Filing Research | TIPT - TIPTREE INC Institutional Holdings

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	66.1KSH	$1.2M
2	Prospera Financial Services Inc	Shares	38.4KSH	$688.3K
3	Steadtrust LLC	Shares	36.3KSH	$650.0K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.8KSH	$216.5K
5	Police & Firemen's Retirement System of New Jersey	Shares	7.0KSH	$125.4K
6	IFP Advisors, Inc	Shares	512SH	$9.2K
7	EverSource Wealth Advisors, LLC	Shares	323SH	$5.8K
8	GAMMA Investing LLC	Shares	153SH	$2.7K
9	Farther Finance Advisors, LLC	Shares	152SH	$2.7K
10	True Wealth Design, LLC	Shares	71SH	$1.3K
11	MassMutual Private Wealth & Trust, FSB	Shares	26SH	$466
12	Wealth Enhancement Trust Services, Inc.	Shares	26SH	$466
13	FINANCIAL CONSULATE, INC	Shares	20SH	$359
14	Bogart Wealth, LLC	Shares	14SH	$251
15	SJS Investment Consulting Inc.	Shares	11SH	$198
16	State of Alaska, Department of Revenue	Shares	6.1KSH	$109
17	SBI Securities Co., Ltd.	Shares	4SH	$72
18	Hughes Financial Services, LLC	Shares	3SH	$54

Manager changes2026-06-30 vs 2026-03-31

20 / 20 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+11.8K	+$216.5K	$216.5K
2	Y-Intercept (Hong Kong) Ltd added	Shares	+3.2K	+$120.2K	$1.2M
3	Prospera Financial Services Inc unchanged	Shares	0	+$38.4K	$688.3K
4	Steadtrust LLC unchanged	Shares	0	+$36.3K	$650.0K
5	IFP Advisors, Inc added	Shares	+505	+$9.1K	$9.2K
6	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$7.0K	$125.4K
7	EverSource Wealth Advisors, LLC added	Shares	+116	+$2.3K	$5.8K
8	True Wealth Design, LLC added	Shares	+61	+$1.1K	$1.3K
9	GAMMA Investing LLC added	Shares	+49	+$982	$2.7K
10	Wealth Enhancement Trust Services, Inc. new	Shares	+26	+$466	$466
11	FINANCIAL CONSULATE, INC new	Shares	+20	+$359	$359
12	Farther Finance Advisors, LLC added	Shares	+2	+$227	$2.7K
13	Hughes Financial Services, LLC new	Shares	+3	+$54	$54
14	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$26	$466
15	Bogart Wealth, LLC unchanged	Shares	0	+$14	$251
16	State of Alaska, Department of Revenue unchanged	Shares	0	+$7	$109
17	SBI Securities Co., Ltd. unchanged	Shares	0	+$4	$72
18	SJS Investment Consulting Inc. trimmed	Shares	-5	-$73	$198
19	LRI Investments, LLC exited	Shares	-190	-$3.2K	$0
20	Counterpoint Mutual Funds LLC exited	Shares	-17.7K	-$299.7K	$0