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Institutional Ownership · SEC Form 13F

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.

143
Institutional holders
87,777,371
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
STATE STREET CORP trimmed53,134,133$1.0B59.2%2026-Q1
UBS Group AG added14,544,462$279M16.2%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added3,410,777$65M3.8%2026-Q1
LPL Financial LLC added2,784,894$53M3.1%2026-Q1
ST GERMAIN D J CO INC added1,586,908$30M1.8%2026-Q1
BANK OF AMERICA CORP /DE/ added987,334$19M1.1%2026-Q1
Brio Consultants, LLC added985,292$19M1.1%2026-Q1
Peak Retirement Planning, Inc. new190,121$18M1.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added913,531$18M1.0%2026-Q1
Envestnet Portfolio Solutions, Inc. added765,915$15M0.9%2026-Q1
Security National Bank added648,656$12M0.7%2026-Q1
Treasure Coast Financial Planning trimmed531,767$10M0.6%2026-Q1
MORGAN STANLEY added358,691$7M0.4%2026-Q1
ASSETMARK, INC trimmed328,181$6M0.4%2026-Q1
Aspire Private Capital, LLC added321,985$6M0.4%2026-Q1
Continuum Advisory, LLC added306,945$6M0.3%2026-Q1
Alesco Advisors, LLC, An ESL Co trimmed297,784$6M0.3%2026-Q1
Cerity Partners LLC added266,932$5M0.3%2026-Q1
McIlrath & Eck, LLC new240,061$5M0.3%2026-Q1
Pinnacle Wealth Planning Services, Inc. trimmed233,915$4M0.3%2026-Q1
Sonoma Allocations LLC trimmed200,784$4M0.2%2026-Q1
Sovran Advisors, LLC trimmed196,875$4M0.2%2026-Q1
Hibernia Wealth Partners, LLC added182,867$4M0.2%2026-Q1
STIFEL FINANCIAL CORP added167,820$3M0.2%2026-Q1
Cetera Investment Advisers added166,047$3M0.2%2026-Q1
Foundations Investment Advisors, LLC added162,973$3M0.2%2026-Q1
Rockefeller Capital Management L.P. added142,185$3M0.2%2026-Q1
Mutual Advisors, LLC added137,531$3M0.2%2026-Q1
PARK AVENUE SECURITIES LLC added129,962$2M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added123,022$2M0.1%2026-Q1
Raleigh Capital Management Inc. added121,399$2M0.1%2026-Q1
CHAPMAN FINANCIAL GROUP, LLC new119,686$2M0.1%2026-Q1
HighTower Advisors, LLC added119,181$2M0.1%2026-Q1
Intrua Financial, LLC trimmed117,131$2M0.1%2026-Q1
Lynx Investment Advisory added115,990$2M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added108,599$2M0.1%2026-Q1
Henderson Brothers Financial Partners, LLC added105,236$2M0.1%2026-Q1
Good Harbor Advisors, Inc.101,987$2M0.1%2026-Q1
Financial & Tax Architects, LLC added82,275$2M0.1%2026-Q1
JPMORGAN CHASE & CO trimmed73,985$1M0.1%2026-Q1
McNamara Financial Services, Inc. added73,944$1M0.1%2026-Q1
LANDMARK WEALTH MANAGEMENT, INC. trimmed73,755$1M0.1%2026-Q1
Equitable Holdings, Inc. added74,117$1M0.1%2026-Q1
PARTNERS CAPITAL INVESTMENT GROUP, LLP72,114$1M0.1%2026-Q1
Concurrent Investment Advisors, LLC added67,411$1M0.1%2026-Q1
Capital Investment Management, Inc. added62,197$1M0.1%2026-Q1
CAPITAL WEALTH MANAGEMENT, LLC added60,724$1M0.1%2026-Q1
Parallel Advisors, LLC added58,132$1M0.1%2026-Q1
TRUIST FINANCIAL CORP added56,295$1M0.1%2026-Q1
Simplicity Wealth,LLC added54,399$1M0.1%2026-Q1
