Security record · archived quarter
TIPZ
name pending profile ingest
19Tracked holders
0Δ holders
520.73KShares held
$27.27MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -2 | 472.31K | $24.71M | +1 | −3 |
| Q1 2026 | 17 | -2 | 475.76K | $25.28M | — | −2 |
| Q4 2025 | 19 | 0 | 520.73K | $27.27M | — | — |
| Q3 2025 | 5 | 0 | 107.91K | $5.80M | — | — |
| Q2 2025 | 2 | 0 | 8.63K | $459,634 | — | — |
| Q1 2025 | 1 | 0 | 75.49K | $4.07M | — | — |
| Q4 2024 | 1 | 0 | 47.40K | $2.46M | — | — |
| Q3 2024 | 1 | +1 | 34.28K | $1.85M | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 137.05K | — | $7.18M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 70.71K | — | $3.70M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 70.71K | — | $3.70M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 69.20K | — | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 69.20K | — | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 48.41K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 48.41K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 43.28K | -2.3% | $2.27M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 40.35K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 40.35K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 34.87K | +2.0% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 18.39K | 0.0% | $962,927 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 18.11K | — | $948,159 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 8.89K | — | $465,537 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 8.59K | — | $450,022 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 6.63K | -39.9% | $347,475 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mariner, LLC | 6.00K | — | $314,220 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 4.90K | — | $256,462 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 4.75K | — | $248,548 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 358 | — | $18,748 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 131 | — | $6,860 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Franklin Resources Inc | 126 | — | $6,599 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 1 | 0.0% | $52 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 36 holders, 725.14K shares, $37.92M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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