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) 76 filers · $108.5M 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 76
Value held $108.5M
New positions 12
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
12 (+2 vs prior Q) 6 (-1 vs prior Q) 13 (0 vs prior Q) 27 (+4 vs prior Q) -2.6M

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
Talon Private Wealth, LLC $35,983,560 965,491 33.17% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $6,424,435 159,971 5.92% Shares
OSAIC HOLDINGS, INC. $5,474,370 136,315 5.05% Shares
IFP Advisors, Inc $3,857,529 96,054 3.56% Shares
Brookstone Capital Management $3,168,971 78,909 2.92% Shares
CENTRAL VALLEY ADVISORS, LLC $3,151,038 78,462 2.90% Shares
Kellett Wealth Advisors, LLC $2,813,409 70,055 2.59% Shares
Spire Wealth Management $2,528,895 62,970 2.33% Shares
RK Capital Management, LLC/FL $2,495,261 62,133 2.30% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,393,310 59,594 2.21% Shares
Kestra Advisory Services, LLC $2,350,886 58,538 2.17% Shares
4J Wealth Management LLC $2,193,298 54,614 2.02% Shares
HighTower Advisors, LLC $1,965,912 48,952 1.81% Shares
ENVESTNET ASSET MANAGEMENT INC $1,829,328 45,551 1.69% Shares
KFG WEALTH MANAGEMENT, LLC $1,721,702 42,871 1.59% Shares
AE Wealth Management LLC $1,713,346 42,663 1.58% Shares
LPL Financial LLC $1,647,644 41,027 1.52% Shares
Trek Financial, LLC $1,592,946 39,665 1.47% Shares
O'Connor Financial Group LLC $1,442,025 35,907 1.33% Shares
IHT Wealth Management, LLC $1,303,312 32,453 1.20% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,148,375 28,595 1.06% Shares
MML INVESTORS SERVICES, LLC $1,111,639 27,680 1.02% Shares
Creative Planning $1,031,765 25,691 0.95% Shares
Castle Rock Wealth Management, LLC $990,520 24,649 0.91% Shares
OLD MISSION CAPITAL LLC $964,201 24,009 0.89% Shares
Triumph Capital Management $961,591 23,944 0.89% Shares
Cetera Investment Advisers $960,627 23,920 0.89% Shares
SageView Advisory Group, LLC $946,025 23,556 0.87% Shares
Berger Financial Group, Inc $877,697 21,855 0.81% Shares
ATTICUS WEALTH MANAGEMENT, LLC $874,605 21,778 0.81% Shares
Foundations Investment Advisors, LLC $873,641 21,754 0.81% Shares
SteelPeak Wealth, LLC $814,164 20,273 0.75% Shares
Lantz Financial LLC $684,166 17,036 0.63% Shares
Atria Investments, Inc $677,499 16,870 0.62% Shares
TRUIST FINANCIAL CORP $566,899 14,116 0.52% Shares
CITADEL ADVISORS LLC $554,730 13,813 0.51% Shares
Arete Wealth Advisors, LLC $542,612 13,518 0.50% Shares
IMG Wealth Management, Inc. $511,156 12,728 0.47% Shares
Buska Wealth Management, LLC $509,216 13,663 0.47% Shares
CWC Advisors, LLC. $500,353 12,459 0.46% Shares
Three Seasons Wealth, LLC $446,459 11,117 0.41% Shares
Cornerstone Wealth Group, LLC $412,845 10,280 0.38% Shares
MONEY CONCEPTS CAPITAL CORP $381,600 9,502 0.35% Shares
WealthShield Partners, LLC $377,183 9,392 0.35% Shares
ATX Financial Planning, LLC $369,191 9,193 0.34% Shares
FINANCIAL MANAGEMENT NETWORK INC $319,996 7,950 0.29% Shares
Advisory Services Network, LLC $318,790 7,938 0.29% Shares
INDEPENDENT FINANCIAL GROUP, LLC $293,168 7,300 0.27% Shares
Lakeridge Wealth Management LLC $276,341 6,881 0.25% Shares
CAPTRUST FINANCIAL ADVISORS $248,992 6,200 0.23% Shares
Sigma Planning Corp $211,844 5,275 0.20% Shares
DHJJ Financial Advisors, Ltd. $211,523 5,267 0.19% Shares
FC Advisory LLC $210,238 5,235 0.19% Shares
RAYMOND JAMES FINANCIAL INC $207,788 5,174 0.19% Shares
FOUNDERS FINANCIAL SECURITIES LLC $206,262 5,136 0.19% Shares
WorthPointe, LLC $206,021 5,130 0.19% Shares
AXXCESS WEALTH MANAGEMENT, LLC $202,487 5,042 0.19% Shares
Bison Wealth, LLC $202,311 5,017 0.19% Shares
CRA Financial Services, LLC $201,804 5,025 0.19% Shares
HARBOUR INVESTMENTS, INC. $176,423 4,393 0.16% Shares
Aptus Capital Advisors, LLC $108,432 2,700 0.10% Shares
AdvisorNet Financial, Inc $103,573 2,579 0.10% Shares
Continuum Advisory, LLC $101,324 2,523 0.09% Shares
Noble Wealth Management PBC $88,352 2,200 0.08% Shares
Arax Advisory Partners $82,971 2,066 0.08% Shares
CoreCap Advisors, LLC $82,007 2,042 0.08% Shares
BARCLAYS PLC $77,991 1,942 0.07% Shares
Archer Investment Corp $77,067 1,919 0.07% Shares
MORGAN STANLEY $58,112 1,447 0.05% Shares
EVOLUTION WEALTH MANAGEMENT INC. $53,654 1,336 0.05% Shares
Keating Financial Advisory Services, Inc. $6,426 160 0.01% Shares
ASSETMARK, INC $1,727 43 0.00% Shares
Cambridge Investment Research Advisors, Inc. $893 22,234 0.00% Shares
HRT FINANCIAL LP $568 14,145 0.00% Shares
CENTAURUS FINANCIAL, INC. $172 4,274 0.00% Shares
Capital Analysts, LLC $106 2,639 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26