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Institutional Holders of TIPX

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.

HolderAmountPosition Size
($ in 1000's)
 As of
State Street Corp43,672,307$811,868 12/31/2023
     TIPX43,672,307$811,868 12/31/2023
LPL Financial LLC5,573,102$103,604 12/31/2023
     TIPX5,573,102$103,604 12/31/2023
ST Germain D J Co. Inc.889,045$16,572 03/31/2024
     TIPX889,045$16,572 03/31/2024
Bank of America Corp DE860,393$15,995 12/31/2023
     TIPX860,393$15,995 12/31/2023
Envestnet Asset Management Inc.827,467$15,383 12/31/2023
     TIPX827,467$15,383 12/31/2023
Brio Consultants LLC681,273$12,665 12/31/2023
     TIPX681,273$12,665 12/31/2023
Assetmark Inc.663,197$12,329 12/31/2023
     TIPX663,197$12,329 12/31/2023
Signet Financial Management LLC526,239$9,809 03/31/2024
     TIPX526,239$9,809 03/31/2024
Stadion Money Management LLC520,172$9,670 12/31/2023
     TIPX520,172$9,670 12/31/2023
Morgan Stanley391,074$7,270 12/31/2023
     TIPX391,074$7,270 12/31/2023
Envestnet Portfolio Solutions Inc.370,246$6,883 12/31/2023
     TIPX370,246$6,883 12/31/2023
Alesco Advisors LLC298,923$5,557 12/31/2023
     TIPX298,923$5,557 12/31/2023
Continuum Advisory LLC279,522$5,196 12/31/2023
     TIPX279,522$5,196 12/31/2023
Aspire Private Capital LLC267,600$4,988 03/31/2024
     TIPX267,600$4,988 03/31/2024
MML Investors Services LLC246,400$4,581 12/31/2023
     TIPX246,400$4,581 12/31/2023
Advisor Group Holdings Inc.245,429$4,563 12/31/2023
     TIPX245,429$4,563 12/31/2023
Cetera Investment Advisers234,106$4,352 12/31/2023
     TIPX234,106$4,352 12/31/2023
Treasure Coast Financial Planning196,800$3,668 03/31/2024
     TIPX196,800$3,668 03/31/2024
Pinnacle Wealth Planning Services Inc.187,605$3,488 12/31/2023
     TIPX187,605$3,488 12/31/2023
Cambridge Investment Research Advisors Inc.180,416$3,363 03/31/2024
     TIPX180,416$3,363 03/31/2024
Certified Advisory Corp170,124$3,163 12/31/2023
     TIPX170,124$3,163 12/31/2023
AE Wealth Management LLC169,980$3,151 12/31/2023
     TIPX169,980$3,151 12/31/2023
Royal Bank of Canada145,393$2,702 12/31/2023
     TIPX145,393$2,702 12/31/2023
Hibernia Wealth Partners LLC144,441$2,685 12/31/2023
     TIPX144,441$2,685 12/31/2023
Raymond James & Associates138,612$2,584 03/31/2024
     TIPX138,612$2,584 03/31/2024
GeoWealth Management LLC135,784$2,524 12/31/2023
     TIPX135,784$2,524 12/31/2023
Tradition Wealth Management LLC133,694$2,485 12/31/2023
     TIPX133,694$2,485 12/31/2023
Janney Montgomery Scott LLC133,131$2,475 12/31/2023
     TIPX133,131$2,475 12/31/2023
Cetera Advisor Networks LLC130,029$2,417 12/31/2023
     TIPX130,029$2,417 12/31/2023
Park Avenue Securities LLC129,291$2,410 03/31/2024
     TIPX129,291$2,410 03/31/2024
Farther Finance Advisors LLC126,925$2,360 12/31/2023
     TIPX126,925$2,360 12/31/2023
ICA Group Wealth Management LLC121,984$2,268 12/31/2023
     TIPX121,984$2,268 12/31/2023
Charles Schwab Investment Management Inc.120,903$2,248 12/31/2023
     TIPX120,903$2,248 12/31/2023
Private Advisor Group LLC111,799$2,078 12/31/2023
     TIPX111,799$2,078 12/31/2023
Goldman Sachs Group Inc.100,000$1,859 12/31/2023
     TIPX100,000$1,859 12/31/2023
Orion Portfolio Solutions LLC92,447$1,712 12/31/2023
     TIPX92,447$1,712 12/31/2023
Raleigh Capital Management Inc.88,871$1,652 12/31/2023
     TIPX88,871$1,652 12/31/2023
Perigon Wealth Management LLC88,675$1,648 12/31/2023
     TIPX88,675$1,648 12/31/2023
SILVER OAK SECURITIES Inc82,680$1,537 12/31/2023
     TIPX82,680$1,537 12/31/2023
The Manufacturers Life Insurance Company 82,000$1,524 12/31/2023
     TIPX82,000$1,524 12/31/2023
Mutual Advisors LLC80,951$1,505 12/31/2023
     TIPX80,951$1,505 12/31/2023
Beacon Pointe Advisors LLC75,445$1,403 12/31/2023
     TIPX75,445$1,403 12/31/2023
Axxcess Wealth Management LLC73,594$1,368 12/31/2023
     TIPX73,594$1,368 12/31/2023
Deutsche Bank AG69,148$1,285 12/31/2023
     TIPX69,148$1,285 12/31/2023
HighTower Advisors LLC66,010$1,229 12/31/2023
     TIPX66,010$1,229 12/31/2023
JPMorgan Chase & Co.65,004$1,208 12/31/2023
     TIPX65,004$1,208 12/31/2023
AFG Fiduciary Services Limited Partnership60,609$1,120 03/31/2024
     TIPX60,609$1,120 03/31/2024
Sheets Smith Wealth Management60,074$1,117 12/31/2023
     TIPX60,074$1,117 12/31/2023
Colonial River Wealth Management LLC55,184$1,026 12/31/2023
     TIPX55,184$1,026 12/31/2023
UBS Group AG49,959$929 12/31/2023
     TIPX49,959$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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