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Funds Holding IPAC

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Ronald Blue Trust Inc.6,757,535$375,719 12/31/2023
     IPAC6,757,535$375,719 12/31/2023
Municipal Employees Retirement System of Michigan4,683,690$296,524 03/31/2024
     IPAC4,683,690$296,524 03/31/2024
Charles Schwab Investment Management Inc.4,183,335$248,950 12/31/2023
     IPAC4,183,335$248,950 12/31/2023
Assetmark Inc.1,186,389$70,602 12/31/2023
     IPAC1,186,389$70,602 12/31/2023
Envestnet Asset Management Inc.875,954$52,128 12/31/2023
     IPAC875,954$52,128 12/31/2023
Morgan Stanley711,307$42,330 12/31/2023
     IPAC711,307$42,330 12/31/2023
Mather Group LLC.619,909$36,891 03/31/2024
     IPAC619,909$36,891 03/31/2024
Financial Gravity Asset Management Inc.558,350$33,227 12/31/2023
     IPAC558,350$33,227 12/31/2023
Elm Partners Management LLC550,791$32,778 12/31/2023
     IPAC550,791$32,778 12/31/2023
Stifel Financial Corp474,099$28,214 12/31/2023
     IPAC474,099$28,214 12/31/2023
Advisor Group Holdings Inc.410,912$24,455 12/31/2023
     IPAC410,912$24,455 12/31/2023
Cetera Investment Advisers381,223$22,687 12/31/2023
     IPAC381,223$22,687 12/31/2023
Smithfield Trust Co.317,345$18,882 12/31/2023
     IPAC317,345$18,882 12/31/2023
JPMorgan Chase & Co.286,825$17,069 12/31/2023
     IPAC286,825$17,069 12/31/2023
Bank of America Corp DE250,800$14,925 12/31/2023
     IPAC250,800$14,925 12/31/2023
Jane Street Group LLC237,004$14,104 12/31/2023
     IPAC237,004$14,104 12/31/2023
Goldman Sachs Group Inc.198,993$11,842 12/31/2023
     IPAC198,993$11,842 12/31/2023
Garde Capital Inc.149,900$8,921 12/31/2023
     IPAC149,900$8,921 12/31/2023
GenTrust LLC113,993$7,217 03/31/2024
     IPAC113,993$7,217 03/31/2024
Lazard Asset Management LLC117,466$6,990 12/31/2023
     IPAC117,466$6,990 12/31/2023
Blue Edge Capital LLC112,462$6,693 12/31/2023
     IPAC112,462$6,693 12/31/2023
Mandatum Life Insurance Co Ltd103,757$6,175 12/31/2023
     IPAC103,757$6,175 12/31/2023
United Capital Financial Advisers LLC102,430$6,096 12/31/2023
     IPAC102,430$6,096 12/31/2023
Cetera Advisor Networks LLC102,395$6,094 12/31/2023
     IPAC102,395$6,094 12/31/2023
Ratio Wealth Group101,371$6,033 12/31/2023
     IPAC101,371$6,033 12/31/2023
Amundi92,018$5,422 12/31/2023
     IPAC92,018$5,422 12/31/2023
Integris Wealth Management LLC88,636$5,275 12/31/2023
     IPAC88,636$5,275 12/31/2023
Prime Capital Investment Advisors LLC86,256$5,133 12/31/2023
     IPAC86,256$5,133 12/31/2023
UBS Group AG84,310$5,017 12/31/2023
     IPAC84,310$5,017 12/31/2023
Vident Advisory LLC81,039$4,823 12/31/2023
     IPAC81,039$4,823 12/31/2023
FDx Advisors Inc.69,091$4,112 12/31/2023
     IPAC69,091$4,112 12/31/2023
Hallmark Capital Management Inc.68,049$4,050 12/31/2023
     IPAC68,049$4,050 12/31/2023
Presilium Private Wealth LLC64,473$3,837 12/31/2023
     IPAC64,473$3,837 12/31/2023
Columbus Macro LLC51,467$3,258 03/31/2024
     IPAC51,467$3,258 03/31/2024
LPL Financial LLC53,911$3,208 12/31/2023
     IPAC53,911$3,208 12/31/2023
Wells Fargo & Company MN52,383$3,117 12/31/2023
     IPAC52,383$3,117 12/31/2023
Cetera Advisors LLC49,699$2,958 12/31/2023
     IPAC49,699$2,958 12/31/2023
Creative Planning48,788$2,903 12/31/2023
     IPAC48,788$2,903 12/31/2023
Bessemer Group Inc.48,613$2,893 12/31/2023
     IPAC48,613$2,893 12/31/2023
Susquehanna International Group LLP44,044$2,621 12/31/2023
     IPAC44,044$2,621 12/31/2023
Truist Financial Corp43,505$2,589 12/31/2023
     IPAC43,505$2,589 12/31/2023
