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Funds Holding TIPX

On this page, we present all of the funds holding TIPX from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding TIPX, with a link to that fund's top holdings. The next columns indicate the amount of TIPX stock held by each of the funds holding TIPX, followed by the TIPX position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 150 funds holding TIPX within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by State Street Corp. For more details on the positions held by State Street Corp (or by any of the other funds holding TIPX), click the fund name in the "Holder" column of the funds-holding-TIPX table below.

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 LLC743,711$13,863 03/31/2024
     TIPX743,711$13,863 03/31/2024
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 LLC88,341$1,647 03/31/2024
     TIPX88,341$1,647 03/31/2024
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
McNamara Financial Services Inc.49,475$922 03/31/2024
     TIPX49,475$922 03/31/2024
Tidemark LLC48,952$910 12/31/2023
     TIPX48,952$910 12/31/2023
Capital Wealth Management LLC46,165$861 03/31/2024
     TIPX46,165$861 03/31/2024
Belpointe Asset Management LLC44,782$832 12/31/2023
     TIPX44,782$832 12/31/2023
Cetera Advisors LLC44,181$821 12/31/2023
     TIPX44,181$821 12/31/2023
Global Retirement Partners LLC41,180$768 03/31/2024
     TIPX41,180$768 03/31/2024
Cerity Partners LLC40,352$750 12/31/2023
     TIPX40,352$750 12/31/2023
Raymond James Financial Services Advisors Inc.39,908$744 03/31/2024
     TIPX39,908$744 03/31/2024
Valmark Advisers Inc.37,295$693 12/31/2023
     TIPX37,295$693 12/31/2023
Western Wealth Management LLC34,380$639 12/31/2023
     TIPX34,380$639 12/31/2023
Atria Wealth Solutions Inc.34,131$634 12/31/2023
     TIPX34,131$634 12/31/2023
Strategic Financial Concepts LLC33,712$628 03/31/2024
     TIPX33,712$628 03/31/2024
FSB Premier Wealth Management Inc.31,894$593 12/31/2023
     TIPX31,894$593 12/31/2023
Aveo Capital Partners LLC30,807$573 12/31/2023
     TIPX30,807$573 12/31/2023
Traction Financial Partners LLC29,200$543 12/31/2023
     TIPX29,200$543 12/31/2023
Truist Financial Corp27,986$520 12/31/2023
     TIPX27,986$520 12/31/2023
Simplicity Wealth LLC27,758$517 03/31/2024
     TIPX27,758$517 03/31/2024
The PNC Financial Services Group Inc.27,567$512 12/31/2023
     TIPX27,567$512 12/31/2023
Argent Trust Co25,873$481 12/31/2023
     TIPX25,873$481 12/31/2023
Significant Wealth Partners LLC25,737$478 12/31/2023
     TIPX25,737$478 12/31/2023
Harbour Investments Inc.25,520$474 12/31/2023
     TIPX25,520$474 12/31/2023
Regency Capital Management Inc. DE25,415$472 12/31/2023
     TIPX25,415$472 12/31/2023
Financial Advocates Investment Management24,176$449 12/31/2023
     TIPX24,176$449 12/31/2023
Pallas Capital Advisors LLC23,944$446 03/31/2024
     TIPX23,944$446 03/31/2024
Redwood Financial Network Corp23,121$430 12/31/2023
     TIPX23,121$430 12/31/2023
17 Capital Partners LLC22,211$414 03/31/2024
     TIPX22,211$414 03/31/2024
Capital Wealth Alliance LLC21,980$409 12/31/2023
     TIPX21,980$409 12/31/2023
RFG Advisory LLC21,767$406 03/31/2024
     TIPX21,767$406 03/31/2024
Change Path LLC21,839$406 12/31/2023
     TIPX21,839$406 12/31/2023
Balboa Wealth Partners20,485$381 12/31/2023
     TIPX20,485$381 12/31/2023
Richardson Financial Services Inc.18,660$347 12/31/2023
     TIPX18,660$347 12/31/2023
Walkner Condon Financial Advisors LLC18,198$339 03/31/2024
     TIPX18,198$339 03/31/2024
Stifel Financial Corp17,912$333 12/31/2023
     TIPX17,912$333 12/31/2023
Kestra Advisory Services LLC16,841$313 12/31/2023
     TIPX16,841$313 12/31/2023
Blodgett Wealth Advisors LLC16,210$302 03/31/2024
     TIPX16,210$302 03/31/2024
Integrated Wealth Concepts LLC15,281$284 12/31/2023
     TIPX15,281$284 12/31/2023
Brookstone Capital Management15,167$283 03/31/2024
     TIPX15,167$283 03/31/2024
Austin Private Wealth LLC14,900$275 03/31/2024
     TIPX14,900$275 03/31/2024
CWM LLC14,707$274 03/31/2024
     TIPX14,707$274 03/31/2024
GWM Advisors LLC14,565$271 12/31/2023
     TIPX14,565$271 12/31/2023
Good Life Advisors LLC14,503$270 12/31/2023
     TIPX14,503$270 12/31/2023
Canandaigua National Bank & Trust Co.13,950$260 03/31/2024
     TIPX13,950$260 03/31/2024
Keystone Financial Group13,919$259 12/31/2023
     TIPX13,919$259 12/31/2023
