your badges 52W Range $31–$34 95% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

HBTA Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $33.51
52W Range $31–$34

HBTA Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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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 · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Ex-dateAmountCurrencyYield
Dec 24, 2025$0.19USD—

Institutional owners (13F) 26 filers · $228.7M 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 26
Value held $228.7M
New positions 5
Exited positions 2
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (-1 vs prior Q) 2 (-3 vs prior Q) 7 (-2 vs prior Q) 11 (+5 vs prior Q) +2.7M

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
Foundations Investment Advisors, LLC $82,260,397 2,516,378 35.97% Shares
Bank of New York Mellon Corp $51,334,284 1,570,336 22.45% Shares
ENVESTNET ASSET MANAGEMENT INC $33,903,275 1,037,115 14.83% Shares
LPL Financial LLC $29,197,596 893,166 12.77% Shares
Cetera Investment Advisers $19,970,734 610,913 8.73% Shares
Orion Porfolio Solutions, LLC $3,720,727 113,818 1.63% Shares
PRINCIPAL SECURITIES, INC. $1,949,076 59,623 0.85% Shares
Golden State Wealth Management, LLC $1,803,248 55,162 0.79% Shares
H D Vest Advisory Services $866,221 34,102 0.38% Shares
CERTIOR FINANCIAL GROUP, LLC $730,506 22,346 0.32% Shares
INTERACTIVE FINANCIAL ADVISORS, INC. $613,444 18,765 0.27% Shares
Envestnet Portfolio Solutions, Inc. $597,965 18,292 0.26% Shares
OSAIC HOLDINGS, INC. $457,151 13,984 0.20% Shares
Ausdal Financial Partners, Inc. $323,010 9,881 0.14% Shares
Brookwood Investment Group LLC $293,654 8,983 0.13% Shares
WOLVERINE TRADING, LLC $284,310 10,125 0.12% Shares
AE Wealth Management LLC $162,012 4,956 0.07% Shares
US BANCORP \DE\ $57,665 1,764 0.03% Shares
Silver Grove Financial Group, Inc. $55,377 1,694 0.02% Shares
UBS Group AG $30,304 927 0.01% Shares
Cambridge Investment Research Advisors, Inc. $21,331 652,536 0.01% Shares
ROYAL BANK OF CANADA $19,000 594 0.01% Shares
Horizon Investments, LLC $16,607 508 0.01% Shares
SITTNER & NELSON, LLC $4,250 130 0.00% Shares
MORGAN STANLEY $1,013 31 0.00% Shares
Smartleaf Asset Management LLC $838 26 0.00% Shares

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