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Tiptree Inc (TIPT)

CUSIP: 88822Q103 | NYSE | Financial Services · Insurance - Specialty | Small Cap | 363 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ABarnes Michael Gene10,439,19727.3%UnchangedMar 11, 2026No 13F filer matched
13DInayatullah Arif3,392,4209.0%New 5%+ stakeSep 26, 2025No 13F filer matched
13D/ABarnes Michael Gene10,439,197
27.3% of class · Mar 11, 2026Unchanged
No 13F filer matched
13DInayatullah Arif3,392,420
9.0% of class · Sep 26, 2025New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,231,681
0.0% of portfolio›$37.9M
Sparta 24 Ltd.108,344
2.0% of portfolio›$1.8M
Bank of New York Mellon Corp105,768
0.0% of portfolio›$1.8M
Creative Planning60,231
0.0% of portfolio›$1.0M
Prospera Financial Services Inc38,287
0.0% of portfolio›$652.4K
CenterBook Partners LP36,632
0.0% of portfolio›$622.4K
Wealth Enhancement Advisory Services, LLC17,082
0.0% of portfolio›$296.4K
Citigroup Inc12,999
0.0% of portfolio›$220.9K
State of Alaska, Department of Revenue4,253
0.0% of portfolio›$72
Larson Financial Group LLC2,917
0.0% of portfolio›$49.6K
Simplex Trading, LLC2,582
0.0% of portfolio›$43.9K
Nisa Investment Advisors, LLC2,235
0.0% of portfolio›$38.0K
Harbor Capital Advisors, Inc.1,003
0.0% of portfolio›$17
Gamma Investing LLC869
0.0% of portfolio›$14.8K
Fortitude Family Office, LLC559
0.0% of portfolio›$9.5K
IFP Advisors, Inc515
0.0% of portfolio›$8.8K
EverSource Wealth Advisors, LLC462
0.0% of portfolio›$7.8K
Sterling Capital Management LLC455
0.0% of portfolio›$7.7K
Pinnacle Wealth Planning Services, Inc.437
0.0% of portfolio›$7.4K
Essential Partners LLC378
0.0% of portfolio›$6.4K
SJS Investment Consulting Inc.247
0.0% of portfolio›$4.2K
Farther Finance Advisors, LLC197
0.0% of portfolio›$3.3K
Pension & Wealth Management Advisors, Inc.173
0.0% of portfolio›$2.9K
Parkside Financial Bank & Trust95
0.0% of portfolio›$1.6K
Root Financial Partners, LLC74
0.0% of portfolio›$1.3K
Signaturefd, LLC55
0.0% of portfolio›$934
True Wealth Design, LLC46
0.0% of portfolio›$782
Caitong International Asset Management Co., Ltd42
0.0% of portfolio›$714
Silver Grove Financial Group, Inc.41
0.0% of portfolio›$697
MassMutual Private Wealth & Trust, FSB26
0.0% of portfolio›$442
Ascentis Wealth Management, LLC23
0.0% of portfolio›$390
Financial Consulate, Inc20
0.0% of portfolio›$340
Covestor Ltd7
0.0% of portfolio›$0
SBI Securities Co., Ltd.4
0.0% of portfolio›$68
Hughes Financial Services, LLC2
0.0% of portfolio›$34
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,231,681$37.9M0.0%IndexLowAustin, TX2026-11-04
Sparta 24 Ltd.
108,344$1.8M2.0%YieldHighTirat Hacarmel, Luxembourg2026-11-04
Bank of New York Mellon Corp
105,768$1.8M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
60,231$1.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Prospera Financial Services Inc
38,287$652.4K0.0%CoreMediumDallas, TX2026-11-04
CenterBook Partners LP
36,632$622.4K0.0%ValueVery HighGreenwich, CT2026-11-02
Wealth Enhancement Advisory Services, LLC
17,082$296.4K0.0%CoreLowPlymouth, MN2026-10-13
Citigroup Inc
12,999$220.9K0.0%CoreMediumNew York, NY2026-11-04
State of Alaska, Department of Revenue
4,253$720.0%CoreVery LowJuneau, AK2026-10-15
Larson Financial Group LLC
2,917$49.6K0.0%GrowthLowSt Louis, MO2026-11-05
Simplex Trading, LLC
2,582$43.9K0.0%CoreVery HighChicago, IL2026-11-04
Nisa Investment Advisors, LLC
2,235$38.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Harbor Capital Advisors, Inc.
1,003$170.0%ValueHighChicago, IL2026-10-22
Gamma Investing LLC
869$14.8K0.0%IndexVery LowFoster City, CA2026-10-08
Fortitude Family Office, LLC
559$9.5K0.0%ETFMediumScottsdale, AZ2026-10-14
IFP Advisors, Inc
515$8.8K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
462$7.8K0.0%CoreMediumBirmingham, AL2026-11-04
Sterling Capital Management LLC
455$7.7K0.0%GARPMediumCharlotte, NC2026-10-22
Pinnacle Wealth Planning Services, Inc.
437$7.4K0.0%GARPLowMansfield, OH2026-10-27
Essential Partners LLC
378$6.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
247$4.2K0.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
197$3.3K0.0%IndexLowSan Francisco, CA2026-10-08
Pension & Wealth Management Advisors, Inc.
173$2.9K0.0%ETFLowWaltham, MA2026-10-16
Parkside Financial Bank & Trust
95$1.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
74$1.3K0.0%ETFMediumEncinitas, CA2026-10-21
Signaturefd, LLC
55$9340.0%IndexLowAtlanta, GA2026-10-23
True Wealth Design, LLC
46$7820.0%ETFMediumAkron, OH2026-10-13
Caitong International Asset Management Co., Ltd
42$7140.0%GrowthVery HighHong Kong, South Korea2026-10-29
Silver Grove Financial Group, Inc.
41$6970.0%CoreMediumOrchard Park, NY2026-11-05
MassMutual Private Wealth & Trust, FSB
26$4420.0%CoreLowSpringfield, MA2026-10-05
Ascentis Wealth Management, LLC
23$3900.0%Agg GrowthLowDallas, TX2026-11-03
Financial Consulate, Inc
20$3400.0%ETFLowHunt Valley, MD2026-10-23
Covestor Ltd
7$00.0%ValueHighLondon, United Kingdom2026-10-30
SBI Securities Co., Ltd.
4$680.0%Agg GrowthLowTokyo, Mexico2026-10-22
Hughes Financial Services, LLC
2$340.0%ETFLowHerndon, VA2026-10-30