| 1.59% |
| 4 | AMERIPRISE FINANCIAL INC | 703K | $31.1M | +26.7% | 5.036% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 423K | $18.8M | -11.4% | 3.034% | 0.00% |
| 6 | MILLENNIUM MANAGEMENT LLC | 411K | $18.2M | +11.7% | 2.947% | 0.01% |
| 7 | JACOBS LEVY EQUITY MANAGEMENT, INC | 374K | $16.6M | +16.7% | 2.681% | 0.06% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 370K | $16.4M | +33.2% | 2.653% | 0.00% |
| 9 | GOLDMAN SACHS GROUP INC | 352K | $15.6M | +85.4% | 2.522% | 0.00% |
| 10 | EMERALD ADVISERS, LLC | 335K | $14.8M | -1.5% | 2.399% | 0.35% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 331K | $14.7M | +20.7% | 2.374% | 0.01% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 311K | $13.6M | +53.0% | 2.229% | 0.00% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 297K | $13.2M | +7.2% | 2.131% | 0.00% |
| 14 | STATE STREET CORP | 260K | $11.5M | +4.0% | 1.863% | 0.00% |
| 15 | EMERALD MUTUAL FUND ADVISERS TRUST | 218K | $9.7M | 0.0% | 1.564% | 0.34% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 203K | $9.0M | +51.2% | 1.456% | 0.00% |
| 17 | FMR LLC | 202K | $8.9M | +10.2% | 1.446% | 0.00% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 200K | $8.9M | -0.3% | 1.432% | 0.00% |
| 19 | FEDERATED HERMES, INC. | 192K | $8.5M | +8.2% | 1.376% | 0.01% |
| 20 | STATE OF WISCONSIN INVESTMENT BOARD | 180K | $8.0M | +37.5% | 1.290% | 0.02% |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 164K | $7.3M | -36.9% | 1.177% | 0.01% |
| 22 | MARSHALL WACE, LLP | 157K | $7.0M | -13.7% | 1.125% | 0.01% |
| 23 | G2 Investment Partners Management LLC | 156K | $6.9M | -11.0% | 1.118% | 1.26% |
| 24 | CITADEL ADVISORS LLC | 126K | $5.6M | -17.5% | 0.900% | 0.00% |
| 25 | NORTHERN TRUST CORP | 117K | $5.2M | +27.0% | 0.840% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in TREE — a direct measure of their conviction.
| 79.57% |
| 1.61 pp |
| $524M |
| +26% |
| Q4 2024 | 178 | +1.7% | 81.18% | +1.99 pp | $416M | 30% |
| Q3 2024 | 175 | — | 79.19% | — | $599M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
29 institutions opened new positions in TREE during Q2 2026, while 20 fully exited. 115 added to existing positions and 43 trimmed.
TREE institutional ownership rose by 1.62 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 51.3% of all reported 13F value in TREE, and the top 25 account for 78.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.