173 tracked 13F filers disclose a position in IPAC as of the latest SEC 13F filings, a combined $1.7B 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 | Blue Trust, Inc. | $489.7M | 6.0M | ▼−2.5% Reduced · −150K sh | Q2 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $309.6M | 4.0M | ▲+2.5% Added · +100K sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $180.0M | 2.4M | ▲+10% Added · +222K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $76.1M | 994K | ▲+7.3% Added · +67K sh | Q1 2026 | |
| 5 | ASSETMARK, INC | $77.1M | 941K | ▼−1.4% Reduced · −13K sh | Q2 2026 | |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $68.6M | 896K | ▼−1.8% Reduced · −16K sh | Q1 2026 | |
| 7 | MATHER GROUP, LLC. | $50.4M | 658K | ▲+0.4% Added · +3K sh | Q1 2026 | |
| 8 | STIFEL FINANCIAL CORP | $46.2M | 604K | ▲+8.1% Added · +45K sh | Q1 2026 | |
| 9 | Elm Partners Management LLC | $43.7M | 534K | ▲+5.1% Added · +26K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | $30.9M | 403K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 11 | Mandatum Life Insurance Co Ltd | $21.5M | 262K | ▲+14% Added · +31K sh | Q2 2026 | |
| 12 | Bank Julius Baer & Co. Ltd, Zurich | $18.4M | 225K | ▼−4.8% Reduced · −11K sh | Q2 2026 | |
| 13 | Roberts Financial Services LLC | $17.1M | 209K | ▼−0.5% Reduced · −1K sh | Q2 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $15.6M | 204K | ▲+3.6% Added · +7K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $15.4M | 201K | ▲+25% Added · +41K sh | Q1 2026 | |
| 16 | GREENWOOD CAPITAL ASSOCIATES LLC | $15.6M | 191K | ▲+4.4% Added · +8K sh | Q2 2026 | |
| 17 | VALLEY WEALTH MANAGERS, INC. | $14.9M | 182K | ▼−1.1% Reduced · −2K sh | Q2 2026 | |
| 18 | Rockefeller Capital Management L.P. | $11.6M | 152K | ▲+244% Added · +108K sh | Q1 2026 | |
| 19 | Vident Advisory, LLC | $12.4M | 152K | ▲+4.2% Added · +6K sh | Q2 2026 | |
| 20 | BlackRock, Inc. | $11.6M | 151K | ▲1k× Added · +151K sh | Q1 2026 | |
| 21 | Blue Edge Capital, LLC | $12.2M | 148K | ▲+0.5% Added · +721 sh | Q2 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $10.7M | 140K | ▲+11% Added · +14K sh | Q1 2026 | |
| 23 | Garde Capital, Inc. | $11.4M | 139K | ▼−1.1% Reduced · −1K sh | Q2 2026 | |
| 24 | GenTrust, LLC | $10.9M | 133K | ▼−2.0% Reduced · −3K sh | Q2 2026 | |
| 25 | LPL Financial LLC | $8.6M | 112K | ▼−3.3% Reduced · −4K sh | Q1 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, 0 funds opened a new position in IPAC and 18 added to an existing one, while 17 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 |
|---|---|---|
| ALPHABET INC-CL AGOOGL | 80 funds | $29.3B |
| NVIDIA CORPNVDA | 79 funds | $72.1B |
| APPLE INCAAPL | 79 funds | $59.1B |
| MICROSOFT CORPMSFT | 79 funds | $48.2B |
| AMAZON.COM INCAMZN | 78 funds | $35.5B |
| JPMORGAN CHASE & COJPM | 78 funds | $10.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 78 funds | $3.4B |
| BROADCOM INCAVGO | 76 funds | $25.6B |
| ALPHABET INC-CL CGOOG | 76 funds | $19.5B |
| ELI LILLY & COLLY | 76 funds | $15.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 76 funds | $8.6B |
| VANGUARD S&P 500 ETFVOO | 76 funds | $5.2B |
Ranked by how many of IPAC'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 IPAC
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/IPAC/capital-change-brief"
Use Arkolith's capital_change_brief for IPAC. 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 IPAC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.