your badges 52W Range $19–$23 21% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $20.21
52W Range $19–$23

TBLD 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?

No data for this ratio group yet

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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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Annualized Payout≈$1.25Paid monthly
Ex-dateAmountCurrencyYield
Sep 11, 2026$0.10USD≈5.8%
Aug 13, 2026$0.10USD≈5.6%
Jul 13, 2026$0.10USD≈5.7%
Jun 11, 2026$0.10USD≈5.7%
May 11, 2026$0.10USD≈5.7%
Apr 13, 2026$0.10USD≈5.7%
Mar 12, 2026$0.10USD≈5.9%
Feb 12, 2026$0.10USD≈5.7%
Dec 30, 2025$0.10USD≈6.2%
Dec 11, 2025$0.10USD≈6.3%
Nov 13, 2025$0.10USD≈6.2%
Oct 14, 2025$0.10USD≈6.1%
Sep 12, 2025$0.10USD≈6.2%
Aug 11, 2025$0.10USD≈6.3%
Jul 11, 2025$0.10USD≈6.5%
Jun 12, 2025$0.10USD≈6.7%
May 12, 2025$0.10USD≈6.9%
Apr 11, 2025$0.10USD≈7.4%
Mar 13, 2025$0.10USD≈7.1%
Feb 13, 2025$0.10USD≈7.2%

Institutional owners (13F) 58 filers · $216.4M 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 58
Value held $216.4M
New positions 6
Exited positions 3
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (-1 vs prior Q) 3 (-2 vs prior Q) 25 (+4 vs prior Q) 14 (-2 vs prior Q) +1.1M

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
UBS Group AG $40,964,348 1,856,110 18.93% Shares
DKM Wealth Management, Inc. $21,138,048 957,773 9.77% Shares
STIFEL FINANCIAL CORP $18,473,568 837,046 8.54% Shares
MORGAN STANLEY $17,035,741 771,895 7.87% Shares
Atlas Wealth LLC $15,689,409 710,893 7.25% Shares
RAYMOND JAMES FINANCIAL INC $15,572,556 705,598 7.20% Shares
Advisors Asset Management, Inc. $13,575,641 675,405 6.27% Shares
Kera Capital Partners, Inc. $10,619,978 481,195 4.91% Shares
ROYAL BANK OF CANADA $10,208,000 462,544 4.72% Shares
WELLS FARGO & COMPANY/MN $9,433,461 427,434 4.36% Shares
LPL Financial LLC $7,187,374 325,663 3.32% Shares
Rockefeller Capital Management L.P. $3,555,298 161,091 1.64% Shares
Sanctuary Advisors, LLC $3,078,132 139,471 1.42% Shares
Private Advisor Group, LLC $2,670,958 121,022 1.23% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,635,460 120,616 1.22% Shares
Thomas J. Herzfeld Advisors, Inc. $1,776,172 80,479 0.82% Shares
Alessandra Capital Management, LLC $1,743,664 79,006 0.81% Shares
EVOLVE PRIVATE WEALTH, LLC $1,720,533 77,958 0.80% Shares
Invesco Ltd. $1,713,338 77,632 0.79% Shares
Concurrent Investment Advisors, LLC $1,578,879 71,540 0.73% Shares
D.A. DAVIDSON & CO. $1,528,098 69,238 0.71% Shares
Kestra Advisory Services, LLC $1,487,646 67,406 0.69% Shares
OSAIC HOLDINGS, INC. $1,241,076 56,219 0.57% Shares
FINANCIAL MANAGEMENT NETWORK INC $1,066,715 48,377 0.49% Shares
PMG Family Office LLC $1,061,457 48,095 0.49% Shares
Dakota Wealth Management $1,036,863 46,981 0.48% Shares
Lokken Investment Group LLC $925,063 46,509 0.43% Shares
Advisory Advocates, LLC $760,753 34,470 0.35% Shares
Closed-End Fund Advisors, Inc. $757,818 34,337 0.35% Shares
Steward Partners Investment Advisory, LLC $549,962 24,919 0.25% Shares
OPPENHEIMER & CO INC $512,355 23,215 0.24% Shares
COMERICA BANK $486,420 24,200 0.22% Shares
FIFTH THIRD BANCORP $470,091 21,300 0.22% Shares
DAVENPORT & Co LLC $433,335 19,635 0.20% Shares
NewEdge Advisors, LLC $364,442 16,513 0.17% Shares
BROWN ADVISORY INC $302,800 13,720 0.14% Shares
HICKS CAPITAL MANAGEMENT LLC $283,732 12,856 0.13% Shares
KW WEALTH MANAGEMENT LLC $282,566 14,058 0.13% Shares
Allegheny Financial Group $276,908 12,546 0.13% Shares
&PARTNERS $276,316 12,520 0.13% Shares
LaSalle St. Investment Advisors, LLC $269,364 12,205 0.12% Shares
BROWN BROTHERS HARRIMAN & CO $265,348 12,023 0.12% Shares
Beacon Pointe Advisors, LLC $253,805 11,500 0.12% Shares
Cetera Investment Advisers $243,752 11,045 0.11% Shares
Prosperity Consulting Group, LLC $220,700 10,000 0.10% Shares
TRUIST FINANCIAL CORP $209,694 9,501 0.10% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $148,928 6,748 0.07% Shares
US BANCORP \DE\ $110,262 4,996 0.05% Shares
WEBSTER BANK, N. A. $66,210 3,000 0.03% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $59,103 2,678 0.03% Shares

Show all 58 institutional owners →

Company insiders 5 insiders · 1 officers · 1 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Jason H. Brady PRESIDENT Dec. 22, 2022 P 82,000 0 0 $0
Anne W. Kritzmire Director Sept. 16, 2026 P 5,345 2 0 $82,602
Brian W. Wixted · April 23, 2024 P 1,620 0 0 $0
Benjamin D. Kirby · Nov. 30, 2022 P 5,513 0 0 $0
Dina A. Tantra · Dec. 15, 2021 P 3,400 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

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