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) 19 filers · $5.0M 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 19
Value held $5.0M
New positions 3
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 (0 vs prior Q) 3 (+2 vs prior Q) 4 (+2 vs prior Q) 5 (-1 vs prior Q) -31K

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
Millington Financial Advisors, LLC $872,806 25,558 17.29% Shares
HighTower Advisors, LLC $777,136 22,828 15.39% Shares
Soltis Investment Advisors LLC $509,898 14,978 10.10% Shares
OSAIC HOLDINGS, INC. $508,921 14,951 10.08% Shares
Sunbelt Securities, Inc. $414,575 13,606 8.21% Shares
Prime Capital Investment Advisors, LLC $340,431 10,000 6.74% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $287,188 8,436 5.69% Shares
VESTIA PERSONAL WEALTH ADVISORS $255,085 7,493 5.05% Shares
Foundations Investment Advisors, LLC $255,085 7,493 5.05% Shares
COMMONWEALTH EQUITY SERVICES, LLC $249,260 7,322 4.94% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $242,217 7,115 4.80% Shares
JPMORGAN CHASE & CO $159,661 4,711 3.16% Shares
UBS Group AG $86,708 2,547 1.72% Shares
Arax Advisory Partners $82,487 2,423 1.63% Shares
Orion Capital Management LLC $4,596 135 0.09% Shares
COUNTRY TRUST BANK $1,055 31 0.02% Shares
AE Wealth Management LLC $681 20 0.01% Shares
DHJJ Financial Advisors, Ltd. $341 10 0.01% Shares
Farther Finance Advisors, LLC $306 9 0.01% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26