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) 96 filers · $135.2M 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 96
Value held $135.2M
New positions 10
Exited positions 8
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
10 (0 vs prior Q) 8 (-1 vs prior Q) 20 (+5 vs prior Q) 32 (-2 vs prior Q) -2.7M

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 $36,019,212 941,925 26.64% Shares
COMMONWEALTH EQUITY SERVICES, LLC $15,052,360 366,149 11.13% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $6,524,404 158,706 4.82% Shares
CWM, LLC $4,794,072 125,368 3.55% Shares
Advisory Services Network, LLC $3,696,406 89,915 2.73% Shares
OSAIC HOLDINGS, INC. $3,589,183 87,306 2.65% Shares
Brookstone Capital Management $3,574,459 86,949 2.64% Shares
Kestra Advisory Services, LLC $3,342,695 81,311 2.47% Shares
KFG WEALTH MANAGEMENT, LLC $3,280,434 79,797 2.43% Shares
Spire Wealth Management $3,238,070 78,766 2.39% Shares
ENVESTNET ASSET MANAGEMENT INC $2,853,610 69,414 2.11% Shares
IMG Wealth Management, Inc. $2,737,844 66,598 2.02% Shares
Orion Porfolio Solutions, LLC $2,692,993 65,507 1.99% Shares
CENTRAL VALLEY ADVISORS, LLC $2,389,722 58,130 1.77% Shares
LPL Financial LLC $2,366,867 57,574 1.75% Shares
Foundations Investment Advisors, LLC $2,344,956 57,041 1.73% Shares
MERCER GLOBAL ADVISORS INC /ADV $2,090,937 50,862 1.55% Shares
Cetera Investment Advisers $1,921,481 46,740 1.42% Shares
TRUIST FINANCIAL CORP $1,784,462 43,407 1.32% Shares
Triad Wealth Partners, LLC $1,566,115 37,611 1.16% Shares
MML INVESTORS SERVICES, LLC $1,533,896 37,312 1.13% Shares
Sonoma Allocations LLC $1,516,284 36,803 1.12% Shares
Bedel Financial Consulting, Inc. $1,486,982 36,171 1.10% Shares
Berger Financial Group, Inc $1,402,509 34,116 1.04% Shares
RAYMOND JAMES FINANCIAL INC $1,301,173 31,651 0.96% Shares
Trek Financial, LLC $1,236,424 30,076 0.91% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,063,310 25,865 0.79% Shares
AE Wealth Management LLC $1,012,868 24,638 0.75% Shares
Allworth Financial LP $981,091 23,865 0.73% Shares
Compass Advisory Group LLC $851,141 20,704 0.63% Shares
SteelPeak Wealth, LLC $841,029 20,458 0.62% Shares
CITADEL ADVISORS LLC $799,343 19,444 0.59% Shares
AXXCESS WEALTH MANAGEMENT, LLC $623,515 15,167 0.46% Shares
Vantage Point Financial LLC $622,981 15,154 0.46% Shares
Orion Portfolio Solutions, LLC $603,478 17,467 0.45% Shares
Simplicity Wealth,LLC $589,024 14,328 0.44% Shares
IHT Wealth Management, LLC $564,484 13,731 0.42% Shares
Cornerstone Wealth Group, LLC $528,017 12,844 0.39% Shares
Meridian Wealth Management, LLC $512,971 12,478 0.38% Shares
WEALTHGARDEN F.S. LLC $509,065 12,383 0.38% Shares
Long Island Wealth Management, Inc. $495,211 12,046 0.37% Shares
Atria Investments, Inc $487,811 11,866 0.36% Shares
Kellett Wealth Advisors, LLC $472,601 11,496 0.35% Shares
AssuredPartners Investment Advisors, LLC $469,600 11,423 0.35% Shares
WorthPointe, LLC $461,979 11,238 0.34% Shares
RFG Advisory, LLC $460,596 11,204 0.34% Shares
NewCorp Financial Services, Inc. $449,003 10,922 0.33% Shares
Encompass More Asset Management $431,449 10,495 0.32% Shares
Strategic Blueprint, LLC $377,760 9,189 0.28% Shares
OLD MISSION CAPITAL LLC $348,242 8,471 0.26% Shares
Ameritas Advisory Services, LLC $330,442 8,038 0.24% Shares
Capital Investment Advisory Services, LLC $323,659 7,873 0.24% Shares
MONEY CONCEPTS CAPITAL CORP $307,543 7,481 0.23% Shares
BFI Wealth Solutions, LLC $303,186 7,375 0.22% Shares
HighTower Advisors, LLC $284,029 6,909 0.21% Shares
Beacon Financial Advisory LLC $276,917 6,736 0.20% Shares
PRINCIPAL SECURITIES, INC. $266,187 6,475 0.20% Shares
DHJJ Financial Advisors, Ltd. $258,706 6,293 0.19% Shares
Creative Planning $257,760 6,270 0.19% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $250,771 6,100 0.19% Shares
SageView Advisory Group, LLC $249,004 6,057 0.18% Shares
Lantz Financial LLC $233,464 5,679 0.17% Shares
Retirement Planning Group, LLC $229,682 5,587 0.17% Shares
ATX Financial Planning, LLC $226,927 5,520 0.17% Shares
ROTHSCHILD INVESTMENT LLC $226,105 5,500 0.17% Shares
Tradition Wealth Management, LLC $220,884 5,373 0.16% Shares
Financial Network Wealth Advisors LLC $219,486 5,339 0.16% Shares
Hiley Hunt Wealth Management $210,401 5,118 0.16% Shares
Galvin, Gaustad & Stein, LLC $206,266 5,017 0.15% Shares
HARBOUR INVESTMENTS, INC. $203,947 4,961 0.15% Shares
NewEdge Advisors, LLC $202,426 4,924 0.15% Shares
CoreCap Advisors, LLC $171,182 4,164 0.13% Shares
Continuum Advisory, LLC $146,886 3,573 0.11% Shares
Aptus Capital Advisors, LLC $133,608 3,250 0.10% Shares
Farther Finance Advisors, LLC $90,648 2,205 0.07% Shares
Concurrent Investment Advisors, LLC $89,168 2,169 0.07% Shares
IFP Advisors, Inc $57,677 1,403 0.04% Shares
Ausdal Financial Partners, Inc. $50,976 1,240 0.04% Shares
Keating Financial Advisory Services, Inc. $49,332 1,200 0.04% Shares
Archer Investment Corp $43,700 1,063 0.03% Shares
MORGAN STANLEY $39,548 962 0.03% Shares
WealthShield Partners, LLC $37,451 911 0.03% Shares
Ashton Thomas Private Wealth, LLC $29,435 716 0.02% Shares
PROEQUITIES, INC. $24,049 670 0.02% Shares
ROYAL BANK OF CANADA $21,000 500 0.02% Shares
ASSETMARK, INC $18,294 445 0.01% Shares
Steward Partners Investment Advisory, LLC $16,444 400 0.01% Shares
Triumph Capital Management $13,566 330 0.01% Shares
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC $11,881 289 0.01% Shares
Wood Tarver Financial Group, LLC $1,466 35,672 0.00% Shares
WEDBUSH SECURITIES INC $805 19,570 0.00% Shares
CENTAURUS FINANCIAL, INC. $701 17,041 0.00% Shares
Janney Montgomery Scott LLC $437 10,635 0.00% Shares
Cambridge Investment Research Advisors, Inc. $407 9,898 0.00% Shares
JPMORGAN CHASE & CO $123 2 0.00% Shares
WELLS FARGO & COMPANY/MN $14 0 0.00% Shares

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