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) 12 filers · $37.9M 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 12
Value held $37.9M
New positions 2
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (0 vs prior Q) 2 (+1 vs prior Q) 2 (0 vs prior Q) 6 (0 vs prior Q) -120K

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
WBI INVESTMENTS, LLC $16,285,384 456,061 43.01% Shares
Maridea Wealth Management LLC $15,063,884 421,854 39.78% Shares
ENVESTNET ASSET MANAGEMENT INC $2,537,462 71,060 6.70% Shares
Ausdal Financial Partners, Inc. $977,850 27,384 2.58% Shares
Advyzon Investment Management, LLC $977,850 27,384 2.58% Shares
LPL Financial LLC $931,487 26,086 2.46% Shares
Cetera Investment Advisers $439,058 12,296 1.16% Shares
World Investment Advisors $363,623 10,183 0.96% Shares
Atria Wealth Solutions, Inc. $281,781 9,605 0.74% Shares
Institute for Wealth Management, LLC. $6,499 182 0.02% Shares
UBS Group AG $1,643 46 0.00% Shares
MORGAN STANLEY $36 1 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26