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IPM — INTELLIGENT PROTECTION MANAG

Reported value held$774.77K
Funds holding (latest)15
SectorTechnology
Funds holding (Q2 2026)7
Institutional value$256.91K · 147.63K sh
New / Add / Cut / Exit1 / 3 / 1 / 1
Top-5 / Top-10 concentration99.3% / 100.0%
Institutional holdings change Accumulating +1.3% (+1.96K sh)
Institutional value change Up +15.3%

As of Q2 2026, 7 SEC-registered investment managers reported holding IPM (INTELLIGENT PROTECTION MANAG) in their latest 13F filings, with a combined reported value of $256.91K across 147.63K shares. That is +1.3% by share count (+1.96K shares) versus the previous quarter, while reported value moved +15.3%. Ownership is concentrated: the five largest holders account for 99.3% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

IPM is classified in the Technology sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 242.44K $417.00K 0.00% Hold
Renaissance Technologies history Q2 2026 45.60K $79.34K 0.00% Add
Geode Capital Management history Q2 2026 42.41K $73.82K 0.00% Reduce
Two Sigma Investments history Q2 2026 38.58K $67.12K 0.00% Hold
Citadel Advisors history Q2 2026 18.55K $32.27K 0.00% New
Millennium Management history Q4 2024 14.95K $29.75K 0.00% New
BlackRock Inc history Q1 2025 14.74K $25.65K 0.00% Reduce
Goldman Sachs Group history Q4 2025 14.09K $24.23K 0.00% Reduce
Northern Trust Corp history Q1 2026 13.63K $20.85K 0.00% Hold
Citigroup Inc history Q2 2026 1.50K $2.60K 0.00% Add
UBS Group AG history Q2 2026 854 $1.49K 0.00% Add
Morgan Stanley history Q2 2026 150 $261 0.00% Hold
JPMorgan Chase & Co history Q1 2025 84 $146 0.00% Add
Wells Fargo & Co history Q1 2024 43 $132 0.00% Hold
Bank of America Corp history Q4 2025 56 $96 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 15 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Renaissance Technologies — — — — — — 20.50K — 46.32K 50.10K 22.50K 25.00K 29.40K 29.80K 30.60K 34.10K 36.70K 55.10K 41.30K 45.60K
Geode Capital Management — — 21.21K 22.80K 21.21K 25.50K 45.04K 45.04K 39.10K 39.10K 49.17K 52.91K 59.48K 63.18K 49.09K 48.81K 49.15K 49.41K 51.42K 42.41K
Two Sigma Investments — — — — — — 26.79K — — — — — — — — — — 38.68K 38.58K 38.58K
Citadel Advisors — 35.82K — — 58.68K — — — — 22.74K 34.45K 22.74K — 28.37K 12.55K — — 24.01K — 18.55K
Citigroup Inc — — — — — — — — 51 — — 97 — — — 505 3.68K 4.28K 1 1.50K
UBS Group AG 4.26K 4.94K — — 7.93K 6.08K — 639 111 — — 4.74K 37.90K 33.05K 19.32K 32.94K — 517 600 854
Morgan Stanley — 581 2.65K 1.05K — 1 — — — — — — — — — — — — 150 150
Goldman Sachs Group — — — — — — — — — — — — — — — 33.75K 15.18K 14.09K — —
Bank of America Corp — 22.94K 12.03K 3.10K — 5 — — 70 3 — 45 49 49 51 58 56 56 — —
Northern Trust Corp — — — — — — — — — 10.30K 14.97K — — — — — 13.63K 13.63K 13.63K —
Vanguard Group — 53.82K 91.27K 91.27K 127.91K 127.97K 165.37K 165.37K 165.37K 165.37K 234.08K 238.94K 242.44K 242.44K 242.44K 242.44K 242.44K 242.44K — —
BlackRock Inc — — — — — — — — — — — — 14.93K 15.03K 14.74K — — — — —
JPMorgan Chase & Co 43 — — — — — — — 6 9 — 14 13 13 84 — — — — —
Millennium Management — — 15.23K 36.21K — — — — — — — — — 14.95K — — — — — —
Wells Fargo & Co 19 28 28 331 50 50 50 52 40 43 43 — — — — — — — — —

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