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Tree shares owned by Mackenzie Financial

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

Historical chart of Mackenzie Financial investment in Tree

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

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Quarterly reported holdings in Tree by Mackenzie Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $659k 12k 53.19
2016-09-30 $2.5M 26k 96.89
2016-06-30 $1.8M 20k 88.34
2016-03-31 $637k 6.5k 97.73

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View all positions for Mackenzie Financial

Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Vanguard Group
Jennison Associates
Blue Grotto Capital
Ameriprise Financial
Punch & Associates Investment Management
Emerald Advisers
Citadel Advisors
Jacobs Levy Equity Management
Millennium Management
Renaissance Technologies
Geode Capital Management
Dimensional Fund Advisors
State Street Corporation

View all funds holding Tree