Who owns TIPX (TIPX)
Which tracked institutional funds hold TIPX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TIPX 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
28 tracked funds added or opened TIPX while 16 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
TIPX’s largest tracked holder by dollar value, STATE STREET CORP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes TIPX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TIPX 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 143 tracked filers holding TIPX, 92 increased or opened the position and 61 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 TIPX 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 10
- Peak Retirement Planning, Inc.$18M
- Cerity Partners LLC$5M
- McIlrath & Eck, LLC$5M
- CHAPMAN FINANCIAL GROUP, LLC$2M
- Henderson Brothers Financial Partners, LLC$2M
- Parallel Advisors, LLC$1M
Full exits 6
- Austin Private Wealth, LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$2M
- JANE STREET GROUP, LLC$1M
- Tower Research Capital LLC (TRC)$941K
- Redwood Financial Network Corp$590K
Largest adds
- UBS Group AG$276M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$60M
- BANK OF AMERICA CORP /DE/$15M
- MORGAN STANLEY$5M
- LPL Financial LLC$4M
- ENVESTNET ASSET MANAGEMENT INC$4M
Largest trims
- STATE STREET CORP$43M
- GOLDMAN SACHS GROUP INC$16M
- NewEdge Advisors, LLC$3M
- WBI INVESTMENTS, LLC$906K
- Sonoma Allocations LLC$652K
- AXXCESS WEALTH MANAGEMENT, LLC$629K
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 |
|---|---|---|---|---|
| STATE STREET CORP trimmed | 53,134,133 | $1.0B | 59.2% | 2026-Q1 |
| UBS Group AG added | 14,544,462 | $279M | 16.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,410,777 | $65M | 3.8% | 2026-Q1 |
| LPL Financial LLC added | 2,784,894 | $53M | 3.1% | 2026-Q1 |
| ST GERMAIN D J CO INC added | 1,586,908 | $30M | 1.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 987,334 | $19M | 1.1% | 2026-Q1 |
| Brio Consultants, LLC added | 985,292 | $19M | 1.1% | 2026-Q1 |
| Peak Retirement Planning, Inc. new | 190,121 | $18M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 913,531 | $18M | 1.0% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 765,915 | $15M | 0.9% | 2026-Q1 |
| Security National Bank added | 648,656 | $12M | 0.7% | 2026-Q1 |
| Treasure Coast Financial Planning trimmed | 531,767 | $10M | 0.6% | 2026-Q1 |
| MORGAN STANLEY added | 358,691 | $7M | 0.4% | 2026-Q1 |
| ASSETMARK, INC trimmed | 328,181 | $6M | 0.4% | 2026-Q1 |
| Aspire Private Capital, LLC added | 321,985 | $6M | 0.4% | 2026-Q1 |
| Continuum Advisory, LLC added | 306,945 | $6M | 0.3% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co trimmed | 297,784 | $6M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 266,932 | $5M | 0.3% | 2026-Q1 |
| McIlrath & Eck, LLC new | 240,061 | $5M | 0.3% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 233,915 | $4M | 0.3% | 2026-Q1 |
| Sonoma Allocations LLC trimmed | 200,784 | $4M | 0.2% | 2026-Q1 |
| Sovran Advisors, LLC trimmed | 196,875 | $4M | 0.2% | 2026-Q1 |
| Hibernia Wealth Partners, LLC added | 182,867 | $4M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 167,820 | $3M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 166,047 | $3M | 0.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 162,973 | $3M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 142,185 | $3M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 137,531 | $3M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 129,962 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 123,022 | $2M | 0.1% | 2026-Q1 |
| Raleigh Capital Management Inc. added | 121,399 | $2M | 0.1% | 2026-Q1 |
| CHAPMAN FINANCIAL GROUP, LLC new | 119,686 | $2M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 119,181 | $2M | 0.1% | 2026-Q1 |
| Intrua Financial, LLC trimmed | 117,131 | $2M | 0.1% | 2026-Q1 |
| Lynx Investment Advisory added | 115,990 | $2M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 108,599 | $2M | 0.1% | 2026-Q1 |
| Henderson Brothers Financial Partners, LLC added | 105,236 | $2M | 0.1% | 2026-Q1 |
| Good Harbor Advisors, Inc. | 101,987 | $2M | 0.1% | 2026-Q1 |
| Financial & Tax Architects, LLC added | 82,275 | $2M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 73,985 | $1M | 0.1% | 2026-Q1 |
