Who owns TIP (TIP)
Which tracked institutional funds hold TIP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TIP company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
186 tracked funds added or opened TIP while 123 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TIP’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp gap the other way — the median holder sizes TIP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TIP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1003 tracked filers holding TIP, 452 increased or opened the position and 410 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TIP between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 34
- SUMITOMO LIFE INSURANCE CO$167M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$40M
- RENAISSANCE TECHNOLOGIES LLC$17M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$13M
- Ocean Park Asset Management, LLC$11M
- FLOW TRADERS U.S. LLC$11M
Full exits 30
- Capitolis Liquid Global Markets LLC$52M
- SSA SWISS ADVISORS AG$5M
- NewEdge Advisors, LLC$5M
- J.W. COLE ADVISORS, INC.$4M
- COMERICA BANK$4M
- Janney Montgomery Scott LLC$4M
Largest adds
- BANK OF AMERICA CORP /DE/$421M
- AMERIPRISE FINANCIAL INC$53M
- Cambridge Investment Research Advisors, Inc.$31M
- CI INVESTMENTS INC.$29M
- WELLS FARGO & COMPANY/MN$24M
- Pictet Asset Management Holding SA$24M
Largest trims
- FMR LLC$133M
- GOLDMAN SACHS GROUP INC$28M
- HSBC HOLDINGS PLC$23M
- Passaic Partners LLC$23M
- Man Group plc$23M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$21M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 24,329,782 | $2.7B | 32.9% | 2026-Q1 |
| FMR LLC trimmed | 4,348,558 | $480M | 5.9% | 2026-Q1 |
| MORGAN STANLEY added | 4,319,551 | $477M | 5.8% | 2026-Q1 |
| BlackRock, Inc. added | 2,652,184 | $293M | 3.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,961,201 | $216M | 2.7% | 2026-Q1 |
| UBS Group AG added | 1,663,759 | $184M | 2.3% | 2026-Q1 |
| SUMITOMO LIFE INSURANCE CO added | 1,513,455 | $167M | 2.0% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 1,491,300 | $165M | 2.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,402,404 | $155M | 1.9% | 2026-Q1 |
| LPL Financial LLC added | 1,402,159 | $155M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,348,241 | $149M | 1.8% | 2026-Q1 |
| CI INVESTMENTS INC. added | 1,166,832 | $129M | 1.6% | 2026-Q1 |
| ASSETMARK, INC trimmed | 1,081,805 | $119M | 1.5% | 2026-Q1 |
| EVOKE WEALTH, LLC added | 1,042,055 | $115M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 792,456 | $87M | 1.1% | 2026-Q1 |
| GenTrust, LLC added | 736,210 | $81M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 665,645 | $73M | 0.9% | 2026-Q1 |
| WealthNavi Inc. trimmed | 654,936 | $72M | 0.9% | 2026-Q1 |
| MARTIN & CO INC /TN/ added | 654,205 | $72M | 0.9% | 2026-Q1 |
| FIL Ltd added | 623,523 | $69M | 0.8% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 609,035 | $67M | 0.8% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 569,232 | $63M | 0.8% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 485,165 | $54M | 0.7% | 2026-Q1 |
| Quotient Wealth Partners, LLC added | 473,810 | $52M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 466,675 | $52M | 0.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 455,864 | $50M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 451,433 | $50M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 438,698 | $48M | 0.6% | 2026-Q1 |
| One Capital Management, LLC added | 434,073 | $48M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 427,799 | $47M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 427,438 | $47M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 413,029 | $46M | 0.6% | 2026-Q1 |
| BALDWIN WEALTH PARTNERS LLC/MA trimmed | 394,233 | $44M | 0.5% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 388,070 | $43M | 0.5% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 385,936 | $43M | 0.5% | 2026-Q1 |
| Rock Creek Group LLC added | 379,892 | $42M | 0.5% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 379,074 | $42M | 0.5% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 365,000 | $40M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP | 362,700 | $40M | 0.5% | 2026-Q1 |
