On this page, we present all of the funds holding IPAC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding IPAC, with a link to that fund's top holdings. The next columns indicate the amount of IPAC stock held by each of the funds holding IPAC, followed by the IPAC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 132 funds holding IPAC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Ronald Blue Trust Inc.. For more details on the positions held by Ronald Blue Trust Inc. (or by any of the other funds holding IPAC), click the fund name in the "Holder" column of the funds-holding-IPAC table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Ronald Blue Trust Inc. | 6,757,535 | $375,719 | 12/31/2023 |
IPAC | 6,757,535 | $375,719 | 12/31/2023 |
Municipal Employees Retirement System of Michigan | 4,683,690 | $296,524 | 03/31/2024 |
IPAC | 4,683,690 | $296,524 | 03/31/2024 |
Charles Schwab Investment Management Inc. | 4,183,335 | $248,950 | 12/31/2023 |
IPAC | 4,183,335 | $248,950 | 12/31/2023 |
Assetmark Inc. | 1,186,389 | $70,602 | 12/31/2023 |
IPAC | 1,186,389 | $70,602 | 12/31/2023 |
Envestnet Asset Management Inc. | 875,954 | $52,128 | 12/31/2023 |
IPAC | 875,954 | $52,128 | 12/31/2023 |
Morgan Stanley | 711,307 | $42,330 | 12/31/2023 |
IPAC | 711,307 | $42,330 | 12/31/2023 |
Mather Group LLC. | 619,909 | $36,891 | 03/31/2024 |
IPAC | 619,909 | $36,891 | 03/31/2024 |
Financial Gravity Asset Management Inc. | 558,350 | $33,227 | 12/31/2023 |
IPAC | 558,350 | $33,227 | 12/31/2023 |
Elm Partners Management LLC | 550,791 | $32,778 | 12/31/2023 |
IPAC | 550,791 | $32,778 | 12/31/2023 |
Stifel Financial Corp | 474,099 | $28,214 | 12/31/2023 |
IPAC | 474,099 | $28,214 | 12/31/2023 |
Advisor Group Holdings Inc. | 410,912 | $24,455 | 12/31/2023 |
IPAC | 410,912 | $24,455 | 12/31/2023 |
Cetera Investment Advisers | 381,223 | $22,687 | 12/31/2023 |
IPAC | 381,223 | $22,687 | 12/31/2023 |
Smithfield Trust Co. | 317,345 | $18,882 | 12/31/2023 |
IPAC | 317,345 | $18,882 | 12/31/2023 |
JPMorgan Chase & Co. | 286,825 | $17,069 | 12/31/2023 |
IPAC | 286,825 | $17,069 | 12/31/2023 |
Bank of America Corp DE | 250,800 | $14,925 | 12/31/2023 |
IPAC | 250,800 | $14,925 | 12/31/2023 |
Jane Street Group LLC | 237,004 | $14,104 | 12/31/2023 |
IPAC | 237,004 | $14,104 | 12/31/2023 |
Goldman Sachs Group Inc. | 198,993 | $11,842 | 12/31/2023 |
IPAC | 198,993 | $11,842 | 12/31/2023 |
Garde Capital Inc. | 149,900 | $8,921 | 12/31/2023 |
IPAC | 149,900 | $8,921 | 12/31/2023 |
GenTrust LLC | 113,993 | $7,217 | 03/31/2024 |
IPAC | 113,993 | $7,217 | 03/31/2024 |
Lazard Asset Management LLC | 117,466 | $6,990 | 12/31/2023 |
