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) 8 filers · $15.0M 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 8
Value held $15.0M
New positions 2
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (0 vs prior Q) 1 (0 vs prior Q) 3 (0 vs prior Q) 1 (-1 vs prior Q) -7K

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
FRANKLIN RESOURCES INC $9,146,523 366,000 61.01% Shares
Landmark Wealth Management, LLC $5,012,562 200,579 33.43% Shares
Encompass More Asset Management $474,796 18,999 3.17% Shares
JANE STREET GROUP, LLC $293,763 11,755 1.96% Shares
OSAIC HOLDINGS, INC. $57,051 2,283 0.38% Shares
JPMORGAN CHASE & CO $5,287 211 0.04% Shares
Cape Investment Advisory, Inc. $2,499 100 0.02% Shares
AE Wealth Management LLC $200 8 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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