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) 21 filers · $8.5M 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 21
Value held $8.5M
New positions 2
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (0 vs prior Q) 4 (0 vs prior Q) 10 (+5 vs prior Q) 5 (-5 vs prior Q) +30K

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
Rockefeller Capital Management L.P. $2,797,329 187,215 33.05% Shares
H D Vest Advisory Services $1,599,108 78,074 18.89% Shares
Cetera Investment Advisers $1,172,632 78,480 13.86% Shares
RAYMOND JAMES FINANCIAL INC $682,076 45,649 8.06% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $443,607 29,689 5.24% Shares
JPMORGAN CHASE & CO $338,254 22,692 4.00% Shares
ENVESTNET ASSET MANAGEMENT INC $336,421 22,515 3.98% Shares
LPL Financial LLC $256,237 17,149 3.03% Shares
CITADEL ADVISORS LLC $220,272 14,742 2.60% Shares
COMMONWEALTH EQUITY SERVICES, LLC $203,130 13,594 2.40% Shares
MML INVESTORS SERVICES, LLC $185,180 12,393 2.19% Shares
OSAIC HOLDINGS, INC. $120,100 8,039 1.42% Shares
MORGAN STANLEY $46,055 3,082 0.54% Shares
Triumph Capital Management $39,969 2,675 0.47% Shares
HARBOUR INVESTMENTS, INC. $9,174 614 0.11% Shares
CIBC Private Wealth Group LLC $7,564 400 0.09% Shares
ROYAL BANK OF CANADA $5,000 331 0.06% Shares
Smartleaf Asset Management LLC $671 45 0.01% Shares
VIRTUS ADVISERS, LLC $538 36 0.01% Shares
WELLS FARGO & COMPANY/MN $20 1 0.00% Shares
FMR LLC $15 1 0.00% Shares

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