Bank of New York Mellon Corp13,535$252 03/31/2024
     TIPX13,535$252 03/31/2024
USAdvisors Wealth Management LLC13,598$252 12/31/2023
     TIPX13,598$252 12/31/2023
West Wealth Group LLC13,554$252 12/31/2023
     TIPX13,554$252 12/31/2023
Merit Financial Group LLC13,276$247 12/31/2023
     TIPX13,276$247 12/31/2023
Wealth Enhancement Advisory Services LLC13,188$246 03/31/2024
     TIPX13,188$246 03/31/2024
Main Street Group LTD12,574$234 12/31/2023
     TIPX12,574$234 12/31/2023
Wells Fargo & Company MN12,364$230 12/31/2023
     TIPX12,364$230 12/31/2023
Revisor Wealth Management LLC12,110$225 03/31/2024
     TIPX12,110$225 03/31/2024
L.M. Kohn & Company11,715$218 03/31/2024
     TIPX11,715$218 03/31/2024
Mariner LLC11,735$218 12/31/2023
     TIPX11,735$218 12/31/2023
Commonwealth Equity Services LLC11,514$215 03/31/2024
     TIPX11,514$215 03/31/2024
Cedar Brook Financial Partners LLC11,254$210 03/31/2024
     TIPX11,254$210 03/31/2024
Addison Capital Co11,304$210 12/31/2023
     TIPX11,304$210 12/31/2023
Sigma Planning Corp10,429$194 12/31/2023
     TIPX10,429$194 12/31/2023
MKT Advisors LLC10,078$185 03/31/2024
     TIPX10,078$185 03/31/2024
VisionPoint Advisory Group LLC9,400$175 12/31/2023
     TIPX9,400$175 12/31/2023
Qube Research & Technologies Ltd8,692$162 12/31/2023
     TIPX8,692$162 12/31/2023
Paladin Advisory Group LLC8,484$158 12/31/2023
     TIPX8,484$158 12/31/2023
Citigroup Inc.7,604$141 12/31/2023
     TIPX7,604$141 12/31/2023
Private Trust Co. NA5,504$103 03/31/2024
     TIPX5,504$103 03/31/2024
Allworth Financial LP4,257$79 03/31/2024
     TIPX4,257$79 03/31/2024
Coastal Investment Advisors Inc.3,759$70 03/31/2024
     TIPX3,759$70 03/31/2024
Richard W. Paul & Associates LLC3,606$67 12/31/2023
     TIPX3,606$67 12/31/2023
WASHINGTON TRUST Co3,563$66 03/31/2024
     TIPX3,563$66 03/31/2024
IFP Advisors Inc3,384$63 12/31/2023
     TIPX3,384$63 12/31/2023
Capital Analysts LLC3,330$62 12/31/2023
     TIPX3,330$62 12/31/2023
Castleview Partners LLC3,190$59 12/31/2023
     TIPX3,190$59 12/31/2023
Steward Partners Investment Advisory LLC2,843$53 12/31/2023
     TIPX2,843$53 12/31/2023
Running Point Capital Advisors LLC2,377$44 12/31/2023
     TIPX2,377$44 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC2,142$38 12/31/2023
     TIPX2,142$38 12/31/2023
Colonial Trust Co SC2,000$37 12/31/2023
     TIPX2,000$37 12/31/2023
Parallel Advisors LLC1,644$31 12/31/2023
     TIPX1,644$31 12/31/2023
Simplex Trading LLC1,436$26 03/31/2024
     TIPX1,436$26 03/31/2024
FMR LLC1,294$24 12/31/2023
     TIPX1,294$24 12/31/2023
TD Waterhouse Canada Inc.1,302$24 12/31/2023
     TIPX1,302$24 12/31/2023
Advisory Services Network LLC1,216$23 12/31/2023
     TIPX1,216$23 12/31/2023
Turtle Creek Wealth Advisors LLC1,160$22 12/31/2023
     TIPX1,160$22 12/31/2023
AdvisorNet Financial Inc1,090$20 03/31/2024
     TIPX1,090$20 03/31/2024
North Star Investment Management Corp.818$15 12/31/2023
     TIPX818$15 12/31/2023
Game Plan Financial Advisors LLC750$14 03/31/2024
     TIPX750$14 03/31/2024
Creative Financial Designs Inc. ADV581$11 12/31/2023
     TIPX581$11 12/31/2023
NBC Securities Inc.380$7 03/31/2024
     TIPX380$7 03/31/2024
Comerica Bank383$7 12/31/2023
     TIPX383$7 12/31/2023
Larson Financial Group LLC376$7 12/31/2023
     TIPX376$7 12/31/2023
Tompkins Financial Corp320$6 03/31/2024
     TIPX320$6 03/31/2024
Keener Financial Planning LLC283$5 12/31/2023
     TIPX283$5 12/31/2023
Smartleaf Asset Management LLC290$5 12/31/2023
     TIPX290$5 12/31/2023
ORG Partners LLC218$4 12/31/2023
     TIPX218$4 12/31/2023
Hobbs Group Advisors LLC240$4 12/31/2023
     TIPX240$4 12/31/2023
NBT Bank N A NY177$3 03/31/2024
     TIPX177$3 03/31/2024
Principal Securities Inc.172$3 12/31/2023
     TIPX172$3 12/31/2023
Blair William & Co. IL95$2 12/31/2023
     TIPX95$2 12/31/2023
Gradient Investments LLC30$1 03/31/2024
     TIPX30$1 03/31/2024
Proequities Inc.0$0 12/31/2023
     TIPX0$0 12/31/2023
BNP Paribas Arbitrage SA20$0 12/31/2023
     TIPX20$0 12/31/2023
Covestor Ltd13$0 12/31/2023
     TIPX13$0 12/31/2023
Frazier Financial Advisors LLC16$0 12/31/2023
     TIPX16$0 12/31/2023
Jane Street Group LLC115,727$-187,123 12/31/2023
     Put20,436,500$1,541,128 12/31/2023
     Call16,650,500$1,351,854 12/31/2023
     TIPX115,727$2,151 12/31/2023

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

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