OLD Mission Capital LLC39,537$2,353 12/31/2023
     IPAC39,537$2,353 12/31/2023
LVZ Advisors Inc.35,671$2,258 03/31/2024
     IPAC35,671$2,258 03/31/2024
PAX Financial Group LLC36,539$2,182 12/31/2023
     IPAC36,539$2,182 12/31/2023
Willis Johnson & Associates Inc.33,014$2,090 03/31/2024
     IPAC33,014$2,090 03/31/2024
Compass Wealth Management LLC30,171$1,910 03/31/2024
     IPAC30,171$1,910 03/31/2024
Atlas Capital Advisors LLC30,142$1,908 03/31/2024
     IPAC30,142$1,908 03/31/2024
Royal Bank of Canada31,846$1,895 12/31/2023
     IPAC31,846$1,895 12/31/2023
Vontobel Holding Ltd.28,275$1,683 12/31/2023
     IPAC28,275$1,683 12/31/2023
Millington Financial Advisors LLC26,494$1,577 12/31/2023
     IPAC26,494$1,577 12/31/2023
Richardson Financial Services Inc.24,319$1,447 12/31/2023
     IPAC24,319$1,447 12/31/2023
Family Legacy Inc.23,062$1,372 12/31/2023
     IPAC23,062$1,372 12/31/2023
Prudential PLC22,950$1,366 12/31/2023
     IPAC22,950$1,366 12/31/2023
Vista Private Wealth Partners. LLC20,724$1,212 12/31/2023
     IPAC20,724$1,212 12/31/2023
Raymond James Financial Services Advisors Inc.15,077$897 12/31/2023
     IPAC15,077$897 12/31/2023
Invesco Ltd.13,881$826 12/31/2023
     IPAC13,881$826 12/31/2023
John W. Brooker & Co. CPAs12,663$802 03/31/2024
     IPAC12,663$802 03/31/2024
Ameriprise Financial Inc.13,282$788 12/31/2023
     IPAC13,282$788 12/31/2023
Dynamic Advisor Solutions LLC12,364$783 03/31/2024
     IPAC12,364$783 03/31/2024
Williams & Novak LLC13,154$783 03/31/2024
     IPAC13,154$783 03/31/2024
Cerity Partners LLC12,774$760 12/31/2023
     IPAC12,774$760 12/31/2023
Commonwealth Equity Services LLC12,538$746 12/31/2023
     IPAC12,538$746 12/31/2023
Edgemoor Investment Advisors Inc.12,320$733 12/31/2023
     IPAC12,320$733 12/31/2023
HighTower Advisors LLC11,277$671 12/31/2023
     IPAC11,277$671 12/31/2023
Csenge Advisory Group11,146$663 12/31/2023
     IPAC11,146$663 12/31/2023
Sequoia Financial Advisors LLC10,320$614 12/31/2023
     IPAC10,320$614 12/31/2023
Mirae Asset Global Investments Co. Ltd.10,210$608 12/31/2023
     IPAC10,210$608 12/31/2023
Robertson Stephens Wealth Management LLC10,145$604 12/31/2023
     IPAC10,145$604 12/31/2023
Brandywine Oak Private Wealth LLC9,736$579 12/31/2023
     IPAC9,736$579 12/31/2023
Element Wealth LLC9,670$575 12/31/2023
     IPAC9,670$575 12/31/2023
US Bancorp DE9,540$568 12/31/2023
     IPAC9,540$568 12/31/2023
CI Private Wealth LLC9,428$561 12/31/2023
     IPAC9,428$561 12/31/2023
MML Investors Services LLC7,969$474 12/31/2023
     IPAC7,969$474 12/31/2023
Walkner Condon Financial Advisors LLC7,170$427 12/31/2023
     IPAC7,170$427 12/31/2023
AlTi Global Inc.6,890$410 12/31/2023
     IPAC6,890$410 12/31/2023
Stratos Wealth Partners LTD.6,321$400 03/31/2024
     IPAC6,321$400 03/31/2024
Aveo Capital Partners LLC6,447$384 12/31/2023
     IPAC6,447$384 12/31/2023
Rehmann Capital Advisory Group6,089$362 12/31/2023
     IPAC6,089$362 12/31/2023
Lincoln National Corp5,757$343 12/31/2023
     IPAC5,757$343 12/31/2023
Koshinski Asset Management Inc.5,579$332 12/31/2023
     IPAC5,579$332 12/31/2023
AlphaStar Capital Management LLC5,558$331 12/31/2023
     IPAC5,558$331 12/31/2023
Citadel Advisors LLC5,532$329 12/31/2023
     IPAC5,532$329 12/31/2023
Avantax Advisory Services Inc.5,266$313 12/31/2023
     IPAC5,266$313 12/31/2023
Farther Finance Advisors LLC5,194$309 12/31/2023
     IPAC5,194$309 12/31/2023
Captrust Financial Advisors5,118$305 12/31/2023
     IPAC5,118$305 12/31/2023
Cambridge Investment Research Advisors Inc.4,786$285 12/31/2023
