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

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value · industry median · verdict relative to median

Institutional owners (13F) 23 filers · $162.3M 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 23
Value held $162.3M
New positions 9
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (+2 vs prior Q) 1 (0 vs prior Q) 13 (+6 vs prior Q) 1 (0 vs prior Q) +831K

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
New Perspectives, Inc $78,381,744 3,091,982 48.31% Shares
SMI Advisory Services, LLC $18,681,915 736,669 11.51% Shares
Clear Trail Advisors, LLC $16,310,379 643,407 10.05% Shares
PFW Advisors LLC $8,689,752 342,791 5.36% Shares
STAPP WEALTH MANAGEMENT, PLLC $8,214,425 324,040 5.06% Shares
LexAurum Advisors, LLC $6,394,512 252,249 3.94% Shares
Integrated Wealth Concepts LLC $5,207,304 205,416 3.21% Shares
Farther Finance Advisors, LLC $4,709,422 185,776 2.90% Shares
HighTower Advisors, LLC $3,153,069 124,381 1.94% Shares
Sigma Planning Corp $3,064,398 120,884 1.89% Shares
NewEdge Advisors, LLC $2,688,320 106,048 1.66% Shares
RAINIER FAMILY WEALTH INC $2,289,063 90,298 1.41% Shares
Global Retirement Partners, LLC $1,383,468 54,575 0.85% Shares
TOTH FINANCIAL ADVISORY CORP $577,844 22,795 0.36% Shares
CITADEL ADVISORS LLC $529,967 20,906 0.33% Shares
Trademark Financial Management, LLC $469,152 18,507 0.29% Shares
Morey & Quinn Wealth Partners, LLC $421,292 16,619 0.26% Shares
COMMONWEALTH EQUITY SERVICES, LLC $374,980 14,792 0.23% Shares
AVISO WEALTH MANAGEMENT $335,583 13,238 0.21% Shares
Brookwood Investment Group LLC $305,645 12,057 0.19% Shares
EASTERN BANK $50,700 2,000 0.03% Shares
UBS Group AG $20,635 814 0.01% Shares
FLOW TRADERS U.S. LLC $298 11,760 0.00% Shares

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