your badges 52W Range $35–$36 28% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

03
Price $35.10
52W Range $35–$36

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

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

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

06
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 · ≈ 5Y avg · industry median · verdict relative to median

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

13
Annualized Payout≈$0.56Paid semi-annually
Ex-dateAmountCurrencyYield
Jun 18, 2026$0.28USD—
Dec 19, 2025$0.18USD—
Jun 20, 2025$0.35USD—

Institutional owners (13F) 94 filers · $663.7M total · As of Sept. 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 94
Value held $663.7M
New positions 41
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
41 (0 vs prior Q) 5 (+2 vs prior Q) 45 (+31 vs prior Q) 5 (+2 vs prior Q) +10.6M

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
LPL Financial LLC $85,025,063 2,424,439 12.81% Shares
RAYMOND JAMES FINANCIAL INC $60,574,254 1,727,238 9.13% Shares
Northwest Financial Advisors $58,779,265 1,676,055 8.86% Shares
Bank of New York Mellon Corp $55,053,059 1,569,805 8.29% Shares
CIBC Bancorp USA Inc. $40,808,139 1,168,787 6.15% Shares
TOMPKINS FINANCIAL CORP $30,490,735 869,425 4.59% Shares
Snowden Capital Advisors LLC $21,911,315 624,788 3.30% Shares
DENVER WEALTH MANAGEMENT, INC. $19,738,185 562,823 2.97% Shares
Alliance Wealth Advisors, LLC $15,970,317 455,384 2.41% Shares
JONES FINANCIAL COMPANIES LLLP $15,872,289 458,737 2.39% Shares
NORTHLAND SECURITIES, INC. $14,474,721 412,738 2.18% Shares
JSF Financial, LLC $14,349,926 409,180 2.16% Shares
Pinnacle Wealth Management, LLC $14,235,672 405,922 2.14% Shares
ENVESTNET ASSET MANAGEMENT INC $13,089,831 373,249 1.97% Shares
Navigation Group, LLC $11,747,328 334,968 1.77% Shares
Meridian Financial Partners LLC $11,069,925 319,202 1.67% Shares
Members Advisory Group LLC $10,913,467 311,190 1.64% Shares
Western Wealth Management, LLC $10,834,562 308,941 1.63% Shares
Prosperity Bancshares Inc $10,811,204 308,275 1.63% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $10,603,555 302,354 1.60% Shares
COMMONWEALTH EQUITY SERVICES, LLC $9,625,401 274,463 1.45% Shares
PNC Financial Services Group, Inc. $8,790,305 250,650 1.32% Shares
WELLS FARGO & COMPANY/MN $7,425,582 211,736 1.12% Shares
Provident Wealth Management, LLC $6,122,086 174,568 0.92% Shares
Sigma Planning Corp $5,949,784 169,655 0.90% Shares
TRUIST FINANCIAL CORP $5,836,924 166,436 0.88% Shares
BAKER TILLY WEALTH MANAGEMENT, LLC $5,720,003 163,102 0.86% Shares
Spartan Wealth Advisory Services LLC $5,662,227 161,455 0.85% Shares
SENTINEL PENSION ADVISORS, LLC $4,958,465 145,966 0.75% Shares
Coastline Trust Co $4,760,094 135,925 0.72% Shares
Cetera Investment Advisers $4,627,107 131,939 0.70% Shares
Private Advisor Group, LLC $4,545,000 129,598 0.68% Shares
Endowment Wealth Management, Inc. $3,986,022 113,659 0.60% Shares
Benson Investment Management Company, Inc. $3,558,904 101,480 0.54% Shares
HighTower Advisors, LLC $3,516,519 100,271 0.53% Shares
D.A. DAVIDSON & CO. $3,384,430 96,505 0.51% Shares
Sanctuary Advisors, LLC $3,304,412 94,223 0.50% Shares
Cornerstone Planning Group LLC $3,024,756 87,244 0.46% Shares
Steward Partners Investment Advisory, LLC $2,980,047 84,974 0.45% Shares
JANE STREET GROUP, LLC $2,621,062 74,738 0.39% Shares
Bill Few Associates, Inc. $2,602,913 74,221 0.39% Shares
Payne Capital LLC $2,580,723 73,588 0.39% Shares
Future Financial Wealth Managment LLC $2,556,099 74,370 0.39% Shares
Embree Financial Group $2,484,920 70,856 0.37% Shares
GTS SECURITIES LLC $2,476,994 70,630 0.37% Shares
MEMBERS WEALTH LLC $2,188,987 62,418 0.33% Shares
Dynamic Advisor Solutions LLC $2,143,320 61,115 0.32% Shares
Avise Financial Cooperative, Inc. $1,703,114 48,563 0.26% Shares
STIFEL FINANCIAL CORP $1,465,997 41,802 0.22% Shares
World Investment Advisors $1,336,231 42,086 0.20% Shares

Show all 94 institutional owners →

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.