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) 20 filers · $45.6M 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 20
Value held $45.6M
New positions 4
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
4 (-1 vs prior Q) 2 (-1 vs prior Q) 9 (-1 vs prior Q) 4 (+2 vs prior Q) +365K

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
Simplify Asset Management Inc. $15,472,781 624,406 33.92% Shares
PRINCIPAL SECURITIES, INC. $8,140,740 328,521 17.85% Shares
ENVESTNET ASSET MANAGEMENT INC $6,525,231 263,327 14.31% Shares
CreativeOne Wealth, LLC $6,239,154 251,782 13.68% Shares
Owen LaRue, LLC $1,989,996 80,307 4.36% Shares
Millington Financial Advisors, LLC $1,709,908 69,537 3.75% Shares
Brookwood Investment Group LLC $1,496,216 60,380 3.28% Shares
OLD MISSION CAPITAL LLC $1,183,790 47,772 2.60% Shares
MATHER GROUP, LLC. $988,474 39,890 2.17% Shares
Brookstone Capital Management $553,015 22,317 1.21% Shares
LANARK FINANCIAL, INC. $322,206 13,002 0.71% Shares
Legacy Wealth Managment, LLC/ID $295,303 11,917 0.65% Shares
Crusonia Wealth Advisors LLC $271,861 10,971 0.60% Shares
WealthCare Asset Management, LLC $263,491 10,633 0.58% Shares
ISLAY CAPITAL MANAGEMENT, LLC $130,715 5,275 0.29% Shares
AE Wealth Management LLC $21,360 862 0.05% Shares
HARBOUR INVESTMENTS, INC. $4,634 187 0.01% Shares
Clearstead Advisors, LLC $1,859 75 0.00% Shares
Janney Montgomery Scott LLC $863 34,834 0.00% Shares
WELLS FARGO & COMPANY/MN $28 1 0.00% Shares

ETF ownership Held by 1 ETF

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
SVOL · Simplify Exchange Traded Funds 2.85% 624,406 NS June 30, 2026 N-PORT

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26