TIPTREE INC. - TIPT

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 2,169,681 38,880 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,231,681 37,916 0.01% 0.01% 2 +19,557 0.88% Q3 2026 Nov 04, 2026
Veradace Capital Management LLC History No change 1,302,962 23,349 17.63% 17.63% 3 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 996,615 17,859 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 653,998 11,722 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 557,270 9,986 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 22, 2026
GABELLI FUNDS LLC History No change 537,471 9,631 0.06% 0.06% 7 0 0.0% Q2 2026 Aug 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 511,881 9,172 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 509,124 9,123 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 11, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 485,373 8,697 0.15% 0.15% 10 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 422,386 7,569 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 13, 2026
HEARTLAND ADVISORS INC History No change 400,000 7,168 0.32% 0.32% 12 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 364,204 6,526 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
TCW GROUP INC History No change 294,183 5,271 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 03, 2026
Qube Research & Technologies Ltd History No change 286,039 5,125 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 256,105 4,563 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 234,327 4,199 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 234,081 4,194 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 218,157 3,909 0.07% 0.07% 19 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 206,106 3,693 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 194,435 3,484 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 190,070 3,406 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 187,703 3,363 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
Steamboat Capital Partners, LLC History No change 185,259 3,319 0.71% 0.71% 24 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 177,810 3,186 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 172,600 3,092 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 155,310 2,783 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 136,909 2,453 0.02% 0.02% 28 0 0.0% Q2 2026 Aug 10, 2026
NORGES BANK History No change 131,300 2,352 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 12, 2026
Empowered Funds, LLC History No change 128,157 2,296 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 121,281 2,173 0.0% 0.0% 31 0 0.0% Q2 2026 Sep 02, 2026
HRT FINANCIAL LP History No change 113,809 2,039 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 113,386 2,031 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 110,658 1,982 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 105,500 1,890 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 103,019 1,846 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 06, 2026
Sparta 24 Ltd. History New 108,344 1,840 2.03% — 37 +108,344 New Q3 2026 Nov 04, 2026
Squarepoint Ops LLC History No change 74,053 1,327 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
Diametric Capital, LP History No change 71,313 1,277 0.13% 0.13% 39 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 60,717 1,088 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 06, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 59,033 1,057 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 60,231 1,023 0.0% 0.0% 42 +19,396 47.5% Q3 2026 Nov 02, 2026
RAFFLES ASSOCIATES LP History No change 55,801 999 0.9% 0.9% 43 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 52,092 933 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 47,634 853 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 45,523 815 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 11, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 44,429 796 0.06% 0.06% 47 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 42,832 767 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 14, 2026
GAMCO INVESTORS, INC. ET AL History No change 39,625 710 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 12, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 38,425 688 0.09% 0.09% 50 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History No change 38,412 688 0.01% 0.01% 51 0 0.0% Q2 2026 Jul 15, 2026
Quantinno Capital Management LP History No change 36,897 661 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 36,594 655 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Steadtrust LLC History No change 36,274 650 0.33% 0.33% 54 0 0.0% Q2 2026 Jul 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 34,897 625 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 19, 2026
Point72 Asset Management, L.P. History No change 34,882 625 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
CenterBook Partners LP History Reduced 36,632 622 0.03% 0.05% 57 -16,549 -31.12% Q3 2026 Nov 02, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 33,655 603 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 24, 2026
MARSHALL WACE, LLP History No change 33,208 595 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 32,953 590 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 07, 2026
IEQ CAPITAL, LLC History No change 31,429 563 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 11, 2026
Bleakley Financial Group, LLC History No change 30,593 548 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 05, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 30,270 542 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 13, 2026
MANGROVE PARTNERS IM, LLC History No change 30,199 541 0.04% 0.04% 64 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 31,850 538 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 29,920 536 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 29,406 526 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Numerai GP LLC History No change 28,828 516 0.04% 0.04% 68 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 27,538 493 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 26,044 466 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
WINTON GROUP Ltd History No change 22,927 410 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 07, 2026
DEUTSCHE BANK AG\ History No change 21,892 392 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 07, 2026
