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Institutional Ownership · SEC Form 13F

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.

144
Institutional holders
95M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
STATE STREET CORP added59,157,599$1.1B62.6%2026-Q2
UBS Group AG added15,032,545$285M15.9%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed3,201,578$61M3.4%2026-Q2
LPL Financial LLC added2,989,664$57M3.2%2026-Q2
ST GERMAIN D J CO INC added1,706,468$32M1.8%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added1,021,257$19M1.1%2026-Q2
Brio Consultants, LLC added1,009,494$19M1.1%2026-Q2
Envestnet Portfolio Solutions, Inc. added852,862$16M0.9%2026-Q2
Security National Bank added650,277$12M0.7%2026-Q2
Stratos Wealth Partners, LTD. added550,696$10M0.6%2026-Q2
Treasure Coast Financial Planning added538,380$10M0.6%2026-Q2
JPMORGAN CHASE & CO added502,817$10M0.5%2026-Q2
MORGAN STANLEY added362,795$7M0.4%2026-Q2
Aspire Private Capital, LLC added343,540$7M0.4%2026-Q2
ASSETMARK, INC added338,125$6M0.4%2026-Q2
Continuum Advisory, LLC added314,784$6M0.3%2026-Q2
Cerity Partners LLC added300,675$6M0.3%2026-Q2
Alesco Advisors, LLC, An ESL Co trimmed284,895$5M0.3%2026-Q2
Pinnacle Wealth Planning Services, Inc. added243,967$5M0.3%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed223,228$4M0.2%2026-Q2
Foundations Investment Advisors, LLC added197,174$4M0.2%2026-Q2
Sovran Advisors, LLC trimmed196,516$4M0.2%2026-Q2
NewEdge Advisors, LLC added189,782$4M0.2%2026-Q2
ROYAL BANK OF CANADA added182,076$3M0.2%2026-Q2
Cetera Investment Advisers added174,366$3M0.2%2026-Q2
Lynx Investment Advisory added158,174$3M0.2%2026-Q2
Rockefeller Capital Management L.P. added145,518$3M0.2%2026-Q2
Sonoma Allocations LLC trimmed144,049$3M0.2%2026-Q2
Mutual Advisors, LLC added140,114$3M0.1%2026-Q2
Raleigh Capital Management Inc. added131,289$2M0.1%2026-Q2
CHAPMAN FINANCIAL GROUP, LLC added121,436$2M0.1%2026-Q2
Financial & Tax Architects, LLC added113,911$2M0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC added110,115$2M0.1%2026-Q2
STIFEL FINANCIAL CORP trimmed103,194$2M0.1%2026-Q2
Good Harbor Advisors, Inc.101,987$2M0.1%2026-Q2
Hibernia Wealth Partners, LLC trimmed100,721$2M0.1%2026-Q2
Intrua Financial, LLC trimmed93,820$2M0.1%2026-Q2
LANDMARK WEALTH MANAGEMENT, INC. added82,432$2M0.1%2026-Q2
Equitable Holdings, Inc. added82,380$2M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added78,436$1M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed78,300$1M0.1%2026-Q2
Concurrent Investment Advisors, LLC added76,227$1M0.1%2026-Q2
McNamara Financial Services, Inc. added75,977$1M0.1%2026-Q2
PARTNERS CAPITAL INVESTMENT GROUP, LLP72,114$1M0.1%2026-Q2
CreativeOne Wealth, LLC added71,174$1M0.1%2026-Q2
Visionary Horizons, LLC new69,834$1M0.1%2026-Q2
Capital Investment Management, Inc. added65,480$1M0.1%2026-Q2
Parallel Advisors, LLC added65,083$1M0.1%2026-Q2
Breakwater Capital Group added60,437$1M0.1%2026-Q2
