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) 14 filers · $6.7M 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 14
Value held $6.7M
New positions 2
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (+1 vs prior Q) 4 (+3 vs prior Q) 5 (0 vs prior Q) 2 (-3 vs prior Q) -34K

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
Legacy Investment Solutions, LLC $3,781,408 108,724 56.43% Shares
Alpine Bank Wealth Management $868,562 27,249 12.96% Shares
Orion Portfolio Solutions, LLC $526,506 15,328 7.86% Shares
CITADEL ADVISORS LLC $459,255 14,408 6.85% Shares
Fermata Advisors, LLC $456,554 14,323 6.81% Shares
JANE STREET GROUP, LLC $337,142 10,577 5.03% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $245,183 7,692 3.66% Shares
UBS Group AG $9,786 307 0.15% Shares
CWM, LLC $9,366 254 0.14% Shares
OSAIC HOLDINGS, INC. $3,192 100 0.05% Shares
SIMPLEX TRADING, LLC $2,996 94 0.04% Shares
Cambridge Investment Research Advisors, Inc. $612 19,213 0.01% Shares
GROUP ONE TRADING LLC $96 3 0.00% Shares
MORGAN STANLEY $37 1 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26