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 · industry median · verdict relative to median

Institutional owners (13F) 57 filers · $38.6M 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 57
Value held $38.6M
New positions 43
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
43 (+31 vs prior Q) 4 (+4 vs prior Q) 10 (+5 vs prior Q) 1 (+1 vs prior Q) +797K

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
Members Advisory Group LLC $6,446,859 170,507 16.72% Shares
JANE STREET GROUP, LLC $5,706,512 150,926 14.80% Shares
GTS SECURITIES LLC $5,282,586 139,714 13.70% Shares
STIFEL FINANCIAL CORP $4,111,365 108,738 10.66% Shares
HighTower Advisors, LLC $2,181,556 57,698 5.66% Shares
Waverly Advisors, LLC $2,132,446 56,399 5.53% Shares
StoneX Group Inc. $1,956,100 51,735 5.07% Shares
JPMORGAN CHASE & CO $1,688,069 45,476 4.38% Shares
LPL Financial LLC $1,367,021 36,155 3.54% Shares
Cetera Investment Advisers $920,560 24,347 2.39% Shares
Comprehensive Financial Planning, Inc./PA $777,033 20,551 2.01% Shares
OLD MISSION CAPITAL LLC $654,377 17,307 1.70% Shares
Ankerstar Wealth, LLC $581,593 15,382 1.51% Shares
Sanctuary Advisors, LLC $558,529 14,772 1.45% Shares
OPPENHEIMER & CO INC $468,731 12,397 1.22% Shares
COMMONWEALTH EQUITY SERVICES, LLC $408,120 10,794 1.06% Shares
Kestra Advisory Services, LLC $401,315 10,614 1.04% Shares
Wealthcare Advisory Partners LLC $361,048 9,549 0.94% Shares
KICKSTAND VENTURES, LLC. $323,691 8,561 0.84% Shares
Beaumont Asset Management, L.L.C. $295,145 7,806 0.77% Shares
SILVER OAK SECURITIES, INCORPORATED $267,090 7,064 0.69% Shares
Farther Finance Advisors, LLC $247,258 6,539 0.64% Shares
Mesirow Financial Investment Management, Inc. $218,731 5,785 0.57% Shares
AlTi Global, Inc. $207,790 5,500 0.54% Shares
Plante Moran Financial Advisors, LLC $112,296 2,970 0.29% Shares
OSAIC HOLDINGS, INC. $110,589 2,925 0.29% Shares
Innovative Asset Advisors Group, LLC $91,689 2,425 0.24% Shares
Global Retirement Partners, LLC $88,249 2,334 0.23% Shares
ROYAL BANK OF CANADA $74,000 1,960 0.19% Shares
AE Wealth Management LLC $64,164 1,697 0.17% Shares
PNC Financial Services Group, Inc. $63,899 1,690 0.17% Shares
Arax Advisory Partners $56,716 1,500 0.15% Shares
HARBOUR INVESTMENTS, INC. $47,300 1,251 0.12% Shares
CWM, LLC $46,970 1,902 0.12% Shares
TD Waterhouse Canada Inc. $39,715 1,050 0.10% Shares
Steward Partners Investment Advisory, LLC $33,348 882 0.09% Shares
NewEdge Advisors, LLC $30,550 808 0.08% Shares
MORGAN STANLEY $27,148 718 0.07% Shares
Federation des caisses Desjardins du Quebec $18,338 485 0.05% Shares
BANK OF MONTREAL /CAN/ $18,149 480 0.05% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $14,724 400 0.04% Shares
Security National Bank $12,213 323 0.03% Shares
Ameritas Advisory Services, LLC $11,456 303 0.03% Shares
Founders Financial Alliance, LLC $7,562 200 0.02% Shares
EVOLUTION WEALTH MANAGEMENT INC. $5,747 152 0.01% Shares
Minot DeBlois Advisors LLC $5,672 150 0.01% Shares
IFP Advisors, Inc $4,802 127 0.01% Shares
Allworth Financial LP $4,613 122 0.01% Shares
NATIONAL BANK OF CANADA /FI/ $2,836 75 0.01% Shares
US BANCORP \DE\ $1,928 51 0.00% Shares
FIDUCIARY FINANCIAL ADVISORS $1,891 50 0.00% Shares
Janney Montgomery Scott LLC $1,140 30,152 0.00% Shares
Aptus Capital Advisors, LLC $983 26 0.00% Shares
Strategic Wealth Partners, Ltd. $605 16 0.00% Shares
HRT FINANCIAL LP $537 14,215 0.00% Shares
Cambridge Investment Research Advisors, Inc. $383 10,122 0.00% Shares
Integrated Wealth Concepts LLC $378 10 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26