Fund shareholders of Tiptree Inc
ISIN US88822Q1031 · United States · LEI 254900EH52HA4YXENT37
- Fund shareholders
- 154
- Of which ETFs
- 38 116 other funds
- Value held
- 122.6M $
- Share of capital
- 18.4 % of 37.2M shares on Jul 24, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 706,440 | 12.7M $ | 0.00 % | 1.90 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 684,827 | 12.3M $ | 0.01 % | 1.84 % | as of Jun 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 448,286 | 8M $ | 0.01 % | 1.20 % | as of Jun 30, 2026 ↗ |
| Heartland Value Fund HEARTLAND GROUP INC. | 400,000 | 7.2M $ | 0.61 % | 1.07 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 382,659 | 6.8M $ | 0.04 % | 1.03 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 266,564 | 4.7M $ | 0.02 % | 0.72 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 265,942 | 4.8M $ | 0.00 % | 0.71 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 265,694 | 4.7M $ | 0.03 % | 0.71 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 261,848 | 4.7M $ | 0.02 % | 0.70 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 255,782 | 4.5M $ | 0.01 % | 0.69 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 237,277 | 4.3M $ | 0.03 % | 0.64 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 215,405 | 3.8M $ | 0.05 % | 0.58 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 199,229 | 3.6M $ | 0.01 % | 0.53 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 123,944 | 2.3M $ | 0.01 % | 0.33 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 123,860 | 2.2M $ | 0.01 % | 0.33 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 120,883 | 2.2M $ | 0.01 % | 0.32 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 111,378 | 2M $ | 0.01 % | 0.30 % | as of May 31, 2026 ↗ |
| Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 105,580 | 1.9M $ | 3.80 % | 0.28 % | as of Jun 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 90,000 | 1.6M $ | 0.12 % | 0.24 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 85,239 | 1.5M $ | 0.00 % | 0.23 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 83,730 | 1.5M $ | 0.00 % | 0.22 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 78,816 | 1.4M $ | 0.09 % | 0.21 % | as of Jun 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 70,768 | 1.3M $ | 0.02 % | 0.19 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 63,187 | 1.1M $ | 0.00 % | 0.17 % | as of Jul 31, 2026 ↗ |
| Keeley Small Cap Fund Teton Westwood Funds | 60,000 | 1.1M $ | 0.73 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 57,665 | 1M $ | 0.01 % | 0.15 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 44,144 | 805.2K $ | 0.00 % | 0.12 % | as of May 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 43,680 | 782.7K $ | 0.00 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 40,231 | 720.9K $ | 0.01 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 39,862 | 727.1K $ | 0.03 % | 0.11 % | as of May 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 36,091 | 658.3K $ | 0.00 % | 0.10 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 35,562 | 648.7K $ | 0.00 % | 0.10 % | as of May 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 32,911 | 584.8K $ | 0.01 % | 0.09 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 32,795 | 587.7K $ | 0.03 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 32,667 | 585.4K $ | 0.03 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 31,121 | 553K $ | 0.01 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 29,862 | 530.6K $ | 0.00 % | 0.08 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 28,439 | 509.6K $ | 0.01 % | 0.08 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 27,945 | 509.7K $ | 0.00 % | 0.08 % | as of May 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 26,090 | 463.6K $ | 0.02 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 26,050 | 475.2K $ | 0.03 % | 0.07 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 25,988 | 474K $ | 0.00 % | 0.07 % | as of May 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 23,864 | 435.3K $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,783 | 333.8K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,356 | 326.2K $ | 0.04 % | 0.05 % | as of Jul 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 16,810 | 301.2K $ | 0.02 % | 0.05 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 16,546 | 296.5K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 16,156 | 294.7K $ | 0.89 % | 0.04 % | as of May 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 15,483 | 277.5K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 13,911 | 247.2K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Insurance ETF iShares Trust | 13,528 | 242.4K $ | 0.06 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 13,031 | 237.7K $ | 0.02 % | 0.03 % | as of May 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,630 | 224.4K $ | 0.04 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 12,436 | 221K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 12,394 | 222.1K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 12,063 | 216.2K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| The Gabelli Asset Fund Gabelli Asset Fund | 12,000 | 215K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 11,967 | 214.4K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 11,470 | 205.5K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 11,411 | 208.1K $ | 0.00 % | 0.03 % | as of May 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 11,255 | 200K $ | 0.01 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 9,652 | 171.5K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 9,091 | 165.8K $ | 0.01 % | 0.02 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 8,581 | 