IPM · Intelligent Protection Management Corp. · Shareholders & Ownership
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Every disclosed holder of IPM in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns IPM
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 405,657 | 4.49% |
| Insiders (Forms 3, 4, 5) | 2,045,881 | 22.64% |
| 13D/G-only blocks | 1,470,755 | 16.28% |
| Remaining | 5,113,436 | 56.59% |
| Registered funds (N-PORT, not summed) | 251,336 | 2.78% |
Shares outstanding: 9,035,729, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of IPM
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
The J. Crew Delaware Trust B
13G
CIK 1971966 · Unknown · Sep 30, 2024
Rule 13d-1(c), passive investor, unconfirmed, last confirmed Sep 30, 2024
|
1,470,755 | ||
| 2 |
|
1,000,000 | ||
| 2.1 |
Adam Katz 2012 Revocable Trust
13G
CIK 1981376 · Unknown · Apr 6, 2026
Rule 13d-1(c), passive investor, not summed
|
1,000,000 | ||
| 3 |
|
869,068 | ||
| 3.1 |
Jason Katz
13D
CIK 1685908 · Unknown · Aug 13, 2024
unconfirmed, last confirmed Aug 13, 2024, not summed
|
700,912 | ||
| 4 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
208,155 | ||
| 5 |
|
156,313 | ||
| 6 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
139,605 | ||
| 7 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
68,550 | ||
| 8 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
45,600 | ||
| 9 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
42,407 | ||
| 10 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
38,577 | ||
| 11 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
31,235 | ||
| 12 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
|
27,145 | ||
| 13 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18,548 | ||
| 14 |
|
17,488 | ||
| 15 |
|
15,500 | ||
| 16 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
|
8,477 | ||
| 17 |
|
5,000 | ||
| 18 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
3,698 | ||
| 19 |
Fidelity Nasdaq Composite Index Fund
Fund
S000055366 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
|
3,101 | ||
| 20 |
Allied Private Wealth LLC
13F
CIK 2132253 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,200 | ||
| 21 |
|
854 | ||
| 22 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
|
752 | ||
| 23 |
Tower Research Capital LLC (TRC)
13F
CIK 1533421 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
377 | ||
| 24 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
150 | ||
| 25 |
Farther Finance Advisors, LLC
13F
CIK 1992825 · Registered investment adviser · Sep 30, 2026
|
35 | ||
| 26 |
|
29 | ||
| 27 |
Dimensional US Core Equity 1 ETF
Fund
S000081780 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
8 | ||
| 28 |
Caitong International Asset Management Co., Ltd
13F
CIK 1963355 · Unknown · Sep 30, 2026
|
2 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.