IPAC | 117,466 | $6,990 | 12/31/2023 |
Blue Edge Capital LLC | 112,462 | $6,693 | 12/31/2023 |
IPAC | 112,462 | $6,693 | 12/31/2023 |
Mandatum Life Insurance Co Ltd | 103,757 | $6,175 | 12/31/2023 |
IPAC | 103,757 | $6,175 | 12/31/2023 |
United Capital Financial Advisers LLC | 102,430 | $6,096 | 12/31/2023 |
IPAC | 102,430 | $6,096 | 12/31/2023 |
Cetera Advisor Networks LLC | 102,395 | $6,094 | 12/31/2023 |
IPAC | 102,395 | $6,094 | 12/31/2023 |
Ratio Wealth Group | 101,371 | $6,033 | 12/31/2023 |
IPAC | 101,371 | $6,033 | 12/31/2023 |
Amundi | 92,018 | $5,422 | 12/31/2023 |
IPAC | 92,018 | $5,422 | 12/31/2023 |
Integris Wealth Management LLC | 88,636 | $5,275 | 12/31/2023 |
IPAC | 88,636 | $5,275 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 86,256 | $5,133 | 12/31/2023 |
IPAC | 86,256 | $5,133 | 12/31/2023 |
UBS Group AG | 84,310 | $5,017 | 12/31/2023 |
IPAC | 84,310 | $5,017 | 12/31/2023 |
Vident Advisory LLC | 81,039 | $4,823 | 12/31/2023 |
IPAC | 81,039 | $4,823 | 12/31/2023 |
FDx Advisors Inc. | 69,091 | $4,112 | 12/31/2023 |
IPAC | 69,091 | $4,112 | 12/31/2023 |
Hallmark Capital Management Inc. | 68,049 | $4,050 | 12/31/2023 |
IPAC | 68,049 | $4,050 | 12/31/2023 |
Presilium Private Wealth LLC | 64,473 | $3,837 | 12/31/2023 |
IPAC | 64,473 | $3,837 | 12/31/2023 |
Columbus Macro LLC | 51,467 | $3,258 | 03/31/2024 |
IPAC | 51,467 | $3,258 | 03/31/2024 |
LPL Financial LLC | 53,911 | $3,208 | 12/31/2023 |
IPAC | 53,911 | $3,208 | 12/31/2023 |
Wells Fargo & Company MN | 52,383 | $3,117 | 12/31/2023 |
IPAC | 52,383 | $3,117 | 12/31/2023 |
Cetera Advisors LLC | 49,699 | $2,958 | 12/31/2023 |
IPAC | 49,699 | $2,958 | 12/31/2023 |
Creative Planning | 48,788 | $2,903 | 12/31/2023 |
IPAC | 48,788 | $2,903 | 12/31/2023 |
Bessemer Group Inc. | 48,613 | $2,893 | 12/31/2023 |
IPAC | 48,613 | $2,893 | 12/31/2023 |
Susquehanna International Group LLP | 44,044 | $2,621 | 12/31/2023 |
IPAC | 44,044 | $2,621 | 12/31/2023 |
Truist Financial Corp | 43,505 | $2,589 | 12/31/2023 |
IPAC | 43,505 | $2,589 | 12/31/2023 |
OLD Mission Capital LLC | 39,537 | $2,353 | 12/31/2023 |
IPAC | 39,537 | $2,353 | 12/31/2023 |
LVZ Advisors Inc. | 35,671 | $2,258 | 03/31/2024 |
IPAC | 35,671 | $2,258 | 03/31/2024 |
PAX Financial Group LLC | 36,539 | $2,182 | 12/31/2023 |
IPAC | 36,539 | $2,182 | 12/31/2023 |
Willis Johnson & Associates Inc. | 33,014 | $2,090 | 03/31/2024 |
IPAC | 33,014 | $2,090 | 03/31/2024 |
Compass Wealth Management LLC | 30,171 | $1,910 | 03/31/2024 |
IPAC | 30,171 | $1,910 | 03/31/2024 |
Atlas Capital Advisors LLC | 30,142 | $1,908 | 03/31/2024 |
IPAC | 30,142 | $1,908 | 03/31/2024 |
