There is a long list of 132 institutional holders of IPAC within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IPAC by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IPAC table below, the initial column indicates the name of each top institutional holder of IPAC, with a link to that fund's top holdings. The next columns indicate the amount of IPAC stock held by each of the institutional holders of IPAC, followed by the IPAC position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
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 |
See All: Funds Holding IPAC
See Details: Top 10 Hedge Funds Holding IPAC
Also See: IPAC Holdings Changes
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