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 · $12.7M 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 $12.7M
New positions 5
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (+1 vs prior Q) 0 (-2 vs prior Q) 6 (+3 vs prior Q) 2 (+1 vs prior Q) +230K

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
Advisory Resource Group $4,548,240 157,788 35.78% Shares
Client First Investment Management LLC $3,750,105 130,099 29.50% Shares
JANE STREET GROUP, LLC $1,343,822 46,620 10.57% Shares
VestGen Advisors, LLC $981,679 34,057 7.72% Shares
OSAIC HOLDINGS, INC. $743,515 25,794 5.85% Shares
Essex Financial Services, Inc. $539,880 18,730 4.25% Shares
Hidden Cove Wealth Management, LLC $401,503 13,929 3.16% Shares
Tactive Advisors, LLC $329,966 11,447 2.60% Shares
PNC Financial Services Group, Inc. $51,366 1,782 0.40% Shares
Arax Advisory Partners $16,244 564 0.13% Shares
VIRTUS ADVISERS, LLC $2,911 101 0.02% Shares
Virtus Fixed Income Advisers, LLC $1,499 52 0.01% Shares
Capital Analysts, LLC $55 1,907 0.00% Shares
FMR LLC $29 1 0.00% Shares

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