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Institutional Holdings

IPX

Ownership Summary

Institutions Holding
59
Total Shares Held
4,685,816
Total Value Held
$138,454,348
Quarter
2026-06-30

Active Positions

Increased Positions
19
2,210,356 shares
Decreased Positions
7
2,235,632 shares
Held Positions
4
19,412 shares
New Positions
20
220,416 shares
Sold Out Positions
9
354,006 shares
Institution Shares Value Change % of Portfolio Reported
VAN ECK ASSOCIATES CORP 1,614,261 $47,991,979 ▼ -565,828 0.03% 2026-06-30
Woodline Partners LP 654,073 $19,445,590 ▲ +184,958 0.06% 2026-06-30
MILLENNIUM MANAGEMENT LLC 579,751 $17,235,997 ▲ +415,026 0.01% 2026-06-30
STIFEL FINANCIAL CORP 525,773 $15,631,233 ▼ -120,707 0.01% 2026-06-30
Old West Investment Management, LLC 345,185 $10,262,350 ▲ +334,533 1.09% 2026-06-30
JANE STREET GROUP, LLC 224,635 $6,678,398 ▲ +153,386 0.00% 2026-06-30
UBS Group AG 96,726 $2,875,664 ▲ +32,854 0.00% 2026-06-30
Point72 Asset Management, L.P. 68,808 $2,045,662 ▲ +44,251 0.00% 2026-06-30
MORGAN STANLEY 64,336 $1,912,708 ▼ -1,190 0.00% 2026-06-30
Nuveen, LLC 59,579 $1,771,284 New position 0.00% 2026-06-30
BlackRock, Inc. 54,189 $1,611,039 ▲ +8,128 0.00% 2026-06-30
BANK OF AMERICA CORP /DE/ 52,345 $1,556,217 ▲ +29,008 0.00% 2026-06-30
ENVESTNET ASSET MANAGEMENT INC 48,006 $1,427,218 New position 0.00% 2026-06-30
CITADEL ADVISORS LLC 33,300 $990,009 ▲ +9,842 0.00% 2026-06-30
BANK OF MONTREAL /CAN/ 30,922 $919,311 ▲ +3,678 0.00% 2026-06-30
SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,206 $749,374 New position 0.00% 2026-06-30
OSAIC HOLDINGS, INC. 22,880 $680,221 ▲ +10 0.00% 2026-06-30
Arax Advisory Partners 22,162 $658,877 New position 0.00% 2026-06-30
GOLDMAN SACHS GROUP INC 15,297 $454,780 ▼ -11,810 0.00% 2026-06-30
XTX Topco Ltd 13,692 $407,063 ▼ -15,223 0.01% 2026-06-30
Mariner, LLC 13,613 $404,714 ▲ +746 0.00% 2026-06-30
Kestra Advisory Services, LLC 12,250 $364,193 Unchanged 0.00% 2026-06-30
BLAIR WILLIAM & CO/IL 12,036 $357,830 New position 0.00% 2026-06-30
Trexquant Investment LP 11,771 $349,952 New position 0.00% 2026-06-30
SIMPLEX TRADING, LLC 8,304 $246,877 New position 0.00% 2026-06-30
Schonfeld Strategic Advisors LLC 8,168 $242,833 New position 0.00% 2026-06-30
Summit Trail Advisors, LLC 7,862 $233,737 New position 0.00% 2026-06-30
Vanguard Personalized Indexing Management, LLC 7,095 $210,934 New position 0.00% 2026-06-30
Atlantic Union Bankshares Corp 7,000 $208,110 Unchanged 0.00% 2026-06-30
Connective Capital Management, LLC 5,367 $159,561 New position 0.11% 2026-06-30
JPMORGAN CHASE & CO 4,102 $110,508 ▲ +1,996 0.00% 2026-06-30
Rockefeller Capital Management L.P. 3,074 $91,390 New position 0.00% 2026-06-30
WELLS FARGO & COMPANY/MN 1,612 $47,925 ▼ -3,767 0.00% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 972 $25,758 ▲ +266 0.00% 2026-06-30
Cape Investment Advisory, Inc. 797 $23,695 New position 0.01% 2026-06-30
Caitong International Asset Management Co., Ltd 661 $19,652 ▼ -1,291 0.00% 2026-06-30
Compagnie Lombard Odier SCmA 290 $8,622 New position 0.00% 2026-06-30
Global Retirement Partners, LLC 277 $8,235 New position 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 234 $6,957 ▲ +212 0.00% 2026-06-30
FMR LLC 212 $6,303 ▲ +43 0.00% 2026-06-30
ROYAL BANK OF CANADA 200 $6,000 New position 0.00% 2026-06-30
PROFFITT & GOODSON INC 150 $4,460 Unchanged 0.00% 2026-06-30
GROUP ONE TRADING LLC 100 $2,973 New position 0.00% 2026-06-30
SBI Securities Co., Ltd. 87 $2,587 ▲ +51 0.00% 2026-06-30
HUNTINGTON NATIONAL BANK 59 $1,754 New position 0.00% 2026-06-30
Larson Financial Group LLC 53 $1,576 New position 0.00% 2026-06-30
HRT FINANCIAL LP 28,297 $841 ▲ +4,235 0.00% 2026-06-30
ASSETMARK, INC 25 $743 ▲ +14 0.00% 2026-06-30
PNC Financial Services Group, Inc. 12 $357 Unchanged 0.00% 2026-06-30
Axiom Investment Management LLC 10 $297 New position 0.00% 2026-06-30
Shay Capital LLC 0 $0 Sold out 2026-06-30
Private Advisor Group, LLC 0 $0 Sold out 2026-06-30
Quadrature Capital Ltd 0 $0 Sold out 2026-06-30
Apis Capital Advisors, LLC 0 $0 Sold out 2026-06-30
DLD Asset Management, LP 0 $0 Sold out 2026-06-30
Synergy Asset Management, LLC 0 $0 Sold out 2026-06-30
DV EQUITIES, LLC 0 $0 Sold out 2026-06-30
MAI Capital Management 0 $0 Sold out 2026-06-30
Signature Equity Partners, LLC 0 $0 Sold out 2026-06-30