13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
TIPT

TIPTREE INC

140 institutions still hold TIPTREE INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 88822Q103·140 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.3%
vs prior quarter
13F value held
$216M
73.0% inst. owned
of float
Holders
140
-59 QoQ
filers reporting
Activity
+8 / −94
+799 added · −829 reduced
this quarter
Concentration
16.86%
DIMENSIONAL FUND ADVISORS LP #1
top holder share
AI Holders Summary · Q1 2026

140 institutions reported TIPT in Q1 2026. DIMENSIONAL FUND ADVISORS LP leads at 16.9% of the visible book. -59 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$36M2.1M0.01%Q1 202602
BlackRock, Inc.
CIK 0002012383
$34M2.0M0.00%Q1 202603
Veradace Capital Management LLC
CIK 0001772351
$31M1.8M27.74%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$17M989K0.00%Q1 202605
Steamboat Capital Partners, LLC
CIK 0001635663
$12M690K2.90%Q1 202606
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$11M624K0.00%Q1 202607
STATE STREET CORP
CIK 0000093751
$9M525K0.00%Q1 202608
KENNEDY CAPITAL MANAGEMENT LLC
CIK 0000884589
$8M494K0.18%Q1 202609
HEARTLAND ADVISORS INC
CIK 0000937394
$7M400K0.39%Q4 202510
Nuveen, LLC
CIK 0001871926
$6M381K0.00%Q1 202611
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$5M323K0.00%Q1 202612
GABELLI FUNDS LLC
CIK 0001081407
$5M315K0.04%Q1 202613
TCW GROUP INC
CIK 0000850401
$5M294K0.04%Q1 202614
MORGAN STANLEY
CIK 0000895421
$5M276K0.00%Q1 202615
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
$5M273K0.00%Q1 202616
CITADEL ADVISORS LLC
CIK 0001423053
$4M231K0.00%Q4 202517
Vanguard Portfolio Management
CIK 0002100121
$4M225K0.00%Q1 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$4M222K0.00%Q1 202619
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 0001107261
$4M209K0.07%Q1 202620
NORTHERN TRUST CORP
CIK 0000073124· Index
$3M198K0.00%Q1 2026
Page 1 of 7
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