Who owns IPKW (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-Q1 13F filings. 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
30 tracked funds added or opened IPKW while 15 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, RAYMOND JAMES FINANCIAL INC, 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 2025-Q4 and 2026-Q1, across 96 tracked filers holding IPKW, 63 increased or opened the position and 38 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 2025-Q4 and 2026-Q1 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 8
- FLOW TRADERS U.S. LLC$2M
- CITADEL ADVISORS LLC$2M
- Independent Advisor Alliance$2M
- Asset One Wealth Management LLC$2M
- TOWLE & CO$1M
- Meridian Wealth Management, LLC$1M
Full exits 8
- Norris Financial Group, LLC$5M
- Horizon Wealth Management, LLC$5M
- GPS Wealth Strategies Group, LLC$2M
- VISTA INVESTMENT PARTNERS II, LLC$2M
- WESPAC Advisors, LLC$2M
- Clark Capital Management Group, Inc.$1M
Largest adds
- RAYMOND JAMES FINANCIAL INC$8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
- BANK OF AMERICA CORP /DE/$6M
- Nikulski Financial, Inc.$6M
- MORGAN STANLEY$6M
- Kellett Wealth Advisors, LLC$5M
Largest trims
- Park Edge Advisors, LLC$6M
- Atria Investments, Inc$4M
- Janney Montgomery Scott LLC$3M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- KESTRA PRIVATE WEALTH SERVICES, LLC$2M
- Farther Finance Advisors, LLC$392K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 777,070 | $44M | 11.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 695,777 | $39M | 10.1% | 2026-Q1 |
| MORGAN STANLEY added | 662,043 | $37M | 9.6% | 2026-Q1 |
| LPL Financial LLC added | 596,057 | $34M | 8.7% | 2026-Q1 |
| Kellett Wealth Advisors, LLC added | 328,741 | $18M | 4.8% | 2026-Q1 |
| Nikulski Financial, Inc. added | 229,788 | $13M | 3.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 180,965 | $10M | 2.6% | 2026-Q1 |
| Arkadios Wealth Advisors added | 171,141 | $10M | 2.5% | 2026-Q1 |
| Brookstone Capital Management added | 154,161 | $9M | 2.2% | 2026-Q1 |
| UBS Group AG added | 152,112 | $9M | 2.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 152,831 | $8M | 2.1% | 2026-Q1 |
| Breakwater Capital Group added | 141,409 | $8M | 2.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 134,909 | $8M | 2.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 123,074 | $7M | 1.8% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 109,463 | $6M | 1.6% | 2026-Q1 |
| Cetera Investment Advisers added | 103,006 | $6M | 1.5% | 2026-Q1 |
| Park Edge Advisors, LLC trimmed | 102,556 | $6M | 1.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 101,891 | $6M | 1.5% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 101,412 | $6M | 1.5% | 2026-Q1 |
| Principle Wealth Partners LLC added | 87,614 | $5M | 1.3% | 2026-Q1 |
| Financial Enhancement Group LLC trimmed | 70,278 | $4M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 72,062 | $4M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 67,961 | $4M | 1.0% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 66,868 | $4M | 1.0% | 2026-Q1 |
| VISTA INVESTMENT MANAGEMENT added | 64,198 | $4M | 0.9% | 2026-Q1 |
| Wagner Wealth Management, Corp added | 42,849 | $2M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 42,690 | $2M | 0.6% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 37,753 | $2M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 37,283 | $2M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 36,639 | $2M | 0.5% | 2026-Q1 |
| Independent Advisor Alliance new | 33,404 | $2M | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 30,096 | $2M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 30,119 | $2M | 0.4% | 2026-Q1 |
| Asset One Wealth Management LLC new | 29,130 | $2M | 0.4% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 29,050 | $2M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 27,286 | $2M | 0.4% | 2026-Q1 |
| Dana Investment Advisors, Inc. added | 25,757 | $1M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 25,489 | $1M | 0.4% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 24,334 | $1M | 0.4% | 2026-Q1 |
| Belpointe Asset Management LLC added | 24,272 | $1M | 0.4% | 2026-Q1 |
| Fortis Group Advisors, LLC added | 20,463 | $1M | 0.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 20,734 | $1M | 0.3% | 2026-Q1 |
