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) 60 filers · $42.9M 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 60
Value held $42.9M
New positions 22
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
22 (+17 vs prior Q) 5 (-2 vs prior Q) 21 (+11 vs prior Q) 9 (-7 vs prior Q) +537K

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
Kestra Advisory Services, LLC $7,222,743 271,124 16.83% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $2,659,391 99,827 6.20% Shares
Lineweaver Wealth Advisors, LLC $2,337,820 87,756 5.45% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,122,280 79,665 4.95% Shares
Advisory Services Network, LLC $1,519,892 57,053 3.54% Shares
Sonoma Allocations LLC $1,442,097 54,082 3.36% Shares
Farther Finance Advisors, LLC $1,436,975 53,940 3.35% Shares
Brookstone Capital Management $1,419,726 53,293 3.31% Shares
KFG WEALTH MANAGEMENT, LLC $1,332,719 50,027 3.11% Shares
Kovack Advisors, Inc. $1,322,023 49,628 3.08% Shares
OLD MISSION CAPITAL LLC $1,164,834 43,725 2.71% Shares
TRUIST FINANCIAL CORP $1,140,538 42,813 2.66% Shares
Cetera Investment Advisers $1,055,397 39,617 2.46% Shares
World Investment Advisors $1,000,376 38,270 2.33% Shares
Family Legacy Financial Solutions, LLC $949,716 35,650 2.21% Shares
LPL Financial LLC $846,060 31,759 1.97% Shares
Cypress Wealth Services, LLC $739,020 27,741 1.72% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $715,311 26,851 1.67% Shares
CENTRAL VALLEY ADVISORS, LLC $702,575 26,373 1.64% Shares
Atlantic Private Wealth, LLC $680,146 25,531 1.59% Shares
RAYMOND JAMES FINANCIAL INC $547,559 20,554 1.28% Shares
ENVESTNET ASSET MANAGEMENT INC $525,714 19,734 1.23% Shares
JANE STREET GROUP, LLC $524,302 19,681 1.22% Shares
MML INVESTORS SERVICES, LLC $514,472 19,312 1.20% Shares
CreativeOne Wealth, LLC $511,621 19,205 1.19% Shares
OSAIC HOLDINGS, INC. $511,435 19,198 1.19% Shares
Wick Capital Partners, LLC $499,314 18,743 1.16% Shares
Virtue Capital Management, LLC $465,694 17,481 1.09% Shares
CITADEL ADVISORS LLC $410,149 15,396 0.96% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $406,287 15,251 0.95% Shares
INDEPENDENT FINANCIAL GROUP, LLC $398,215 14,948 0.93% Shares
KINGSWOOD WEALTH ADVISORS, LLC $373,173 14,008 0.87% Shares
Archer Investment Corp $363,716 13,653 0.85% Shares
Trek Financial, LLC $360,786 13,543 0.84% Shares
Main Street Financial Solutions, LLC $356,576 13,385 0.83% Shares
Triad Wealth Partners, LLC $331,157 12,352 0.77% Shares
Insight Wealth Partners, LLC $327,965 12,311 0.76% Shares
FIRST MANHATTAN CO. LLC. $327,672 12,300 0.76% Shares
Ashton Thomas Private Wealth, LLC $309,504 11,618 0.72% Shares
KELLY FINANCIAL GROUP LLC $303,696 11,400 0.71% Shares
Chris Bulman Inc $295,011 11,074 0.69% Shares
Concurrent Investment Advisors, LLC $288,671 10,836 0.67% Shares
Marshall Financial Group, LLC $285,314 10,710 0.66% Shares
WEALTHGARDEN F.S. LLC $261,608 9,820 0.61% Shares
Five Pine Wealth Management $249,084 9,350 0.58% Shares
IMG Wealth Management, Inc. $239,973 9,008 0.56% Shares
FSA Advisors, Inc. $224,256 8,418 0.52% Shares
Lantz Financial LLC $203,796 7,650 0.47% Shares
HighTower Advisors, LLC $200,386 7,522 0.47% Shares
CoreCap Advisors, LLC $139,753 5,246 0.33% Shares
EVOLUTION WEALTH MANAGEMENT INC. $130,483 4,898 0.30% Shares
Continuum Advisory, LLC $81,598 3,063 0.19% Shares
DHJJ Financial Advisors, Ltd. $69,398 2,605 0.16% Shares
Keating Financial Advisory Services, Inc. $27,812 1,044 0.06% Shares
Sunbelt Securities, Inc. $24,456 937 0.06% Shares
MORGAN STANLEY $3,490 131 0.01% Shares
Capital Investment Advisory Services, LLC $2,546 96 0.01% Shares
IFP Advisors, Inc $1,332 50 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,129 42,394 0.00% Shares
CENTAURUS FINANCIAL, INC. $263 9,879 0.00% Shares

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