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 · industry median · verdict relative to median

Institutional owners (13F) 10 filers · $2.9M 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 10
Value held $2.9M
New positions 5
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (+1 vs prior Q) 1 (0 vs prior Q) 5 (+4 vs prior Q) 0 (-1 vs prior Q) +31K

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
WARNER FINANCIAL, INC $706,352 11,308 24.22% Shares
CITADEL ADVISORS LLC $591,916 9,476 20.29% Shares
Essex Financial Services, Inc. $568,117 9,095 19.48% Shares
OSAIC HOLDINGS, INC. $326,617 5,229 11.20% Shares
Fiduciary Alliance LLC $323,818 5,184 11.10% Shares
AQR CAPITAL MANAGEMENT LLC $251,421 4,025 8.62% Shares
IMA Advisory Services, Inc. $62,465 1,000 2.14% Shares
Ancora Advisors LLC $59,654 955 2.05% Shares
HARBOR INVESTMENT ADVISORY, LLC $24,986 400 0.86% Shares
Cambridge Investment Research Advisors, Inc. $1,607 25,733 0.06% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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