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) 15 filers · $13.1M total · As of June 30, 2026

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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 15
Value held $13.1M
New positions 3
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 (+2 vs prior Q) 0 (-3 vs prior Q) 5 (+2 vs prior Q) 2 (0 vs prior Q) +55K

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
Atria Investments, Inc $2,510,866 90,893 19.20% Shares
Sanctuary Advisors, LLC $2,481,075 89,814 18.98% Shares
Cetera Investment Advisers $2,470,060 89,416 18.89% Shares
H D Vest Advisory Services $2,213,701 95,914 16.93% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $1,497,004 54,200 11.45% Shares
CITADEL ADVISORS LLC $1,066,389 38,603 8.16% Shares
LPL Financial LLC $733,734 26,561 5.61% Shares
HARBOUR INVESTMENTS, INC. $62,569 2,265 0.48% Shares
Bank & Trust Co $15,383 567 0.12% Shares
OSAIC HOLDINGS, INC. $12,788 463 0.10% Shares
FIDUCIARY FINANCIAL ADVISORS $10,443 378 0.08% Shares
FMR LLC $636 23 0.00% Shares
Virtu Financial LLC $404 14,633 0.00% Shares
WELLS FARGO & COMPANY/MN $41 1 0.00% Shares
MORGAN STANLEY $38 1 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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