     IPAC4,786$285 12/31/2023
Modern Wealth Management LLC4,624$275 12/31/2023
     IPAC4,624$275 12/31/2023
Southland Equity Partners LLC4,257$270 03/31/2024
     IPAC4,257$270 03/31/2024
Sawtooth Solutions LLC4,533$270 12/31/2023
     IPAC4,533$270 12/31/2023
Bleakley Financial Group LLC4,533$270 12/31/2023
     IPAC4,533$270 12/31/2023
APCM Wealth Management for Individuals3,971$251 03/31/2024
     IPAC3,971$251 03/31/2024
Guyasuta Investment Advisors Inc.4,192$249 03/31/2024
     IPAC4,192$249 03/31/2024
Pathstone Holdings LLC3,930$234 12/31/2023
     IPAC3,930$234 12/31/2023
Holistic Planning LLC3,808$227 12/31/2023
     IPAC3,808$227 12/31/2023
Mercer Global Advisors Inc. ADV3,761$224 12/31/2023
     IPAC3,761$224 12/31/2023
Wedmont Private Capital3,431$216 03/31/2024
     IPAC3,431$216 03/31/2024
Integrated Wealth Concepts LLC3,587$213 12/31/2023
     IPAC3,587$213 12/31/2023
Private Advisor Group LLC3,470$206 12/31/2023
     IPAC3,470$206 12/31/2023
Bbjs Financial Advisors LLC2,790$166 12/31/2023
     IPAC2,790$166 12/31/2023
Addison Advisors LLC2,365$141 12/31/2023
     IPAC2,365$141 12/31/2023
Lowe Wealth Advisors LLC2,175$138 03/31/2024
     IPAC2,175$138 03/31/2024
Proequities Inc.2,122$126 12/31/2023
     IPAC2,122$126 12/31/2023
FMR LLC2,064$123 12/31/2023
     IPAC2,064$123 12/31/2023
Northwestern Mutual Wealth Management Co.1,546$92 12/31/2023
     IPAC1,546$92 12/31/2023
CWM LLC1,353$86 03/31/2024
     IPAC1,353$86 03/31/2024
Cardiff Park Advisors LLC1,291$77 12/31/2023
     IPAC1,291$77 12/31/2023
Woodmont Investment Counsel LLC1,164$74 03/31/2024
     IPAC1,164$74 03/31/2024
CVA Family Office LLC1,085$69 03/31/2024
     IPAC1,085$69 03/31/2024
Ramirez Asset Management Inc.1,100$65 12/31/2023
     IPAC1,100$65 12/31/2023
AdvisorNet Financial Inc862$55 03/31/2024
     IPAC862$55 03/31/2024
Qube Research & Technologies Ltd884$53 12/31/2023
     IPAC884$53 12/31/2023
Bogart Wealth LLC710$42 12/31/2023
     IPAC710$42 12/31/2023
Blair William & Co. IL697$41 12/31/2023
     IPAC697$41 12/31/2023
Harbour Investments Inc.603$36 12/31/2023
     IPAC603$36 12/31/2023
Godsey & Gibb Associates512$30 12/31/2023
     IPAC512$30 12/31/2023
Brown Brothers Harriman & Co.455$27 12/31/2023
     IPAC455$27 12/31/2023
Gradient Investments LLC456$27 12/31/2023
     IPAC456$27 12/31/2023
Principal Securities Inc.350$21 12/31/2023
     IPAC350$21 12/31/2023
Comerica Bank342$20 12/31/2023
     IPAC342$20 12/31/2023
Salem Investment Counselors Inc.301$19 03/31/2024
     IPAC301$19 03/31/2024
Steward Partners Investment Advisory LLC321$19 12/31/2023
     IPAC321$19 12/31/2023
Iron Horse Wealth Management LLC284$18 03/31/2024
     IPAC284$18 03/31/2024
Global Retirement Partners LLC265$16 12/31/2023
     IPAC265$16 12/31/2023
Plante Moran Financial Advisors LLC241$14 12/31/2023
     IPAC241$14 12/31/2023
Bank of Montreal Can172$10 12/31/2023
     IPAC172$10 12/31/2023
AlphaCore Capital LLC175$10 12/31/2023
     IPAC175$10 12/31/2023
Advisory Services Network LLC151$9 12/31/2023
     IPAC151$9 12/31/2023
Arlington Trust Co LLC119$8 03/31/2024
     IPAC119$8 03/31/2024
Pacifica Partners Inc.54$3 03/31/2024
     IPAC54$3 03/31/2024
Fairfield Bush & CO.30$2 12/31/2023
     IPAC30$2 12/31/2023
Colonial Trust Co SC30$2 12/31/2023
     IPAC30$2 12/31/2023
Capital Investment Advisory Services LLC4$0 12/31/2023
     IPAC4$0 12/31/2023
EverSource Wealth Advisors LLC6$0 12/31/2023
     IPAC6$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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