Who owns IPAC
Which tracked institutional funds hold IPAC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IPAC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
44 tracked funds added or opened IPAC while 16 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IPAC’s largest tracked holder by dollar value, Blue Trust, Inc., sizes it at 5.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 5.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IPAC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 177 tracked filers holding IPAC, 90 increased or opened the position and 84 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IPAC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$90M
- Financial Gravity Companies, Inc.$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Calydon Capital$1M
- BANK OZK$612K
Full exits 12
- BESSEMER GROUP INC$33M
- Smithfield Trust Co$26M
- Thrivent Financial for Lutherans$10M
- Amundi$8M
- Financial Gravity Asset Management, Inc.$5M
- FDx Advisors, Inc.$3M
Largest adds
- JPMORGAN CHASE & CO$53M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$30M
- Blue Trust, Inc.$21M
- MORGAN STANLEY$8M
- Rockefeller Capital Management L.P.$7M
- Elm Partners Management LLC$6M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$90M
- JANE STREET GROUP, LLC$3M
- MCCARTER PRIVATE WEALTH SERVICES LLC$253K
- HARBOUR INVESTMENTS, INC.$252K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Blue Trust, Inc. trimmed | 5,977,443 | $490M | 26.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,844,032 | $233M | 12.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,677,633 | $219M | 12.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,202,282 | $99M | 5.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. new | 1,094,986 | $90M | 4.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,026,218 | $84M | 4.6% | 2026-Q2 |
| ASSETMARK, INC trimmed | 940,857 | $77M | 4.2% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 654,722 | $54M | 2.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 610,501 | $50M | 2.7% | 2026-Q2 |
| Elm Partners Management LLC added | 533,830 | $44M | 2.4% | 2026-Q2 |
| Cetera Investment Advisers added | 404,717 | $33M | 1.8% | 2026-Q2 |
| Mandatum Life Insurance Co Ltd added | 261,853 | $21M | 1.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 226,260 | $19M | 1.0% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 225,182 | $18M | 1.0% | 2026-Q2 |
| Roberts Financial Services LLC trimmed | 208,888 | $17M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 204,312 | $17M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 203,327 | $17M | 0.9% | 2026-Q2 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 190,959 | $16M | 0.9% | 2026-Q2 |
| VALLEY WEALTH MANAGERS, INC. trimmed | 182,292 | $15M | 0.8% | 2026-Q2 |
| Vident Advisory, LLC added | 151,502 | $12M | 0.7% | 2026-Q2 |
| Blue Edge Capital, LLC added | 148,371 | $12M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 146,502 | $12M | 0.7% | 2026-Q2 |
| BlackRock, Inc. trimmed | 140,969 | $12M | 0.6% | 2026-Q2 |
| Garde Capital, Inc. trimmed | 138,788 | $11M | 0.6% | 2026-Q2 |
| GenTrust, LLC trimmed | 132,979 | $11M | 0.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 109,734 | $9M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 101,789 | $8M | 0.5% | 2026-Q2 |
| UBS Group AG added | 88,899 | $7M | 0.4% | 2026-Q2 |
| Columbus Macro, LLC added | 88,047 | $7M | 0.4% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 77,364 | $6M | 0.3% | 2026-Q2 |
| Integris Wealth Management, LLC trimmed | 72,703 | $6M | 0.3% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 71,814 | $6M | 0.3% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 70,357 | $6M | 0.3% | 2026-Q2 |
| Financial Gravity Companies, Inc. added | 65,760 | $5M | 0.3% | 2026-Q2 |
| Creative Planning added | 65,203 | $5M | 0.3% | 2026-Q2 |
| ES4, LLC added | 51,646 | $4M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 41,057 | $3M | 0.2% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 33,871 | $3M | 0.2% | 2026-Q2 |
| Millington Financial Advisors, LLC added | 31,319 | $3M | 0.1% | 2026-Q2 |
