Among active 13F managers last quarter, 2 opened and 1 added, while 2 reduced; the largest holder to move was Renaissance Technologies LLC (−25%). Over the last 180 days, 5 insiders bought and none sold, a net +$146K in open-market trades.
Funds lean in and no leg opposes.
17 tracked 13F filers disclose a position in IPM as of the latest SEC 13F filings, a combined $746K 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 208K | $362K | —Held | Q2 2026 | |
| 2 | Geode Capital Management, LLC | 42K | $74K | ▼−18% Reduced · −9K sh | Q2 2026 | |
| 3 | Renaissance Technologies LLC | 41K | $63K | ▼−25% Reduced · −14K sh | Q1 2026 | |
| 4 | Two Sigma Investments, LP | 39K | $59K | ▼−0.3% Reduced · −100 sh | Q1 2026 | |
| 5 | Vanguard Fiduciary Trust Co | 31K | $54K | ▼−8.9% Reduced · −3K sh | Q2 2026 | |
| 6 | Citadel Advisors LLC | 19K | $32K | ▲New +19K sh | Q2 2026 | |
| 7 | Jane Street Group, LLC | 18K | $28K | ▲New +18K sh | Q1 2026 | |
| 8 | State Street Corp | 17K | $30K | —Held | Q2 2026 | |
| 9 | Northern Trust Corp | 14K | $21K | —Held | Q1 2026 | |
| 10 | Susquehanna International Group, LLP | 10K | $16K | ▲New +10K sh | Q1 2026 | |
| 11 | Allied Private Wealth LLC | 2K | $4K | ▲New +2K sh | Q2 2026 | |
| 12 | Tower Research Capital LLC (TRC) | 781 | $1K | ▲New +781 sh | Q1 2026 | |
| 13 | UBS Group AG | 600 | $918 | ▲+16% Added · +83 sh | Q1 2026 | |
| 14 | Morgan Stanley | 150 | $230 | ▲New +150 sh | Q1 2026 | |
| 15 | Royal Bank Of Canada | 13 | $0 | —Held | Q1 2026 | |
| 16 | Caitong International Asset Management Co., Ltd | 2 | $3 | ▲+100% Added · +1 sh | Q2 2026 | |
| 17 | Citigroup Inc | 1 | $2 | ▼−100% 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, 2 funds opened a new position in IPM and 1 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 5 funds | $4.8B |
| Apple IncAAPL | 5 funds | $4.5B |
| Alphabet Inc-CL AGOOGL | 5 funds | $2.6B |
| Micron Technology IncMU | 5 funds | $2.3B |
| JPMorgan Chase & CoJPM | 5 funds | $1.9B |
| Tesla IncTSLA | 5 funds | $1.8B |
| Mastercard Inc - AMA | 5 funds | $1.7B |
| Abbott LaboratoriesABT | 5 funds | $1.6B |
| Costco Wholesale CorpCOST | 5 funds | $1.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 5 funds | $1.3B |
| Advanced Micro DevicesAMD | 5 funds | $1.3B |
| Chevron CorpCVX | 5 funds | $1.3B |
Ranked by how many of IPM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IPM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 21, 2026 | Katz Jason | Chief Executive Officer, Director, 10% Owner | Buy (P) | 10K | $20K |
| May 21, 2026 | Sloane Barry | Director | Buy (P) | 5K | $10K |
| May 19, 2026 | Silberstein John | Director | Buy (P) | 1K | $2K |
| May 15, 2026 | Abada Yoram | Director | Buy (P) | 1K | $2K |
| Apr 10, 2026 | Adam Katz 2012 Revocable Trust | 10% Owner | Buy (P) | 19K | $35K |
| Apr 9, 2026 | Adam Katz 2012 Revocable Trust | 10% Owner | Buy (P) | 2K | $4K |
| Apr 8, 2026 | Adam Katz 2012 Revocable Trust | 10% Owner | Buy (P) | 20K | $36K |
| Apr 7, 2026 | Adam Katz 2012 Revocable Trust | 10% Owner | Buy (P) | 22K | $39K |
| Nov 18, 2024 | Katz Jason | CEO, President, COO & Chairman, Director | Buy (P) | 4K | $8K |
| Nov 15, 2024 | Katz Jason | CEO, President, COO & Chairman, Director | Buy (P) | 3K | $5K |
| Nov 15, 2024 | Abada Yoram | Director | Buy (P) | 3K | $6K |
| Sep 6, 2024 | Abada Yoram | Director | Buy (P) | 3K | $8K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 2 | 5 | – |
Insiders Form 4 open-market | 5 | 0 | +$146K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for IPM
This stock 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/IPM/capital-change-brief"
Use Arkolith's capital_change_brief for IPM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IPM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.