Tiptree Inc.
TIPT· Nasdaq
TIPTTiptree Inc.
Who holds Tiptree Inc., from the managers’ Form 13F reports for the quarter ended Jun 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 570 | +2,614.3% | $10.2K | 0% | Aug 10, 2026 |
| IFP Advisors, Inc | 512 | +7,214.3% | $9.2K | 0.1% | Jul 20, 2026 |
| Sterling Capital Management LLC | 476 | −20.7% | $8.5K | 0.1% | Jul 28, 2026 |
| Simplex Trading, LLC | 437 | New | $7.8K | 0% | Aug 12, 2026 |
| Essential Partners LLC | 354 | +183.2% | $6.3K | 0.1% | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | 323 | +56.0% | $5.8K | 0.1% | Jul 24, 2026 |
| PNC Financial Services Group, Inc. | 300 | +78.6% | $5.4K | 0% | Aug 7, 2026 |
| Rothschild Investment LLC | 243 | +182.6% | $4.4K | 0.1% | Aug 6, 2026 |
| Rialto Wealth Management, LLC | 220 | ±0% | $3.9K | 0.1% | Aug 11, 2026 |
| Optiver Holding B.V. | 179 | −4.3% | $3.2K | 0% | Aug 12, 2026 |
| GAMMA Investing LLC | 153 | +47.1% | $2.7K | 0.1% | Jul 7, 2026 |
| Farther Finance Advisors, LLC | 152 | +1.3% | $2.7K | 0% | Jul 17, 2026 |
| HRT Financial LP | 113.8K | +38.5% | $2K | 0.1% | Aug 14, 2026 |
| US Bancorp | 109 | +319.2% | $2K | 0% | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | 75 | +66.7% | $1.3K | 0.1% | Aug 14, 2026 |
| Parallel Advisors, LLC | 72 | New | $1.3K | 0% | Aug 5, 2026 |
| True Wealth Design, LLC | 71 | +610.0% | $1.3K | 0.1% | Jul 16, 2026 |
| Jones Financial Companies LLLP | 67 | New | $1.2K | 0% | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | 52 | New | $932 | 0.1% | Aug 13, 2026 |
| Parkside Financial Bank & Trust | 35 | ±0% | $628 | 0% | Sep 4, 2026 |
| Cornerstone Planning Group LLC | 30 | New | $536 | 0.1% | Jul 29, 2026 |
| Clearstead Advisors, LLC | 27 | New | $485 | 0% | Aug 6, 2026 |
| MassMutual Private Wealth & Trust, FSB | 26 | ±0% | $466 | 0% | Jul 2, 2026 |
| Wealth Enhancement Trust Services, Inc. | 26 | New | $466 | 0.1% | Jul 22, 2026 |
| Financial Consulate, Inc | 20 | New | $359 | 0% | Jul 23, 2026 |
| Price T Rowe Associates Inc | 19.5K | +3.3% | $350 | 0% | Aug 14, 2026 |
| Bogart Wealth, LLC | 14 | ±0% | $251 | 0% | Jul 24, 2026 |
| Caitong International Asset Management Co., Ltd | 13 | New | $233 | 0% | Aug 5, 2026 |
| Virtu Financial LLC | 12.4K | New | $222 | 0.1% | Aug 13, 2026 |
| GSA Capital Partners LLP | 11.2K | −44.6% | $200 | 0.1% | Aug 6, 2026 |
| SJS Investment Consulting Inc. | 11 | −31.3% | $198 | 0% | Jul 22, 2026 |
| Keating Financial Advisory Services, Inc. | 7 | ±0% | $125 | 0% | Aug 11, 2026 |
| State of Alaska, Department of Revenue | 6.1K | ±0% | $109 | 0.1% | Jul 20, 2026 |
| SBI Securities Co., Ltd. | 4 | ±0% | $72 | 0% | Jul 23, 2026 |
| Hughes Financial Services, LLC | 3 | New | $54 | 0% | Jul 20, 2026 |
| JPL Wealth Management, LLC | 2 | New | $36 | 0% | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | 1.2K | ±0% | $21 | 0% | Aug 13, 2026 |
| Smartleaf Asset Management LLC | 1 | ±0% | $18 | 0% | Aug 12, 2026 |
| Harbor Capital Advisors, Inc. | 842 | +49.0% | $15 | 0.1% | Aug 7, 2026 |
| Covestor Ltd | 13 | −79.0% | $0 | 0% | Aug 7, 2026 |
