Creative Planning
TIPT icon

Creative Planning’s Tiptree Inc TIPT Stock Holding History

Creative Planning’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
Q2 		$732K Buy
40,835
+18,386
+82% +$318K ﹤0.01% 2890
2026
Q1 		$380K Buy
+22,449
New +$384K ﹤0.01% 3238
2025
Q4 		– Sell
-10,667
Closed -$204K – 4101
2025
Q3 		$204K Buy
10,667
+605
+6% +$13.5K ﹤0.01% 3466
2025
Q2 		$237K Buy
+10,062
New +$225K ﹤0.01% 3090

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Creative Planning's TIPT Position: Q2 2026 in Review

Creative Planning increased its Tiptree Inc (TIPT) stake by 82% in Q2 2026, buying an estimated $318K and bringing the position to 40,835 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #2890.

Creative Planning first reported a position in TIPT in Q2 2025 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Creative Planning held 40,835 shares of Tiptree Inc worth $732K as of Q2 2026.
  • Creative Planning bought 18,386 Tiptree Inc shares in Q2 2026, an estimated $318K.
  • Tiptree Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2890 holding.
  • Creative Planning first reported a position in Tiptree Inc in Q2 2025 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.