TIPTREE INC. (TIPT) — Institutional Holders, Q2 2026 (page 2)
141 institutional investment managers reported a TIPT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $300.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 141. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TIPT 13F holders ranked 101–141 of 141
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | ROYAL BANK OF CANADA#101 · 1,370 sh | 1,370 | $24.0K | 0.00% | +194.6% |
| 102 | GREAT WEST LIFE ASSURANCE#102 · 1,182 sh | 1,182 | $21.0K | 0.00% | 0.0% |
| 103 | Steward Partners Investment Advisory#103 · 1,064 sh | 1,064 | $19.1K | <0.01% | 0.0% |
| 104 | Allworth Financial#104 · 903 sh | 903 | $16.2K | <0.01% | +594.6% |
| 105 | Integrated Wealth Concepts#105 · 841 sh | 841 | $15.1K | <0.01% | New |
| 106 | HARBOR CAPITAL ADVISORS#106 · 842 sh | 842 | $15.0K | — | +49.0% |
| 107 | OSAIC#107 · 672 sh | 672 | $12.0K | 0.00% | -11.7% |
| 108 | NISA INVESTMENT ADVISORS#108 · 570 sh | 570 | $10.2K | — | +2614.3% |
| 109 | IFP Advisors#109 · 512 sh | 512 | $9.2K | — | +7214.3% |
| 110 | Sterling Capital Management#110 · 476 sh | 476 | $8.5K | — | -20.7% |
| 111 | SIMPLEX TRADING#111 · 437 sh | 437 | $7.8K | 0.00% | New |
| 112 | Essential Partners#112 · 354 sh | 354 | $6.3K | — | +183.2% |
| 113 | EverSource Wealth Advisors#113 · 323 sh | 323 | $5.8K | <0.01% | -19.7% |
| 114 | PNC FINANCIAL SERVICES GROUP#114 · 300 sh | 300 | $5.4K | 0.00% | +78.6% |
| 115 | ROTHSCHILD INVESTMENT#115 · 243 sh | 243 | $4.4K | <0.01% | +182.6% |
| 116 | Rialto Wealth Management#116 · 220 sh | 220 | $3.9K | <0.01% | 0.0% |
| 117 | Optiver Holding B.V.#117 · 179 sh | 179 | $3.2K | 0.00% | -4.3% |
| 118 | GAMMA Investing#118 · 153 sh | 153 | $2.7K | — | +47.1% |
| 119 | Farther Finance Advisors#119 · 152 sh | 152 | $2.7K | — | +1.3% |
| 120 | US BANCORP \DE\#120 · 109 sh | 109 | $2.0K | 0.00% | +319.2% |
| 121 | Basecamp Wealth Advisors#121 · 75 sh | 75 | $1.3K | <0.01% | +66.7% |
| 122 | Parallel Advisors#122 · 72 sh | 72 | $1.3K | 0.00% | New |
| 123 | True Wealth Design#123 · 71 sh | 71 | $1.3K | — | +610.0% |
| 124 | Parkside Financial Bank#124 · 70 sh | 70 | $1.3K | — | +100.0% |
| 125 | JONES FINANCIAL COMPANIES LLLP#125 · 67 sh | 67 | $1.2K | 0.00% | New |
| 126 | Silver Grove Financial Group#126 · 52 sh | 52 | $932.00 | <0.01% | New |
| 127 | Cornerstone Planning Group#127 · 30 sh | 30 | $536.00 | — | New |
| 128 | Clearstead Advisors#128 · 27 sh | 27 | $485.00 | 0.00% | New |
| 129 | MassMutual Private Wealth & , FSB#129 · 26 sh | 26 | $466.00 | — | 0.0% |
| 130 | Wealth Enhancement Services#130 · 26 sh | 26 | $466.00 | — | New |
| 131 | FINANCIAL CONSULATE#131 · 20 sh | 20 | $359.00 | — | New |
| 132 | Bogart Wealth#132 · 14 sh | 14 | $251.00 | 0.00% | 0.0% |
| 133 | Caitong International Asset Management , Ltd#133 · 13 sh | 13 | $233.00 | 0.00% | New |
| 134 | SJS Investment Consulting#134 · 11 sh | 11 | $198.00 | — | -31.2% |
| 135 | Keating Financial Advisory Services#135 · 7 sh | 7 | $125.00 | 0.00% | 0.0% |
| 136 | SBI Securities , Ltd.#136 · 4 sh | 4 | $72.00 | — | 0.0% |
| 137 | Hughes Financial Services#137 · 3 sh | 3 | $54.00 | 0.00% | New |
| 138 | JPL Wealth Management#138 · 2 sh | 2 | $36.00 | 0.00% | New |
| 139 | Smartleaf Asset Management#139 · 1 sh | 1 | $18.00 | 0.00% | 0.0% |
| 140 | Covestor Ltd#140 · 13 sh | 13 | $0.00 | 0.00% | -79.0% |
| 141 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#141 · 33,655 sh | 33,655 | — | — | +54.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.