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) 64 filers · $44.3M 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 64
Value held $44.3M
New positions 5
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (-17 vs prior Q) 4 (+2 vs prior Q) 10 (-12 vs prior Q) 18 (+12 vs prior Q) -29K

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
NewEdge Advisors, LLC $8,729,892 311,842 19.72% Shares
Archer Investment Corp $3,306,974 118,129 7.47% Shares
Mutual Advisors, LLC $2,270,278 81,097 5.13% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,690,832 60,398 3.82% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $1,543,426 55,133 3.49% Shares
HighTower Advisors, LLC $1,423,609 50,853 3.22% Shares
Cetera Investment Advisers $1,346,036 48,082 3.04% Shares
ENVESTNET ASSET MANAGEMENT INC $1,274,650 45,532 2.88% Shares
LPL Financial LLC $1,209,703 43,212 2.73% Shares
Lineweaver Wealth Advisors, LLC $1,150,662 41,103 2.60% Shares
OSAIC HOLDINGS, INC. $1,107,857 39,581 2.50% Shares
Cerity Partners LLC $1,086,218 38,801 2.45% Shares
Kestra Advisory Services, LLC $1,044,087 37,296 2.36% Shares
Caliber Wealth Management, LLC / KS $1,025,050 36,616 2.31% Shares
Cypress Wealth Services, LLC $991,009 35,400 2.24% Shares
Insight Wealth Partners, LLC $975,220 34,836 2.20% Shares
KFG WEALTH MANAGEMENT, LLC $974,212 34,800 2.20% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $802,605 28,670 1.81% Shares
CENTRAL VALLEY ADVISORS, LLC $628,170 22,439 1.42% Shares
MML INVESTORS SERVICES, LLC $578,033 20,648 1.31% Shares
AE Wealth Management LLC $561,012 20,040 1.27% Shares
RAYMOND JAMES FINANCIAL INC $559,388 19,982 1.26% Shares
KELLY FINANCIAL GROUP LLC $546,511 19,522 1.23% Shares
Tradition Wealth Management, LLC $540,940 19,323 1.22% Shares
Farther Finance Advisors, LLC $465,486 16,628 1.05% Shares
Creative Planning $450,881 16,106 1.02% Shares
SageView Advisory Group, LLC $446,767 15,959 1.01% Shares
Vantage Financial Partners, LLC $406,761 14,867 0.92% Shares
Cornerstone Wealth Group, LLC $382,126 13,650 0.86% Shares
Strategic Blueprint, LLC $368,129 13,150 0.83% Shares
TRUIST FINANCIAL CORP $364,770 13,030 0.82% Shares
Comprehensive Financial Consultants Institutional, Inc. $347,105 12,399 0.78% Shares
Advisory Services Network, LLC $345,461 12,340 0.78% Shares
Concurrent Investment Advisors, LLC $338,455 12,090 0.76% Shares
Integrity Advisory Solutions, LLC $332,408 11,874 0.75% Shares
CAPTRUST FINANCIAL ADVISORS $326,893 11,677 0.74% Shares
INDEPENDENT FINANCIAL GROUP, LLC $312,896 11,177 0.71% Shares
Arax Advisory Partners $306,709 10,956 0.69% Shares
Kingsview Wealth Management, LLC $296,575 10,594 0.67% Shares
CGN Advisors LLC $284,845 10,175 0.64% Shares
JPMORGAN CHASE & CO $273,568 9,779 0.62% Shares
Sequoia Financial Advisors, LLC $272,281 9,726 0.61% Shares
Clear Creek Financial Management, LLC $268,384 9,587 0.61% Shares
CoreCap Advisors, LLC $259,762 9,279 0.59% Shares
AdvisorNet Financial, Inc $255,395 9,123 0.58% Shares
Merit Financial Group, LLC $237,338 8,478 0.54% Shares
Applied Capital LLC $233,724 8,349 0.53% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $226,756 8,100 0.51% Shares
INTEGRAL INVESTMENT ADVISORS, INC. $219,758 7,850 0.50% Shares
Foundations Investment Advisors, LLC $215,782 7,708 0.49% Shares
Allworth Financial LP $163,741 5,849 0.37% Shares
HARBOUR INVESTMENTS, INC. $108,227 3,866 0.24% Shares
Continuum Advisory, LLC $87,091 3,111 0.20% Shares
Noble Wealth Management PBC $73,346 2,620 0.17% Shares
IFP Advisors, Inc $66,011 2,358 0.15% Shares
GILL CAPITAL PARTNERS, LLC $47,759 1,706 0.11% Shares
Keating Financial Advisory Services, Inc. $41,992 1,500 0.09% Shares
Ashton Thomas Private Wealth, LLC $32,894 1,175 0.07% Shares
GGM Financial LLC $21,668 774 0.05% Shares
IMG Wealth Management, Inc. $19,036 680 0.04% Shares
Abound Wealth Management $9,296 341 0.02% Shares
Capital Investment Advisory Services, LLC $2,550 91 0.01% Shares
Cambridge Investment Research Advisors, Inc. $659 23,555 0.00% Shares
HRT FINANCIAL LP $223 8,000 0.00% Shares

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