TIPX Institutional Ownership
State Street SPDR Bloomberg 1-10 Year TIPS ETF
1W: -0.2%
1M: -2.0%
3M: -3.1%
YTD: -4.6%
1Y: -4.5%
3Y: +9.4%
5Y: +3.2%
$18.20
-0.05 (-0.27%)
Weekly Expected Move ±0.6%
$18
$18
$18
$18
$18
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TIPX
163
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
23
New Positions
81
Increased
43
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (186 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP | 59,157,599 | 1.1B | +6,023,466 | +11.3% | 46Q | SEC ↗ |
| 2 | UBS Group AG | 15,032,545 | 274M | +488,083 | +3.4% | 19Q | SEC ↗ |
| 3 | UBS AM, a distinct business unit of UB | 3,201,578 | 58M | -209,199 | -6.1% | 3Q | SEC ↗ |
| 4 | LPL Financial LLC | 2,989,664 | 54M | +204,770 | +7.4% | 27Q | SEC ↗ |
| 5 | ST GERMAIN D J CO INC | 1,706,468 | 31M | +119,560 | +7.5% | 13Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 1,021,257 | 19M | +107,726 | +11.8% | 20Q | SEC ↗ |
| 7 | Brio Consultants, LLC | 1,009,494 | 18M | +24,202 | +2.5% | 31Q | SEC ↗ |
| 8 | Envestnet Portfolio Solutions, Inc. | 852,862 | 16M | +86,947 | +11.4% | 12Q | SEC ↗ |
| 9 | Security National Bank | 650,277 | 12M | +1,621 | +0.2% | 9Q | SEC ↗ |
| 10 | Stratos Wealth Partners, LTD. | 550,696 | 10M | +530,369 | +2609.2% | 7Q | SEC ↗ |
| 11 | Treasure Coast Financial Planning | 538,380 | 10M | +6,613 | +1.2% | 15Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 502,817 | 9M | +428,832 | +579.6% | 19Q | SEC ↗ |
| 13 | MORGAN STANLEY | 362,795 | 7M | +4,104 | +1.1% | 47Q | SEC ↗ |
| 14 | Aspire Private Capital, LLC | 343,540 | 6M | +21,555 | +6.7% | 18Q | SEC ↗ |
| 15 | ASSETMARK, INC | 338,125 | 6M | +9,944 | +3.0% | 18Q | SEC ↗ |
| 16 | Continuum Advisory, LLC | 314,784 | 6M | +7,839 | +2.6% | 31Q | SEC ↗ |
| 17 | Cerity Partners LLC | 300,675 | 5M | +33,743 | +12.6% | 2Q | SEC ↗ |
| 18 | Alesco Advisors, LLC, An ESL Co | 284,895 | 5M | -12,889 | -4.3% | 16Q | SEC ↗ |
| 19 | Pinnacle Wealth Planning Services, Inc | 243,967 | 4M | +10,052 | +4.3% | 34Q | SEC ↗ |
| 20 | McIlrath & Eck, LLC NEW | 240,061 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 223,228 | 4M | -764,106 | -77.4% | 15Q | SEC ↗ |
| 22 | Foundations Investment Advisors, LLC | 197,174 | 4M | +34,201 | +21.0% | 7Q | SEC ↗ |
| 23 | Sovran Advisors, LLC | 196,516 | 4M | -359 | -0.2% | 7Q | SEC ↗ |
| 24 | NewEdge Advisors, LLC | 189,782 | 3M | +15,678 | +9.0% | 15Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 182,076 | 3M | +129,222 | +244.5% | 53Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 174,366 | 3M | +8,319 | +5.0% | 17Q | SEC ↗ |
| 27 | Lynx Investment Advisory | 158,174 | 3M | +42,184 | +36.4% | 9Q | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 145,518 | 3M | +3,333 | +2.3% | 4Q | SEC ↗ |
| 29 | Sonoma Allocations LLC | 144,049 | 3M | -56,735 | -28.3% | 4Q | SEC ↗ |
| 30 | Mutual Advisors, LLC | 140,114 | 3M | +2,583 | +1.9% | 28Q | SEC ↗ |
| 31 | PARK AVENUE SECURITIES LLC | 137,778 | 3M | +7,816 | +6.0% | 18Q | SEC ↗ |
| 32 | HighTower Advisors, LLC | 131,930 | 2M | +12,749 | +10.7% | 18Q | SEC ↗ |
| 33 | Raleigh Capital Management Inc. | 131,289 | 2M | +9,890 | +8.1% | 18Q | SEC ↗ |
| 34 | Cambridge Investment Research Advisors | 124,978 | 2M | +1,956 | +1.6% | 21Q | SEC ↗ |
| 35 | CHAPMAN FINANCIAL GROUP, LLC | 121,436 | 2M | +1,750 | +1.5% | 2Q | SEC ↗ |
| 36 | Financial & Tax Architects, LLC | 113,911 | 2M | +31,636 | +38.5% | 4Q | SEC ↗ |
| 37 | RAYMOND JAMES FINANCIAL INC | 110,115 | 2M | +1,516 | +1.4% | 7Q | SEC ↗ |
| 38 | STIFEL FINANCIAL CORP | 103,194 | 2M | -64,626 | -38.5% | 20Q | SEC ↗ |
| 39 | Good Harbor Advisors, Inc. | 101,987 | 2M | — | +0.0% | 3Q | SEC ↗ |
| 40 | Hibernia Wealth Partners, LLC | 100,721 | 2M | -82,146 | -44.9% | 12Q | SEC ↗ |
| 41 | Intrua Financial, LLC | 93,820 | 2M | -23,311 | -19.9% | 4Q | SEC ↗ |
