Position in IPST
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$789
-$987 QoQ
Shares Held
336
-0.3% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 13 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IPST Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vanguard Global Advisers, LLC holds $1,818,822,476 across 49 Capital Markets names. IPST ranks #49 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
610,086 | $617,022,677 | |
| 2 | MS |
Morgan Stanley
|
2,600,250 | $543,556,260 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,534,048 | $326,086,608 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,704,509 | $170,928,162 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
966,952 | $84,163,502 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
38,530 | $10,853,130 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
108,174 | $5,406,536 | |
| 8 | EVR |
Evercore Inc.
|
14,957 | $5,106,918 |
All Filings in IPST
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789 | 336 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,776 | 6,731 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||