There is a long list of 149 institutional holders of TIPX within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of TIPX by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-TIPX table below, the initial column indicates the name of each top institutional holder of TIPX, with a link to that fund's top holdings. The next columns indicate the amount of TIPX stock held by each of the institutional holders of TIPX, followed by the TIPX position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
State Street Corp | 43,672,307 | $811,868 | 12/31/2023 |
TIPX | 43,672,307 | $811,868 | 12/31/2023 |
LPL Financial LLC | 5,573,102 | $103,604 | 12/31/2023 |
TIPX | 5,573,102 | $103,604 | 12/31/2023 |
ST Germain D J Co. Inc. | 889,045 | $16,572 | 03/31/2024 |
TIPX | 889,045 | $16,572 | 03/31/2024 |
Bank of America Corp DE | 860,393 | $15,995 | 12/31/2023 |
TIPX | 860,393 | $15,995 | 12/31/2023 |
Envestnet Asset Management Inc. | 827,467 | $15,383 | 12/31/2023 |
TIPX | 827,467 | $15,383 | 12/31/2023 |
Brio Consultants LLC | 681,273 | $12,665 | 12/31/2023 |
TIPX | 681,273 | $12,665 | 12/31/2023 |
Assetmark Inc. | 663,197 | $12,329 | 12/31/2023 |
TIPX | 663,197 | $12,329 | 12/31/2023 |
Signet Financial Management LLC | 526,239 | $9,809 | 03/31/2024 |
TIPX | 526,239 | $9,809 | 03/31/2024 |
Stadion Money Management LLC | 520,172 | $9,670 | 12/31/2023 |
TIPX | 520,172 | $9,670 | 12/31/2023 |
Morgan Stanley | 391,074 | $7,270 | 12/31/2023 |
TIPX | 391,074 | $7,270 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 370,246 | $6,883 | 12/31/2023 |
TIPX | 370,246 | $6,883 | 12/31/2023 |
Alesco Advisors LLC | 298,923 | $5,557 | 12/31/2023 |
TIPX | 298,923 | $5,557 | 12/31/2023 |
Continuum Advisory LLC | 279,522 | $5,196 | 12/31/2023 |
TIPX | 279,522 | $5,196 | 12/31/2023 |
Aspire Private Capital LLC | 267,600 | $4,988 | 03/31/2024 |
TIPX | 267,600 | $4,988 | 03/31/2024 |
MML Investors Services LLC | 246,400 | $4,581 | 12/31/2023 |
TIPX | 246,400 | $4,581 | 12/31/2023 |
Advisor Group Holdings Inc. | 245,429 | $4,563 | 12/31/2023 |
TIPX | 245,429 | $4,563 | 12/31/2023 |
Cetera Investment Advisers | 234,106 | $4,352 | 12/31/2023 |
TIPX | 234,106 | $4,352 | 12/31/2023 |
Treasure Coast Financial Planning | 196,800 | $3,668 | 03/31/2024 |
TIPX | 196,800 | $3,668 | 03/31/2024 |
Pinnacle Wealth Planning Services Inc. | 187,605 | $3,488 | 12/31/2023 |
TIPX | 187,605 | $3,488 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 180,416 | $3,363 | 03/31/2024 |
TIPX | 180,416 | $3,363 | 03/31/2024 |
Certified Advisory Corp | 170,124 | $3,163 | 12/31/2023 |
TIPX | 170,124 | $3,163 | 12/31/2023 |
AE Wealth Management LLC | 169,980 | $3,151 | 12/31/2023 |
TIPX | 169,980 | $3,151 | 12/31/2023 |
Royal Bank of Canada | 145,393 | $2,702 | 12/31/2023 |
TIPX | 145,393 | $2,702 | 12/31/2023 |
