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 · $72.0M 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 $72.0M
New positions 7
Exited positions 6
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
7 (-2 vs prior Q) 6 (-5 vs prior Q) 12 (-4 vs prior Q) 11 (+2 vs prior Q) +80K

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
Cetera Investment Advisers $11,577,749 342,486 16.08% Shares
Sterling Financial Planning, Inc. $9,757,817 288,650 13.55% Shares
OLD MISSION CAPITAL LLC $7,836,607 231,818 10.88% Shares
HighTower Advisors, LLC $6,463,381 191,196 8.98% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $6,184,864 182,957 8.59% Shares
OSAIC HOLDINGS, INC. $4,101,845 121,324 5.70% Shares
Steward Partners Investment Advisory, LLC $3,551,757 105,066 4.93% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,961,100 58,012 2.72% Shares
Brookwood Investment Group LLC $1,948,013 57,625 2.71% Shares
Snowden Capital Advisors LLC $1,766,446 52,254 2.45% Shares
Sunbelt Securities, Inc. $1,323,707 42,318 1.84% Shares
Kestra Advisory Services, LLC $1,200,247 35,505 1.67% Shares
GWN SECURITIES INC. $1,026,658 30,370 1.43% Shares
First Commonwealth Financial Corp /PA/ $935,317 27,668 1.30% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $931,497 27,555 1.29% Shares
Millington Financial Advisors, LLC $925,416 27,323 1.29% Shares
CreativeOne Wealth, LLC $911,552 26,965 1.27% Shares
JT Stratford LLC $901,884 26,679 1.25% Shares
Noble Wealth Management PBC $830,961 24,581 1.15% Shares
Occidental Asset Management, LLC $795,871 23,543 1.11% Shares
GTS SECURITIES LLC $684,044 20,235 0.95% Shares
Blue Water Asset Management $616,806 18,246 0.86% Shares
CROSSPOINT FINANCIAL, LLC $588,208 17,400 0.82% Shares
Welch Financial Planning, LLC $563,766 16,677 0.78% Shares
Brookstone Capital Management $559,439 16,549 0.78% Shares
CoreCap Advisors, LLC $525,262 15,538 0.73% Shares
Global Trust Wealth Management LLC $399,913 11,830 0.56% Shares
SEI INVESTMENTS CO $381,620 11,289 0.53% Shares
ENVESTNET ASSET MANAGEMENT INC $363,302 10,747 0.50% Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $338,050 10,000 0.47% Shares
Orion Portfolio Solutions, LLC $300,508 10,645 0.42% Shares
RAYMOND JAMES FINANCIAL INC $263,949 7,808 0.37% Shares
Orion Capital Management LLC $261,989 7,750 0.36% Shares
VESTIA PERSONAL WEALTH ADVISORS $240,218 7,106 0.33% Shares
CRA Financial Services, LLC $211,112 6,245 0.29% Shares
Visionary Wealth Advisors $203,845 6,030 0.28% Shares
MML INVESTORS SERVICES, LLC $200,396 5,928 0.28% Shares
Cape Investment Advisory, Inc. $166,828 4,935 0.23% Shares
DHJJ Financial Advisors, Ltd. $80,456 2,380 0.11% Shares
BANK OF MONTREAL /CAN/ $33,805 1,000 0.05% Shares
IFP Advisors, Inc $32,182 952 0.04% Shares
AE Wealth Management LLC $18,965 561 0.03% Shares
Luminist Capital LLC $15,314 472 0.02% Shares
Farther Finance Advisors, LLC $7,978 236 0.01% Shares
Ashton Thomas Private Wealth, LLC $6,896 204 0.01% Shares
EverSource Wealth Advisors, LLC $3,381 100 0.00% Shares
CENTAURUS FINANCIAL, INC. $708 20,945 0.00% Shares

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