| McNamara Financial Services, Inc. added | 73,944 | $1M | 0.1% | 2026-Q1 |
| LANDMARK WEALTH MANAGEMENT, INC. trimmed | 73,755 | $1M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 74,117 | $1M | 0.1% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 72,114 | $1M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 67,411 | $1M | 0.1% | 2026-Q1 |
| Capital Investment Management, Inc. added | 62,197 | $1M | 0.1% | 2026-Q1 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 60,724 | $1M | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC added | 58,132 | $1M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 56,295 | $1M | 0.1% | 2026-Q1 |
| Simplicity Wealth,LLC added | 54,399 | $1M | 0.1% | 2026-Q1 |
| Elevation Capital Advisory, LLC trimmed | 54,144 | $1M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 53,754 | $1M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 52,854 | $1M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 52,248 | $1M | 0.1% | 2026-Q1 |
| Sharkey, Howes & Javer trimmed | 50,748 | $974K | 0.1% | 2026-Q1 |
| Brookstone Capital Management trimmed | 47,538 | $912K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 45,310 | $869K | 0.1% | 2026-Q1 |
| Breakwater Capital Group added | 44,962 | $863K | 0.1% | 2026-Q1 |
| Addison Capital Co added | 43,565 | $836K | 0.0% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 40,422 | $776K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 38,894 | $746K | 0.0% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 36,491 | $700K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 34,289 | $658K | 0.0% | 2026-Q1 |
| Comprehensive Money Management Services LLC | 32,817 | $630K | 0.0% | 2026-Q1 |
| NOVUS ADVISORS, LLC added | 32,741 | $628K | 0.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 32,614 | $626K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 32,447 | $620K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 32,024 | $615K | 0.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 29,351 | $563K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 152,725 | $563K | 0.0% | 2026-Q1 |
| 17 CAPITAL PARTNERS, LLC trimmed | 27,468 | $527K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 25,812 | $495K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 24,356 | $467K | 0.0% | 2026-Q1 |
| RFG Advisory, LLC added | 23,138 | $444K | 0.0% | 2026-Q1 |
| Signal Advisors Wealth, LLC trimmed | 23,008 | $442K | 0.0% | 2026-Q1 |
| LOCKERMAN FINANCIAL GROUP, INC. added | 22,516 | $432K | 0.0% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 20,327 | $390K | 0.0% | 2026-Q1 |
| Pallas Capital Advisors LLC | 20,026 | $384K | 0.0% | 2026-Q1 |
| Sigma Planning Corp added | 19,733 | $379K | 0.0% | 2026-Q1 |
| Lifeworks Advisors, LLC trimmed | 19,193 | $368K | 0.0% | 2026-Q1 |
| AllGen Financial Advisors, Inc. trimmed | 423,733 | $8M | 0.5% | 2025-Q3 stale |
| Austin Private Wealth, LLC added | 234,456 | $4M | 0.3% | 2025-Q4 stale |
| Efficient Advisors, LLC trimmed | 210,632 | $4M | 0.2% | 2025-Q2 stale |
| GeoWealth Management, LLC trimmed | 135,340 | $3M | 0.2% | 2025-Q2 stale |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 113,204 | $2M | 0.1% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 106,812 | $2M | 0.1% | 2025-Q4 stale |
| INTEGRITY ALLIANCE, LLC. added | 93,848 | $2M | 0.1% | 2025-Q3 stale |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 87,000 | $2M | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 63,231 | $1M | 0.1% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 58,714 | $1M | 0.1% | 2025-Q4 stale |
| Tower Research Capital LLC (TRC) new | 49,325 | $941K | 0.1% | 2025-Q4 stale |
| Fermata Advisors, LLC trimmed | 47,164 | $903K | 0.1% | 2025-Q2 stale |
| NAPA WEALTH MANAGEMENT added | 34,795 | $668K | 0.0% | 2025-Q1 stale |
| SHEETS SMITH WEALTH MANAGEMENT | 31,687 | $608K | 0.0% | 2025-Q1 stale |
| Redwood Financial Network Corp trimmed | 30,904 | $590K | 0.0% | 2025-Q4 stale |
| Retireful, LLC added | 30,206 | $583K | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 23,880 | $456K | 0.0% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 21,573 | $412K | 0.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 21,096 | $403K | 0.0% | 2025-Q4 stale |
| Merit Financial Group, LLC trimmed | 19,305 | $368K | 0.0% | 2025-Q4 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.