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Funds Holding TIPZ

On this page, we present all of the funds holding TIPZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TIPZ, with a link to that fund's top holdings. The next columns indicate the amount of TIPZ stock held by each of the funds holding TIPZ, followed by the TIPZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 47 funds holding TIPZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding TIPZ), click the fund name in the "Holder" column of the funds-holding-TIPZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE257,529$13,732 12/31/2023
     TIPZ257,529$13,732 12/31/2023
Jane Street Group LLC149,523$7,973 12/31/2023
     TIPZ149,523$7,973 12/31/2023
Raymond James & Associates69,961$3,731 12/31/2023
     TIPZ69,961$3,731 12/31/2023
Flow Traders U.S. LLC54,556$2,909 12/31/2023
     TIPZ54,556$2,909 12/31/2023
Litman Gregory Asset Management LLC47,928$2,556 12/31/2023
     TIPZ47,928$2,556 12/31/2023
LPL Financial LLC45,407$2,421 12/31/2023
     TIPZ45,407$2,421 12/31/2023
Morgan Stanley44,780$2,388 12/31/2023
     TIPZ44,780$2,388 12/31/2023
Royal Bank of Canada37,639$2,008 12/31/2023
     TIPZ37,639$2,008 12/31/2023
Goldman Sachs Group Inc.35,375$1,886 12/31/2023
     TIPZ35,375$1,886 12/31/2023
Wells Fargo & Company MN34,641$1,847 12/31/2023
     TIPZ34,641$1,847 12/31/2023
Resources Investment Advisors LLC.33,619$1,793 12/31/2023
     TIPZ33,619$1,793 12/31/2023
WealthCare Investment Partners LLC30,746$1,640 03/31/2024
     TIPZ30,746$1,640 03/31/2024
Steward Partners Investment Advisory LLC28,693$1,530 12/31/2023
     TIPZ28,693$1,530 12/31/2023
MML Investors Services LLC25,693$1,370 12/31/2023
     TIPZ25,693$1,370 12/31/2023
Advisor Group Holdings Inc.24,541$1,312 12/31/2023
     TIPZ24,541$1,312 12/31/2023
Cambridge Investment Research Advisors Inc.19,866$1,059 12/31/2023
     TIPZ19,866$1,059 12/31/2023
Kestra Advisory Services LLC16,192$863 12/31/2023
     TIPZ16,192$863 12/31/2023
Change Path LLC15,577$831 12/31/2023
     TIPZ15,577$831 12/31/2023
Envestnet Asset Management Inc.15,369$820 12/31/2023
     TIPZ15,369$820 12/31/2023
Prospera Financial Services Inc14,434$770 12/31/2023
     TIPZ14,434$770 12/31/2023
Flagship Harbor Advisors LLC12,775$681 03/31/2024
     TIPZ12,775$681 03/31/2024
GeoWealth Management LLC11,991$639 12/31/2023
     TIPZ11,991$639 12/31/2023
Wedbush Securities Inc.10,946$584 12/31/2023
     TIPZ10,946$584 12/31/2023
PAX Financial Group LLC9,979$528 12/31/2023
     TIPZ9,979$528 12/31/2023
Citadel Advisors LLC7,348$392 12/31/2023
     TIPZ7,348$392 12/31/2023
LMG Wealth Partners LLC7,026$375 12/31/2023
     TIPZ7,026$375 12/31/2023
Avantax Advisory Services Inc.6,680$356 12/31/2023
     TIPZ6,680$356 12/31/2023
Golden State Equity Partners5,782$308 12/31/2023
     TIPZ5,782$308 12/31/2023
GTS Securities LLC5,720$305 12/31/2023
     TIPZ5,720$305 12/31/2023
GSB Wealth Management LLC5,450$291 12/31/2023
     TIPZ5,450$291 12/31/2023
Lincoln National Corp4,336$231 12/31/2023
     TIPZ4,336$231 12/31/2023
Susquehanna International Group LLP4,247$226 12/31/2023
     TIPZ4,247$226 12/31/2023
UBS Group AG3,162$169 12/31/2023
     TIPZ3,162$169 12/31/2023
Bank of Montreal Can427$23 12/31/2023
     TIPZ427$23 12/31/2023
Turtle Creek Wealth Advisors LLC346$18 12/31/2023
     TIPZ346$18 12/31/2023
Principal Securities Inc.312$17 12/31/2023
     TIPZ312$17 12/31/2023
McIlrath & Eck LLC229$12 12/31/2023
     TIPZ229$12 12/31/2023
Main Street Group LTD181$10 12/31/2023
     TIPZ181$10 12/31/2023
New Millennium Group LLC145$8 12/31/2023
     TIPZ145$8 12/31/2023
The PNC Financial Services Group Inc.106$6 12/31/2023
     TIPZ106$6 12/31/2023
FMR LLC100$5 12/31/2023
     TIPZ100$5 12/31/2023
Global Retirement Partners LLC89$5 12/31/2023
     TIPZ89$5 12/31/2023
Lam Group Inc.45$2 03/31/2024
     TIPZ45$2 03/31/2024
Capital Investment Advisory Services LLC35$2 12/31/2023
     TIPZ35$2 12/31/2023
JPMorgan Chase & Co.15$1 12/31/2023
     TIPZ15$1 12/31/2023
Allianz Asset Management GmbH23$1 12/31/2023
     TIPZ23$1 12/31/2023
Goodwin Investment Advisory15$1 12/31/2023
     TIPZ15$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     TIPZ0$0 12/31/2023

See Summary: Institutional Holders of TIPZ
See Details: Top 10 Hedge Funds Holding TIPZ
Also See: TIPZ Holdings Changes

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