Who owns 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-Q2 13F filings (latest filed 2026-09-22). 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
27 tracked funds added or opened TIPX while 16 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 144 tracked filers holding TIPX, 96 increased or opened the position and 53 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 2026-Q1 and 2026-Q2 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 5
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$1M
- Visionary Horizons, LLC$1M
- Detalus Advisors, LLC$553K
- Global Retirement Partners, LLC$536K
- Ashton Thomas Private Wealth, LLC$516K
Full exits 6
- Peak Retirement Planning, Inc.$18M
- McIlrath & Eck, LLC$5M
- PARK AVENUE SECURITIES LLC$2M
- Cambridge Investment Research Advisors, Inc.$2M
- HighTower Advisors, LLC$2M
- GOLDMAN SACHS GROUP INC$658K
Largest adds
- STATE STREET CORP$100M
- Stratos Wealth Partners, LTD.$10M
- JPMORGAN CHASE & CO$8M
- UBS Group AG$5M
- LPL Financial LLC$3M
- NewEdge Advisors, LLC$3M
Largest trims
- BANK OF AMERICA CORP /DE/$15M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$5M
- Hibernia Wealth Partners, LLC$2M
- STIFEL FINANCIAL CORP$1M
- Sonoma Allocations LLC$1M
- Henderson Brothers Financial Partners, LLC$995K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| STATE STREET CORP added | 59,157,599 | $1.1B | 62.6% | 2026-Q2 |
| UBS Group AG added | 15,032,545 | $285M | 15.9% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 3,201,578 | $61M | 3.4% | 2026-Q2 |
| LPL Financial LLC added | 2,989,664 | $57M | 3.2% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 1,706,468 | $32M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,021,257 | $19M | 1.1% | 2026-Q2 |
| Brio Consultants, LLC added | 1,009,494 | $19M | 1.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 852,862 | $16M | 0.9% | 2026-Q2 |
| Security National Bank added | 650,277 | $12M | 0.7% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 550,696 | $10M | 0.6% | 2026-Q2 |
| Treasure Coast Financial Planning added | 538,380 | $10M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 502,817 | $10M | 0.5% | 2026-Q2 |
| MORGAN STANLEY added | 362,795 | $7M | 0.4% | 2026-Q2 |
| Aspire Private Capital, LLC added | 343,540 | $7M | 0.4% | 2026-Q2 |
| ASSETMARK, INC added | 338,125 | $6M | 0.4% | 2026-Q2 |
| Continuum Advisory, LLC added | 314,784 | $6M | 0.3% | 2026-Q2 |
| Cerity Partners LLC added | 300,675 | $6M | 0.3% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co trimmed | 284,895 | $5M | 0.3% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. added | 243,967 | $5M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 223,228 | $4M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 197,174 | $4M | 0.2% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 196,516 | $4M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 189,782 | $4M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 182,076 | $3M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 174,366 | $3M | 0.2% | 2026-Q2 |
| Lynx Investment Advisory added | 158,174 | $3M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 145,518 | $3M | 0.2% | 2026-Q2 |
| Sonoma Allocations LLC trimmed | 144,049 | $3M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 140,114 | $3M | 0.1% | 2026-Q2 |
| Raleigh Capital Management Inc. added | 131,289 | $2M | 0.1% | 2026-Q2 |
| CHAPMAN FINANCIAL GROUP, LLC added | 121,436 | $2M | 0.1% | 2026-Q2 |
| Financial & Tax Architects, LLC added | 113,911 | $2M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 110,115 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 103,194 | $2M | 0.1% | 2026-Q2 |
| Good Harbor Advisors, Inc. | 101,987 | $2M | 0.1% | 2026-Q2 |
| Hibernia Wealth Partners, LLC trimmed | 100,721 | $2M | 0.1% | 2026-Q2 |
| Intrua Financial, LLC trimmed | 93,820 | $2M | 0.1% | 2026-Q2 |
| LANDMARK WEALTH MANAGEMENT, INC. added | 82,432 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 82,380 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 78,436 | $1M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 78,300 | $1M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 76,227 | $1M | 0.1% | 2026-Q2 |
