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

Not enough fundamentals data to compute this ratio group yet.

value · industry median · verdict relative to median

Institutional owners (13F) 46 filers · $44.3M 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 46
Value held $44.3M
New positions 5
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (-1 vs prior Q) 4 (+2 vs prior Q) 15 (0 vs prior Q) 20 (+5 vs prior Q) -38K

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
Orion Porfolio Solutions, LLC $5,320,229 123,855 12.02% Shares
OSAIC HOLDINGS, INC. $3,253,510 75,735 7.35% Shares
Authentikos Wealth Advisory, LLC $3,166,364 73,713 7.15% Shares
Atria Investments, Inc $2,859,663 66,573 6.46% Shares
CWM, LLC $2,442,406 61,702 5.52% Shares
First Commonwealth Financial Corp /PA/ $2,388,358 55,601 5.40% Shares
HighTower Advisors, LLC $2,197,507 51,158 4.96% Shares
Cetera Investment Advisers $2,138,787 49,791 4.83% Shares
Brookstone Capital Management $2,038,272 47,451 4.60% Shares
Andina Capital Management, LLC $1,962,499 45,687 4.43% Shares
Triad Wealth Partners, LLC $1,496,094 34,173 3.38% Shares
Keeler Thomas Management LLC $1,399,741 32,586 3.16% Shares
Simplicity Wealth,LLC $1,212,972 28,238 2.74% Shares
Arax Advisory Partners $1,209,665 28,161 2.73% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,115,210 25,962 2.52% Shares
OLD MISSION CAPITAL LLC $1,090,248 25,381 2.46% Shares
YARGER WEALTH STRATEGIES, LLC $909,566 20,951 2.05% Shares
AXXCESS WEALTH MANAGEMENT, LLC $842,182 19,606 1.90% Shares
VESTIA PERSONAL WEALTH ADVISORS $692,182 16,114 1.56% Shares
Orion Portfolio Solutions, LLC $691,756 19,900 1.56% Shares
Pitti Group Wealth Management, LLC $617,139 14,367 1.39% Shares
MY Wealth Management Inc. $585,051 13,620 1.32% Shares
BROWN WEALTH MANAGEMENT, LLC $564,433 13,140 1.28% Shares
Vantage Point Financial LLC $509,794 11,868 1.15% Shares
Encompass More Asset Management $421,048 9,802 0.95% Shares
Ashton Thomas Private Wealth, LLC $397,379 9,251 0.90% Shares
ENVESTNET ASSET MANAGEMENT INC $394,115 9,175 0.89% Shares
Chicago Partners Investment Group LLC $388,463 9,121 0.88% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $377,019 8,777 0.85% Shares
LPL Financial LLC $354,553 8,254 0.80% Shares
Ballast Rock Private Wealth LLC $304,731 7,094 0.69% Shares
Steward Partners Investment Advisory, LLC $295,232 6,873 0.67% Shares
SFMG, LLC $221,692 5,161 0.50% Shares
Financial Network Wealth Advisors LLC $139,991 3,259 0.32% Shares
Arkadios Wealth Advisors $85,481 1,990 0.19% Shares
CoreCap Advisors, LLC $46,091 1,073 0.10% Shares
IFP Advisors, Inc $37,672 877 0.09% Shares
AE Wealth Management LLC $33,892 789 0.08% Shares
COUNTRY TRUST BANK $23,411 545 0.05% Shares
HARBOUR INVESTMENTS, INC. $22,251 518 0.05% Shares
Farther Finance Advisors, LLC $8,892 207 0.02% Shares
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV $8,333 194 0.02% Shares
DHJJ Financial Advisors, Ltd. $817 19 0.00% Shares
Cambridge Investment Research Advisors, Inc. $625 14,549 0.00% Shares
CENTAURUS FINANCIAL, INC. $290 6,759 0.00% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $43 1 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26