Tiptree Inc.Tiptree Inc.Tiptree Inc.

Tiptree Inc.

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Funds holding the stock

Sorted by market value, the list below shows funds with Tiptree Inc. stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol
Mkt value
Weight
Issuer
Management style
Focus
Expense ratio
AUM
Price
Chg %
Rel vol
NAV total return
3Y
DFATDimensional U.S. Targeted Value ETF
4.67 M USD0.03%
Dimensional Holdings, Inc.
Active
Extended market
0.28%14.49 B USD70.73 USD−0.16%0.49+50.37%
IWNiShares Russell 2000 Value ETF
4.11 M USD0.03%
BlackRock, Inc.
Passive
Small cap
0.24%14.33 B USD221.24 USD−0.25%0.69+56.83%
DFMCU.S. Micro Cap Portfolio: ETF Class Shares
3.71 M USD0.05%
Dimensional Holdings, Inc.
Active
Micro cap
0.41%171.14 M USD59.96 USD−0.20%1.60
AVUVAvantis U.S. Small Cap Value ETF
2.84 M USD0.01%
American Century Cos., Inc.
Active
Small cap
0.25%30.18 B USD125.28 USD+0.03%1.19+58.38%
BSVOEA Bridgeway Omni Small-Cap Value ETF
2.34 M USD0.10%
Empirical Finance LLC
Active
Small cap
0.45%2.43 B USD29.27 USD−0.25%0.52+58.78%
GABFGabelli ETFs Trust Gabelli Financial Services Opportunities ETF
1.91 M USD3.84%
GAMCO Investors, Inc.
Active
Financials
1.24%51.78 M USD45.31 USD+0.06%0.78+1.42%
IWCiShares Microcap ETF
1.41 M USD0.10%
BlackRock, Inc.
Passive
Micro cap
0.60%1.44 B USD187.65 USD−0.70%0.66+72.14%
DFSVDimensional US Small Cap Value ETF
1.24 M USD0.02%
Dimensional Holdings, Inc.
Active
Small cap
0.30%8.21 B USD39.66 USD0.00%0.96+31.76%
AVSCAvantis U.S Small Cap Equity ETF
697.7 K USD0.02%
American Century Cos., Inc.
Active
Small cap
0.25%3.05 B USD72.34 USD−0.17%0.78+35.58%
VFHVanguard Financials ETF
661.46 K USD0.00%
The Vanguard Group, Inc.
Passive
Financials
0.09%13.65 B USD139.23 USD−0.14%0.95+72.94%
DESWisdomTree U.S. SmallCap Dividend Fund
582.23 K USD0.03%
WisdomTree, Inc.
Passive
Small cap
0.38%2.19 B USD40.62 USD−0.25%0.80+45.43%
DFUVDimensional US Marketwide Value ETF
524.97 K USD0.00%
Dimensional Holdings, Inc.
Active
Total market
0.21%15.39 B USD55.59 USD+0.22%0.43+38.98%
ONEQFidelity Nasdaq Composite Index ETF
494.56 K USD0.00%
FMR LLC
Passive
Total market
0.21%10.25 B USD100.03 USD+1.24%0.90+85.87%
VTWVVanguard Russell 2000 Value ETF
368.85 K USD0.03%
The Vanguard Group, Inc.
Passive
Small cap
0.06%1.34 B USD195.08 USD−0.38%0.30+57.78%
IAKiShares U.S. Insurance ETF
362.59 K USD0.07%
BlackRock, Inc.
Passive
Financials
0.38%539.03 M USD147.16 USD−0.31%0.63+71.03%
EESWisdomTree U.S. SmallCap Fund
142.89 K USD0.02%
WisdomTree, Inc.
Passive
Small cap
0.38%716.6 M USD67.53 USD−0.15%1.21+48.21%
FNCLFidelity MSCI Financials Index ETF
108.13 K USD0.00%
FMR LLC
Passive
Financials
0.08%2.38 B USD81.06 USD−0.16%1.60+72.95%
INSUInvesco Dow Jones US Insurance UCITS ETF AccumUSD53.53 K USD0.04%
Invesco Ltd.
Passive
Financials
0.35%125.36 M USD9.016 USD+0.97%0.74+19.95%
EBITHarbor AlphaEdge Small Cap Earners ETF
17.69 K USD0.13%
ORIX Corp.
Passive
Small cap
0.29%11.99 M USD39.94 USD−0.17%3.00+27.14%
AVUQAvantis U.S. Quality ETF
2.88 K USD0.00%
American Century Cos., Inc.
Active
Large cap
0.15%284.17 M USD65.41 USD+1.04%0.93
CAUVAvantis CIBC U.S. Small Cap Value ETF Common Units Trust Units
2.55 K USD0.01%
Canadian Imperial Bank of Commerce
Active
Small cap
33.42 M USD22.69 CAD+0.22%3.31
AVIEAvantis Inflation Focused Equity ETF
1.6 K USD0.01%
American Century Cos., Inc.
Active
Total market
0.25%12.37 M USD77.32 USD−0.06%0.70+31.72%
RESMColumbia Research Enhanced Small Cap ETF
756 USD0.02%
Ameriprise Financial, Inc.
Active
Small cap
0.32%3.61 M USD23.93 USD−0.47%0.02