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Smartleaf Asset Management’s Tiptree Inc TIPT Stock Holding History

Smartleaf Asset Management’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 		$17 Hold
1
– – ﹤0.01% 3475
2025
Q4 		$18 Hold
1
– – ﹤0.01% 3460
2025
Q3 		$19 Buy
+1
New +$22 ﹤0.01% 2994

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

Smartleaf Asset Management's TIPT Position: Q1 2026 in Review

Smartleaf Asset Management held its Tiptree Inc (TIPT) position steady in Q1 2026 at 1 share worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #3475.

Smartleaf Asset Management first reported a position in TIPT in Q3 2025 and has held it in 3 quarters since. The position peaked at $19 in Q3 2025. 142 funds tracked by Wall St. Rank hold TIPT as of Q1 2026.

  • Smartleaf Asset Management held 1 share of Tiptree Inc worth $17 as of Q1 2026.
  • Smartleaf Asset Management left its Tiptree Inc share count unchanged in Q1 2026.
  • Tiptree Inc made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3475 holding.
  • Smartleaf Asset Management first reported a position in Tiptree Inc in Q3 2025 and has held it in 3 quarters since.
  • Smartleaf Asset Management's Tiptree Inc position peaked at $19 in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.