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) 75 filers · $55.1M 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 75
Value held $55.1M
New positions 8
Exited positions 14
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 (-1 vs prior Q) 14 (+8 vs prior Q) 9 (-14 vs prior Q) 29 (+9 vs prior Q) -903K

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
CWM, LLC $3,867,459 145,667 7.02% Shares
Triad Wealth Partners, LLC $3,723,787 134,579 6.76% Shares
TRUIST FINANCIAL CORP $3,346,910 121,884 6.07% Shares
Alpine Bank Wealth Management $3,102,957 113,000 5.63% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,892,510 105,336 5.25% Shares
HARBOUR INVESTMENTS, INC. $2,750,785 100,175 4.99% Shares
Orion Porfolio Solutions, LLC $1,995,174 72,658 3.62% Shares
Kestra Advisory Services, LLC $1,981,279 72,152 3.60% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,854,333 67,529 3.36% Shares
Lineweaver Wealth Advisors, LLC $1,776,677 64,701 3.22% Shares
ENVESTNET ASSET MANAGEMENT INC $1,732,439 63,090 3.14% Shares
Cypress Wealth Services, LLC $1,644,513 59,888 2.98% Shares
SYON CAPITAL LLC $1,339,077 48,765 2.43% Shares
Encompass More Asset Management $1,320,048 48,072 2.40% Shares
Prostatis Group LLC $1,205,717 43,908 2.19% Shares
OLD MISSION CAPITAL LLC $1,125,769 40,997 2.04% Shares
Orion Portfolio Solutions, LLC $999,481 39,895 1.81% Shares
Brookstone Capital Management $964,690 35,131 1.75% Shares
AdvisorNet Financial, Inc $947,940 34,521 1.72% Shares
Cetera Investment Advisers $866,961 31,572 1.57% Shares
Summit Wealth Partners, LLC $840,105 30,594 1.52% Shares
KFG WEALTH MANAGEMENT, LLC $794,000 28,915 1.44% Shares
Authentikos Wealth Advisory, LLC $757,204 27,575 1.37% Shares
CENTRAL VALLEY ADVISORS, LLC $630,341 22,955 1.14% Shares
Vantage Financial Partners, LLC $584,225 21,902 1.06% Shares
LPL Financial LLC $580,610 21,144 1.05% Shares
Ashton Thomas Private Wealth, LLC $574,294 20,914 1.04% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $544,391 19,825 0.99% Shares
CANANDAIGUA NATIONAL CORP $526,354 19,825 0.96% Shares
AXXCESS WEALTH MANAGEMENT, LLC $517,288 18,838 0.94% Shares
Atria Investments, Inc $504,217 18,362 0.91% Shares
Trek Financial, LLC $440,483 16,041 0.80% Shares
Farther Finance Advisors, LLC $370,783 13,503 0.67% Shares
OSAIC HOLDINGS, INC. $366,971 13,364 0.67% Shares
Cassady Wealth & Retirement Planning, LLC $366,094 13,332 0.66% Shares
JPMORGAN CHASE & CO $362,031 13,208 0.66% Shares
Chris Bulman Inc $348,878 12,705 0.63% Shares
Marshall Financial Group, LLC $345,504 12,582 0.63% Shares
Archer Investment Corp $341,819 12,448 0.62% Shares
Nicholas Wealth, LLC. $304,776 11,099 0.55% Shares
Legacy Capital Wealth Partners, LLC $285,362 10,392 0.52% Shares
MML INVESTORS SERVICES, LLC $282,397 10,284 0.51% Shares
FSA Advisors, Inc. $276,191 10,058 0.50% Shares
Creative Planning $256,969 9,358 0.47% Shares
World Investment Advisors $249,942 9,414 0.45% Shares
Inspire Advisors, LLC $246,067 8,961 0.45% Shares
SageView Advisory Group, LLC $245,931 8,956 0.45% Shares
IMG Wealth Management, Inc. $245,930 8,956 0.45% Shares
Signal Advisors Wealth, LLC $226,763 8,258 0.41% Shares
GWN SECURITIES INC. $224,458 8,174 0.41% Shares
Spire Wealth Management $220,407 8,026 0.40% Shares
Advisory Services Network, LLC $219,651 7,999 0.40% Shares
BLAIR WILLIAM & CO/IL $218,800 7,968 0.40% Shares
Vantage Point Financial LLC $218,278 7,949 0.40% Shares
Ausdal Financial Partners, Inc. $217,454 7,919 0.39% Shares
WEALTHGARDEN F.S. LLC $214,873 7,825 0.39% Shares
Tradition Wealth Management, LLC $212,292 7,731 0.39% Shares
Rossmore Private Capital $210,891 7,680 0.38% Shares
RAYMOND JAMES FINANCIAL INC $209,463 7,628 0.38% Shares
Phoenix Wealth Advisors $207,047 7,540 0.38% Shares
Continuum Advisory, LLC $162,617 5,922 0.30% Shares
Concurrent Investment Advisors, LLC $133,921 4,877 0.24% Shares
AE Wealth Management LLC $126,782 4,617 0.23% Shares
Allworth Financial LP $103,359 3,764 0.19% Shares
EverSource Wealth Advisors, LLC $82,379 3,000 0.15% Shares
Steward Partners Investment Advisory, LLC $76,723 2,794 0.14% Shares
BARCLAYS PLC $41,354 1,506 0.08% Shares
Global Retirement Partners, LLC $41,205 1,501 0.07% Shares
IFP Advisors, Inc $37,318 1,359 0.07% Shares
CoreCap Advisors, LLC $36,137 1,316 0.07% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $25,400 925 0.05% Shares
Cambridge Investment Research Advisors, Inc. $9,484 345,378 0.02% Shares
Millstone Evans Group, LLC $4,696 171 0.01% Shares
CENTAURUS FINANCIAL, INC. $196 7,131 0.00% Shares
Capital Analysts, LLC $55 2,004 0.00% Shares

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