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) 20 filers · $20.5M 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 20
Value held $20.5M
New positions 11
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
11 2 9 0 ·

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. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.

Institution Value Shares % of tracked 13F Type
Elmwood Wealth Management, Inc. $4,235,167 159,075 20.68% Shares
DAYMARK WEALTH PARTNERS, LLC $3,273,774 122,965 15.99% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,517,690 94,566 12.30% Shares
Visionary Wealth Advisors $1,905,870 71,585 9.31% Shares
Brookstone Capital Management $1,542,843 57,950 7.53% Shares
WINNACLE WEALTH LLC $1,272,975 47,814 6.22% Shares
First Commonwealth Financial Corp /PA/ $1,030,337 38,700 5.03% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $929,194 34,901 4.54% Shares
OLD MISSION CAPITAL LLC $888,858 33,386 4.34% Shares
HighTower Advisors, LLC $649,352 24,390 3.17% Shares
Arlington Capital Management, Inc. $616,765 23,166 3.01% Shares
VESTIA PERSONAL WEALTH ADVISORS $442,539 16,622 2.16% Shares
Cetera Investment Advisers $334,314 12,557 1.63% Shares
Keystone Wealth Services, LLC $316,023 11,870 1.54% Shares
CAPTRUST FINANCIAL ADVISORS $220,231 8,272 1.08% Shares
GILPIN WEALTH MANAGEMENT, LLC $200,344 7,525 0.98% Shares
Steward Partners Investment Advisory, LLC $53,247 2,000 0.26% Shares
RED REEF ADVISORS LLC $24,201 909 0.12% Shares
HARBOUR INVESTMENTS, INC. $15,868 596 0.08% Shares
IFP Advisors, Inc $7,322 275 0.04% Shares

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