Nest Investments, LLC added59,737$1M0.1%2026-Q2
CAPITAL WEALTH MANAGEMENT, LLC trimmed57,818$1M0.1%2026-Q2
TRUIST FINANCIAL CORP added57,244$1M0.1%2026-Q2
PRINCIPAL SECURITIES, INC. added54,988$1M0.1%2026-Q2
Henderson Brothers Financial Partners, LLC trimmed54,115$1M0.1%2026-Q2
Simplicity Wealth,LLC trimmed53,159$1M0.1%2026-Q2
Sanctuary Advisors, LLC added51,216$970K0.1%2026-Q2
Elevation Capital Advisory, LLC trimmed48,356$915K0.1%2026-Q2
MML INVESTORS SERVICES, LLC added48,272$914K0.1%2026-Q2
HARBOUR INVESTMENTS, INC. added47,598$901K0.1%2026-Q2
Beacon Pointe Advisors, LLC added46,972$889K0.0%2026-Q2
Brookstone Capital Management trimmed46,869$887K0.0%2026-Q2
Kestra Advisory Services, LLC trimmed46,477$880K0.0%2026-Q2
Addison Capital Co added45,773$866K0.0%2026-Q2
OSAIC HOLDINGS, INC. added35,204$666K0.0%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV added34,348$650K0.0%2026-Q2
NOVUS ADVISORS, LLC added33,803$640K0.0%2026-Q2
Farther Finance Advisors, LLC trimmed30,776$583K0.0%2026-Q2
Orion Porfolio Solutions, LLC added30,489$577K0.0%2026-Q2
Hyundai Investments Co., Ltd. added30,278$574K0.0%2026-Q2
17 CAPITAL PARTNERS, LLC added29,993$568K0.0%2026-Q2
LOCKERMAN FINANCIAL GROUP, INC. added29,271$554K0.0%2026-Q2
Detalus Advisors, LLC added29,233$553K0.0%2026-Q2
Comprehensive Money Management Services LLC trimmed29,067$550K0.0%2026-Q2
Global Retirement Partners, LLC added28,308$536K0.0%2026-Q2
Midwest Financial Network, LLC added27,785$526K0.0%2026-Q2
Ashton Thomas Private Wealth, LLC new27,242$516K0.0%2026-Q2
Private Advisor Group, LLC added26,166$495K0.0%2026-Q2
Sharkey, Howes & Javer trimmed26,161$495K0.0%2026-Q2
Signal Advisors Wealth, LLC added25,631$485K0.0%2026-Q2
FIFTH THIRD BANCORP trimmed25,414$481K0.0%2026-Q2
RFG Advisory, LLC added24,170$458K0.0%2026-Q2
JONES FINANCIAL COMPANIES LLLP added22,985$435K0.0%2026-Q2
AXXCESS WEALTH MANAGEMENT, LLC trimmed22,856$433K0.0%2026-Q2
Venture Visionary Partners LLC new22,813$432K0.0%2026-Q2
Sigma Planning Corp added22,110$419K0.0%2026-Q2
Legacy Wealth Partners, LLC added20,789$394K0.0%2026-Q2
Pallas Capital Advisors LLC20,026$379K0.0%2026-Q2
SCOTIA CAPITAL INC. added20,000$379K0.0%2026-Q2
Lifeworks Advisors, LLC trimmed17,560$332K0.0%2026-Q2
FSB PREMIER WEALTH MANAGEMENT, INC. trimmed17,427$330K0.0%2026-Q2
WBI INVESTMENTS, LLC added17,370$329K0.0%2026-Q2
Valtinson Bruner Financial Planning LLC added17,214$326K0.0%2026-Q2
AE Wealth Management LLC added17,101$324K0.0%2026-Q2
PCB Capital LLC added16,761$317K0.0%2026-Q2
Argent Trust Co added16,282$308K0.0%2026-Q2
KWB Wealth new15,888$301K0.0%2026-Q2
Sowell Financial Services LLC added15,263$289K0.0%2026-Q2
WCG Wealth Advisors LLC new15,251$289K0.0%2026-Q2
StoneX Group Inc. new15,056$287K0.0%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added14,610$277K0.0%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.

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