive Financial Consultants Institutional, Inc. $473,464 12,285 0.36% Shares
Steward Partners Investment Advisory, LLC $442,593 11,484 0.33% Shares
SILVER OAK SECURITIES, INCORPORATED $403,976 10,482 0.30% Shares
FIDUCIARY FINANCIAL GROUP, LLC $352,957 9,478 0.27% Shares
CoreCap Advisors, LLC $346,051 8,979 0.26% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $324,892 8,430 0.25% Shares
Clear Creek Financial Management, LLC $320,383 8,313 0.24% Shares
JPMORGAN CHASE & CO $312,318 8,146 0.24% Shares
Retirement Planning Group, LLC $300,728 7,803 0.23% Shares
Advisory Services Network, LLC $275,368 7,145 0.21% Shares
AE Wealth Management LLC $257,640 6,685 0.19% Shares
Chris Bulman Inc $239,487 6,214 0.18% Shares
Lantz Financial LLC $235,672 6,115 0.18% Shares
FC Advisory LLC $233,591 6,061 0.18% Shares
Beacon Financial Advisory LLC $216,132 5,608 0.16% Shares
Kathmere Capital Management, LLC $202,374 5,251 0.15% Shares
WealthShield Partners, LLC $199,483 5,176 0.15% Shares
IMA Advisory Services, Inc. $92,496 2,400 0.07% Shares
Keating Financial Advisory Services, Inc. $86,214 2,237 0.07% Shares
Integrity Financial Corp /WA $59,506 1,544 0.04% Shares
Financial Network Wealth Advisors LLC $35,919 932 0.03% Shares
Archer Investment Corp $32,566 845 0.02% Shares
CHAPMAN FINANCIAL GROUP, LLC $30,832 800 0.02% Shares
Rockefeller Capital Management L.P. $26,978 700 0.02% Shares
HARBOUR INVESTMENTS, INC. $16,919 439 0.01% Shares
RAYMOND JAMES FINANCIAL INC $7,708 200 0.01% Shares
Larson Financial Group LLC $6,976 181 0.01% Shares
Wood Tarver Financial Group, LLC $814 21,127 0.00% Shares
Cambridge Investment Research Advisors, Inc. $294 7,636 0.00% Shares
Thrivent Financial for Lutherans $278 7,216 0.00% Shares
CENTAURUS FINANCIAL, INC. $149 3,875 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26