TIP institutional holders

iShares TIPS Bond ETF · 1,074 reporting institutions · $10.2B reported value

Funds that can replace TIP · TIP return decomposition

Institutional holdings

Institutions reporting TIP, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$2.7B02026-06-30
Morgan Stanley$510.1M23,1852026-06-30
Fmr LLC$481.1M02026-06-30
Blackrock, Inc.$298.4M02026-06-30
Prudential Financial Inc$240.8M02026-06-30
Envestnet Pmc$222.1M602026-06-30
Sumitomo Life Insurance Co$212.2M02026-06-30
Mather Group, Llc.$195.1M1102026-06-30
UBS Group AG$166.4M02026-06-30
Lpl Financial LLC$165.2M23,4582026-06-30
Wells Fargo & Company/mn$155.5M02026-06-30
Ci Investments Inc.$153.4M02026-06-30
Ameriprise Financial Inc$135.7M02026-06-30
Gentrust, LLC$123.9M222026-06-30
Assetmark, Inc$116.6M2202026-06-30
Mai Capital Management$112.2M3082026-06-30
Jpmorgan Chase & Co$109.1M02026-06-30
Royal Bank of Canada$92.7M02026-06-30
Pictet Asset Management Holding SA$81.8M02026-06-30
Martin & Co Inc /tn$71.8M62026-06-30
Keybank National Association/oh$68.3M02026-06-30
Goldman Sachs Group Inc$64.5M02026-06-30
Partners Capital Investment Group, LLP$62.8M12026-06-30
HSBC Holdings PLC$62M02026-06-30
Man Group PLC$57.6M02026-06-30
Fil Ltd$56.5M02026-06-30
Dynasty Wealth Management, LLC$55.1M142026-06-30
Osaic Holdings, Inc.$54.6M02026-06-30
Bank of New York Mellon Corp$54.4M02026-06-30
Quotient Wealth Partners, LLC$53.7M362026-06-30
PNC Financial Services Group, Inc.$52.9M02026-06-30
Capitolis Liquid Global Markets LLC$52M02025-12-31
Viewpoint Investment Partners Corp$51.6M02026-06-30
Northwestern Mutual Wealth Management Co$50.4M02026-06-30
Cetera Investment Advisers$49.2M10,3702026-06-30
One Capital Management, LLC$47.9M642026-06-30
Federation Des Caisses Desjardins Du Quebec$46.3M02026-06-30
TD Waterhouse Canada Inc.$46.1M02026-06-30
Stifel Financial Corp$45.3M02026-06-30
Drw Securities, LLC$45.1M02026-06-30
Baldwin Wealth Partners Llc/ma$43.5M172026-06-30
Huntington National Bank$43.1M02026-06-30
Raymond James Financial Inc$42.7M02026-06-30
Rock Creek Group LLC$41.9M02026-06-30
Two Sigma Investments, LP$40.6M02026-06-30
Capitolis Liquid Global Markets LLC$39.9M02026-06-30
Passaic Partners LLC$38.2M02026-06-30
Hightower Advisors, LLC$37.1M1,0462026-06-30
Arbor Investment Advisors, LLC$36.3M52026-06-30
Marshall Wace, LLP$34M02026-06-30
Keen Wealth Advisors$33.9M222026-06-30
Rockefeller Capital Management LP$33.7M3462026-06-30
Commonwealth Equity Services, LLC$31.1M2,8632026-06-30
3edge Asset Management, LP$31.1M152026-06-30
Prime Capital Financial$29.8M2652026-06-30
Renaissance Technologies LLC$29.2M02026-06-30
Wealthspire Advisors, LLC$23.2M2372026-06-30
Vertex Investment Solutions Co., Ltd.$22.9M02026-06-30
Ethos Financial Group, LLC$22M02026-06-30