Royal Bank of Canada | 31,846 | $1,895 | 12/31/2023 |
IPAC | 31,846 | $1,895 | 12/31/2023 |
Vontobel Holding Ltd. | 28,275 | $1,683 | 12/31/2023 |
IPAC | 28,275 | $1,683 | 12/31/2023 |
Millington Financial Advisors LLC | 26,494 | $1,577 | 12/31/2023 |
IPAC | 26,494 | $1,577 | 12/31/2023 |
Richardson Financial Services Inc. | 24,319 | $1,447 | 12/31/2023 |
IPAC | 24,319 | $1,447 | 12/31/2023 |
Family Legacy Inc. | 23,062 | $1,372 | 12/31/2023 |
IPAC | 23,062 | $1,372 | 12/31/2023 |
Prudential PLC | 22,950 | $1,366 | 12/31/2023 |
IPAC | 22,950 | $1,366 | 12/31/2023 |
Vista Private Wealth Partners. LLC | 20,724 | $1,212 | 12/31/2023 |
IPAC | 20,724 | $1,212 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 15,077 | $897 | 12/31/2023 |
IPAC | 15,077 | $897 | 12/31/2023 |
Invesco Ltd. | 13,881 | $826 | 12/31/2023 |
IPAC | 13,881 | $826 | 12/31/2023 |
John W. Brooker & Co. CPAs | 12,663 | $802 | 03/31/2024 |
IPAC | 12,663 | $802 | 03/31/2024 |
Ameriprise Financial Inc. | 13,282 | $788 | 12/31/2023 |
IPAC | 13,282 | $788 | 12/31/2023 |
Dynamic Advisor Solutions LLC | 12,364 | $783 | 03/31/2024 |
IPAC | 12,364 | $783 | 03/31/2024 |
Williams & Novak LLC | 13,154 | $783 | 03/31/2024 |
IPAC | 13,154 | $783 | 03/31/2024 |
Cerity Partners LLC | 12,774 | $760 | 12/31/2023 |
IPAC | 12,774 | $760 | 12/31/2023 |
Commonwealth Equity Services LLC | 12,538 | $746 | 12/31/2023 |
IPAC | 12,538 | $746 | 12/31/2023 |
Edgemoor Investment Advisors Inc. | 12,320 | $733 | 12/31/2023 |
IPAC | 12,320 | $733 | 12/31/2023 |
HighTower Advisors LLC | 11,277 | $671 | 12/31/2023 |
IPAC | 11,277 | $671 | 12/31/2023 |
Csenge Advisory Group | 11,146 | $663 | 12/31/2023 |
IPAC | 11,146 | $663 | 12/31/2023 |
Sequoia Financial Advisors LLC | 10,320 | $614 | 12/31/2023 |
IPAC | 10,320 | $614 | 12/31/2023 |
Mirae Asset Global Investments Co. Ltd. | 10,210 | $608 | 12/31/2023 |
IPAC | 10,210 | $608 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 10,145 | $604 | 12/31/2023 |
IPAC | 10,145 | $604 | 12/31/2023 |
Brandywine Oak Private Wealth LLC | 9,736 | $579 | 12/31/2023 |
IPAC | 9,736 | $579 | 12/31/2023 |
Element Wealth LLC | 9,670 | $575 | 12/31/2023 |
IPAC | 9,670 | $575 | 12/31/2023 |
US Bancorp DE | 9,540 | $568 | 12/31/2023 |
IPAC | 9,540 | $568 | 12/31/2023 |
CI Private Wealth LLC | 9,428 | $561 | 12/31/2023 |
IPAC | 9,428 | $561 | 12/31/2023 |
MML Investors Services LLC | 7,969 | $474 | 12/31/2023 |
IPAC | 7,969 | $474 | 12/31/2023 |
Walkner Condon Financial Advisors LLC | 7,170 | $427 | 12/31/2023 |
IPAC | 7,170 | $427 | 12/31/2023 |
AlTi Global Inc. | 6,890 | $410 | 12/31/2023 |
IPAC | 6,890 | $410 | 12/31/2023 |
Stratos Wealth Partners LTD. | 6,321 | $400 | 03/31/2024 |
