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) 37 filers · $34.0M total · As of Sept. 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 37
Value held $34.0M
New positions 11
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
11 (-8 vs prior Q) 5 (+2 vs prior Q) 9 (+2 vs prior Q) 7 (+7 vs prior Q) +61K

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
GFS Advisors, LLC $13,007,854 1,497 38.28% Shares
Marks Group Wealth Management, Inc $5,554,999 204,303 16.35% Shares
RAYMOND JAMES FINANCIAL INC $2,902,152 106,736 8.54% Shares
LPL Financial LLC $2,208,073 81,209 6.50% Shares
ROYAL BANK OF CANADA $1,568,000 57,641 4.61% Shares
OSAIC HOLDINGS, INC. $1,460,874 53,729 4.30% Shares
Security National Bank $1,423,315 52,347 4.19% Shares
JANE STREET GROUP, LLC $1,255,444 46,173 3.69% Shares
Corient Private Wealth LP $943,765 34,710 2.78% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $523,027 19,236 1.54% Shares
CITADEL ADVISORS LLC $428,705 15,767 1.26% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $408,144 14,618 1.20% Shares
Forthright Family Wealth Advisory LLC $282,313 10,383 0.83% Shares
SFMG, LLC $282,123 10,376 0.83% Shares
Integrated Investment Consultants, LLC $249,359 9,171 0.73% Shares
CreativeOne Wealth, LLC $241,991 8,900 0.71% Shares
Bison Wealth, LLC $234,097 7,767 0.69% Shares
NATIONAL BANK OF CANADA /FI/ $177,061 6,512 0.52% Shares
UBS Group AG $173,690 6,388 0.51% Shares
Smartleaf Asset Management LLC $137,482 5,108 0.40% Shares
BANK OF MONTREAL /CAN/ $108,842 4,003 0.32% Shares
HALBERT HARGROVE GLOBAL ADVISORS, LLC $96,203 3,538 0.28% Shares
Federation des caisses Desjardins du Quebec $74,773 2,750 0.22% Shares
HUNTINGTON NATIONAL BANK $61,966 2,279 0.18% Shares
PNC Financial Services Group, Inc. $33,988 1,250 0.10% Shares
TD Waterhouse Canada Inc. $30,207 1,080 0.09% Shares
Continuum Advisory, LLC $27,190 1,000 0.08% Shares
EVERMAY WEALTH MANAGEMENT LLC $27,190 1,000 0.08% Shares
COUNTRY TRUST BANK $23,628 869 0.07% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $13,985 500 0.04% Shares
Ashton Thomas Private Wealth, LLC $8,157 300 0.02% Shares
PRIVATE TRUST CO NA $4,568 168 0.01% Shares
NewEdge Advisors, LLC $4,079 150 0.01% Shares
AE Wealth Management LLC $1,876 69 0.01% Shares
Hickory Point Bank & Trust $1,398 50 0.00% Shares
Capital Advisors, Ltd. LLC $414 15,226 0.00% Shares
Cambridge Investment Research Advisors, Inc. $219 8,053 0.00% Shares

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