Elevation Capital Advisory, LLC trimmed54,144$1M0.1%2026-Q1
Kestra Advisory Services, LLC added53,754$1M0.1%2026-Q1
ROYAL BANK OF CANADA added52,854$1M0.1%2026-Q1
CreativeOne Wealth, LLC added52,248$1M0.1%2026-Q1
Sharkey, Howes & Javer trimmed50,748$974K0.1%2026-Q1
Brookstone Capital Management trimmed47,538$912K0.1%2026-Q1
Beacon Pointe Advisors, LLC added45,310$869K0.1%2026-Q1
Breakwater Capital Group added44,962$863K0.1%2026-Q1
Addison Capital Co added43,565$836K0.0%2026-Q1
Sanctuary Advisors, LLC added40,422$776K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. added38,894$746K0.0%2026-Q1
AXXCESS WEALTH MANAGEMENT, LLC trimmed36,491$700K0.0%2026-Q1
GOLDMAN SACHS GROUP INC trimmed34,289$658K0.0%2026-Q1
Comprehensive Money Management Services LLC32,817$630K0.0%2026-Q1
NOVUS ADVISORS, LLC added32,741$628K0.0%2026-Q1
MML INVESTORS SERVICES, LLC added32,614$626K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed32,447$620K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added32,024$615K0.0%2026-Q1
Orion Porfolio Solutions, LLC added29,351$563K0.0%2026-Q1
NewEdge Advisors, LLC trimmed152,725$563K0.0%2026-Q1
17 CAPITAL PARTNERS, LLC trimmed27,468$527K0.0%2026-Q1
FIFTH THIRD BANCORP added25,812$495K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed24,356$467K0.0%2026-Q1
RFG Advisory, LLC added23,138$444K0.0%2026-Q1
Signal Advisors Wealth, LLC trimmed23,008$442K0.0%2026-Q1
LOCKERMAN FINANCIAL GROUP, INC. added22,516$432K0.0%2026-Q1
Stratos Wealth Partners, LTD. added20,327$390K0.0%2026-Q1
Pallas Capital Advisors LLC20,026$384K0.0%2026-Q1
Sigma Planning Corp added19,733$379K0.0%2026-Q1
Lifeworks Advisors, LLC trimmed19,193$368K0.0%2026-Q1
AllGen Financial Advisors, Inc. trimmed423,733$8M0.5%2025-Q3 stale
Austin Private Wealth, LLC added234,456$4M0.3%2025-Q4 stale
Efficient Advisors, LLC trimmed210,632$4M0.2%2025-Q2 stale
GeoWealth Management, LLC trimmed135,340$3M0.2%2025-Q2 stale
SILVER OAK SECURITIES, INCORPORATED trimmed113,204$2M0.1%2025-Q3 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added106,812$2M0.1%2025-Q4 stale
INTEGRITY ALLIANCE, LLC. added93,848$2M0.1%2025-Q3 stale
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed87,000$2M0.1%2025-Q4 stale
CITADEL ADVISORS LLC trimmed63,231$1M0.1%2025-Q3 stale
JANE STREET GROUP, LLC trimmed58,714$1M0.1%2025-Q4 stale
Tower Research Capital LLC (TRC) new49,325$941K0.1%2025-Q4 stale
Fermata Advisors, LLC trimmed47,164$903K0.1%2025-Q2 stale
NAPA WEALTH MANAGEMENT added34,795$668K0.0%2025-Q1 stale
SHEETS SMITH WEALTH MANAGEMENT31,687$608K0.0%2025-Q1 stale
Redwood Financial Network Corp trimmed30,904$590K0.0%2025-Q4 stale
Retireful, LLC added30,206$583K0.0%2025-Q3 stale
Global Retirement Partners, LLC added23,880$456K0.0%2025-Q4 stale
OLD MISSION CAPITAL LLC added21,573$412K0.0%2025-Q4 stale
COMERICA BANK trimmed21,096$403K0.0%2025-Q4 stale
Merit Financial Group, LLC trimmed19,305$368K0.0%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.

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.

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