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Institutional Holders of IPAC

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.

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

See All: Funds Holding IPAC
See Details: Top 10 Hedge Funds Holding IPAC
Also See: IPAC Holdings Changes

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