| Denver PWM, LLC added | 29,978 | $3M | 0.1% | 2026-Q2 |
| Dogwood Wealth Management LLC trimmed | 28,683 | $2M | 0.1% | 2026-Q2 |
| PRESILIUM PRIVATE WEALTH, LLC trimmed | 28,089 | $2M | 0.1% | 2026-Q2 |
| Willis Johnson & Associates, Inc. trimmed | 27,892 | $2M | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 25,132 | $2M | 0.1% | 2026-Q2 |
| Fortis Capital Advisors, LLC trimmed | 25,132 | $2M | 0.1% | 2026-Q2 |
| Global Financial Private Client, LLC added | 24,134 | $2M | 0.1% | 2026-Q2 |
| Family Legacy, Inc. trimmed | 23,186 | $2M | 0.1% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 23,142 | $2M | 0.1% | 2026-Q2 |
| PAX Financial Group, LLC trimmed | 21,256 | $2M | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. added | 20,694 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,236 | $2M | 0.1% | 2026-Q2 |
| Security National Bank added | 20,066 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 19,262 | $2M | 0.1% | 2026-Q2 |
| Jacobs Equity LLC trimmed | 18,903 | $2M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 18,884 | $2M | 0.1% | 2026-Q2 |
| RICHARDSON FINANCIAL SERVICES INC. trimmed | 18,257 | $1M | 0.1% | 2026-Q2 |
| LVZ, Inc. trimmed | 17,776 | $1M | 0.1% | 2026-Q2 |
| MCCARTER PRIVATE WEALTH SERVICES LLC trimmed | 17,579 | $1M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 16,503 | $1M | 0.1% | 2026-Q2 |
| Calydon Capital new | 14,622 | $1M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 14,462 | $1M | 0.1% | 2026-Q2 |
| INVESTED ADVISORS added | 13,077 | $1M | 0.1% | 2026-Q2 |
| Inman Jager Wealth Management, LLC | 12,464 | $1M | 0.1% | 2026-Q2 |
| ORBA Wealth Advisors, L.L.C. added | 12,129 | $994K | 0.1% | 2026-Q2 |
| Wellspring Financial Advisors, LLC added | 12,039 | $986K | 0.1% | 2026-Q2 |
| Tanager Wealth Management LLP | 11,574 | $948K | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP | 10,565 | $866K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,543 | $864K | 0.0% | 2026-Q2 |
| Yoffe Investment Management, LLC added | 9,295 | $762K | 0.0% | 2026-Q2 |
| Element Wealth, LLC trimmed | 9,266 | $759K | 0.0% | 2026-Q2 |
| Selby Wealth Management, LLC trimmed | 9,086 | $744K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 8,955 | $734K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP added | 8,906 | $730K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 8,814 | $722K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 8,476 | $694K | 0.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 8,338 | $683K | 0.0% | 2026-Q2 |
| SAPIENT CAPITAL LLC | 8,317 | $681K | 0.0% | 2026-Q2 |
| BRANDYWINE OAK PRIVATE WEALTH LLC trimmed | 8,204 | $672K | 0.0% | 2026-Q2 |
| Caprock Group, LLC | 7,944 | $651K | 0.0% | 2026-Q2 |
| Williams & Novak, LLC | 7,766 | $636K | 0.0% | 2026-Q2 |
| Balefire, LLC trimmed | 7,737 | $634K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 7,715 | $632K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 7,612 | $622K | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 7,592 | $622K | 0.0% | 2026-Q2 |
| BANK OZK new | 7,467 | $612K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 7,165 | $587K | 0.0% | 2026-Q2 |
| SUMMITPOINT CAPITAL MANAGEMENT trimmed | 6,501 | $533K | 0.0% | 2026-Q2 |
| Gateway Wealth Partners, LLC added | 6,136 | $503K | 0.0% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 6,110 | $501K | 0.0% | 2026-Q2 |
| Rehmann Capital Advisory Group | 6,089 | $499K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 5,943 | $487K | 0.0% | 2026-Q2 |
| AlphaStar Capital Management, LLC trimmed | 5,808 | $476K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 5,608 | $459K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 5,493 | $450K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 5,398 | $442K | 0.0% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 5,397 | $444K | 0.0% | 2026-Q2 |
| Edgemoor Investment Advisors, Inc. | 5,310 | $435K | 0.0% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. added | 5,045 | $413K | 0.0% | 2026-Q2 |
| GUYASUTA INVESTMENT ADVISORS INC trimmed | 4,887 | $400K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 4,838 | $396K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.