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Integrated Wealth Concepts’s Tiptree Inc TIPT Stock Holding History

Integrated Wealth Concepts’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 		$15.1K Buy
+841
New +$14.5K ﹤0.01% 4297

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

Integrated Wealth Concepts's TIPT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Tiptree Inc (TIPT) in Q2 2026: 841 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #4297 among its holdings.

140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • Integrated Wealth Concepts held 841 shares of Tiptree Inc worth $15.1K as of Q2 2026.
  • Tiptree Inc was a new Integrated Wealth Concepts position in Q2 2026.
  • Tiptree Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4297 holding.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.