| 42 | LANDMARK WEALTH MANAGEMENT, INC. | 82,432 | 2M | +8,677 | +11.8% | 9Q | SEC ↗ |
| 43 | Equitable Holdings, Inc. | 82,380 | 1M | +8,263 | +11.1% | 6Q | SEC ↗ |
| 44 | WELLS FARGO & COMPANY/MN | 78,436 | 1M | +73,259 | +1415.1% | 25Q | SEC ↗ |
| 45 | MANUFACTURERS LIFE INSURANCE COMPANY, NEW | 78,300 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Concurrent Investment Advisors, LLC | 76,227 | 1M | +8,816 | +13.1% | 3Q | SEC ↗ |
| 47 | McNamara Financial Services, Inc. | 75,977 | 1M | +2,033 | +2.7% | 18Q | SEC ↗ |
| 48 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 72,114 | 1M | — | +0.0% | 3Q | SEC ↗ |
| 49 | CreativeOne Wealth, LLC | 71,174 | 1M | +18,926 | +36.2% | 19Q | SEC ↗ |
| 50 | Visionary Horizons, LLC NEW | 69,834 | 1M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 240,061 | 4M |
| MANUFACTURERS LIFE INSURANCE COMPAN | 78,300 | 1M |
| Visionary Horizons, LLC | 69,834 | 1M |
| Virtu Financial LLC | 65,925 | 1M |
| Detalus Advisors, LLC | 29,233 | 532K |
| Global Retirement Partners, LLC | 28,308 | 515K |
| Ashton Thomas Private Wealth, LLC | 27,242 | 496K |
| Venture Visionary Partners LLC | 22,813 | 415K |
| MILLINGTON SECURITIES, LLC | 17,277 | 314K |
| KWB Wealth | 15,888 | 289K |
| WCG Wealth Advisors LLC | 15,251 | 278K |
| StoneX Group Inc. | 15,056 | 274K |
| CANANDAIGUA NATIONAL BANK & TRUST C | 13,950 | 254K |
| CANANDAIGUA NATIONAL CORP | 13,950 | 254K |
| HRT FINANCIAL LP | 13,248 | 241K |
| Founders Financial Alliance, LLC | 12,735 | 232K |
| TWO SIGMA SECURITIES, LLC | 11,929 | 217K |
| Arete Wealth Advisors, LLC | 11,751 | 214K |
| Tower Research Capital LLC (TRC) | 10,689 | 195K |
| IFG Advisory, LLC | 6,500 | 118K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Peak Retirement Planning, Inc. | 190,121 | 3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 106,812 | 2M |
| JANE STREET GROUP, LLC | 58,714 | 1M |
| GOLDMAN SACHS GROUP INC | 34,289 | 624K |
| Redwood Financial Network Corp | 30,904 | 562K |
| OLD MISSION CAPITAL LLC | 21,573 | 393K |
| Merit Financial Group, LLC | 19,305 | 351K |
| Balboa Wealth Partners | 19,123 | 348K |
| GTS SECURITIES LLC | 15,383 | 280K |
| Valmark Advisers, Inc. | 12,082 | 220K |
| IAMS WEALTH MANAGEMENT, LLC | 10,595 | 193K |
| Creative Planning | 10,059 | 183K |
| OPTIMA CAPITAL LLC | 7,712 | 140K |
| Western Wealth Management, LLC | 6,222 | 113K |
| Kohmann Bosshard Financial Services | 5,717 | 104K |
| Turtle Creek Wealth Advisors, LLC | 2,750 | 50K |
| Advisory Services Network, LLC | 2,023 | 37K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,775 | 32K |
| MONTAG A & ASSOCIATES INC | 1,748 | 32K |
| Golden State Wealth Management, LLC | 1,570 | 29K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| STATE STREET CORP | +6,023,466 | +11.3% | 59,157,599 |
| Stratos Wealth Partners, LTD. | +530,369 | +2609.2% | 550,696 |
| UBS Group AG | +488,083 | +3.4% | 15,032,545 |
| JPMORGAN CHASE & CO | +428,832 | +579.6% | 502,817 |
| LPL Financial LLC | +204,770 | +7.4% | 2,989,664 |
| ROYAL BANK OF CANADA | +129,222 | +244.5% | 182,076 |
| ST GERMAIN D J CO INC | +119,560 | +7.5% | 1,706,468 |
| ENVESTNET ASSET MANAGEMENT INC | +107,726 | +11.8% | 1,021,257 |
| Envestnet Portfolio Solutions, Inc. | +86,947 | +11.4% | 852,862 |
| WELLS FARGO & COMPANY/MN | +73,259 | +1415.1% | 78,436 |
| Lynx Investment Advisory | +42,184 | +36.4% | 158,174 |
| PRINCIPAL SECURITIES, INC. | +37,681 | +217.7% | 54,988 |
| Foundations Investment Advisors, LL | +34,201 | +21.0% | 197,174 |
| Cerity Partners LLC | +33,743 | +12.6% | 300,675 |
| Financial & Tax Architects, LLC | +31,636 | +38.5% | 113,911 |
| Brio Consultants, LLC | +24,202 | +2.5% | 1,009,494 |
| Aspire Private Capital, LLC | +21,555 | +6.7% | 343,540 |
| CreativeOne Wealth, LLC | +18,926 | +36.2% | 71,174 |
| Hyundai Investments Co., Ltd. | +18,599 | +159.3% | 30,278 |
| NewEdge Advisors, LLC | +15,678 | +9.0% | 189,782 |