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) 81 filers · $114.8M 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 81
Value held $114.8M
New positions 8
Exited positions 8
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 (0 vs prior Q) 8 (+2 vs prior Q) 8 (-1 vs prior Q) 31 (0 vs prior Q) -95K

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
Sovran Advisors, LLC $23,245,528 559,190 20.25% Shares
Kellett Wealth Advisors, LLC $21,144,304 511,597 18.42% Shares
SIGNATUREFD, LLC $8,032,486 194,350 7.00% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $6,408,299 155,052 5.58% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,800,100 91,945 3.31% Shares
OSAIC HOLDINGS, INC. $3,406,472 82,422 2.97% Shares
Kestra Advisory Services, LLC $3,059,371 74,023 2.66% Shares
CENTRAL VALLEY ADVISORS, LLC $2,853,877 69,051 2.49% Shares
Cetera Investment Advisers $2,745,345 66,425 2.39% Shares
Spire Wealth Management $2,573,726 62,273 2.24% Shares
KFG WEALTH MANAGEMENT, LLC $2,540,120 61,459 2.21% Shares
ENVESTNET ASSET MANAGEMENT INC $2,172,263 52,559 1.89% Shares
Brookstone Capital Management $1,855,909 44,905 1.62% Shares
TRUIST FINANCIAL CORP $1,807,636 43,737 1.57% Shares
OLD MISSION CAPITAL LLC $1,602,157 38,765 1.40% Shares
MML INVESTORS SERVICES, LLC $1,559,310 37,728 1.36% Shares
Advisory Services Network, LLC $1,472,340 35,624 1.28% Shares
Berger Financial Group, Inc $1,258,458 30,449 1.10% Shares
Strategic Blueprint, LLC $1,216,259 29,428 1.06% Shares
LPL Financial LLC $1,179,352 28,535 1.03% Shares
Arete Wealth Advisors, LLC $1,107,354 26,793 0.96% Shares
HighTower Advisors, LLC $1,074,539 25,999 0.94% Shares
FIDUCIARY FINANCIAL GROUP, LLC $937,999 24,257 0.82% Shares
Prairie Wealth Advisors, Inc. $888,227 0 0.77% Shares
SteelPeak Wealth, LLC $841,231 20,354 0.73% Shares
Foundations Investment Advisors, LLC $810,936 19,621 0.71% Shares
First Commonwealth Financial Corp /PA/ $798,785 19,327 0.70% Shares
Sageworth Trust Co $777,707 18,817 0.68% Shares
Legacy Advisors, LLC $777,707 18,817 0.68% Shares
CITADEL ADVISORS LLC $697,774 16,883 0.61% Shares
Bedel Financial Consulting, Inc. $603,129 14,593 0.53% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $530,801 12,843 0.46% Shares
JPMORGAN CHASE & CO $520,193 12,603 0.45% Shares
Trek Financial, LLC $502,945 12,169 0.44% Shares
PFG Advisors $493,183 11,933 0.43% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $493,026 11,929 0.43% Shares
H D Vest Advisory Services $423,428 11,489 0.37% Shares
IMG Wealth Management, Inc. $417,144 10,093 0.36% Shares
First Heartland Consultants, Inc. $413,879 10,014 0.36% Shares
ATTICUS WEALTH MANAGEMENT, LLC $413,300 10,000 0.36% Shares
Lantz Financial LLC $389,742 9,430 0.34% Shares
Cornerstone Wealth Group, LLC $389,163 9,416 0.34% Shares
Allworth Financial LP $378,418 9,156 0.33% Shares
Outlook Wealth Advisors, LLC $353,786 8,560 0.31% Shares
Sonoma Allocations LLC $345,194 8,337 0.30% Shares
Archer Investment Corp $331,555 8,022 0.29% Shares
Core Wealth Advisors, Inc. $318,406 7,704 0.28% Shares
Continuum Advisory, LLC $309,603 7,491 0.27% Shares
AE Wealth Management LLC $308,570 7,466 0.27% Shares
Physician Wealth Advisors, Inc. $303,776 7,350 0.26% Shares
COLTON GROOME FINANCIAL ADVISORS, LLC $261,247 6,321 0.23% Shares
JANE STREET GROUP, LLC $244,508 5,916 0.21% Shares
HARBOUR INVESTMENTS, INC. $240,293 5,814 0.21% Shares
TopTier Wealth Management, LLC $233,762 5,656 0.20% Shares
FC Advisory LLC $233,762 5,656 0.20% Shares
AssuredPartners Investment Advisors, LLC $232,151 5,617 0.20% Shares
Plum Street Advisors, LLC $223,182 5,400 0.19% Shares
SILVER OAK SECURITIES, INCORPORATED $221,074 5,349 0.19% Shares
Sugarloaf Wealth Management, LLC $219,517 6,237 0.19% Shares
WorthPointe, LLC $218,884 5,296 0.19% Shares
Vantage Point Financial LLC $210,948 5,104 0.18% Shares
Accurate Wealth Management, LLC $200,791 4,834 0.17% Shares
Truvestments Capital LLC $179,331 4,339 0.16% Shares
Aptus Capital Advisors, LLC $172,553 4,175 0.15% Shares
DHJJ Financial Advisors, Ltd. $162,634 3,935 0.14% Shares
Steward Partners Investment Advisory, LLC $139,199 3,368 0.12% Shares
Arax Advisory Partners $128,991 3,121 0.11% Shares
WealthShield Partners, LLC $122,378 2,961 0.11% Shares
Integrated Wealth Concepts LLC $62,615 1,515 0.05% Shares
EVOLUTION WEALTH MANAGEMENT INC. $54,184 1,311 0.05% Shares
Talon Private Wealth, LLC $49,153 1,271 0.04% Shares
RAYMOND JAMES FINANCIAL INC $35,874 868 0.03% Shares
Financial Network Wealth Advisors LLC $29,055 703 0.03% Shares
ROYAL BANK OF CANADA $21,000 500 0.02% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $8,266 200 0.01% Shares
CWM, LLC $5,414 140 0.00% Shares
Keating Financial Advisory Services, Inc. $2,562 62 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,336 32,321 0.00% Shares
Wood Tarver Financial Group, LLC $372 9,017 0.00% Shares
HRT FINANCIAL LP $210 5,099 0.00% Shares
UBS Group AG $41 1 0.00% Shares

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