Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · industry median · verdict relative to median

Institutional owners (13F) 77 filers · $79.7M 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 77
Value held $79.7M
New positions 6
Exited positions 14
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (0 vs prior Q) 14 (+10 vs prior Q) 6 (-2 vs prior Q) 27 (-4 vs prior Q) -187K

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
ENVESTNET ASSET MANAGEMENT INC $13,492,654 489,588 16.93% Shares
Soltis Investment Advisors LLC $11,391,897 413,361 14.29% Shares
SIGNATUREFD, LLC $7,793,742 282,800 9.78% Shares
Kestra Advisory Services, LLC $4,609,249 167,249 5.78% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,984,590 144,583 5.00% Shares
TRUIST FINANCIAL CORP $3,566,849 129,425 4.47% Shares
KFG WEALTH MANAGEMENT, LLC $3,166,773 114,908 3.97% Shares
HighTower Advisors, LLC $3,161,150 114,704 3.97% Shares
Cetera Investment Advisers $2,133,247 77,406 2.68% Shares
Vantage Financial Partners, LLC $1,478,996 55,228 1.86% Shares
LPL Financial LLC $1,182,813 42,919 1.48% Shares
MONEY CONCEPTS CAPITAL CORP $1,158,120 42,023 1.45% Shares
Noble Wealth Management PBC $1,146,104 41,587 1.44% Shares
BROWN WEALTH MANAGEMENT, LLC $1,068,305 38,764 1.34% Shares
CRA Financial Services, LLC $960,025 34,835 1.20% Shares
Integrity Advisory Solutions, LLC $921,965 33,454 1.16% Shares
Three Seasons Wealth, LLC $910,997 33,056 1.14% Shares
Brookstone Capital Management $880,213 31,939 1.10% Shares
TopTier Wealth Management, LLC $840,556 30,500 1.05% Shares
Atria Wealth Solutions, Inc. $838,156 32,380 1.05% Shares
MML INVESTORS SERVICES, LLC $804,122 29,178 1.01% Shares
OLD MISSION CAPITAL LLC $795,303 28,858 1.00% Shares
Advisory Services Network, LLC $767,717 27,857 0.96% Shares
Lineweaver Wealth Advisors, LLC $735,197 26,677 0.92% Shares
CENTRAL VALLEY ADVISORS, LLC $637,279 23,124 0.80% Shares
Beacon Pointe Advisors, LLC $591,228 21,453 0.74% Shares
Cypress Wealth Services, LLC $579,515 21,028 0.73% Shares
GOLDMAN SACHS GROUP INC $550,109 19,961 0.69% Shares
Steward Partners Investment Advisory, LLC $429,207 15,574 0.54% Shares
Glen Eagle Advisors, LLC $427,443 15,510 0.54% Shares
OSAIC HOLDINGS, INC. $426,979 15,493 0.54% Shares
Main Street Financial Solutions, LLC $425,735 15,448 0.53% Shares
Commonwealth Financial Services, LLC $414,573 15,043 0.52% Shares
Souders Financial Advisors $402,364 14,600 0.50% Shares
Chris Bulman Inc $402,034 14,588 0.50% Shares
FSA Advisors, Inc. $379,325 13,764 0.48% Shares
BRASS TAX WEALTH MANAGEMENT, INC $376,961 14,230 0.47% Shares
Waverly Advisors, LLC $367,364 13,330 0.46% Shares
JPMORGAN CHASE & CO $361,782 13,139 0.45% Shares
AdvisorNet Financial, Inc $352,537 12,792 0.44% Shares
Farther Finance Advisors, LLC $351,600 12,758 0.44% Shares
Mutual Advisors, LLC $341,844 12,404 0.43% Shares
Trek Financial, LLC $337,077 12,231 0.42% Shares
Insight Wealth Partners, LLC $287,002 10,414 0.36% Shares
CreativeOne Wealth, LLC $269,198 9,768 0.34% Shares
WPWealth LLP $265,808 9,645 0.33% Shares
Archer Investment Corp $250,513 9,090 0.31% Shares
Sound View Wealth Advisors Group, LLC $244,726 8,880 0.31% Shares
SWMG, LLC $234,929 8,495 0.29% Shares
CITADEL ADVISORS LLC $234,584 8,512 0.29% Shares
Clearstead Advisors, LLC $234,116 8,495 0.29% Shares
Marshall Financial Group, LLC $223,744 8,119 0.28% Shares
FC Advisory LLC $218,930 7,944 0.27% Shares
HARBOUR INVESTMENTS, INC. $159,513 5,788 0.20% Shares
Alpine Bank Wealth Management $157,087 5,700 0.20% Shares
Ashton Thomas Private Wealth, LLC $156,950 5,695 0.20% Shares
Continuum Advisory, LLC $146,339 5,310 0.18% Shares
Allworth Financial LP $131,127 4,758 0.16% Shares
HARBOR INVESTMENT ADVISORY, LLC $110,182 3,998 0.14% Shares
AE Wealth Management LLC $71,681 2,601 0.09% Shares
EVOLUTION WEALTH MANAGEMENT INC. $65,866 2,390 0.08% Shares
Sugarloaf Wealth Management, LLC $58,361 2,327 0.07% Shares
Financial Network Wealth Advisors LLC $39,795 1,444 0.05% Shares
CoreCap Advisors, LLC $38,114 1,383 0.05% Shares
IFP Advisors, Inc $29,488 1,070 0.04% Shares
GHP Investment Advisors, Inc. $28,753 1,076 0.04% Shares
Triumph Capital Management $27,559 1,000 0.03% Shares
DHJJ Financial Advisors, Ltd. $26,182 950 0.03% Shares
SHP Wealth Management $17,969 652 0.02% Shares
IMG Wealth Management, Inc. $15,681 569 0.02% Shares
RAYMOND JAMES FINANCIAL INC $10,472 380 0.01% Shares
BARCLAYS PLC $9,535 346 0.01% Shares
Key Capital Management, INC $4,823 175 0.01% Shares
CENTAURUS FINANCIAL, INC. $1,543 55,973 0.00% Shares
Cambridge Investment Research Advisors, Inc. $706 25,615 0.00% Shares
HRT FINANCIAL LP $438 15,910 0.00% Shares
Capital Analysts, LLC $27 996 0.00% Shares

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