| TOWLE & CO new | 20,462 | $1M | 0.3% | 2026-Q1 |
| Meridian Wealth Management, LLC new | 19,414 | $1M | 0.3% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 19,340 | $1M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 18,372 | $1M | 0.3% | 2026-Q1 |
| PFG Investments, LLC trimmed | 16,366 | $921K | 0.2% | 2026-Q1 |
| Aspire Capital Advisors LLC trimmed | 13,842 | $779K | 0.2% | 2026-Q1 |
| Daner Wealth Management, LLC added | 12,787 | $749K | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 13,280 | $747K | 0.2% | 2026-Q1 |
| ATX Financial Planning, LLC trimmed | 13,030 | $733K | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC new | 11,698 | $658K | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 10,392 | $585K | 0.2% | 2026-Q1 |
| Verdence Capital Advisors LLC added | 9,294 | $523K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 8,918 | $502K | 0.1% | 2026-Q1 |
| United Advisor Group, LLC added | 8,205 | $462K | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. | 8,028 | $452K | 0.1% | 2026-Q1 |
| Total Clarity Wealth Management, Inc. added | 8,008 | $451K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 7,504 | $422K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 7,367 | $414K | 0.1% | 2026-Q1 |
| Trademark Financial Management, LLC trimmed | 6,260 | $352K | 0.1% | 2026-Q1 |
| Insight Wealth Strategies, LLC added | 6,237 | $351K | 0.1% | 2026-Q1 |
| ProVise Management Group, LLC added | 5,776 | $325K | 0.1% | 2026-Q1 |
| QTR Family Wealth, LLC | 5,488 | $322K | 0.1% | 2026-Q1 |
| IRON Financial LLC added | 5,556 | $313K | 0.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 5,164 | $290K | 0.1% | 2026-Q1 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 5,093 | $287K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 5,022 | $283K | 0.1% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 4,702 | $265K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC new | 4,685 | $264K | 0.1% | 2026-Q1 |
| USAdvisors Wealth Management, LLC | 4,725 | $257K | 0.1% | 2026-Q1 |
| Insight Advisors, LLC/ PA trimmed | 4,340 | $244K | 0.1% | 2026-Q1 |
| Fortune Financial Group, Inc. new | 4,209 | $237K | 0.1% | 2026-Q1 |
| VALLEY NATIONAL ADVISERS INC | 4,127 | $232K | 0.1% | 2026-Q1 |
| PRIVATE CLIENT SERVICES, LLC | 4,100 | $231K | 0.1% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. | 3,877 | $218K | 0.1% | 2026-Q1 |
| Mariner, LLC | 3,630 | $204K | 0.1% | 2026-Q1 |
| KANE INVESTMENT MANAGEMENT, INC. trimmed | 3,140 | $203K | 0.1% | 2026-Q1 |
| Ancora Advisors LLC | 1,969 | $111K | 0.0% | 2026-Q1 |
| Norris Financial Group, LLC trimmed | 95,802 | $5M | 1.4% | 2025-Q4 stale |
| Synergy Asset Management, LLC added | 99,588 | $5M | 1.3% | 2025-Q3 stale |
| Horizon Wealth Management, LLC new | 83,577 | $5M | 1.2% | 2025-Q4 stale |
| Perissos Private Wealth Management, LLC new | 93,626 | $4M | 1.1% | 2025-Q1 stale |
| GPS Wealth Strategies Group, LLC trimmed | 39,447 | $2M | 0.6% | 2025-Q4 stale |
| VISTA INVESTMENT PARTNERS II, LLC added | 37,996 | $2M | 0.5% | 2025-Q4 stale |
| WESPAC Advisors, LLC added | 37,574 | $2M | 0.5% | 2025-Q4 stale |
| Plan Group Financial, LLC new | 42,102 | $2M | 0.5% | 2025-Q1 stale |
| Clark Capital Management Group, Inc. added | 21,528 | $1M | 0.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. new | 17,278 | $841K | 0.2% | 2025-Q2 stale |
| PARK AVENUE SECURITIES LLC added | 15,432 | $705K | 0.2% | 2025-Q1 stale |
| Navis Wealth Advisors, LLC new | 10,602 | $589K | 0.2% | 2025-Q4 stale |
| Envestnet Portfolio Solutions, Inc. added | 11,105 | $507K | 0.1% | 2025-Q1 stale |
| HARBOUR INVESTMENTS, INC. trimmed | 9,124 | $507K | 0.1% | 2025-Q4 stale |
| Brookwood Investment Group LLC new | 9,523 | $463K | 0.1% | 2025-Q2 stale |
| MONEY CONCEPTS CAPITAL CORP new | 8,410 | $409K | 0.1% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 7,948 | $363K | 0.1% | 2025-Q1 stale |
| CIBC WORLD MARKET INC. new | 6,231 | $285K | 0.1% | 2025-Q1 stale |
| One Capital Management, LLC new | 5,271 | $241K | 0.1% | 2025-Q1 stale |
| Cyndeo Wealth Partners, LLC new | 3,633 | $202K | 0.1% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 2,840 | $158K | 0.0% | 2025-Q4 stale |
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.