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) 87 filers · $150.1M 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 87
Value held $150.1M
New positions 8
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 (-8 vs prior Q) 4 (+1 vs prior Q) 18 (-13 vs prior Q) 28 (+7 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 $55,928,088 1,323,889 37.26% Shares
Lantz Financial LLC $8,557,841 202,575 5.70% Shares
KFG WEALTH MANAGEMENT, LLC $8,261,446 195,559 5.50% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $6,410,302 151,740 4.27% Shares
Caliber Wealth Management, LLC / KS $5,853,086 138,550 3.90% Shares
MGO ONE SEVEN LLC $5,793,351 137,136 3.86% Shares
Kestra Advisory Services, LLC $4,661,558 110,345 3.11% Shares
OSAIC HOLDINGS, INC. $3,950,939 93,514 2.63% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,301,640 78,154 2.20% Shares
CENTRAL VALLEY ADVISORS, LLC $3,005,497 71,144 2.00% Shares
Cetera Investment Advisers $2,470,970 58,491 1.65% Shares
Berger Financial Group, Inc $2,428,852 57,494 1.62% Shares
Kellett Wealth Advisors, LLC $1,937,200 45,856 1.29% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,833,319 43,397 1.22% Shares
WealthPlan Investment Management, LLC $1,557,669 36,872 1.04% Shares
OLD MISSION CAPITAL LLC $1,477,275 34,969 0.98% Shares
ENVESTNET ASSET MANAGEMENT INC $1,455,393 34,451 0.97% Shares
Arax Advisory Partners $1,394,094 33,000 0.93% Shares
Spire Wealth Management $1,307,999 30,959 0.87% Shares
MBL Wealth, LLC $1,282,779 30,365 0.85% Shares
TRUIST FINANCIAL CORP $1,217,974 28,831 0.81% Shares
MML INVESTORS SERVICES, LLC $1,100,363 26,047 0.73% Shares
IMG Wealth Management, Inc. $1,034,038 24,477 0.69% Shares
Impact Partnership Wealth, LLC $1,027,786 24,329 0.68% Shares
Foundations Investment Advisors, LLC $1,006,832 23,833 0.67% Shares
Archer Investment Corp $1,003,199 23,747 0.67% Shares
Arete Wealth Advisors, LLC $957,576 22,686 0.64% Shares
FIDUCIARY FINANCIAL GROUP, LLC $905,079 22,775 0.60% Shares
Kovack Advisors, Inc. $893,638 21,151 0.60% Shares
SteelPeak Wealth, LLC $840,640 19,899 0.56% Shares
HighTower Advisors, LLC $824,628 19,520 0.55% Shares
Advisory Services Network, LLC $747,743 17,700 0.50% Shares
Ausdal Financial Partners, Inc. $668,616 15,827 0.45% Shares
GRIES FINANCIAL LLC $643,665 16,500 0.43% Shares
Ballast Rock Private Wealth LLC $612,515 14,499 0.41% Shares
RIVERCHASE WEALTH MANAGEMENT, LLC $609,008 14,416 0.41% Shares
Arkadios Wealth Advisors $606,854 14,365 0.40% Shares
WealthPLAN Partners, LLC $580,704 13,746 0.39% Shares
SAGESPRING WEALTH PARTNERS, LLC $569,854 13,489 0.38% Shares
Trek Financial, LLC $538,923 12,757 0.36% Shares
LPL Financial LLC $496,424 11,751 0.33% Shares
Focus Partners Wealth $487,004 11,528 0.32% Shares
CRA Financial Services, LLC $475,471 11,255 0.32% Shares
BCS Wealth Management $452,785 10,718 0.30% Shares
Sound Portfolio Advisors, LLC $439,267 10,398 0.29% Shares
MORGAN STANLEY $421,777 9,984 0.28% Shares
SILVER OAK SECURITIES, INCORPORATED $420,425 9,952 0.28% Shares
Strategic Blueprint, LLC $415,398 9,833 0.28% Shares
Madison Wealth Partners, Inc $363,157 8,596 0.24% Shares
Chicago Partners Investment Group LLC $355,721 8,429 0.24% Shares
Retirement Planning Group, LLC $350,763 8,303 0.23% Shares
Sonoma Allocations LLC $339,019 8,025 0.23% Shares
Integrity Advisory Solutions, LLC $326,387 7,726 0.22% Shares
Blue Sky Capital Consultants Group, Inc. $318,361 7,536 0.21% Shares
Allie Family Office LLC $315,023 7,457 0.21% Shares
AE Wealth Management LLC $308,010 7,291 0.21% Shares
GUARDIAN WEALTH ADVISORS, LLC / NC $305,011 7,220 0.20% Shares
Aptus Capital Advisors, LLC $305,011 7,220 0.20% Shares
NewCorp Financial Services, Inc. $301,251 7,131 0.20% Shares
Occidental Asset Management, LLC $288,704 6,834 0.19% Shares
BFI Wealth Solutions, LLC $278,819 6,600 0.19% Shares
Advance Capital Management, Inc. $277,805 6,576 0.19% Shares
Savvy Advisors, Inc. $272,398 6,448 0.18% Shares
Golden Reserve Retirement LLC $249,247 5,900 0.17% Shares
Chris Bulman Inc $239,953 5,680 0.16% Shares
MILESTONE ASSET MANAGEMENT, LLC $236,827 5,606 0.16% Shares
LaSalle St. Investment Advisors, LLC $227,237 5,379 0.15% Shares
Three Seasons Wealth, LLC $220,351 5,216 0.15% Shares
SIGNATUREFD, LLC $207,974 4,923 0.14% Shares
Concurrent Investment Advisors, LLC $205,628 4,867 0.14% Shares
DHJJ Financial Advisors, Ltd. $165,349 3,914 0.11% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $143,887 3,406 0.10% Shares
Financial Network Wealth Advisors LLC $132,904 3,146 0.09% Shares
WealthShield Partners, LLC $124,497 2,947 0.08% Shares
Farther Finance Advisors, LLC $91,165 2,158 0.06% Shares
RAYMOND JAMES FINANCIAL INC $64,002 1,515 0.04% Shares
Steward Partners Investment Advisory, LLC $62,608 1,482 0.04% Shares
BARCLAYS PLC $54,834 1,298 0.04% Shares
Ashton Thomas Private Wealth, LLC $34,092 807 0.02% Shares
Capital Investment Advisory Services, LLC $20,404 483 0.01% Shares
CoreCap Advisors, LLC $20,109 476 0.01% Shares
Keating Financial Advisory Services, Inc. $17,194 407 0.01% Shares
HARBOUR INVESTMENTS, INC. $15,589 369 0.01% Shares
Larson Financial Group LLC $7,393 175 0.00% Shares
Wood Tarver Financial Group, LLC $806 19,097 0.00% Shares
Cambridge Investment Research Advisors, Inc. $726 17,190 0.00% Shares
WEDBUSH SECURITIES INC $698 16,525 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26