Who owns IPKW
Which tracked institutional funds hold IPKW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IPKW 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
24 tracked funds added or opened IPKW while 19 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
IPKW’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IPKW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IPKW 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 83 tracked filers holding IPKW, 51 increased or opened the position and 42 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 IPKW 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 2
- Kovack Advisors, Inc.$5M
- Kestra Advisory Services, LLC$596K
Full exits 7
- Cambridge Investment Research Advisors, Inc.$4M
- FLOW TRADERS U.S. LLC$2M
- Independent Advisor Alliance$2M
- Janney Montgomery Scott LLC$2M
- Belpointe Asset Management LLC$1M
- Meridian Wealth Management, LLC$1M
Largest adds
- Park Edge Advisors, LLC$5M
- AMERIPRISE FINANCIAL INC$4M
- LPL Financial LLC$4M
- GTS SECURITIES LLC$3M
- UBS Group AG$3M
- MORGAN STANLEY$2M
Largest trims
- RAYMOND JAMES FINANCIAL INC$16M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
- JANE STREET GROUP, LLC$2M
- ROYAL BANK OF CANADA$2M
- Gateway Wealth Partners, LLC$1M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 722,597 | $41M | 10.6% | 2026-Q2 |
| MORGAN STANLEY added | 702,544 | $40M | 10.3% | 2026-Q2 |
| LPL Financial LLC added | 659,314 | $37M | 9.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 497,047 | $28M | 7.3% | 2026-Q2 |
| Kellett Wealth Advisors, LLC added | 349,517 | $20M | 5.1% | 2026-Q2 |
| Nikulski Financial, Inc. added | 245,164 | $14M | 3.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 179,557 | $12M | 3.2% | 2026-Q2 |
| UBS Group AG added | 207,116 | $12M | 3.0% | 2026-Q2 |
| Park Edge Advisors, LLC added | 195,510 | $11M | 2.9% | 2026-Q2 |
| Arkadios Wealth Advisors added | 181,244 | $10M | 2.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 175,219 | $10M | 2.6% | 2026-Q2 |
| Brookstone Capital Management added | 164,443 | $9M | 2.4% | 2026-Q2 |
| Breakwater Capital Group added | 148,995 | $8M | 2.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 113,604 | $7M | 1.7% | 2026-Q2 |
| Cetera Investment Advisers added | 110,521 | $6M | 1.6% | 2026-Q2 |
| Principle Wealth Partners LLC added | 93,953 | $5M | 1.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 93,809 | $5M | 1.4% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 91,026 | $5M | 1.3% | 2026-Q2 |
| Kovack Advisors, Inc. new | 80,123 | $5M | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 79,484 | $4M | 1.2% | 2026-Q2 |
| GTS SECURITIES LLC added | 69,046 | $4M | 1.0% | 2026-Q2 |
| Financial Enhancement Group LLC trimmed | 68,436 | $4M | 1.0% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT added | 66,079 | $4M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 53,158 | $3M | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 48,989 | $3M | 0.7% | 2026-Q2 |
| Wagner Wealth Management, Corp added | 45,058 | $3M | 0.7% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 40,976 | $2M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 39,569 | $2M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 36,534 | $2M | 0.5% | 2026-Q2 |
| TOWLE & CO added | 32,748 | $2M | 0.5% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. added | 31,111 | $2M | 0.5% | 2026-Q2 |
| Asset One Wealth Management LLC trimmed | 28,417 | $2M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 28,578 | $2M | 0.4% | 2026-Q2 |
| Dana Investment Advisors, Inc. added | 28,240 | $2M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 26,965 | $2M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 25,882 | $1M | 0.4% | 2026-Q2 |
| ATX Financial Planning, LLC added | 25,701 | $1M | 0.4% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 24,806 | $1M | 0.4% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 22,859 | $1M | 0.3% | 2026-Q2 |
| Fortis Group Advisors, LLC added | 21,924 | $1M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 19,911 | $1M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 16,794 | $946K | 0.2% | 2026-Q2 |
| PFG Investments, LLC added | 16,476 | $928K | 0.2% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 14,725 | $829K | 0.2% | 2026-Q2 |
| Daner Wealth Management, LLC trimmed | 12,264 | $754K | 0.2% | 2026-Q2 |
| Fortune Financial Group, Inc. added | 10,788 | $608K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 10,578 | $596K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 9,716 | $548K | 0.1% | 2026-Q2 |
| Verdence Capital Advisors LLC added | 9,365 | $528K | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 9,008 | $507K | 0.1% | 2026-Q2 |
| United Advisor Group, LLC added | 8,569 | $483K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. | 8,028 | $452K | 0.1% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 7,865 | $443K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 7,595 | $428K | 0.1% | 2026-Q2 |
| Insight Wealth Strategies, LLC added | 6,452 | $364K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 6,388 | $360K | 0.1% | 2026-Q2 |
| ProVise Management Group, LLC | 5,776 | $325K | 0.1% | 2026-Q2 |
| QTR Family Wealth, LLC added | 5,516 | $311K | 0.1% | 2026-Q2 |
| IRON Financial LLC trimmed | 5,510 | $310K | 0.1% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC added | 5,122 | $289K | 0.1% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 5,087 | $287K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 5,035 | $284K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 5,023 | $283K | 0.1% | 2026-Q2 |
| Aspire Capital Advisors LLC trimmed | 4,863 | $274K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 4,421 | $249K | 0.1% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. | 3,877 | $218K | 0.1% | 2026-Q2 |
| Insight Advisors, LLC/ PA trimmed | 3,816 | $215K | 0.1% | 2026-Q2 |
| Mariner, LLC | 3,630 | $204K | 0.1% | 2026-Q2 |
| Ancora Advisors LLC | 1,969 | $111K | 0.0% | 2026-Q2 |
| Triumph Capital Management added | 1,468 | $83K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 1,207 | $68K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 1,070 | $60K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 624 | $35K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 582 | $33K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 557 | $31K | 0.0% | 2026-Q2 |
| TRUST CO OF VERMONT | 500 | $28K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 280 | $16K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 236 | $13K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 223 | $13K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 206 | $12K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 200 | $11K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 20 | $1K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $20 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 72,062 | $4M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 37,753 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 33,404 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 27,286 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Belpointe Asset Management LLC added | 24,272 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Meridian Wealth Management, LLC new | 19,414 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| NATIXIS ADVISORS, LLC new | 11,698 | $658K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Norris Financial Group, LLC trimmed | 95,802 | $5M | 1.4% | 2025-Q4 stale (2 quarters behind) |
| Horizon Wealth Management, LLC new | 83,577 | $5M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| GPS Wealth Strategies Group, LLC trimmed | 39,447 | $2M | 0.6% | 2025-Q4 stale (2 quarters behind) |
| VISTA INVESTMENT PARTNERS II, LLC added | 37,996 | $2M | 0.6% | 2025-Q4 stale (2 quarters behind) |
| WESPAC Advisors, LLC added | 37,574 | $2M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Clark Capital Management Group, Inc. added | 21,528 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Navis Wealth Advisors, LLC new | 10,602 | $589K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| HARBOUR INVESTMENTS, INC. trimmed | 9,124 | $507K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Synergy Asset Management, LLC added | 99,588 | $5M | 1.3% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. new | 17,278 | $841K | 0.2% | 2025-Q2 stale (4 quarters behind) |
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.