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) 21 filers · $9.6M 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 21
Value held $9.6M
New positions 1
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
1 (0 vs prior Q) 1 (-3 vs prior Q) 4 (+2 vs prior Q) 4 (-3 vs prior Q) +26K

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
Welch Financial Planning, LLC $1,938,158 53,644 20.13% Shares
Bullseye Investment Management, LLC $1,387,158 48,618 14.40% Shares
Millington Financial Advisors, LLC $1,209,188 33,348 12.56% Shares
OSAIC HOLDINGS, INC. $967,266 26,772 10.04% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $827,305 22,898 8.59% Shares
First Commonwealth Financial Corp /PA/ $803,820 22,248 8.35% Shares
Sunbelt Securities, Inc. $752,289 23,231 7.81% Shares
Andina Capital Management, LLC $557,919 15,442 5.79% Shares
Foundations Investment Advisors, LLC $332,685 9,208 3.45% Shares
HighTower Advisors, LLC $302,408 8,370 3.14% Shares
Garden State Investment Advisory Services LLC $239,000 6,615 2.48% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $97,551 2,700 1.01% Shares
Pinnacle Wealth Planning Services, Inc. $77,332 2,140 0.80% Shares
Arax Advisory Partners $65,829 1,822 0.68% Shares
Steward Partners Investment Advisory, LLC $60,843 1,684 0.63% Shares
MORGAN STANLEY $6,865 190 0.07% Shares
EverSource Wealth Advisors, LLC $2,890 80 0.03% Shares
Allworth Financial LP $687 19 0.01% Shares
Wood Tarver Financial Group, LLC $435 12,050 0.00% Shares
CoreCap Advisors, LLC $397 11 0.00% Shares
IFP Advisors, Inc $361 10 0.00% Shares

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