Position in TREE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,192,468
+$1,233,703 QoQ
Shares Held
117,238
+27.0% QoQ
Ownership
0.835%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 186 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026NORTHERN TRUST CORP holds $157,659,436 across 6 Financial Conglomerates names. TREE ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
800,212 | $72,443,187 | |
| 2 | IX |
Orix Corp
|
1,356,665 | $51,607,535 | |
| 3 | HTH |
Hilltop Holdings Inc.
|
512,567 | $19,877,346 | |
| 4 | FRHC |
Freedom Holding Corp.
|
53,805 | $7,019,937 | |
| 5 | TREE |
LendingTree, Inc.
This page
|
117,238 | $5,192,468 | |
| 6 | RILY |
BRC Group Holdings, Inc.
|
188,926 | $1,518,963 |
All Filings in TREE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,192,468 | 117,238 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $3,958,765 | 92,322 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,786,858 | 90,165 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $6,210,776 | 95,949 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,531,321 | 95,261 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $4,676,564 | 93,029 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,676,947 | 94,889 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $5,157,589 | 88,878 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $3,618,329 | 87,000 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,789,217 | 89,495 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,694,749 | 88,877 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,340,067 | 86,456 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,954,125 | 88,382 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,936,250 | 110,137 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,417,284 | 113,328 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,648,458 | 111,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,953,411 | 113,040 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $14,992,495 | 125,282 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $15,632,356 | 127,507 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $21,715,177 | 155,297 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $33,873,676 | 159,872 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $19,625,820 | 92,140 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $23,480,776 | 85,762 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $20,023,650 | 65,247 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $19,347,840 | 66,825 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $12,891,580 | 70,296 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||