Blue Edge Capital, LLC$21.5M42026-06-30
Evelyn Partners Group Ltd$21.5M02026-06-30
Independence Financial Advisors, LLC$21M82026-06-30
West Financial Advisors, LLC$20.9M72026-06-30
Ocean Park Asset Management, LLC$20.7M122026-06-30
Cambridge Associates LLC /ma/ /adv$20.2M02026-06-30
Heartwood Wealth Advisors LLC$20M02026-06-30
Lido Advisors, LLC$20M3202026-06-30
Beacon Pointe Advisors, LLC$19.6M4662026-06-30
Portfolio Design Labs, LLC$19M12026-06-30
Cim, LLC$18.7M32026-06-30
Country Trust Bank$18.7M02026-06-30
Cascade Financial Partners, LLC$18M72026-06-30
Rhumbline Advisers$17.8M02026-06-30
Cypress Capital, LLC$17.7M92026-06-30
MML Investors Services, LLC$17.5M5,1202026-06-30
Susquehanna International Group, LLP$17.1M02026-06-30
Cwm, LLC$16.8M6672026-03-31
Leavell Investment Management, Inc.$16.3M252026-06-30
Ted Buchan & Co$16.2M22026-06-30
The Ascent Group, LLC$16M202026-06-30
Bnp Paribas Financial Markets$15.9M02026-06-30
Dakota Wealth Management$15.8M02026-06-30
Rtd Financial Advisors, Inc.$15.6M202026-06-30
Horizon Investments, LLC$15.1M272026-06-30
Pure Financial Advisors, LLC$14.6M882026-06-30
Coppell Advisory Solutions LLC$14.5M762026-06-30
Northcoast Asset Management LLC$14.3M312026-06-30
Lutz Financial Services LLC$14.2M152026-06-30
Marino Management, LLC$13.9M02026-06-30
Verger Capital Management LLC$13.6M02026-06-30
Equitable Holdings, Inc.$13.4M02026-06-30
Mirae Asset Global Investments Co., Ltd.$13.4M02026-06-30
Dorval Corp$13M32026-06-30
Truist Financial Corp$12.7M02026-06-30
Quadrature Capital Ltd$12.5M02026-06-30
Twin Focus Capital Partners, LLC$12.5M192026-06-30
Wealth Enhancement Advisory Services, LLC$12.5M1,0262026-06-30
Fischer Financial Services, Inc.$12.4M42026-06-30
Creative Planning$12.3M1,1712026-06-30
Focus Partners Wealth$12M1,0482026-06-30
Global Endowment Management, LP$12M02026-06-30
Strategic Investment Advisors / Mi$11.8M02026-06-30
Avior Wealth Management, LLC$11.8M692026-06-30
Parkway Wealth Management Group, LLC$11.7M182026-06-30
Summit Financial, LLC$11.6M2292026-06-30
Arkansas Financial Group, Inc.$11.5M52026-06-30
Buck Wealth Strategies, LLC$11.5M502026-06-30
Bokf, NA$11.4M02026-06-30
Bluesky Wealth Advisors, LLC$11.2M102026-06-30
Jones Financial Companies LLLP$11.2M02026-06-30
Mustico Financial Group, Inc.$11.2M42026-06-30
Dai-Ichi Life Holdings, Inc.$11.1M02025-09-30
Cerity Partners LLC$11M7772026-06-30
Sanctuary Advisors, LLC$10.5M4012026-06-30
Baird Financial Group, Inc.$10.5M02026-06-30
Shilanski & Associates, Inc.$10.5M02025-09-30
Wealth Forward, LLC$10.2M22026-06-30
Hillcrest Wealth Advisors - NY, LLC$10M12026-06-30
Private Advisor Group, LLC$9.9M9272026-06-30
Stablepoint Partners, LLC$9.7M52026-06-30
Mercer Global Advisors Inc /adv$9.6M02026-06-30
Tidal Investments LLC$9.5M02026-06-30