IPAC | 6,321 | $400 | 03/31/2024 |
Aveo Capital Partners LLC | 6,447 | $384 | 12/31/2023 |
IPAC | 6,447 | $384 | 12/31/2023 |
Rehmann Capital Advisory Group | 6,089 | $362 | 12/31/2023 |
IPAC | 6,089 | $362 | 12/31/2023 |
Lincoln National Corp | 5,757 | $343 | 12/31/2023 |
IPAC | 5,757 | $343 | 12/31/2023 |
Koshinski Asset Management Inc. | 5,579 | $332 | 12/31/2023 |
IPAC | 5,579 | $332 | 12/31/2023 |
AlphaStar Capital Management LLC | 5,558 | $331 | 12/31/2023 |
IPAC | 5,558 | $331 | 12/31/2023 |
Citadel Advisors LLC | 5,532 | $329 | 12/31/2023 |
IPAC | 5,532 | $329 | 12/31/2023 |
Avantax Advisory Services Inc. | 5,266 | $313 | 12/31/2023 |
IPAC | 5,266 | $313 | 12/31/2023 |
Farther Finance Advisors LLC | 5,194 | $309 | 12/31/2023 |
IPAC | 5,194 | $309 | 12/31/2023 |
Captrust Financial Advisors | 5,118 | $305 | 12/31/2023 |
IPAC | 5,118 | $305 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 4,786 | $285 | 12/31/2023 |
IPAC | 4,786 | $285 | 12/31/2023 |
Modern Wealth Management LLC | 4,624 | $275 | 12/31/2023 |
IPAC | 4,624 | $275 | 12/31/2023 |
Southland Equity Partners LLC | 4,257 | $270 | 03/31/2024 |
IPAC | 4,257 | $270 | 03/31/2024 |
Sawtooth Solutions LLC | 4,533 | $270 | 12/31/2023 |
IPAC | 4,533 | $270 | 12/31/2023 |
Bleakley Financial Group LLC | 4,533 | $270 | 12/31/2023 |
IPAC | 4,533 | $270 | 12/31/2023 |
APCM Wealth Management for Individuals | 3,971 | $251 | 03/31/2024 |
IPAC | 3,971 | $251 | 03/31/2024 |
Guyasuta Investment Advisors Inc. | 4,192 | $249 | 03/31/2024 |
IPAC | 4,192 | $249 | 03/31/2024 |
Pathstone Holdings LLC | 3,930 | $234 | 12/31/2023 |
IPAC | 3,930 | $234 | 12/31/2023 |
Holistic Planning LLC | 3,808 | $227 | 12/31/2023 |
IPAC | 3,808 | $227 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 3,761 | $224 | 12/31/2023 |
IPAC | 3,761 | $224 | 12/31/2023 |
Wedmont Private Capital | 3,431 | $216 | 03/31/2024 |
IPAC | 3,431 | $216 | 03/31/2024 |
Integrated Wealth Concepts LLC | 3,587 | $213 | 12/31/2023 |
IPAC | 3,587 | $213 | 12/31/2023 |
Private Advisor Group LLC | 3,470 | $206 | 12/31/2023 |
IPAC | 3,470 | $206 | 12/31/2023 |
Bbjs Financial Advisors LLC | 2,790 | $166 | 12/31/2023 |
IPAC | 2,790 | $166 | 12/31/2023 |
Addison Advisors LLC | 2,365 | $141 | 12/31/2023 |
IPAC | 2,365 | $141 | 12/31/2023 |
Lowe Wealth Advisors LLC | 2,175 | $138 | 03/31/2024 |
IPAC | 2,175 | $138 | 03/31/2024 |
Proequities Inc. | 2,122 | $126 | 12/31/2023 |
IPAC | 2,122 | $126 | 12/31/2023 |
FMR LLC | 2,064 | $123 | 12/31/2023 |
IPAC | 2,064 | $123 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 1,546 | $92 | 12/31/2023 |
IPAC | 1,546 | $92 | 12/31/2023 |
