Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 32 filers · $399.2M 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 32
Value held $399.2M
New positions 4
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (-2 vs prior Q) 3 (-3 vs prior Q) 11 (+4 vs prior Q) 11 (+2 vs prior Q) -259K

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
Blue Trust, Inc. $364,813,736 9,351,801 91.39% Shares
Vident Advisory, LLC $21,879,423 560,867 5.48% Shares
Compound Planning, Inc. $1,395,640 35,776 0.35% Shares
SAPIENT CAPITAL LLC $1,376,195 35,278 0.34% Shares
JANE STREET GROUP, LLC $1,365,779 35,011 0.34% Shares
JONES FINANCIAL COMPANIES LLLP $1,180,159 30,440 0.30% Shares
WorthPointe, LLC $1,075,803 27,578 0.27% Shares
Strategic Blueprint, LLC $867,894 22,248 0.22% Shares
Farther Finance Advisors, LLC $629,426 16,135 0.16% Shares
LPL Financial LLC $620,700 15,911 0.16% Shares
TRUIST FINANCIAL CORP $606,879 15,557 0.15% Shares
GOLDMAN SACHS GROUP INC $588,544 15,087 0.15% Shares
OneAscent Financial Services LLC $407,264 10,440 0.10% Shares
CITADEL ADVISORS LLC $390,061 9,999 0.10% Shares
Insight Wealth Partners, LLC $357,878 9,174 0.09% Shares
Summit Investment Advisory Services, LLC $341,099 8,744 0.09% Shares
MERCER GLOBAL ADVISORS INC /ADV $301,695 7,734 0.08% Shares
TrustWell Financial Advisors, LLC $300,182 7,695 0.08% Shares
MAI Capital Management $229,145 5,874 0.06% Shares
FMR LLC $134,801 3,456 0.03% Shares
ASSETMARK, INC $93,975 2,409 0.02% Shares
MORGAN STANLEY $79,502 2,038 0.02% Shares
ROYAL BANK OF CANADA $52,000 1,332 0.01% Shares
Kings Path Partners LLC $43,652 1,119 0.01% Shares
IMA Advisory Services, Inc. $12,093 310 0.00% Shares
OSAIC HOLDINGS, INC. $11,039 283 0.00% Shares
EverSource Wealth Advisors, LLC $10,767 276 0.00% Shares
BANK OF MONTREAL /CAN/ $6,125 157 0.00% Shares
TD Waterhouse Canada Inc. $5,423 141 0.00% Shares
FLOW TRADERS U.S. LLC $2,508 64,285 0.00% Shares
Inspire Investing, LLC $35 1 0.00% Shares
WELLS FARGO & COMPANY/MN $10 0 0.00% Shares

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