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Institutional Ownership · SEC Form 13F

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.

1,003
Institutional holders
84,340,480
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added24,329,782$2.7B32.9%2026-Q1
FMR LLC trimmed4,348,558$480M5.9%2026-Q1
MORGAN STANLEY added4,319,551$477M5.8%2026-Q1
BlackRock, Inc. added2,652,184$293M3.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed1,961,201$216M2.7%2026-Q1
UBS Group AG added1,663,759$184M2.3%2026-Q1
SUMITOMO LIFE INSURANCE CO added1,513,455$167M2.0%2026-Q1
Pictet Asset Management Holding SA added1,491,300$165M2.0%2026-Q1
WELLS FARGO & COMPANY/MN added1,402,404$155M1.9%2026-Q1
LPL Financial LLC added1,402,159$155M1.9%2026-Q1
AMERIPRISE FINANCIAL INC added1,348,241$149M1.8%2026-Q1
CI INVESTMENTS INC. added1,166,832$129M1.6%2026-Q1
ASSETMARK, INC trimmed1,081,805$119M1.5%2026-Q1
EVOKE WEALTH, LLC added1,042,055$115M1.4%2026-Q1
ROYAL BANK OF CANADA trimmed792,456$87M1.1%2026-Q1
GenTrust, LLC added736,210$81M1.0%2026-Q1
JPMORGAN CHASE & CO trimmed665,645$73M0.9%2026-Q1
WealthNavi Inc. trimmed654,936$72M0.9%2026-Q1
MARTIN & CO INC /TN/ added654,205$72M0.9%2026-Q1
FIL Ltd added623,523$69M0.8%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH trimmed609,035$67M0.8%2026-Q1
PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed569,232$63M0.8%2026-Q1
Dynasty Wealth Management, LLC added485,165$54M0.7%2026-Q1
Quotient Wealth Partners, LLC added473,810$52M0.6%2026-Q1
Bank of New York Mellon Corp added466,675$52M0.6%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed455,864$50M0.6%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed451,433$50M0.6%2026-Q1
OSAIC HOLDINGS, INC. added438,698$48M0.6%2026-Q1
One Capital Management, LLC added434,073$48M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. added427,799$47M0.6%2026-Q1
Cetera Investment Advisers added427,438$47M0.6%2026-Q1
STIFEL FINANCIAL CORP added413,029$46M0.6%2026-Q1
BALDWIN WEALTH PARTNERS LLC/MA trimmed394,233$44M0.5%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed388,070$43M0.5%2026-Q1
Federation des caisses Desjardins du Quebec trimmed385,936$43M0.5%2026-Q1
Rock Creek Group LLC added379,892$42M0.5%2026-Q1
TD Waterhouse Canada Inc. added379,074$42M0.5%2026-Q1
CAPITOLIS LIQUID GLOBAL MARKETS LLC new365,000$40M0.5%2026-Q1
TWO SIGMA INVESTMENTS, LP362,700$40M0.5%2026-Q1
Man Group plc trimmed361,604$40M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added358,504$40M0.5%2026-Q1
Arbor Investment Advisors, LLC added333,103$37M0.5%2026-Q1
HighTower Advisors, LLC added324,094$36M0.4%2026-Q1
MARSHALL WACE, LLP trimmed323,345$36M0.4%2026-Q1
HSBC HOLDINGS PLC trimmed309,639$34M0.4%2026-Q1
Rockefeller Capital Management L.P. added301,923$33M0.4%2026-Q1
3EDGE Asset Management, LP trimmed298,592$33M0.4%2026-Q1
KWMG, LLC added297,884$33M0.4%2026-Q1
Prime Capital Investment Advisors, LLC added270,514$30M0.4%2026-Q1
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV added255,669$28M0.3%2026-Q1
PRUDENTIAL FINANCIAL INC243,726$27M0.3%2026-Q1
Ethos Financial Group, LLC added228,072$25M0.3%2026-Q1
Deane Retirement Strategies, Inc. added214,432$24M0.3%2026-Q1
GOLDMAN SACHS GROUP INC trimmed213,302$24M0.3%2026-Q1
Dakota Wealth Management trimmed209,372$23M0.3%2026-Q1
RHUMBLINE ADVISERS added207,395$23M0.3%2026-Q1
VIEWPOINT INVESTMENT PARTNERS CORP trimmed277,560$22M0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed201,684$22M0.3%2026-Q1
Beacon Pointe Advisors, LLC trimmed188,405$21M0.3%2026-Q1
West Financial Advisors, LLC added181,745$20M0.2%2026-Q1
Heartwood Wealth Advisors LLC added179,953$20M0.2%2026-Q1
CIM, LLC added170,451$19M0.2%2026-Q1
Cypress Capital, LLC trimmed162,607$18M0.2%2026-Q1
COUNTRY TRUST BANK added161,604$18M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added157,504$17M0.2%2026-Q1
Passaic Partners LLC trimmed155,596$17M0.2%2026-Q1
CWM, LLC added152,444$17M0.2%2026-Q1
Ted Buchan & Co added147,132$16M0.2%2026-Q1
Horizon Investments, LLC added144,641$16M0.2%2026-Q1
RTD Financial Advisors, Inc. added140,209$15M0.2%2026-Q1
Cascade Financial Partners, LLC added137,511$15M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed135,693$15M0.2%2026-Q1
Pure Financial Advisors, LLC added135,194$15M0.2%2026-Q1
NorthCoast Asset Management LLC trimmed134,085$15M0.2%2026-Q1
Lutz Financial Services LLC trimmed130,532$14M0.2%2026-Q1
Marino Management, LLC126,194$14M0.2%2026-Q1
Independence Financial Advisors, LLC added121,374$13M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed120,712$13M0.2%2026-Q1
Pacific Life Fund Advisors LLC trimmed120,173$13M0.2%2026-Q1
Equitable Holdings, Inc. added120,422$13M0.2%2026-Q1
TRUIST FINANCIAL CORP trimmed119,047$13M0.2%2026-Q1
Lido Advisors, LLC trimmed118,816$13M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added118,547$13M0.2%2026-Q1
DORVAL Corp trimmed115,978$13M0.2%2026-Q1
Net Worth Advisory Group added115,620$13M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed123,114$13M0.2%2026-Q1
TWIN FOCUS CAPITAL PARTNERS, LLC added114,441$13M0.2%2026-Q1
Fischer Financial Services, Inc. added110,791$12M0.1%2026-Q1
Creative Planning trimmed110,029$12M0.1%2026-Q1
Strategic Investment Advisors / MI added109,647$12M0.1%2026-Q1
Parkway Wealth Management Group, LLC added107,767$12M0.1%2026-Q1
ARKANSAS FINANCIAL GROUP, INC. trimmed106,618$12M0.1%2026-Q1
Capitolis Liquid Global Markets LLC added473,000$52M0.6%2025-Q4 stale
Money Design Co.,Ltd. trimmed418,089$46M0.6%2025-Q2 stale
BANK OF NOVA SCOTIA added300,000$33M0.4%2025-Q1 stale
Penserra Capital Management LLC added239,975$27M0.3%2025-Q1 stale
SIH Partners, LLLP new149,682$17M0.2%2025-Q3 stale
Invst, LLC trimmed139,535$15M0.2%2025-Q2 stale
CW Advisors, LLC added135,078$15M0.2%2025-Q2 stale
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed125,000$14M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership