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 · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 11 filers · $15.5M 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 11
Value held $15.5M
New positions 8
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 0 2 1 ·

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
INDEPENDENT FINANCIAL GROUP, LLC $8,257,671 155,229 53.32% Shares
Wellington Grp LLC $3,378,203 63,504 21.81% Shares
Farther Finance Advisors, LLC $1,103,055 20,735 7.12% Shares
CITADEL ADVISORS LLC $887,906 16,691 5.73% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $493,237 9,662 3.18% Shares
JANE STREET GROUP, LLC $470,099 8,837 3.04% Shares
Chung Wu Investment Group, LLC $436,213 8,200 2.82% Shares
MADDEN SECURITIES Corp $396,315 7,450 2.56% Shares
BANK OF MONTREAL /CAN/ $64,740 1,217 0.42% Shares
Tower Research Capital LLC (TRC) $638 12 0.00% Shares
MORGAN STANLEY $71 1 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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