All Terrain Financial Advisors, LLC$9.4M32026-06-30
Farther Finance Advisors, LLC$9.3M3342026-06-30
Manufacturers Life Insurance Company, the$9.2M02026-06-30
Camden National Bank$9.1M02026-06-30
Tme Financial, Inc.$8.8M22026-06-30
Slow Capital, Inc.$8.8M22026-06-30
One Wealth Map LLC$8.6M52026-06-30
Mariner, LLC$8.5M02026-06-30
Atria Investments, Inc$8.3M62026-06-30
Asset Management Group, Inc.$8.2M22026-06-30
MacKenzie Financial Corp$8.2M02026-06-30
Easterly Investment Partners LLC$8M72026-06-30
Principal Securities, Inc.$7.9M1,4632026-06-30
Sumitomo Mitsui Financial Group, Inc.$7.9M02026-06-30
A16z Perennial Management, LP$7.6M02026-06-30
Guggenheim Capital LLC$7.5M02026-06-30
Fairvoy Private Wealth, LLC$7.4M62026-06-30
Frontier Asset Management, LLC$7.3M92026-06-30
Leuthold Weeden Capital Management$7.2M32026-06-30
Sterling Investment Advisors LLC /adv$7.2M32026-06-30
Chesapeake Capital Corp /il$7.1M02026-06-30
First National Bank & Trust Co of Newtown$7.1M02026-06-30
Steward Partners Investment Advisory, LLC$7.1M4812026-06-30
Charles Schwab Trust Co$7.1M02026-06-30
Waverly Advisors, LLC$6.9M2312026-06-30
Hirtle & Co., LLC$6.9M02026-06-30
Stelac Advisory Services LLC$6.8M12026-06-30
Full Sail Capital, LLC$6.8M02025-09-30
Sound Stewardship, LLC$6.6M92026-06-30
Onedigital Investment Advisors LLC$6.6M3862026-06-30
Citigroup Inc$6.6M02026-06-30
Lodestar Private Asset Management LLC$6.6M52026-06-30
Ameraudi Asset Management, Inc.$6.5M122026-06-30
Callan Family Office, LLC$6.4M02026-06-30
Perissos Private Wealth Management, LLC$6.4M22026-06-30
Wealthspire Retirement, LLC$6.4M1462026-06-30
Fairview Capital Investment Management, LLC$6.3M02026-06-30
Kestra Advisory Services, LLC$6.3M1,4792026-06-30
Connable Office Inc$6.3M02026-06-30
Horizons Wealth Management$6.3M32026-03-31
Migdal Insurance & Financial Holdings Ltd.$6.3M02026-06-30
Ssa Swiss Advisors AG$6.2M32026-06-30
Alliancebernstein LP$6.2M5172026-06-30
Patten Group, Inc.$6.2M72026-06-30
Mosley Wealth Management$6.1M122026-06-30
Independent Financial Group, LLC$6M4812026-06-30
Curbstone Financial Management Corp$5.9M62026-06-30
Envestnet Portfolio Solutions, Inc.$5.9M32026-06-30
Rather & Kittrell, Inc.$5.9M202026-06-30
Great Valley Advisor Group, LLC$5.9M2052026-06-30
Impact Partnership Wealth, LLC$5.7M922026-06-30
Corecap Advisors, LLC$5.6M1182026-06-30
Parallel Advisors, LLC$5.5M752026-06-30
Brightwater Advisory, LLC$5.5M22026-06-30
Welch & Forbes LLC$5.5M52026-06-30
Axos Invest Inc.$5.4M142026-06-30
Fifth Third Bancorp$5.4M02026-06-30
Garner Asset Management Corp$5.4M12026-06-30
Blair William & Co/il$5.3M3292026-06-30
Cranbrook Wealth Management, LLC$5.3M52026-06-30
Vestwell Advisors, LLC$5.2M82026-06-30
Chicago Partners Investment Group LLC$5.1M572026-06-30
Commerce Bank$5.1M02026-06-30
