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) 61 filers · $103.9M 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 61
Value held $103.9M
New positions 19
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
19 (+13 vs prior Q) 3 (0 vs prior Q) 19 (+12 vs prior Q) 9 (-7 vs prior Q) +1.9M

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 $55,812,643 1,468,661 53.70% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $6,255,043 164,596 6.02% Shares
Cerity Partners LLC $3,178,825 83,648 3.06% Shares
CENTRAL VALLEY ADVISORS, LLC $2,477,944 65,205 2.38% Shares
OSAIC HOLDINGS, INC. $2,430,180 63,952 2.34% Shares
ENVESTNET ASSET MANAGEMENT INC $2,396,583 63,064 2.31% Shares
Kestra Advisory Services, LLC $2,197,983 57,838 2.11% Shares
Spire Wealth Management $2,191,138 57,662 2.11% Shares
Cetera Investment Advisers $2,137,422 56,244 2.06% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,067,180 54,396 1.99% Shares
Castle Rock Wealth Management, LLC $1,797,510 47,343 1.73% Shares
KFG WEALTH MANAGEMENT, LLC $1,698,257 44,688 1.63% Shares
O'Connor Financial Group LLC $1,267,114 33,343 1.22% Shares
Lantz Financial LLC $1,137,716 29,938 1.09% Shares
MML INVESTORS SERVICES, LLC $1,055,859 27,784 1.02% Shares
OLD MISSION CAPITAL LLC $920,798 24,230 0.89% Shares
Foundations Investment Advisors, LLC $900,771 23,703 0.87% Shares
TRUIST FINANCIAL CORP $879,452 23,142 0.85% Shares
SteelPeak Wealth, LLC $835,217 21,978 0.80% Shares
Trek Financial, LLC $729,760 19,203 0.70% Shares
LPL Financial LLC $723,680 19,043 0.70% Shares
MONEY CONCEPTS CAPITAL CORP $693,734 18,255 0.67% Shares
CITADEL ADVISORS LLC $642,203 16,899 0.62% Shares
Arkadios Wealth Advisors $606,366 15,956 0.58% Shares
Merit Financial Group, LLC $595,498 15,670 0.57% Shares
Atria Investments, Inc $586,567 15,435 0.56% Shares
Allworth Financial LP $583,793 15,362 0.56% Shares
MILESTONE ASSET MANAGEMENT, LLC $509,688 13,412 0.49% Shares
Advisory Services Network, LLC $498,021 13,105 0.48% Shares
RAYMOND JAMES FINANCIAL INC $456,979 12,025 0.44% Shares
IMG Wealth Management, Inc. $433,227 11,400 0.42% Shares
WEALTH ALLIANCE, LLC $426,387 11,220 0.41% Shares
MORGAN STANLEY $363,113 9,555 0.35% Shares
Virtue Capital Management, LLC $349,660 9,201 0.34% Shares
Steward Partners Investment Advisory, LLC $349,394 9,194 0.34% Shares
AE Wealth Management LLC $341,110 8,976 0.33% Shares
Beacon Pointe Advisors, LLC $294,633 7,753 0.28% Shares
Allegiance Financial Group Advisory Services LLC $279,508 7,355 0.27% Shares
Strategic Blueprint, LLC $279,204 7,347 0.27% Shares
WealthShield Partners, LLC $259,974 6,841 0.25% Shares
Sequoia Financial Advisors, LLC $248,064 6,528 0.24% Shares
Chris Bulman Inc $239,795 6,310 0.23% Shares
ROYAL BANK OF CANADA $219,000 5,767 0.21% Shares
Bedel Financial Consulting, Inc. $217,450 5,722 0.21% Shares
Foundry Financial Group, Inc. $204,263 5,375 0.20% Shares
KINGSWOOD WEALTH ADVISORS, LLC $203,503 5,355 0.20% Shares
FOUNDERS FINANCIAL SECURITIES LLC $202,515 5,329 0.19% Shares
Savvy Advisors, Inc. $201,869 5,312 0.19% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $165,500 4,355 0.16% Shares
Capital Investment Advisory Services, LLC $121,570 3,199 0.12% Shares
EVOLUTION WEALTH MANAGEMENT INC. $87,938 2,314 0.08% Shares
Continuum Advisory, LLC $61,830 1,627 0.06% Shares
Noble Wealth Management PBC $26,602 700 0.03% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $20,027 527 0.02% Shares
Archer Investment Corp $17,747 467 0.02% Shares
Financial Network Wealth Advisors LLC $17,557 462 0.02% Shares
CoreCap Advisors, LLC $17,063 449 0.02% Shares
CWM, LLC $11,045 300 0.01% Shares
Larson Financial Group LLC $7,068 186 0.01% Shares
Keating Financial Advisory Services, Inc. $2,356 62 0.00% Shares
Wood Tarver Financial Group, LLC $1,246 32,789 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26