86 tracked 13F filers disclose a position in IPKW as of the latest SEC 13F filings, a combined $346.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $43.7M | 777K | ▲+19% Added · +127K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $39.1M | 696K | ▲+18% Added · +108K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $37.2M | 662K | ▲+16% Added · +93K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $33.5M | 596K | ▲+8.1% Added · +44K sh | Q1 2026 | |
| 5 | Kellett Wealth Advisors, LLC | $19.7M | 350K | ▲+6.3% Added · +21K sh | Q2 2026 | |
| 6 | Nikulski Financial, Inc. | $13.8M | 245K | ▲+6.7% Added · +15K sh | Q2 2026 | |
| 7 | Park Edge Advisors, LLC | $11.0M | 196K | ▲+91% Added · +93K sh | Q2 2026 | |
| 8 | Arkadios Wealth Advisors | $10.2M | 181K | ▲+5.9% Added · +10K sh | Q2 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.2M | 181K | ▲+206% Added · +122K sh | Q1 2026 | |
| 10 | JONES FINANCIAL COMPANIES LLLP | $8.3M | 153K | ▲+61% Added · +58K sh | Q1 2026 | |
| 11 | UBS Group AG | $8.6M | 152K | ▲+15% Added · +20K sh | Q1 2026 | |
| 12 | Breakwater Capital Group | $8.4M | 149K | ▲+5.4% Added · +8K sh | Q2 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $7.7M | 135K | ▲+62% Added · +52K sh | Q1 2026 | |
| 14 | JANE STREET GROUP, LLC | $6.9M | 123K | ▲+146% Added · +73K sh | Q1 2026 | |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.6M | 114K | ▲+3.8% Added · +4K sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | $5.8M | 103K | ▲+16% Added · +14K sh | Q1 2026 | |
| 17 | Principle Wealth Partners LLC | $5.3M | 94K | ▲+7.2% Added · +6K sh | Q2 2026 | |
| 18 | Private Advisor Group, LLC | $5.3M | 94K | ▼−7.9% Reduced · −8K sh | Q2 2026 | |
| 19 | Sanctuary Advisors, LLC | $5.1M | 91K | ▼−10% Reduced · −10K sh | Q2 2026 | |
| 20 | Kovack Advisors, Inc. | $4.5M | 80K | ▲New +80K sh | Q2 2026 | |
| 21 | Financial Enhancement Group LLC | $3.9M | 68K | ▼−2.6% Reduced · −2K sh | Q2 2026 | |
| 22 | ROYAL BANK OF CANADA | $3.8M | 68K | ▼−2.4% Reduced · −2K sh | Q1 2026 | |
| 23 | VISTA INVESTMENT MANAGEMENT | $3.7M | 66K | ▲+2.9% Added · +2K sh | Q2 2026 | |
| 24 | CITADEL ADVISORS LLC | $3.0M | 53K | ▲+43% Added · +16K sh | Q2 2026 | |
| 25 | MML INVESTORS SERVICES, LLC | $2.8M | 49K | ▲+15% Added · +6K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in IPKW and 16 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 35 funds | $30.6B |
| MICROSOFT CORPMSFT | 35 funds | $26.0B |
| AMAZON.COM INCAMZN | 35 funds | $18.3B |
| ALPHABET INC-CL AGOOGL | 35 funds | $14.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 35 funds | $1.8B |
| NVIDIA CORPNVDA | 34 funds | $40.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 34 funds | $5.4B |
| CATERPILLAR INCCAT | 34 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 33 funds | $10.2B |
| TESLA INCTSLA | 33 funds | $8.6B |
| ELI LILLY & COLLY | 33 funds | $7.2B |
| JPMORGAN CHASE & COJPM | 33 funds | $6.9B |
Ranked by how many of IPKW's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IPKW
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IPKW/capital-change-brief"
Use Arkolith's capital_change_brief for IPKW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IPKW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.