Napa Wealth Management$5M02025-09-30
Fermata Advisors$5M132026-06-30
Neuberger Berman Group LLC$4.9M02026-06-30
Stephenson & Company, Inc.$4.9M32026-06-30
Insight Wealth Partners, LLC$4.9M152026-06-30
Wespac Advisors Socal, LLC$4.9M102026-06-30
Savant Wealth Management$4.9M4052026-06-30
Crabel Capital Management, LLC$4.8M02026-06-30
D.A. Davidson & Co.$4.8M6892026-06-30
J.W. Cole Advisors, Inc.$4.7M4992026-06-30
Slocum, Gordon & Co LLP$4.6M22026-06-30
Minot Deblois Advisors LLC$4.6M12026-06-30
49 Wealth Management, LLC$4.6M1462026-06-30
Alongside, LLC$4.6M252026-06-30
Madson Wealth Advisors Inc$4.5M32026-06-30
Rathbones Group PLC$4.5M02026-06-30
Captrust Financial Advisors$4.5M9622026-06-30
Evergreen Capital Management LLC$4.5M282026-06-30
Texas Bank & Trust Co$4.5M02026-06-30
Advisory Services Network$4.5M2532026-06-30
Comerica Bank$4.4M02025-12-31
Massmutual Private Wealth & Trust, Fsb$4.4M02026-06-30
Addison Capital Co$4.3M32026-06-30
Rothschild Wealth LLC$4.3M312026-06-30
Music Row Wealth Management$4.3M32026-06-30
Adirondack Trust Co$4.2M02026-06-30
Corient Private Wealth LP$4.2M6742026-06-30
Newedge Advisors$4.2M6012026-06-30
Cornerstone Financial Group, LLC /ne$4.1M52026-06-30
First Trust Advisors LP$4.1M6072026-06-30
Edgestream Partners, LP$4.1M02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$4.1M1,7212026-06-30
M&T Bank Corp$4.1M02026-06-30
United Services Automobile Association$4.1M02026-06-30
Mgo One Seven LLC$4M1182026-06-30
Ifp Advisors, Inc$4M3182026-06-30
Private Advisory Group LLC$4M182026-06-30
Franklin Resources Inc$3.9M02026-06-30
Rubicon Advisors, Gp$3.8M112026-06-30
Citadel Advisors LLC$3.8M02026-06-30
Sequent Planning LLC$3.8M1002026-06-30
Barclays PLC$3.8M02026-06-30
Viaable, LLC$3.8M42026-06-30
First Horizon Corp$3.8M02026-06-30
Bragg Financial Advisors Inc$3.7M152026-06-30
Cordant, Inc.$3.7M02026-06-30
Sigma Planning Corp$3.7M4742026-06-30
Modera Wealth Management, LLC$3.7M1352026-06-30
Financial & Tax Architects, LLC$3.6M382026-06-30
Nwam LLC$3.6M622026-06-30
Orion Porfolio Solutions, LLC$3.6M1992026-06-30
Greenspring Advisors, LLC$3.5M442026-06-30
Benjamin Edwards Inc$3.5M02026-06-30
Samalin Investment Counsel, LLC$3.5M82026-06-30
Fortis Group Advisors, LLC$3.4M252026-06-30
Exencial Wealth Advisors, LLC$3.4M02026-03-31
Transamerica Financial Advisors, LLC$3.4M1,0972026-06-30
Bank of Montreal /can$3.3M02026-06-30
Evelyn Partners Investment Management (europe) Ltd$3.3M02026-03-31
Legacy Wealth Partners, LLC$3.3M92026-06-30
Sigfig Wealth Management, LLC$3.2M42026-06-30
US Bancorp$3.2M02026-06-30
Integrity Alliance, Llc.$3.2M3532026-06-30
Btg Pactual Asset Management US LLC$3.1M652026-06-30
Sage Financial Group Inc$3.1M202026-06-30

The 250 largest of 1,074 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30