CWM LLC | 1,353 | $86 | 03/31/2024 |
IPAC | 1,353 | $86 | 03/31/2024 |
Cardiff Park Advisors LLC | 1,291 | $77 | 12/31/2023 |
IPAC | 1,291 | $77 | 12/31/2023 |
Woodmont Investment Counsel LLC | 1,164 | $74 | 03/31/2024 |
IPAC | 1,164 | $74 | 03/31/2024 |
CVA Family Office LLC | 1,085 | $69 | 03/31/2024 |
IPAC | 1,085 | $69 | 03/31/2024 |
Ramirez Asset Management Inc. | 1,100 | $65 | 12/31/2023 |
IPAC | 1,100 | $65 | 12/31/2023 |
AdvisorNet Financial Inc | 862 | $55 | 03/31/2024 |
IPAC | 862 | $55 | 03/31/2024 |
Qube Research & Technologies Ltd | 884 | $53 | 12/31/2023 |
IPAC | 884 | $53 | 12/31/2023 |
Bogart Wealth LLC | 710 | $42 | 12/31/2023 |
IPAC | 710 | $42 | 12/31/2023 |
Blair William & Co. IL | 697 | $41 | 12/31/2023 |
IPAC | 697 | $41 | 12/31/2023 |
Harbour Investments Inc. | 603 | $36 | 12/31/2023 |
IPAC | 603 | $36 | 12/31/2023 |
Godsey & Gibb Associates | 512 | $30 | 12/31/2023 |
IPAC | 512 | $30 | 12/31/2023 |
Brown Brothers Harriman & Co. | 455 | $27 | 12/31/2023 |
IPAC | 455 | $27 | 12/31/2023 |
Gradient Investments LLC | 456 | $27 | 12/31/2023 |
IPAC | 456 | $27 | 12/31/2023 |
Principal Securities Inc. | 350 | $21 | 12/31/2023 |
IPAC | 350 | $21 | 12/31/2023 |
Comerica Bank | 342 | $20 | 12/31/2023 |
IPAC | 342 | $20 | 12/31/2023 |
Salem Investment Counselors Inc. | 301 | $19 | 03/31/2024 |
IPAC | 301 | $19 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 321 | $19 | 12/31/2023 |
IPAC | 321 | $19 | 12/31/2023 |
Iron Horse Wealth Management LLC | 284 | $18 | 03/31/2024 |
IPAC | 284 | $18 | 03/31/2024 |
Global Retirement Partners LLC | 265 | $16 | 12/31/2023 |
IPAC | 265 | $16 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 241 | $14 | 12/31/2023 |
IPAC | 241 | $14 | 12/31/2023 |
Bank of Montreal Can | 172 | $10 | 12/31/2023 |
IPAC | 172 | $10 | 12/31/2023 |
AlphaCore Capital LLC | 175 | $10 | 12/31/2023 |
IPAC | 175 | $10 | 12/31/2023 |
Advisory Services Network LLC | 151 | $9 | 12/31/2023 |
IPAC | 151 | $9 | 12/31/2023 |
Arlington Trust Co LLC | 119 | $8 | 03/31/2024 |
IPAC | 119 | $8 | 03/31/2024 |
Pacifica Partners Inc. | 54 | $3 | 03/31/2024 |
IPAC | 54 | $3 | 03/31/2024 |
Fairfield Bush & CO. | 30 | $2 | 12/31/2023 |
IPAC | 30 | $2 | 12/31/2023 |
Colonial Trust Co SC | 30 | $2 | 12/31/2023 |
IPAC | 30 | $2 | 12/31/2023 |
Capital Investment Advisory Services LLC | 4 | $0 | 12/31/2023 |
IPAC | 4 | $0 | 12/31/2023 |
EverSource Wealth Advisors LLC | 6 | $0 | 12/31/2023 |
IPAC | 6 | $0 | 12/31/2023 |
See Summary: Institutional Holders of IPAC
See Details: Top 10 Hedge Funds Holding IPAC
Also See: IPAC Holdings Changes
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