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) 39 filers · $140.0M 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 39
Value held $140.0M
New positions 4
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (-6 vs prior Q) 1 (-1 vs prior Q) 3 (0 vs prior Q) 5 (-1 vs prior Q) -65K

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
Prism Advisors, Inc. $42,297,087 757,627 30.21% Shares
Cresset Asset Management, LLC $29,057,621 520,481 20.75% Shares
MAI Capital Management $16,471,327 295,035 11.76% Shares
Quantinno Capital Management LP $6,056,956 108,492 4.33% Shares
Clearview Wealth Management LLC $3,900,457 69,865 2.79% Shares
Astra Wealth Partners LLC $3,042,382 54,495 2.17% Shares
FIRST NATIONAL BANK SIOUX FALLS $2,661,968 51,144 1.90% Shares
Nvest Wealth Strategies, Inc. $2,429,270 49,699 1.74% Shares
HIGHLINE WEALTH PARTNERS LLC $2,331,126 41,755 1.67% Shares
Bleakley Financial Group, LLC $2,214,419 39,665 1.58% Shares
Sanctuary Advisors, LLC $2,197,462 39,361 1.57% Shares
Cherry Tree Wealth Management, LLC $1,953,517 39,965 1.40% Shares
EP Wealth Advisors, LLC $1,837,426 32,912 1.31% Shares
ROTHSCHILD INVESTMENT LLC $1,814,479 32,501 1.30% Shares
Riverwater Partners LLC $1,634,942 29,285 1.17% Shares
Opes Wealth Management LLC $1,608,743 32,912 1.15% Shares
A4 Wealth Advisors LLC $1,592,842 28,531 1.14% Shares
Walkner Condon Financial Advisors LLC $1,587,206 28,430 1.13% Shares
MERCER GLOBAL ADVISORS INC /ADV $1,268,700 22,725 0.91% Shares
WESCAP Management Group, Inc. $1,209,061 21,656 0.86% Shares
GREENWOOD CAPITAL ASSOCIATES LLC $1,201,496 21,521 0.86% Shares
Empowered Funds, LLC $1,150,568 20,609 0.82% Shares
Cambria Investment Management, L.P. $1,150,568 20,609 0.82% Shares
NewEdge Advisors, LLC $1,052,310 18,849 0.75% Shares
HighTower Advisors, LLC $1,041,088 18,648 0.74% Shares
Wealthcare Advisory Partners LLC $1,021,984 18,306 0.73% Shares
FIDUCIENT ADVISORS LLC $857,886 15,366 0.61% Shares
Urban Financial Advisory Corp $839,193 15,032 0.60% Shares
NOTTINGHAM ADVISORS, INC. $830,003 15,080 0.59% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $745,612 13,298 0.53% Shares
CYPRESS FINANCIAL PLANNING LLC $506,531 9,073 0.36% Shares
CITADEL ADVISORS LLC $497,040 8,903 0.36% Shares
Savvy Advisors, Inc. $448,653 8,036 0.32% Shares
ONE PLUS ONE WEALTH MANAGEMENT, LLC $354,374 6,348 0.25% Shares
IFG Advisors, LLC $292,994 5,248 0.21% Shares
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $255,125 4,570 0.18% Shares
GTS SECURITIES LLC $240,898 4,315 0.17% Shares
Frazier Financial Advisors, LLC $193,358 3,463 0.14% Shares
UBS Group AG $160,840 2,881 0.11% Shares

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