AI Holders Summary · Q1 2026

145 institutions reported TIPT in Q1 2026. DIMENSIONAL FUND ADVISORS LP leads at 16.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$36M2.1M0.01%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$34M2.0M0.00%Q1 2026 03

Veradace Capital Management LLC

CIK 0001772351

$31M1.8M27.74%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$17M989K0.00%Q1 2026 05

Steamboat Capital Partners, LLC

CIK 0001635663

$12M690K2.90%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$11M624K0.00%Q1 2026 07

STATE STREET CORP

CIK 0000093751

$9M525K0.00%Q1 2026 08

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$8M494K0.18%Q1 2026 09

HEARTLAND ADVISORS INC

CIK 0000937394

$7M400K0.39%Q4 2025 10

Nuveen, LLC

CIK 0001871926

$6M381K0.00%Q1 2026 11

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$5M323K0.00%Q1 2026 12

GABELLI FUNDS LLC

CIK 0001081407

$5M315K0.04%Q1 2026 13

TCW GROUP INC

CIK 0000850401

$5M294K0.04%Q1 2026 14

MORGAN STANLEY

CIK 0000895421

$5M276K0.00%Q1 2026 15

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$5M273K0.00%Q1 2026 16

CITADEL ADVISORS LLC

CIK 0001423053

$4M231K0.00%Q4 2025 17

Vanguard Portfolio Management

CIK 0002100121· Index

$4M225K0.00%Q1 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$4M222K0.00%Q1 2026 19

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$4M209K0.07%Q1 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$3M198K0.00%Q1 2026

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