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) 22 filers · $37.0M 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 22
Value held $37.0M
New positions 2
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (+1 vs prior Q) 3 (-3 vs prior Q) 6 (-3 vs prior Q) 11 (+1 vs prior Q) -1K

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
Farther Finance Advisors, LLC $14,684,241 278,850 39.67% Shares
NewCorp Financial Services, Inc. $8,608,014 163,464 23.25% Shares
ATX Financial Planning, LLC $4,689,794 89,058 12.67% Shares
Arax Advisory Partners $1,717,085 32,607 4.64% Shares
YARGER WEALTH STRATEGIES, LLC $1,364,539 25,572 3.69% Shares
Authentikos Wealth Advisory, LLC $1,169,526 22,209 3.16% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $1,114,760 21,169 3.01% Shares
RAYMOND JAMES FINANCIAL INC $705,644 13,400 1.91% Shares
HFG Wealth Management, LLC $597,322 11,343 1.61% Shares
Brookstone Capital Management $524,546 9,961 1.42% Shares
Trek Financial, LLC $511,276 9,709 1.38% Shares
Navis Wealth Advisors, LLC $356,298 6,766 0.96% Shares
Maia Wealth LLC $341,237 6,480 0.92% Shares
Sunbelt Securities, Inc. $173,750 3,935 0.47% Shares
ALERUS FINANCIAL NA $166,248 3,157 0.45% Shares
IFS Advisors, LLC $106,636 2,025 0.29% Shares
BARCLAYS PLC $90,101 1,711 0.24% Shares
IFP Advisors, Inc $32,544 618 0.09% Shares
Luminist Capital LLC $28,752 557 0.08% Shares
OSAIC HOLDINGS, INC. $23,697 450 0.06% Shares
COUNTRY TRUST BANK $14,429 274 0.04% Shares
CENTAURUS FINANCIAL, INC. $160 3,033 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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