TIPZ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.5% ·
share flow -8.6% ·
net new positions -11.8%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 145.27K | +6.0% | $7.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 71.59K | +3.5% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 71.59K | +3.5% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 70.06K | -0.9% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 70.06K | -0.9% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 44.93K | -7.2% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 44.93K | -7.2% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 38.62K | -4.3% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 38.62K | -4.3% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 30.37K | -12.9% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 30.37K | -12.9% | $1.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 18.39K | 0.0% | $977,085 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 13.52K | -68.8% | $718,240 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 14 | Jane Street Group, Llc | 10.36K | -42.8% | $550,584 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 6.60K | -0.5% | $350,617 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 6.18K | -28.1% | $328,292 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mariner, LLC | 6.00K | 0.0% | $318,840 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 5.53K | +16.5% | $291,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 4.27K | -51.9% | $227,225 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 3.94K | -19.5% | $209,523 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Franklin Resources Inc | 126 | 0.0% | $6,696 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1 | 0.0% | $53 | 0.0% | Held | 4 | 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
| Northwestern Mutual Wealth… | $18,748 | was 0.0% |
| UBS Group AG | $6,860 | was 0.0% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.