| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | $1.0B | 53.1M | ▼−4.6% Reduced · −2.6M sh | Q1 2026 | |
| 2 | UBS Group AG | $279.1M | 14.5M | ▲97× Added · +14.4M sh | Q1 2026 | |
| 3 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $65.5M | 3.4M | ▲12× Added · +3.1M sh | Q1 2026 | |
| 4 | LPL Financial LLC | $53.4M | 2.8M | ▲+8.4% Added · +216K sh | Q1 2026 | |
| 5 | ST GERMAIN D J CO INC | $30.5M | 1.6M | ▲+8.4% Added · +123K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $18.9M | 987K | ▲+335% Added · +760K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $17.5M | 914K | ▲+26% Added · +186K sh | Q1 2026 | |
| 8 | Envestnet Portfolio Solutions, Inc. | $16.1M | 853K | ▲+11% Added · +87K sh | Q2 2026 | |
| 9 | Security National Bank | $12.3M | 650K | ▲+0.2% Added · +2K sh | Q2 2026 | |
| 10 | MORGAN STANLEY | $6.9M | 359K | ▲+198% Added · +238K sh | Q1 2026 | |
| 11 | Aspire Private Capital, LLC | $6.5M | 344K | ▲+6.7% Added · +22K sh | Q2 2026 | |
| 12 | ASSETMARK, INC | $6.3M | 328K | ▼−1.1% Reduced · −4K sh | Q1 2026 | |
| 13 | Alesco Advisors, LLC, An ESL Co | $5.7M | 298K | ▼−5.3% Reduced · −17K sh | Q1 2026 | |
| 14 | Cerity Partners LLC | $5.1M | 267K | ▲New +267K sh | Q1 2026 | |
| 15 | McIlrath & Eck, LLC | $4.6M | 240K | ▲New +240K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $3.3M | 174K | ▲+1.3% Added · +2K sh | Q1 2026 | |
| 17 | STIFEL FINANCIAL CORP | $3.2M | 168K | ▲+6.8% Added · +11K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $3.2M | 166K | ▲+9.0% Added · +14K sh | Q1 2026 | |
| 19 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $3.1M | 163K | ▲+35% Added · +42K sh | Q1 2026 | |
| 20 | Sonoma Allocations LLC | $2.7M | 144K | ▼−28% Reduced · −57K sh | Q2 2026 | |
| 21 | Rockefeller Capital Management L.P. | $2.7M | 142K | ▲+7.6% Added · +10K sh | Q1 2026 | |
| 22 | Mutual Advisors, LLC | $2.6M | 138K | ▲+0.7% Added · +893 sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | $2.3M | 119K | ▲+2.8% Added · +3K sh | Q1 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $2.1M | 109K | ▲+19% Added · +18K sh | Q1 2026 | |
| 25 | Equitable Holdings, Inc. | $1.4M | 74K | ▲+22% Added · +13K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 43 funds | $9.9B |
| ISHARES CORE S&P 500 ETFIVV | 43 funds | $9.8B |
| VANGUARD S&P 500 ETFVOO | 43 funds | $8.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 43 funds | $7.3B |
| ALPHABET INC-CL AGOOGL | 43 funds | $6.4B |
| BROADCOM INCAVGO | 43 funds | $4.4B |
| ALPHABET INC-CL CGOOG | 43 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $4.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 43 funds | $3.5B |
| VANGUARD VALUE ETFVTV | 43 funds | $3.5B |
| ISHARES CORE MSCI EMERGINGIEMG | 43 funds | $3.3B |
| ISHARES CORE MSCI EAFE ETFIEFA | 43 funds | $3.1B |
Ranked by how many of TIPX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TIPX/capital-change-brief"
Use Arkolith's capital_change_brief for TIPX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for TIPX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.