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

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value · industry median · verdict relative to median

Institutional owners (13F) 42 filers · $48.1M 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 42
Value held $48.1M
New positions 2
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (-1 vs prior Q) 3 (-8 vs prior Q) 7 (0 vs prior Q) 21 (+1 vs prior Q) -129K

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 $9,570,615 239,415 19.91% Shares
HighTower Advisors, LLC $5,055,478 126,466 10.52% Shares
Millington Financial Advisors, LLC $4,944,451 123,884 10.28% Shares
OSAIC HOLDINGS, INC. $3,502,764 87,615 7.29% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $3,296,020 82,452 6.86% Shares
Weaver Consulting Group $2,697,723 67,485 5.61% Shares
Brookwood Investment Group LLC $1,926,476 48,192 4.01% Shares
Welch Financial Planning, LLC $1,748,986 43,752 3.64% Shares
Chicago Partners Investment Group LLC $1,541,669 38,773 3.21% Shares
GWN SECURITIES INC. $1,423,070 35,599 2.96% Shares
Snowden Capital Advisors LLC $1,328,889 33,243 2.76% Shares
Kestra Advisory Services, LLC $1,285,196 32,150 2.67% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,022,267 25,442 2.13% Shares
First Commonwealth Financial Corp /PA/ $993,099 24,843 2.07% Shares
COMMONWEALTH EQUITY SERVICES, LLC $849,470 21,250 1.77% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $827,483 20,700 1.72% Shares
CROSSPOINT FINANCIAL, LLC $797,502 19,950 1.66% Shares
OLD MISSION CAPITAL LLC $619,852 15,506 1.29% Shares
LPL Financial LLC $589,152 14,738 1.23% Shares
Orion Capital Management LLC $525,951 13,157 1.09% Shares
ENVESTNET ASSET MANAGEMENT INC $449,559 11,246 0.94% Shares
Visionary Wealth Advisors $410,384 10,266 0.85% Shares
Orion Portfolio Solutions, LLC $302,556 8,942 0.63% Shares
Farther Finance Advisors, LLC $275,068 6,881 0.57% Shares
Diligent Investors, LLC $271,830 6,800 0.57% Shares
Sunbelt Securities, Inc. $246,239 6,477 0.51% Shares
Stratos Wealth Partners, LTD. $240,330 6,012 0.50% Shares
Gradient Investments LLC $216,864 5,425 0.45% Shares
Global Trust Wealth Management LLC $208,470 5,215 0.43% Shares
Evolution Wealth Advisors, LLC $206,471 5,165 0.43% Shares
DHJJ Financial Advisors, Ltd. $184,925 4,626 0.38% Shares
JPMORGAN CHASE & CO $131,901 3,300 0.27% Shares
ROYAL BANK OF CANADA $89,000 2,230 0.19% Shares
Steward Partners Investment Advisory, LLC $86,666 2,168 0.18% Shares
BARCLAYS PLC $81,709 2,044 0.17% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $80,510 2,014 0.17% Shares
IFP Advisors, Inc $29,941 749 0.06% Shares
Ashton Thomas Private Wealth, LLC $6,916 173 0.01% Shares
EverSource Wealth Advisors, LLC $3,998 100 0.01% Shares
Luminist Capital LLC $3,318 83 0.01% Shares
AE Wealth Management LLC $2,958 74 0.01% Shares
CENTAURUS FINANCIAL, INC. $365 9,124 0.00% Shares

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