Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · industry median · verdict relative to median

Institutional owners (13F) 47 filers · $164.2M 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 47
Value held $164.2M
New positions 2
Exited positions 12
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (-6 vs prior Q) 12 (+5 vs prior Q) 11 (+6 vs prior Q) 16 (-11 vs prior Q) -114K

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
Stuart Chaussee & Associates, Inc. $53,787,060 1,420,593 32.76% Shares
Lido Advisors, LLC $40,635,188 968,750 24.75% Shares
CROSSPOINT FINANCIAL, LLC $12,805,720 305,289 7.80% Shares
Cetera Investment Advisers $12,733,841 303,574 7.76% Shares
First Commonwealth Financial Corp /PA/ $11,117,180 265,033 6.77% Shares
Millington Financial Advisors, LLC $6,063,811 144,583 3.69% Shares
OSAIC HOLDINGS, INC. $5,082,040 121,148 3.10% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,155,544 75,228 1.92% Shares
Brookwood Investment Group LLC $1,998,914 47,654 1.22% Shares
Orion Capital Management LLC $1,547,445 36,891 0.94% Shares
Snowden Capital Advisors LLC $1,523,074 36,310 0.93% Shares
ENVESTNET ASSET MANAGEMENT INC $1,378,568 32,865 0.84% Shares
Fragasso Financial Advisors Inc $1,312,755 31,296 0.80% Shares
Kestra Advisory Services, LLC $1,215,187 28,970 0.74% Shares
HighTower Advisors, LLC $1,182,049 28,180 0.72% Shares
Welch Financial Planning, LLC $1,004,155 23,939 0.61% Shares
CAPTRUST FINANCIAL ADVISORS $936,411 22,324 0.57% Shares
COMMONWEALTH EQUITY SERVICES, LLC $641,700 15,298 0.39% Shares
Summit Financial, LLC $581,042 13,852 0.35% Shares
DHJJ Financial Advisors, Ltd. $448,995 10,704 0.27% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $446,771 10,651 0.27% Shares
Allworth Financial LP $397,443 9,475 0.24% Shares
Outlook Wealth Advisors, LLC $366,109 8,728 0.22% Shares
CreativeOne Wealth, LLC $360,403 8,592 0.22% Shares
Blue Water Asset Management $349,959 8,343 0.21% Shares
VESTIA PERSONAL WEALTH ADVISORS $340,677 8,122 0.21% Shares
Sterling Financial Planning, Inc. $320,219 7,634 0.20% Shares
Orion Portfolio Solutions, LLC $299,947 8,592 0.18% Shares
BLAIR WILLIAM & CO/IL $283,432 6,757 0.17% Shares
Chicago Partners Investment Group LLC $243,698 5,814 0.15% Shares
Sequoia Financial Advisors, LLC $243,457 5,804 0.15% Shares
CRA Financial Services, LLC $206,712 4,928 0.13% Shares
Farther Finance Advisors, LLC $206,544 4,924 0.13% Shares
Safe Harbor Wealth Advisors, LLC $205,195 5,285 0.12% Shares
BARCLAYS PLC $199,539 4,757 0.12% Shares
Sunbelt Securities, Inc. $177,282 4,529 0.11% Shares
Tidemark, LLC $88,004 2,098 0.05% Shares
IFP Advisors, Inc $73,280 1,747 0.04% Shares
IMG Wealth Management, Inc. $56,628 1,350 0.03% Shares
ROYAL BANK OF CANADA $40,000 950 0.02% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $34,438 821 0.02% Shares
Steward Partners Investment Advisory, LLC $33,767 805 0.02% Shares
Financial Network Wealth Advisors LLC $30,243 721 0.02% Shares
Luminist Capital LLC $15,101 375 0.01% Shares
AE Wealth Management LLC $13,045 311 0.01% Shares
Ashton Thomas Private Wealth, LLC $7,257 173 0.00% Shares
CENTAURUS FINANCIAL, INC. $814 19,401 0.00% Shares

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