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Lindbrook Capital’s Tiptree Inc TIPT Stock Holding History

Lindbrook Capital’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
2025
Q1 		$675 Hold
28
– – ﹤0.01% 2555
2024
Q4 		$584 Hold
28
– – ﹤0.01% 2583
2024
Q3 		$548 Hold
28
– – ﹤0.01% 2643
2024
Q2 		$462 Buy
+28
New +$468 ﹤0.01% 2624

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Lindbrook Capital's TIPT Position: Q1 2025 in Review

Lindbrook Capital held its Tiptree Inc (TIPT) position steady in Q1 2025 at 28 shares worth $675. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

Lindbrook Capital first reported a position in TIPT in Q2 2024 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold TIPT as of Q1 2025.

  • Lindbrook Capital held 28 shares of Tiptree Inc worth $675 as of Q1 2025.
  • Lindbrook Capital left its Tiptree Inc share count unchanged in Q1 2025.
  • Tiptree Inc made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2555 holding.
  • Lindbrook Capital first reported a position in Tiptree Inc in Q2 2024 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.