Hibernia Wealth Partners LLC | 144,441 | $2,685 | 12/31/2023 |
TIPX | 144,441 | $2,685 | 12/31/2023 |
Raymond James & Associates | 138,612 | $2,584 | 03/31/2024 |
TIPX | 138,612 | $2,584 | 03/31/2024 |
GeoWealth Management LLC | 135,784 | $2,524 | 12/31/2023 |
TIPX | 135,784 | $2,524 | 12/31/2023 |
Tradition Wealth Management LLC | 133,694 | $2,485 | 12/31/2023 |
TIPX | 133,694 | $2,485 | 12/31/2023 |
Janney Montgomery Scott LLC | 133,131 | $2,475 | 12/31/2023 |
TIPX | 133,131 | $2,475 | 12/31/2023 |
Cetera Advisor Networks LLC | 130,029 | $2,417 | 12/31/2023 |
TIPX | 130,029 | $2,417 | 12/31/2023 |
Park Avenue Securities LLC | 129,291 | $2,410 | 03/31/2024 |
TIPX | 129,291 | $2,410 | 03/31/2024 |
Farther Finance Advisors LLC | 126,925 | $2,360 | 12/31/2023 |
TIPX | 126,925 | $2,360 | 12/31/2023 |
ICA Group Wealth Management LLC | 121,984 | $2,268 | 12/31/2023 |
TIPX | 121,984 | $2,268 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 120,903 | $2,248 | 12/31/2023 |
TIPX | 120,903 | $2,248 | 12/31/2023 |
Private Advisor Group LLC | 111,799 | $2,078 | 12/31/2023 |
TIPX | 111,799 | $2,078 | 12/31/2023 |
Goldman Sachs Group Inc. | 100,000 | $1,859 | 12/31/2023 |
TIPX | 100,000 | $1,859 | 12/31/2023 |
Orion Portfolio Solutions LLC | 92,447 | $1,712 | 12/31/2023 |
TIPX | 92,447 | $1,712 | 12/31/2023 |
Raleigh Capital Management Inc. | 88,871 | $1,652 | 12/31/2023 |
TIPX | 88,871 | $1,652 | 12/31/2023 |
Perigon Wealth Management LLC | 88,675 | $1,648 | 12/31/2023 |
TIPX | 88,675 | $1,648 | 12/31/2023 |
SILVER OAK SECURITIES Inc | 82,680 | $1,537 | 12/31/2023 |
TIPX | 82,680 | $1,537 | 12/31/2023 |
The Manufacturers Life Insurance Company | 82,000 | $1,524 | 12/31/2023 |
TIPX | 82,000 | $1,524 | 12/31/2023 |
Mutual Advisors LLC | 80,951 | $1,505 | 12/31/2023 |
TIPX | 80,951 | $1,505 | 12/31/2023 |
Beacon Pointe Advisors LLC | 75,445 | $1,403 | 12/31/2023 |
TIPX | 75,445 | $1,403 | 12/31/2023 |
Axxcess Wealth Management LLC | 73,594 | $1,368 | 12/31/2023 |
TIPX | 73,594 | $1,368 | 12/31/2023 |
Deutsche Bank AG | 69,148 | $1,285 | 12/31/2023 |
TIPX | 69,148 | $1,285 | 12/31/2023 |
HighTower Advisors LLC | 66,010 | $1,229 | 12/31/2023 |
TIPX | 66,010 | $1,229 | 12/31/2023 |
JPMorgan Chase & Co. | 65,004 | $1,208 | 12/31/2023 |
TIPX | 65,004 | $1,208 | 12/31/2023 |
AFG Fiduciary Services Limited Partnership | 60,609 | $1,120 | 03/31/2024 |
TIPX | 60,609 | $1,120 | 03/31/2024 |
Sheets Smith Wealth Management | 60,074 | $1,117 | 12/31/2023 |
TIPX | 60,074 | $1,117 | 12/31/2023 |
Colonial River Wealth Management LLC | 55,184 | $1,026 | 12/31/2023 |
TIPX | 55,184 | $1,026 | 12/31/2023 |
UBS Group AG | 49,959 | $929 | 12/31/2023 |
TIPX | 49,959 | $929 | 12/31/2023 |
See All: Funds Holding TIPX
See Details: Top 10 Hedge Funds Holding TIPX
Also See: TIPX Holdings Changes
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