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) 37 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 37
Value held $38.6M
New positions 4
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (-4 vs prior Q) 4 (+1 vs prior Q) 11 (-2 vs prior Q) 16 (+5 vs prior Q) -19K

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
HighTower Advisors, LLC $6,235,291 153,126 16.14% Shares
Cetera Investment Advisers $4,522,608 111,066 11.71% Shares
Orion Porfolio Solutions, LLC $4,215,701 103,529 10.91% Shares
Welch Financial Planning, LLC $3,817,581 93,752 9.88% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,405,250 83,626 8.81% Shares
Atria Investments, Inc $2,243,998 55,108 5.81% Shares
Brookstone Capital Management $1,951,302 47,920 5.05% Shares
CWM, LLC $1,907,605 51,564 4.94% Shares
Kingsview Wealth Management, LLC $1,573,584 38,644 4.07% Shares
Triad Wealth Partners, LLC $1,121,651 28,826 2.90% Shares
OLD MISSION CAPITAL LLC $1,116,460 27,418 2.89% Shares
Simplicity Wealth,LLC $964,453 23,685 2.50% Shares
MY Wealth Management Inc. $591,906 14,536 1.53% Shares
Orion Portfolio Solutions, LLC $590,042 18,532 1.53% Shares
GWN SECURITIES INC. $492,875 12,104 1.28% Shares
OSAIC HOLDINGS, INC. $458,829 11,268 1.19% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $455,250 11,180 1.18% Shares
Vantage Point Financial LLC $402,558 9,886 1.04% Shares
Maia Wealth LLC $346,690 8,514 0.90% Shares
Steward Partners Investment Advisory, LLC $344,817 8,468 0.89% Shares
CITADEL ADVISORS LLC $339,890 8,347 0.88% Shares
Encompass More Asset Management $331,746 8,147 0.86% Shares
Ashton Thomas Private Wealth, LLC $312,526 7,675 0.81% Shares
Farther Finance Advisors, LLC $305,441 7,501 0.79% Shares
LPL Financial LLC $261,870 6,431 0.68% Shares
Financial Network Wealth Advisors LLC $110,677 2,718 0.29% Shares
Arkadios Wealth Advisors $67,758 1,664 0.18% Shares
ROYAL BANK OF CANADA $61,000 1,506 0.16% Shares
AE Wealth Management LLC $34,286 842 0.09% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $19,831 487 0.05% Shares
HARBOUR INVESTMENTS, INC. $17,062 419 0.04% Shares
IFP Advisors, Inc $7,737 190 0.02% Shares
Sunbelt Securities, Inc. $2,960 80 0.01% Shares
DHJJ Financial Advisors, Ltd. $1,629 40 0.00% Shares
Cambridge Investment Research Advisors, Inc. $517 12,704 0.00% Shares
CoreCap Advisors, LLC $366 9 0.00% Shares
CENTAURUS FINANCIAL, INC. $160 3,921 0.00% Shares

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