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Superior Planning, LLC’s Tiptree Inc TIPT Stock Holding History

Superior Planning, LLC’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.62K Buy
+213
New +$3.82K ﹤0.01% 1324

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Superior Planning, LLC's TIPT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Tiptree Inc (TIPT) in Q3 2026: 213 shares worth $3.62K. The stake represents ﹤0.01% of the portfolio and ranks #1324 among its holdings.

77 funds tracked by Wall St. Rank hold TIPT as of Q3 2026.

  • Superior Planning, LLC held 213 shares of Tiptree Inc worth $3.62K as of Q3 2026.
  • Tiptree Inc was a new Superior Planning, LLC position in Q3 2026.
  • Tiptree Inc made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1324 holding.
  • 77 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.