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) 67 filers · $55.7M 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 67
Value held $55.7M
New positions 44
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
44 (+41 vs prior Q) 1 (-1 vs prior Q) 13 (+9 vs prior Q) 6 (-3 vs prior Q) +1.5M

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
AE Wealth Management LLC $6,563,134 252,750 11.79% Shares
WealthCare Asset Management, LLC $5,959,118 229,489 10.71% Shares
SYKON CAPITAL LLC $3,105,209 119,583 5.58% Shares
Aegis Wealth Management, Inc. $2,704,868 104,166 4.86% Shares
HOWARD BAILEY SECURITIES, LLC $2,580,694 99,384 4.64% Shares
Csenge Advisory Group $2,235,075 86,074 4.02% Shares
SYON CAPITAL LLC $2,140,140 82,418 3.84% Shares
Lineweaver Wealth Advisors, LLC $1,704,597 65,645 3.06% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,661,730 63,994 2.99% Shares
Concurrent Investment Advisors, LLC $1,298,111 49,991 2.33% Shares
ENVESTNET ASSET MANAGEMENT INC $1,138,545 43,846 2.05% Shares
Integrated Wealth Management $1,057,502 40,725 1.90% Shares
OLD MISSION CAPITAL LLC $1,040,441 40,068 1.87% Shares
TRUIST FINANCIAL CORP $1,004,455 38,682 1.80% Shares
Key Capital Management, INC $971,084 37,397 1.74% Shares
KINGSWOOD WEALTH ADVISORS, LLC $957,088 36,858 1.72% Shares
Cetera Investment Advisers $915,853 35,270 1.65% Shares
JANE STREET GROUP, LLC $854,181 32,895 1.53% Shares
HARBOUR INVESTMENTS, INC. $786,615 30,293 1.41% Shares
Kestra Advisory Services, LLC $752,547 28,981 1.35% Shares
Centennial Advisors, LLC $714,453 27,514 1.28% Shares
OPTIMA CAPITAL LLC $698,588 26,903 1.26% Shares
Cypress Wealth Services, LLC $697,549 26,863 1.25% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $695,160 26,771 1.25% Shares
CENTRAL VALLEY ADVISORS, LLC $692,434 26,666 1.24% Shares
Farther Finance Advisors, LLC $686,559 26,440 1.23% Shares
Advisory Services Network, LLC $629,308 24,235 1.13% Shares
Brookstone Capital Management $622,556 23,975 1.12% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $591,526 22,780 1.06% Shares
Summit Wealth Partners, LLC $590,929 22,757 1.06% Shares
FSA Advisors, Inc. $584,255 22,500 1.05% Shares
BEAM WEALTH ADVISORS, INC. $579,301 22,310 1.04% Shares
KFG WEALTH MANAGEMENT, LLC $565,222 21,767 1.02% Shares
Prasad Wealth Partners, LLC $549,460 21,160 0.99% Shares
MML INVESTORS SERVICES, LLC $528,556 20,355 0.95% Shares
NewEdge Advisors, LLC $521,623 20,088 0.94% Shares
Waverly Advisors, LLC $437,283 16,840 0.79% Shares
MORGAN STANLEY $411,939 15,864 0.74% Shares
OSAIC HOLDINGS, INC. $401,386 15,456 0.72% Shares
GOLDMAN SACHS GROUP INC $383,271 14,760 0.69% Shares
Lloyd Advisory Services, LLC. $378,182 14,564 0.68% Shares
Sigma Planning Corp $367,977 14,171 0.66% Shares
Virtue Capital Management, LLC $358,239 13,796 0.64% Shares
Mutual Advisors, LLC $347,229 13,372 0.62% Shares
EVOLUTION WEALTH MANAGEMENT INC. $346,450 13,342 0.62% Shares
HighTower Advisors, LLC $336,271 12,950 0.60% Shares
DHJJ Financial Advisors, Ltd. $292,985 11,283 0.53% Shares
Main Street Financial Solutions, LLC $278,625 10,730 0.50% Shares
RAYMOND JAMES FINANCIAL INC $274,964 10,589 0.49% Shares
Integrity Advisory Solutions, LLC $265,174 10,212 0.48% Shares
LPL Financial LLC $255,229 9,829 0.46% Shares
Visionary Wealth Advisors $230,483 8,876 0.41% Shares
Trek Financial, LLC $224,925 8,662 0.40% Shares
WealthShield Partners, LLC $214,019 8,242 0.38% Shares
Mosley Wealth Management $91,533 3,525 0.16% Shares
Steward Partners Investment Advisory, LLC $65,177 2,510 0.12% Shares
Allworth Financial LP $60,296 2,322 0.11% Shares
SIGNATUREFD, LLC $58,296 2,245 0.10% Shares
Networth Advisors, LLC $48,922 1,884 0.09% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $45,624 1,757 0.08% Shares
UBS Group AG $38,068 1,466 0.07% Shares
CoreCap Advisors, LLC $26,720 1,029 0.05% Shares
IFP Advisors, Inc $26,642 1,026 0.05% Shares
IMG Wealth Management, Inc. $9,893 381 0.02% Shares
JDM Financial Group LLC $6,284 242 0.01% Shares
Capital Investment Advisory Services, LLC $2,510 97 0.00% Shares
Cambridge Investment Research Advisors, Inc. $311 11,965 0.00% Shares

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26