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IPX — IPERIONX LTD

Reported value held$29.31M
Funds holding (latest)14
SectorMaterials
Funds holding (Q2 2026)12
Institutional value$28.85M · 970.71K sh
New / Add / Cut / Exit1 / 7 / 3 / 0
Top-5 / Top-10 concentration89.0% / 100.0%
Institutional holdings change Accumulating +118.5% (+526.49K sh)
Institutional value change Up +149.4%

As of Q2 2026, 12 SEC-registered investment managers reported holding IPX (IPERIONX LTD) in their latest 13F filings, with a combined reported value of $28.85M across 970.71K shares. That is +118.5% by share count (+526.49K shares) versus the previous quarter, while reported value moved +149.4%. Ownership is concentrated: the five largest holders account for 89.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 7 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

IPX is classified in the Materials 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
Millennium Management history Q2 2026 579.75K $17.24M 0.01% Add
UBS Group AG history Q2 2026 96.73K $2.88M 0.00% Add
Point72 Asset Management history Q2 2026 68.81K $2.05M 0.00% Add
Morgan Stanley history Q2 2026 64.34K $1.91M 0.00% Reduce
BlackRock Inc history Q2 2026 54.19K $1.61M 0.00% Add
Bank of America Corp history Q2 2026 52.34K $1.56M 0.00% Add
Citadel Advisors history Q2 2026 33.30K $990.01K 0.00% Add
Marshall Wace history Q4 2024 13.51K $464.74K 0.00% New
Goldman Sachs Group history Q2 2026 15.30K $454.78K 0.00% Reduce
JPMorgan Chase & Co history Q2 2026 4.10K $110.51K 0.00% New
Wells Fargo & Co history Q2 2026 1.61K $47.92K 0.00% Reduce
Fidelity Management & Research (FMR) history Q2 2026 212 $6.30K 0.00% Add
PNC Financial Services history Q2 2026 34 $1.01K 0.00% Hold
Citigroup Inc history Q4 2025 1 $36 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 14 funds)

FundQ3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Millennium Management — — — — — — — — — — — — — 117.44K 164.72K 579.75K
UBS Group AG — — 216 — — — — — 431 — 50.59K 49.78K 39.55K 29.95K 63.87K 96.73K
Point72 Asset Management — — — — — — — — — — — — — 48.32K 24.56K 68.81K
Morgan Stanley 600 — 100 — — 25.80K 43.30K 43.00K 32.60K 15.75K 38.40K 6.64K 55.47K 130.51K 65.53K 64.34K
BlackRock Inc — — — — — — — — — — — 39.39K 41.22K 35.74K 46.06K 54.19K
Bank of America Corp 10.00K 10.00K 10.00K 10.00K 10.00K 10.00K 10.00K 20.00K 20.90K 24.19K 20.97K 35.44K 23.44K 31.16K 23.34K 52.34K
Citadel Advisors — — — — — — — — — 8.24K — — 12.61K 21.76K 23.46K 33.30K
Goldman Sachs Group — — — — — — — — — — — — — — 27.11K 15.30K
JPMorgan Chase & Co — — — — — — — 1.51K 1.23K — — 2.11K 2.11K 2.11K — 4.10K
Wells Fargo & Co — — — — 6.19K 6.19K 6.19K 6.19K 7.19K 5.50K 5.64K 5.64K 6.09K 4.30K 5.38K 1.61K
Fidelity Management & Research (FMR) — — — — — — — — — 298 298 — 49 118 169 212
PNC Financial Services — — — — — — — — — — 21 21 33 34 34 34
Citigroup Inc — — — — — — — — — — — — — 1 — —
Marshall Wace — — — — — — — — — 13.51K — — — — — —

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