| McNamara Financial Services, Inc. added | 75,977 | $1M | 0.1% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 72,114 | $1M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 71,174 | $1M | 0.1% | 2026-Q2 |
| Visionary Horizons, LLC new | 69,834 | $1M | 0.1% | 2026-Q2 |
| Capital Investment Management, Inc. added | 65,480 | $1M | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC added | 65,083 | $1M | 0.1% | 2026-Q2 |
| Breakwater Capital Group added | 60,437 | $1M | 0.1% | 2026-Q2 |
| Nest Investments, LLC added | 59,737 | $1M | 0.1% | 2026-Q2 |
| CAPITAL WEALTH MANAGEMENT, LLC trimmed | 57,818 | $1M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 57,244 | $1M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 54,988 | $1M | 0.1% | 2026-Q2 |
| Henderson Brothers Financial Partners, LLC trimmed | 54,115 | $1M | 0.1% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 53,159 | $1M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 51,216 | $970K | 0.1% | 2026-Q2 |
| Elevation Capital Advisory, LLC trimmed | 48,356 | $915K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 48,272 | $914K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 47,598 | $901K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 46,972 | $889K | 0.0% | 2026-Q2 |
| Brookstone Capital Management trimmed | 46,869 | $887K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 46,477 | $880K | 0.0% | 2026-Q2 |
| Addison Capital Co added | 45,773 | $866K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 35,204 | $666K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 34,348 | $650K | 0.0% | 2026-Q2 |
| NOVUS ADVISORS, LLC added | 33,803 | $640K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 30,776 | $583K | 0.0% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 30,489 | $577K | 0.0% | 2026-Q2 |
| Hyundai Investments Co., Ltd. added | 30,278 | $574K | 0.0% | 2026-Q2 |
| 17 CAPITAL PARTNERS, LLC added | 29,993 | $568K | 0.0% | 2026-Q2 |
| LOCKERMAN FINANCIAL GROUP, INC. added | 29,271 | $554K | 0.0% | 2026-Q2 |
| Detalus Advisors, LLC added | 29,233 | $553K | 0.0% | 2026-Q2 |
| Comprehensive Money Management Services LLC trimmed | 29,067 | $550K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 28,308 | $536K | 0.0% | 2026-Q2 |
| Midwest Financial Network, LLC added | 27,785 | $526K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC new | 27,242 | $516K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 26,166 | $495K | 0.0% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 26,161 | $495K | 0.0% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 25,631 | $485K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 25,414 | $481K | 0.0% | 2026-Q2 |
| RFG Advisory, LLC added | 24,170 | $458K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 22,985 | $435K | 0.0% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 22,856 | $433K | 0.0% | 2026-Q2 |
| Venture Visionary Partners LLC new | 22,813 | $432K | 0.0% | 2026-Q2 |
| Sigma Planning Corp added | 22,110 | $419K | 0.0% | 2026-Q2 |
| Legacy Wealth Partners, LLC added | 20,789 | $394K | 0.0% | 2026-Q2 |
| Pallas Capital Advisors LLC | 20,026 | $379K | 0.0% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 20,000 | $379K | 0.0% | 2026-Q2 |
| Lifeworks Advisors, LLC trimmed | 17,560 | $332K | 0.0% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 17,427 | $330K | 0.0% | 2026-Q2 |
| WBI INVESTMENTS, LLC added | 17,370 | $329K | 0.0% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC added | 17,214 | $326K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 17,101 | $324K | 0.0% | 2026-Q2 |
| PCB Capital LLC added | 16,761 | $317K | 0.0% | 2026-Q2 |
| Argent Trust Co added | 16,282 | $308K | 0.0% | 2026-Q2 |
| KWB Wealth new | 15,888 | $301K | 0.0% | 2026-Q2 |
| Sowell Financial Services LLC added | 15,263 | $289K | 0.0% | 2026-Q2 |
| WCG Wealth Advisors LLC new | 15,251 | $289K | 0.0% | 2026-Q2 |
| StoneX Group Inc. new | 15,056 | $287K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 14,610 | $277K | 0.0% | 2026-Q2 |
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.