Among active 13F managers last quarter, 9 opened and 31 added, while 9 reduced; the largest holder to move was UBS AM, a distinct business unit of UBS Asset Management Americas LLC (12× the prior stake).
141 tracked 13F filers disclose a position in TIPX as of the latest SEC 13F filings, a combined $1.8B in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | State Street Corp | 59.2M | $1.1B | ▲+11% Added · +6.0M sh | Q2 2026 | |
| 2 | UBS Group AG | 14.5M | $279.1M | ▲97× Added · +14.4M sh | Q1 2026 | |
| 3 | UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 3.4M | $65.5M | ▲12× Added · +3.1M sh | Q1 2026 | |
| 4 | LPL Financial LLC | 2.8M | $53.4M | ▲+8.4% Added · +216K sh | Q1 2026 | |
| 5 | ST Germain D J Co Inc | 1.7M | $32.3M | ▲+7.5% Added · +120K sh | Q2 2026 | |
| 6 | Brio Consultants, LLC | 1.0M | $19.1M | ▲+2.5% Added · +24K sh | Q2 2026 | |
| 7 | Bank Of America Corp | 987K | $18.9M | ▲+335% Added · +760K sh | Q1 2026 | |
| 8 | Envestnet Asset Management Inc | 914K | $17.5M | ▲+26% Added · +186K sh | Q1 2026 | |
| 9 | Envestnet Portfolio Solutions, Inc. | 853K | $16.1M | ▲+11% Added · +87K sh | Q2 2026 | |
| 10 | Security National Bank | 650K | $12.3M | ▲+0.2% Added · +2K sh | Q2 2026 | |
| 11 | Stratos Wealth Partners, LTD. | 551K | $10.4M | ▲27× Added · +530K sh | Q2 2026 | |
| 12 | Treasure Coast Financial Planning | 538K | $10.2M | ▲+1.2% Added · +7K sh | Q2 2026 | |
| 13 | Morgan Stanley | 359K | $6.9M | ▲+198% Added · +238K sh | Q1 2026 | |
| 14 | Aspire Private Capital, LLC | 344K | $6.5M | ▲+6.7% Added · +22K sh | Q2 2026 | |
| 15 | AssetMark, Inc | 338K | $6.4M | ▲+3.0% Added · +10K sh | Q2 2026 | |
| 16 | Continuum Advisory, LLC | 315K | $6.0M | ▲+2.5% Added · +8K sh | Q2 2026 | |
| 17 | Alesco Advisors, LLC, An ESL Co | 298K | $5.7M | ▼−5.3% Reduced · −17K sh | Q1 2026 | |
| 18 | Cerity Partners LLC | 267K | $5.1M | ▲New +267K sh | Q1 2026 | |
| 19 | Pinnacle Wealth Planning Services, Inc. | 244K | $4.6M | ▲+4.3% Added · +10K sh | Q2 2026 | |
| 20 | McIlrath & Eck, LLC | 240K | $4.6M | ▲New +240K sh | Q1 2026 | |
| 21 | Sovran Advisors, LLC | 197K | $3.7M | ▼−0.2% Reduced · −359 sh | Q2 2026 | |
| 22 | NewEdge Advisors, LLC | 190K | $3.6M | ▲+9.0% Added · +16K sh | Q2 2026 | |
| 23 | Stifel Financial Corp | 168K | $3.2M | ▲+6.8% Added · +11K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | 166K | $3.2M | ▲+9.0% Added · +14K sh | Q1 2026 | |
| 25 | Foundations Investment Advisors, LLC | 163K | $3.1M | ▲+35% Added · +42K 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.
Last quarter, 9 funds opened a new position in TIPX and 31 added to an existing one, while 9 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 69 funds | $32.9B |
| Microsoft CorpMSFT | 69 funds | $27.2B |
| Nvidia CorpNVDA | 68 funds | $38.8B |
| Amazon.com IncAMZN | 68 funds | $18.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 68 funds | $2.6B |
| Alphabet Inc-CL CGOOG | 67 funds | $10.8B |
| Alphabet Inc-CL AGOOGL | 66 funds | $15.6B |
| Broadcom IncAVGO | 65 funds | $13.9B |
| Invesco QQQ Trust Series 1QQQ | 65 funds | $2.2B |
| Meta Platforms Inc-Class AMETA | 64 funds | $8.8B |
| JPMorgan Chase & CoJPM | 64 funds | $7.5B |
| Ishares Core S&P 500 ETFIVV | 63 funds | $6.4B |
Ranked by how many of TIPX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TIPX.
No filings captured for this ticker in the live stream yet.
Connected entities for TIPX
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 + the live filing stream, joined for TIPX. Filings are public domain, sourced to SEC EDGAR.