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) 24 filers · $10.2M 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 24
Value held $10.2M
New positions 3
Exited positions 7
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 (-2 vs prior Q) 7 (+5 vs prior Q) 6 (0 vs prior Q) 9 (0 vs prior Q) -84K

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
Teucrium Investment Advisors, LLC $3,622,326 93,713 35.42% Shares
Stratos Wealth Advisors, LLC $1,443,080 37,333 14.11% Shares
HighTower Advisors, LLC $1,057,685 27,363 10.34% Shares
JANE STREET GROUP, LLC $636,892 16,477 6.23% Shares
LPL Financial LLC $458,197 11,854 4.48% Shares
HUNTINGTON NATIONAL BANK $396,081 10,247 3.87% Shares
COMMONWEALTH EQUITY SERVICES, LLC $392,920 10,165 3.84% Shares
NewEdge Advisors, LLC $347,280 8,984 3.40% Shares
CITADEL ADVISORS LLC $343,629 8,890 3.36% Shares
Strive Asset Management, LLC $321,111 7,341 3.14% Shares
THRYVE WEALTH MANAGEMENT LLC $283,755 7,341 2.77% Shares
Advyzon Investment Management, LLC $260,795 6,747 2.55% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $248,000 6,416 2.43% Shares
Arkfeld Wealth Strategies, L.L.C. $227,324 6,074 2.22% Shares
ORG Partners LLC $124,687 3,200 1.22% Shares
MORGAN STANLEY $18,090 468 0.18% Shares
UBS Group AG $11,673 302 0.11% Shares
Geneos Wealth Management Inc. $11,595 300 0.11% Shares
HARBOUR INVESTMENTS, INC. $10,050 260 0.10% Shares
Crewe Advisors LLC $6,069 157 0.06% Shares
SIMPLEX TRADING, LLC $3,633 94 0.04% Shares
Cambridge Investment Research Advisors, Inc. $339 8,761 0.00% Shares
FLOW TRADERS U.S. LLC $248 6,407 0.00% Shares
VSM Wealth Advisory, LLC $39 1 0.00% Shares

ETF ownership Held by 29 ETFs

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
EWU · iShares Trust 0.27% 832,007 SH Sept. 11, 2026 Daily
EUFN · iShares Trust 0.23% 827,284 SH Sept. 11, 2026 Daily
IQLT · iShares Trust 0.16% 1,807,625 SH Sept. 11, 2026 Daily
IDHQ · Invesco Exchange-Traded Fund Trust … 0.15% 144,529 SH Oct. 2, 2026 Daily
XT · iShares Trust 0.08% 269,368 SH Sept. 11, 2026 Daily
EFG · iShares Trust 0.08% 1,104,017 SH Sept. 11, 2026 Daily
DMXF · iShares Trust 0.08% 62,963 SH Sept. 11, 2026 Daily
INTF · iShares Trust 0.07% 233,681 SH Sept. 11, 2026 Daily
IEV · iShares Trust 0.06% 79,052 SH Sept. 11, 2026 Daily
IEUR · iShares Trust 0.05% 406,890 SH Sept. 11, 2026 Daily
IXG · iShares Trust 0.05% 30,522 SH Sept. 11, 2026 Daily
VGK · VANGUARD INTERNATIONAL EQUITY INDEX… 0.05% 1,735,237 SH Aug. 19, 2026 Daily
GLOF · iShares Trust 0.05% 8,185 SH Sept. 11, 2026 Daily
EFA · iShares Trust 0.04% 2,536,311 SH Sept. 11, 2026 Daily
IEFA · iShares Trust 0.03% 5,326,187 SH Sept. 11, 2026 Daily
VEA · VANGUARD TAX-MANAGED FUNDS 0.03% 7,072,493 SH Aug. 19, 2026 Daily
VSGX · VANGUARD WORLD FUND 0.03% 146,457 SH Aug. 19, 2026 Daily
IDEV · iShares Trust 0.03% 701,883 SH Sept. 11, 2026 Daily
AQLT · iShares Trust 0.03% 6,899 SH Sept. 11, 2026 Daily
ACWX · iShares Trust 0.02% 230,256 SH Sept. 11, 2026 Daily
PABD · iShares Trust 0.02% 5,931 SH Sept. 11, 2026 Daily
VXUS · VANGUARD STAR FUNDS 0.02% 10,690,736 SH Aug. 19, 2026 Daily
VEU · VANGUARD INTERNATIONAL EQUITY INDEX… 0.02% 1,693,716 SH Aug. 19, 2026 Daily
IXUS · iShares Trust 0.02% 969,849 SH Sept. 11, 2026 Daily
IMFL · Invesco Exchange-Traded Self-Indexe… 0.02% 16,019 SH Oct. 2, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 608,669 SH Aug. 19, 2026 Daily
TOK · iShares Trust 0.01% 1,657 SH Sept. 11, 2026 Daily
URTH · iShares, Inc. 0.01% 51,257 SH Sept. 11, 2026 Daily
ACWI · iShares Trust 0.01% 185,599 SH Sept. 11, 2026 Daily

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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