LPL Financial
TIPT icon

LPL Financial’s Tiptree Inc TIPT Stock Holding History

LPL Financial’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
Q1 		$275K Buy
16,230
+1,200
+8% +$20.5K ﹤0.01% 5248
2025
Q4 		$275K Buy
+15,030
New +$274K ﹤0.01% 5217
2021
Q3 		– Sell
-12,627
Closed -$117K – 4414
2021
Q2 		$117K Sell
12,627
-8,500
-40% -$89.7K ﹤0.01% 4037
2021
Q1 		$189K Buy
+21,127
New +$122K ﹤0.01% 3782
2018
Q2 		– Sell
-135,873
Closed -$863K – 3280
2018
Q1 		$863K Hold
135,873
– – ﹤0.01% 1721
2017
Q4 		$808K Buy
+135,873
New +$886K ﹤0.01% 1689

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 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 $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

LPL Financial's TIPT Position: Q1 2026 in Review

LPL Financial increased its Tiptree Inc (TIPT) stake by 8% in Q1 2026, buying an estimated $20.5K and bringing the position to 16,230 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #5248.

LPL Financial first reported a position in TIPT in Q4 2017 and has held it in 6 quarters since. The position peaked at $863K in Q1 2018. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • LPL Financial held 16,230 shares of Tiptree Inc worth $275K as of Q1 2026.
  • LPL Financial bought 1,200 Tiptree Inc shares in Q1 2026, an estimated $20.5K.
  • Tiptree Inc made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5248 holding.
  • LPL Financial first reported a position in Tiptree Inc in Q4 2017 and has held it in 6 quarters since.
  • LPL Financial's Tiptree Inc position peaked at $863K in Q1 2018.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.