152.5K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 8,509 | 152.5K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 8,200 | 146.9K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 8,079 | 144.8K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 7,878 | 141.2K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 7,841 | 139.3K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 7,665 | 137.4K $ | 0.02 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 7,657 | 137.2K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 7,086 | 129.2K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 6,859 | 122.9K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 6,823 | 122.3K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 6,491 | 116.3K $ | 0.03 % | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,484 | 118.3K $ | 0.01 % | 0.02 % | as of May 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 6,151 | 109.3K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 5,901 | 105.7K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 5,568 | 98.9K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,339 | 94.9K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 5,309 | 95.1K $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 5,108 | 91.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 4,932 | 90K $ | 0.01 % | 0.01 % | as of May 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 4,864 | 87.2K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 4,589 | 82.2K $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 4,146 | 73.7K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 3,979 | 71.3K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 3,901 | 69.3K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 3,896 | 69.2K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 3,806 | 68.2K $ | 0.03 % | 0.01 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,705 | 66.4K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,599 | 64K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,563 | 63.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,515 | 63K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| TIFF MULTI-ASSET FUND TIFF Multi-Asset Fund | 3,436 | 61.6K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 3,431 | 61.5K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 3,216 | 57.6K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,955 | 53K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,949 | 52.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,925 | 52.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 3.80 % | as of Jun 30, 2026 ↗ |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 0.89 % | as of May 31, 2026 ↗ |
| Keeley Small Cap Fund Teton Westwood Funds | 0.73 % | as of Jun 30, 2026 ↗ |
| Heartland Value Fund HEARTLAND GROUP INC. | 0.61 % | as of Jun 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 0.15 % | as of Jul 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 0.12 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.09 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Insurance ETF iShares Trust | 0.06 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.05 % | as of Jul 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.04 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 154 | -19 | 6,848,320 | +1.7 % |
| 2026Q2 | 173 | -7 | 6,730,781 | -1.2 % |
| 2026Q1 | 180 | +7 | 6,813,449 | +0.1 % |
| 2025Q4 | 173 | +2 | 6,809,862 | -2.5 % |
| 2025Q3 | 171 | +2 | 6,986,125 | -2.7 % |
| 2025Q2 | 169 | +6 | 7,176,367 | -1.9 % |
| 2025Q1 | 163 | +2 | 7,312,460 | -0.2 % |
| 2024Q4 | 161 | +5 | 7,328,173 | +4.2 % |
| 2024Q3 | 156 | +5 | 7,035,209 | -2.4 % |
| 2024Q2 | 151 | +2 | 7,205,089 | -1.5 % |
| 2024Q1 | 149 | +3 | 7,314,069 | -1.1 % |
| 2023Q4 | 146 | 7,395,857 |
Institutional managers
134 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 2,149,373 | 36.4M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,036,413 | 34.5M $ | as of Mar 31, 2026 |
| Veradace Capital Management LLC | 1,843,792 | 31.2M $ | as of Mar 31, 2026 |
| Steamboat Capital Partners, LLC | 690,000 | 11.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 624,144 | 10.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 524,547 | 8.9M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 494,489 | 8.4M $ | as of Mar 31, 2026 |
| HEARTLAND ADVISORS INC | 400,000 | 6.8M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 381,118 | 6.4M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 323,381 | 5.5M $ | as of Mar 31, 2026 |
| GABELLI FUNDS LLC | 314,668 | 5.3M $ | as of Mar 31, 2026 |
| TCW GROUP INC | 294,183 | 5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 275,740 | 4.7M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 273,061 | 4.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 222,008 | 3.8M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 209,019 | 3.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 197,629 | 3.3M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 196,947 | 3.3M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 186,828 | 3.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 186,679 | 3.2M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 186,037 | 3.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 168,794 | 2.9M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 164,534 | 2.8M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 138,164 | 2.3M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 129,104 | 2.2M $ | as of Mar 31, 2026 |
Declared shareholders of Tiptree Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 5.00 % | 1,880,776 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Tiptree Inc". https://titelia.com/en/stocks/tiptree-inc-US88822Q1031