Institutional shares held 64.7 Million
0 calls
0 puts
Total value of holdings $1.23B
$0 calls
$0 puts
# of Institutions 140


Latest Institutional Activity in TIPX

Top Purchases

Q2 2025
Optima Capital LLC Shares Held: 67.2K ($1.28M)
Q2 2025
Breakwater Capital Group Shares Held: 27.2K ($519K)
Q2 2025
Iams Wealth Management, LLC Shares Held: 10.5K ($199K)
Q2 2025
Sowell Financial Services LLC Shares Held: 10.8K ($206K)
Q1 2025
Brio Consultants, LLC Shares Held: 835K ($15.9M)

Top Sells

Q2 2025
Fermata Advisors, LLC Shares Held: 47.2K ($898K)
Q2 2025
Security National Bank Shares Held: 601K ($11.4M)
Q2 2025
Signal Advisors Wealth, LLC Shares Held: 31.2K ($593K)
Q2 2025
Sovran Advisors, LLC Shares Held: 200K ($3.81M)
Q2 2025
Sharkey, Howes & Javer Shares Held: 77.5K ($1.48M)

About TIPX

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