SS SPDR BB 1-10YR TIPS ETF TIPX
$18.74
+0.1% 52w: $18.21 – $19.09
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data18.2118.6519.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
141
+1 QoQ
13F value
$1.70B
+24.7% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns TIPX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| STATE STREET CORP | Index provider | 53.1M | $1.02B | 0.0% | -4.6% |
| UBS Group AG | Bank broker | 14.5M | $279.1M | 0.0% | +9591.5% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 3.4M | $65.5M | 0.0% | +1083.2% |
| LPL Financial LLC | Bank broker | 2.8M | $53.4M | 0.0% | +8.4% |
| ST GERMAIN D J CO INC | Other | 1.6M | $30.5M | 1.2% | +8.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 987.3K | $18.9M | 0.0% | +334.8% |
| Brio Consultants, LLC | Wealth advisor | 985.3K | $18.9M | 2.3% | +4.1% |
| Peak Retirement Planning, Inc. | Wealth advisor | 190.1K | $17.6M | 3.5% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 913.5K | $17.5M | 0.0% | +25.6% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 765.9K | $14.7M | 0.1% | +12.1% |
| Security National Bank | Other | 648.7K | $12.4M | 1.8% | +2.4% |
| Treasure Coast Financial Planning | Wealth advisor | 531.8K | $10.2M | 5.3% | -5.7% |
| MORGAN STANLEY | Bank broker | 358.7K | $6.9M | 0.0% | +198.1% |
| ASSETMARK, INC | Wealth advisor | 328.2K | $6.3M | 0.0% | -1.1% |
| Aspire Private Capital, LLC | Wealth advisor | 322.0K | $6.2M | 1.4% | +2.4% |
| Continuum Advisory, LLC | Wealth advisor | 306.9K | $5.9M | 0.6% | +6.9% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 297.8K | $5.7M | 0.1% | -5.3% |
| Cerity Partners LLC | Diversified mechanical | 266.9K | $5.1M | 0.0% | New |
| McIlrath & Eck, LLC | Wealth advisor | 240.1K | $4.6M | 0.3% | New |
| Pinnacle Wealth Planning Services, Inc. | Other | 233.9K | $4.5M | 0.5% | -0.2% |
| Sonoma Allocations LLC | Wealth advisor | 200.8K | $3.9M | 1.3% | -14.7% |
| Sovran Advisors, LLC | Wealth advisor | 196.9K | $3.8M | 0.3% | -1.8% |
| Hibernia Wealth Partners, LLC | Wealth advisor | 182.9K | $3.5M | 1.0% | +3.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 174.1K | $3.3M | 0.0% | +1.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 167.8K | $3.2M | 0.0% | +6.8% |
| Cetera Investment Advisers | Wealth advisor | 166.0K | $3.2M | 0.0% | +9.0% |
| Foundations Investment Advisors, LLC | Wealth advisor | 163.0K | $3.1M | 0.0% | +34.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 142.2K | $2.7M | 0.0% | +7.6% |
| Mutual Advisors, LLC | Wealth advisor | 137.5K | $2.6M | 0.1% | +0.7% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 130.0K | $2.5M | 0.0% | +3.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 123.0K | $2.4M | 0.0% | +8.0% |
| Raleigh Capital Management Inc. | Other | 121.4K | $2.3M | 0.8% | +4.5% |
| CHAPMAN FINANCIAL GROUP, LLC | Other | 119.7K | $2.3M | 1.6% | New |
| HighTower Advisors, LLC | Diversified mechanical | 119.2K | $2.3M | 0.0% | +2.8% |
| Intrua Financial, LLC | Wealth advisor | 117.1K | $2.2M | 0.2% | -3.1% |
| Lynx Investment Advisory | Wealth advisor | 116.0K | $2.2M | 1.1% | +95.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 108.6K | $2.1M | 0.0% | +19.3% |
| Henderson Brothers Financial Partners, LLC | Wealth advisor | 105.2K | $2.0M | 0.5% | — |
| Good Harbor Advisors, Inc. | Wealth advisor | 102.0K | $2.0M | 2.1% | Held |
| Financial & Tax Architects, LLC | Wealth advisor | 82.3K | $1.6M | 0.4% | +47.9% |
| JPMORGAN CHASE & CO | Bank broker | 74.0K | $1.4M | 0.0% | -2.7% |
| McNamara Financial Services, Inc. | Wealth advisor | 73.9K | $1.4M | 0.3% | +5.8% |
| LANDMARK WEALTH MANAGEMENT, INC. | Wealth advisor | 73.8K | $1.4M | 0.5% | 0.0% |
| Equitable Holdings, Inc. | Wealth advisor | 74.1K | $1.4M | 0.0% | +21.9% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | Wealth advisor | 72.1K | $1.4M | 0.1% | Held |
| Concurrent Investment Advisors, LLC | Wealth advisor | 67.4K | $1.3M | 0.0% | +8.8% |
| Capital Investment Management, Inc. | Wealth advisor | 62.2K | $1.2M | 0.4% | +11.4% |
| CAPITAL WEALTH MANAGEMENT, LLC | Wealth advisor | 60.7K | $1.2M | 0.3% | +6.1% |
| Parallel Advisors, LLC | Wealth advisor | 58.1K | $1.1M | 0.0% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 56.3K | $1.1M | 0.0% | +0.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding TIPX