Mariner, LLC History No change 21,926 392 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 21,000 376 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History No change 20,553 368 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 19,910 356 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 19,496 350 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 18,058 323 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 17,082 296 0.0% 0.0% 79 +5,290 44.86% Q3 2026 Oct 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 16,207 290 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 13,772 246 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 13,638 244 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 13,414 240 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
Virtu Financial LLC History No change 12,404 222 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History Reduced 12,999 220 0.0% 0.0% 85 -807 -5.85% Q3 2026 Nov 04, 2026
Fortis Capital Management LLC History No change 12,023 215 0.02% 0.02% 86 0 0.0% Q2 2026 Aug 12, 2026
Aquatic Capital Management LLC History No change 11,240 201 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History No change 11,164 200 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 10,832 194 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 10,637 190 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 10,018 179 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 9,344 167 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 7,315 131 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 29, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,000 125 0.0% 0.0% 94 0 0.0% Q2 2026 Jul 23, 2026
GROUP ONE TRADING LLC History No change 6,000 107 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 5,399 96 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 11, 2026
KLP KAPITALFORVALTNING AS History No change 4,800 86 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 4,323 77 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History Reduced 4,253 72 0.0% 0.0% 99 -1,849 -30.3% Q3 2026 Oct 15, 2026
Tower Research Capital LLC (TRC) History No change 3,737 66 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 3,073 55 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Added to 2,882 48 0.0% 0.0% 102 +2,045 244.32% Q3 2026 Nov 04, 2026
Persistent Asset Partners Ltd History No change 2,717 48 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Investment Partners, Inc. History No change 2,311 41 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,235 37 0.0% 0.0% 105 +1,665 292.11% Q3 2026 Oct 20, 2026
Quantbot Technologies LP History No change 1,869 33 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 1,370 24 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 1,182 21 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 1,064 19 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 1,003 17 0.0% 0.0% 110 +161 19.12% Q3 2026 Oct 22, 2026
Allworth Financial LP History No change 903 16 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 11, 2026
GAMMA Investing LLC History Added to 869 14 0.0% 0.0% 112 +716 467.97% Q3 2026 Oct 08, 2026
OSAIC HOLDINGS, INC. History No change 672 12 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History New 559 9 0.0% — 114 +559 New Q3 2026 Oct 14, 2026
IFP Advisors, Inc History Added to 515 8 0.0% 0.0% 115 +3 0.59% Q3 2026 Oct 16, 2026
Pinnacle Wealth Planning Services, Inc. History New 437 7 0.0% — 117 +437 New Q3 2026 Oct 27, 2026
Sterling Capital Management LLC History Reduced 455 7 0.0% 0.0% 116 -21 -4.41% Q3 2026 Oct 22, 2026
Essential Partners LLC History Added to 378 6 0.0% 0.0% 118 +24 6.78% Q3 2026 Oct 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 300 5 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 07, 2026
EverSource Wealth Advisors, LLC History No change 323 5 0.0% 0.0% 120 0 0.0% Q2 2026 Jul 24, 2026
SJS Investment Consulting Inc. History Added to 247 4 0.0% — 122 +236 2145.45% Q3 2026 Oct 26, 2026
ROTHSCHILD INVESTMENT LLC History No change 243 4 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 06, 2026
Farther Finance Advisors, LLC History Added to 197 3 0.0% 0.0% 124 +45 29.61% Q3 2026 Oct 08, 2026
Optiver Holding B.V. History No change 179 3 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
Rialto Wealth Management, LLC History No change 220 3 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 11, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 173 2 0.0% — 126 +173 New Q3 2026 Oct 16, 2026
Root Financial Partners, LLC History New 74 1 0.0% — 131 +74 New Q3 2026 Oct 21, 2026
Parkside Financial Bank & Trust History Added to 95 1 0.0% — 129 +60 171.43% Q3 2026 Oct 27, 2026
US BANCORP \DE\ History No change 109 1 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 67 1 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 75 1 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.02% — -66,064 -100.0% Q3 2026 Oct 16, 2026
Parallel Advisors, LLC History Closed out 0 0 — 0.0% — -72 -100.0% Q3 2026 Nov 03, 2026
SIGNATUREFD, LLC History New 55 0 — — — +55 New Q3 2026 Oct 23, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — — — -30 -100.0% Q3 2026 Oct 16, 2026
Caitong International Asset Management Co., Ltd History Added to 42 0 — — — +29 223.08% Q3 2026 Oct 29, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -26 -100.0% Q3 2026 Oct 07, 2026
True Wealth Design, LLC History Reduced 46 0 — 0.0% — -25 -35.21% Q3 2026 Oct 13, 2026
Ascentis Wealth Management, LLC History New 23 0 — — — +23 New Q3 2026 Nov 03, 2026
Covestor Ltd History Reduced 7 0 — — — -6 -46.15% Q3 2026 Oct 30, 2026
Hughes Financial Services, LLC History Reduced 2 0 — — — -1 -33.33% Q3 2026 Oct 30, 2026
Clearstead Advisors, LLC History No change 27 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
MassMutual Private Wealth & Trust, FSB History No change 26 0 — — — 0 0.0% Q3 2026 Oct 05, 2026
FINANCIAL CONSULATE, INC History No change 20 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
Bogart Wealth, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
SBI Securities Co., Ltd. History No change 4 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
Smartleaf Asset Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
JPL Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 7 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 52 0 — — — 0 0.0% Q2 2026 Aug 13, 2026