% of shares outstanding is not shown for TIPZ: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for TIPZ in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 145,267145,267 | $8M | — | ADD 6% |
| 2 | BANK OF AMERICA CORP /DE/ | 71,58771,587 | $4M | — | ADD 3% |
| 3 | RAYMOND JAMES FINANCIAL INC | 70,06070,060 | $4M | — | — |
| 4 | WealthCare Investment Partners, LLC | 54,76254,762 | $3M | — | ADD 4% |
| 5 | ROYAL BANK OF CANADA | 44,93044,930 | $2M | — | TRIM -7% |
| 6 | One Capital Management, LLC | 44,56844,568 | $2M | — | ADD 12% |
| 7 | Apex Wealth Management, LLC | 38,67138,671 | $2M | — | NEW |
| 8 | WELLS FARGO & COMPANY/MN | 38,62438,624 | $2M | — | TRIM -4% |
| 9 | MORGAN STANLEY | 30,37330,373 | $2M | — | TRIM -13% |
| 10 | Hara Capital LLC | 23,34123,341 | $1M | — | TRIM -5% |
| 11 | Fiduciary Trust Co | 20,00020,000 | $1M | — | ADD 43% |
| 12 | GOLDMAN SACHS GROUP INC | 18,38718,387 | $977,085 | — | — |
| 13 | Steward Partners Investment Advisory, LLC | 17,63917,639 | $937,350 | — | TRIM -4% |
| 14 | Tower Research Capital LLC (TRC) | 17,43417,434 | $926,443 | — | NEW |
| 15 | CITADEL ADVISORS LLC | 13,51613,516 | $718,240 | — | TRIM -69% |
| 16 | WEDBUSH SECURITIES INC | 11,42011,420 | $607,000 | — | ADD 18% |
| 17 | JANE STREET GROUP, LLC | 10,36110,361 | $550,584 | — | TRIM -43% |
| 18 | Fairway Wealth LLC | 7,2377,237 | $384,574 | — | ADD 6% |
| 19 | Snowden Capital Advisors LLC | 7,0127,012 | $372,618 | — | ADD 8% |
| 20 | JPMORGAN CHASE & CO | 6,6036,603 | $350,617 | — | — |
| 21 | Cetera Investment Advisers | 6,1786,178 | $328,292 | — | TRIM -28% |
| 22 | Mariner, LLC | 6,0006,000 | $318,840 | — | — |
| 23 | JONES FINANCIAL COMPANIES LLLP | 5,5285,528 | $291,701 | — | ADD 16% |
| 24 | Farther Finance Advisors, LLC | 4,3934,393 | $232,697 | — | ADD 2% |
| 25 | OSAIC HOLDINGS, INC. | 4,2744,274 | $227,225 | — | TRIM -52% |
| 26 | StoneX Group Inc. | 4,0704,070 | $216,280 | — | TRIM -2% |
| 27 | MML INVESTORS SERVICES, LLC | 3,9433,943 | $209,523 | — | TRIM -19% |
| 28 | IFP Advisors, Inc | 3,1653,165 | $168,188 | — | ADD 22% |
| 29 | CREATIVE FINANCIAL DESIGNS INC /ADV | 662662 | $35,193 | — | — |
| 30 | Ascentis Independent Advisors | 528528 | $28,057 | — | NEW |
| 31 | Arax Advisory Partners | 430430 | $22,850 | — | NEW |
| 32 | McIlrath & Eck, LLC | 229229 | $12,169 | — | ADD 20% |
| 33 | Founders Financial Alliance, LLC | 213213 | $11,306 | — | NEW |
| 34 | Main Street Group, LTD | 193193 | $10,273 | — | NEW |
| 35 | FRANKLIN RESOURCES INC | 126126 | $6,696 | — | — |
| 36 | AE Wealth Management LLC | 2222 | $1,169 | — | — |
| 37 | FMR LLC | 11 | $53 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 38K | 81K | 39K | 54K | 137K | 145K | $8M |
| BANK OF AMERICA CORP /DE/ | 230K | 240K | 241K | 198K | 69K | 72K | $4M |
| RAYMOND JAMES FINANCIAL INC | 74K | 74K | 74K | 71K | 71K | 70K | $4M |
| WealthCare Investment Partners, LLC | 34K | 41K | 43K | 47K | 53K | 55K | $3M |
| ROYAL BANK OF CANADA | 11K | 41K | 93K | 42K | 48K | 45K | $2M |
| One Capital Management, LLC | — | — | — | 78K | 40K | 45K | $2M |
| Apex Wealth Management, LLC | — | — | — | — | — | 39K | $2M |
| WELLS FARGO & COMPANY/MN | 41K | 42K | 38K | 37K | 40K | 39K | $2M |