| Man Group plc trimmed | 361,604 | $40M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 358,504 | $40M | 0.5% | 2026-Q1 |
| Arbor Investment Advisors, LLC added | 333,103 | $37M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 324,094 | $36M | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 323,345 | $36M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 309,639 | $34M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 301,923 | $33M | 0.4% | 2026-Q1 |
| 3EDGE Asset Management, LP trimmed | 298,592 | $33M | 0.4% | 2026-Q1 |
| KWMG, LLC added | 297,884 | $33M | 0.4% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 270,514 | $30M | 0.4% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV added | 255,669 | $28M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | 243,726 | $27M | 0.3% | 2026-Q1 |
| Ethos Financial Group, LLC added | 228,072 | $25M | 0.3% | 2026-Q1 |
| Deane Retirement Strategies, Inc. added | 214,432 | $24M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 213,302 | $24M | 0.3% | 2026-Q1 |
| Dakota Wealth Management trimmed | 209,372 | $23M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 207,395 | $23M | 0.3% | 2026-Q1 |
| VIEWPOINT INVESTMENT PARTNERS CORP trimmed | 277,560 | $22M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 201,684 | $22M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 188,405 | $21M | 0.3% | 2026-Q1 |
| West Financial Advisors, LLC added | 181,745 | $20M | 0.2% | 2026-Q1 |
| Heartwood Wealth Advisors LLC added | 179,953 | $20M | 0.2% | 2026-Q1 |
| CIM, LLC added | 170,451 | $19M | 0.2% | 2026-Q1 |
| Cypress Capital, LLC trimmed | 162,607 | $18M | 0.2% | 2026-Q1 |
| COUNTRY TRUST BANK added | 161,604 | $18M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 157,504 | $17M | 0.2% | 2026-Q1 |
| Passaic Partners LLC trimmed | 155,596 | $17M | 0.2% | 2026-Q1 |
| CWM, LLC added | 152,444 | $17M | 0.2% | 2026-Q1 |
| Ted Buchan & Co added | 147,132 | $16M | 0.2% | 2026-Q1 |
| Horizon Investments, LLC added | 144,641 | $16M | 0.2% | 2026-Q1 |
| RTD Financial Advisors, Inc. added | 140,209 | $15M | 0.2% | 2026-Q1 |
| Cascade Financial Partners, LLC added | 137,511 | $15M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 135,693 | $15M | 0.2% | 2026-Q1 |
| Pure Financial Advisors, LLC added | 135,194 | $15M | 0.2% | 2026-Q1 |
| NorthCoast Asset Management LLC trimmed | 134,085 | $15M | 0.2% | 2026-Q1 |
| Lutz Financial Services LLC trimmed | 130,532 | $14M | 0.2% | 2026-Q1 |
| Marino Management, LLC | 126,194 | $14M | 0.2% | 2026-Q1 |
| Independence Financial Advisors, LLC added | 121,374 | $13M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 120,712 | $13M | 0.2% | 2026-Q1 |
| Pacific Life Fund Advisors LLC trimmed | 120,173 | $13M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 120,422 | $13M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 119,047 | $13M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 118,816 | $13M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 118,547 | $13M | 0.2% | 2026-Q1 |
| DORVAL Corp trimmed | 115,978 | $13M | 0.2% | 2026-Q1 |
| Net Worth Advisory Group added | 115,620 | $13M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 123,114 | $13M | 0.2% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC added | 114,441 | $13M | 0.2% | 2026-Q1 |
| Fischer Financial Services, Inc. added | 110,791 | $12M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 110,029 | $12M | 0.1% | 2026-Q1 |
| Strategic Investment Advisors / MI added | 109,647 | $12M | 0.1% | 2026-Q1 |
| Parkway Wealth Management Group, LLC added | 107,767 | $12M | 0.1% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. trimmed | 106,618 | $12M | 0.1% | 2026-Q1 |
| Capitolis Liquid Global Markets LLC added | 473,000 | $52M | 0.6% | 2025-Q4 stale |
| Money Design Co.,Ltd. trimmed | 418,089 | $46M | 0.6% | 2025-Q2 stale |
| BANK OF NOVA SCOTIA added | 300,000 | $33M | 0.4% | 2025-Q1 stale |
| Penserra Capital Management LLC added | 239,975 | $27M | 0.3% | 2025-Q1 stale |
| SIH Partners, LLLP new | 149,682 | $17M | 0.2% | 2025-Q3 stale |
| Invst, LLC trimmed | 139,535 | $15M | 0.2% | 2025-Q2 stale |
| CW Advisors, LLC added | 135,078 | $15M | 0.2% | 2025-Q2 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 125,000 | $14M | 0.2% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.