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 · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 8 filers · $34.9M total · As of June 30, 2026

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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 8
Value held $34.9M
New positions 5
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (+4 vs prior Q) 1 (-1 vs prior Q) 2 (-1 vs prior Q) 1 (+1 vs prior Q) -467K

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
MAI Capital Management $33,407,873 2,064,049 95.70% Shares
46 Peaks LLC $778,480 48,097 2.23% Shares
Brookwood Investment Group LLC $202,763 12,524 0.58% Shares
Fermata Advisors, LLC $178,999 11,059 0.51% Shares
ZEGA Investments, LLC $165,763 10,241 0.47% Shares
Farther Finance Advisors, LLC $130,521 8,064 0.37% Shares
TD Waterhouse Canada Inc. $32,105 2,000 0.09% Shares
FIDUCIARY FINANCIAL ADVISORS $11,735 726 0.03% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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