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Tree shares owned by Financial Management Professionals

Quarter-by-quarter ownership of Tree (TREE) shares owned by Financial Management Professionals from 13F filings

Historical chart of Financial Management Professionals investment in Tree

Tip: Access up to 7 years of quarterly data

All positions including Tree held by Financial Management Professionals consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by Financial Management Professionals

Quarter filed Position value Share count Share price at filing
2025-12-31 $25k 465 53.09

More positions owned by Financial Management Professionals

Goldman Sachs Actvbeta US LRG ETF Etf (GSLC)
Dimensional Intern Core EQT MKT ETF Etf (DFAI)
Schwab US Large Cap Growth ETF Etf (SCHG)
Schwab US Large Cap ETF Etf (SCHX)
John Hancock Multifctr Mid CP ETF Etf (JHMM)
Goldman Sachs Actvbt International Equity ETF Etf (GSIE)
iShares Russell 1000 ETF IV Etf (IWB)
Vanguard S&P 500 ETF Etf (VOO)
iShares MSCI USA Multifct ETF Etf (SMLF)
Vanguard Total Bond Market ETF Etf (BND)
iShares Core MSCI Emerging ETF Etf (IEMG)
Vanguard Value ETF Stock (VTV)
Vanguard Large Cap ETF Etf (VV)
SPDR BLMBG SRT TR Int TRY BND ETF Etf (BWZ)
PIMCO 0-5 Year High YLD BND Idx ETF Etf (HYS)

View all positions for Financial Management Professionals

Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Vanguard Group
Jennison Associates
Ameriprise Financial
Renaissance Technologies
Emerald Advisers
Blue Grotto Capital
Punch & Associates Investment Management
Citadel Advisors
Jacobs Levy Equity Management
Millennium Management
Jane Street
Geode Capital Management
Arrowstreet Capital, Limited Partnership

View all funds holding Tree