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) 11 filers · $32.0M total · As of June 30, 2026

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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 $32.0M
New positions 3
Exited positions 0
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
3 (-1 vs prior Q) 0 (-2 vs prior Q) 4 (+1 vs prior Q) 3 (+3 vs prior Q) -129K

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
Legacy Wealth Managment, LLC/ID $13,823,243 584,369 43.23% Shares
BNP PARIBAS FINANCIAL MARKETS $4,681,727 197,917 14.64% Shares
Simplify Asset Management Inc. $2,755,808 116,500 8.62% Shares
PRINCIPAL SECURITIES, INC. $2,532,380 107,055 7.92% Shares
ENVESTNET ASSET MANAGEMENT INC $2,478,529 104,778 7.75% Shares
Brookwood Investment Group LLC $2,046,087 86,497 6.40% Shares
Castleview Partners, LLC $1,412,527 59,713 4.42% Shares
Millington Financial Advisors, LLC $917,710 39,728 2.87% Shares
Crusonia Wealth Advisors LLC $662,411 28,003 2.07% Shares
CreativeOne Wealth, LLC $519,339 21,955 1.62% Shares
LANARK FINANCIAL, INC. $149,121 6,304 0.47% 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
QIS · Simplify Exchange Traded Funds 7.12% 116,500 NS June 30, 2026 N-PORT

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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