| MORGAN STANLEY | 25K | 24K | 24K | 34K | 35K | 30K | $2M |
| Hara Capital LLC | 42K | 38K | 38K | 29K | 25K | 23K | $1M |
| Fiduciary Trust Co | — | — | — | — | 14K | 20K | $1M |
| GOLDMAN SACHS GROUP INC | 53K | 51K | 18K | 18K | 18K | 18K | $977,085 |
| Steward Partners Investment Advisory, LLC | 23K | 23K | 22K | 20K | 18K | 18K | $937,350 |
| Tower Research Capital LLC (TRC) | — | — | — | — | — | 17K | $926,443 |
| CITADEL ADVISORS LLC | 47K | 75K | 9K | 44K | 43K | 14K | $718,240 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Apex Wealth Management, LLC | +38,671 | $2M | OPEN |
| Tower Research Capital LLC (TRC) | +17,434 | $926,443 | OPEN |
| LPL Financial LLC | +8,214 | $436,492 | ADD |
| Fiduciary Trust Co | +6,000 | $318,840 | ADD |
| One Capital Management, LLC | +4,900 | $260,386 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| GTS SECURITIES LLC | −40,675 | $2M | CLOSE |
| CITADEL ADVISORS LLC | −29,764 | $2M | TRIM |
| CreativeOne Wealth, LLC | −14,929 | $793,327 | CLOSE |
| WBI INVESTMENTS, LLC | −14,824 | $787,747 | CLOSE |
| JANE STREET GROUP, LLC | −7,744 | $411,516 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 37 | 731,747 | — | $39M |
| 2025-Q4 | 39 | 782,282 | — | $41M |
| 2025-Q3 | 44 | 844,874 | — | $45M |
| 2025-Q2 | 45 | 979,680 | — | $52M |
| 2025-Q1 | 49 | 1,305,954 | — | $70M |
| 2024-Q4 | 53 | 1,267,438 | — | $66M |
| 2024-Q3 | 54 | 1,240,323 | — | $67M |
| 2024-Q2 | 50 | 1,042,316 | — | $55M |
| 2024-Q1 | 45 | 1,134,924 | — | $61M |
| 2023-Q4 | 49 | 1,139,334 | — | $61M |
| 2023-Q3 | 48 | 1,011,146 | — | $52M |
| 2023-Q2 | 49 | 1,015,859 | — | $55M |
| 2023-Q1 | 50 | 1,043,559 | — | $58M |
| 2022-Q4 | 56 | 1,275,075 | — | $69M |
| 2022-Q3 | 58 | 2,355,528 | — | $125M |
| 2022-Q2 | 51 | 1,614,173 | — | $93M |
| 2022-Q1 | 56 | 1,685,310 | — | $120M |
| 2021-Q4 | 51 | 1,610,364 | — | $106M |
| 2021-Q3 | 48 | 1,149,142 | — | $75M |
| 2021-Q2 | 43 | 1,126,639 | — | $74M |
| 2021-Q1 | 40 | 932,524 | — | $60M |
| 2020-Q4 | 32 | 642,827 | — | $42M |
| 2020-Q3 | 31 | 550,794 | — | $36M |
| 2020-Q2 | 25 | 320,850 | — | $20M |
| 2020-Q1 | 23 | 264,028 | — | $16M |
| 2019-Q4 | 26 | 273,776 | — | $16M |
| 2019-Q3 | 23 | 264,838 | — | $16M |
| 2019-Q2 | 25 | 246,938 | — | $15M |
| 2019-Q1 | 24 | 302,390 | — | $17M |
| 2018-Q4 | 28 | 335,390 | — | $19M |
| 2018-Q3 | 26 | 321,754 | — | $18M |
| 2018-Q2 | 23 | 268,440 | — | $15M |
| 2018-Q1 | 22 | 288,119 | — | $17M |
| 2017-Q4 | 24 | 280,547 | — | $16M |
| 2017-Q3 | 28 | 443,966 | — | $26M |
| 2017-Q2 | 28 | 466,043 | — | $25M |
| 2017-Q1 | 30 | 522,546 | — | $30M |
| 2016-Q4 | 23 | 347,311 | — | $20M |
| 2016-Q3 | 21 | 763,340 | — | $45M |
| 2016-Q2 | 20 | 878,847 | — | $52M |
| 2016-Q1 | 17 | 837,234 | — | $49M |
| 2015-Q4 | 20 | 732,693 | — | $40M |
| 2015-Q3 | 26 | 701,619 | — | $39M |
| 2015-Q2 | 25 | 985,146 | — | $56M |
| 2015-Q1 | 24 | 1,106,993 | — | $64M |
| 2014-Q4 | 27 | 235,347 | — | $13M |
| 2014-Q3 | 24 | 1,526,451 | — | $87M |
| 2014-Q2 | 20 | 1,284,767 | — | $75M |
| 2014-Q1 | 21 | 275,144 | — | $15M |
| 2013-Q4 | 22 | 255,415 | — | $14M |
| 2013-Q3 | 22 | 296,781 | — | $17M |
| 2013-Q2 | 26 | 315,663 | — | $18M |
| 2013-Q1 | 1 | 400 | — | $24,000 |
