IPW · iPower Inc. · Holdings
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 5 13F filers · Δ vs Mar 31, 2026Who Holds IPW
Last 8 quarters through Jun 30, 2026Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026: 3 filers, like-for-like change +1545.6%; actively managed books +8093.8%; index-like books -100.0%.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 0.0% | 0 | -100.0% |
| Bank | 10.2% | 1 | +733.3% |
| Non-US | 0.0% | 0 | — |
| Holding company | 0.0% | 0 | — |
| Adviser | 0.0% | 0 | — |
| Unknown | 89.8% | 2 | new |
| Style | Share | Filers | Change |
|---|---|---|---|
| Index-like | 0.0% | 0 | -100.0% |
| Concentrated | 21.4% | 1 | new |
| Diversified active | 78.6% | 2 | +6340.6% |
| Systematic-like | 0.0% | 0 | — |
| Not measured | 0.0% | 0 | — |
| Unknown | 0.0% | 0 | — |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 0.0% | 0 | -100.0% |
| Medium turnover | 10.2% | 1 | +733.3% |
| High turnover | 89.8% | 2 | new |
| Unknown | 0.0% | 0 | — |
| Not measured | 0.0% | 0 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 21.4% | 1 | new |
| Medium horizon | 0.0% | 0 | — |
| Long horizon | 10.2% | 1 | +67.4% |
| Unknown | 68.4% | 1 | new |
| Not measured | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 0.0% | 0 | — |
| $1B to $10B | 21.4% | 1 | new |
| $10B to $100B | 68.4% | 1 | new |
| $100B or more | 10.2% | 1 | +67.4% |
| Not measured | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Registered funds and BDCs | 0.0% | 0 | -100.0% |
| Individuals and high net worth | 0.0% | 0 | — |
| Pooled investment vehicles | 0.0% | 0 | — |
| Unknown | 100.0% | 3 | +8093.8% |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| No private funds | 0.0% | 0 | -100.0% |
| Hedge funds | 0.0% | 0 | — |
| Private equity funds | 0.0% | 0 | — |
| Other private funds | 0.0% | 0 | — |
| Unknown | 100.0% | 3 | +8093.8% |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 89.8% | 2 | +1749.7% |
| Outside the US | 10.2% | 1 | +733.3% |
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Conviction and Crowding
19 13F filers, quarter ended Jun 30, 2024Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Estimated Holder Cost Basis
Quarter ended Jun 30, 2024, on that quarter's share basisEstimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.
Estimated cost covers 98.6% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.
Shareholder Targets
13F filers that own its peers but not IPW, quarter ended Jun 30, 2024IPW has no holder-overlap peers, so these filers hold the largest Consumer Cyclical stocks: AMZN, TSLA, HD, MCD, BKNG, TJX, LOW, CMG, NKE, MELI, SBUX, PDD, ORLY, HLT, ABNB, AZO, GM, ROST, MAR, DHI. 5,660 filers in all.
| # | Filer | In peers | Largest peers |
|---|---|---|---|
| 1 | BlackRock Inc. Holding company, Index-like | $287,589,936,585 20 held | AMZN, TSLA, HD |
| 2 | FMR LLC Holding company, Diversified active | $106,431,392,959 20 held | AMZN, LOW, TSLA |
| 3 | MORGAN STANLEY Holding company, Index-like | $74,892,677,054 20 held | AMZN, TSLA, HD |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active | $63,841,848,565 20 held | AMZN, TSLA, BKNG |
| 5 | NORGES BANK Non-US, Index-like | $49,748,806,318 20 held | AMZN, TSLA, HD |
| 6 | Capital World Investors Adviser, Diversified active | $44,085,778,790 16 held | HD, TSLA, AMZN |
| 7 | WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active | $35,438,425,813 20 held | AMZN, TJX, MCD |
| 8 | Capital Research Global Investors Adviser, Diversified active | $34,518,867,316 13 held | AMZN, HD, MELI |
| 9 | Bank of New York Mellon Corp Bank, Index-like | $33,785,343,079 20 held | AMZN, TSLA, HD |
| 10 | GOLDMAN SACHS GROUP INC Holding company, Index-like | $27,534,038,471 20 held | AMZN, TSLA, HD |
Fund Ownership of IPW by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 0.03% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 0.03% | 375 |
| Index ETFs | 0.00% | 0 |
| Active ETFs | 0.00% | 0 |
| Active funds | 0.00% | 0 |
| Unclassified | 0.00% | 0 |
| All registered funds | 0.03% | 375 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
Quarterly Activity
New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | +704 | 800 |
Top Sellers
vs Mar 31, 2026Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large HRT FINANCIAL LP | 5,383 | $103,678 | |
| Mid Virtu Financial LLC | 1,683 | $32,420 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega GEODE CAPITAL MANAGEMENT, LLC | 382 | $38,228 | |
| Mid SBI Securities Co., Ltd. | 0 | $1 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large HRT FINANCIAL LP | $103,678 | 68.43% | 48,448 | Shares | 2026-08-14 | |
| Mid Virtu Financial LLC | $32,420 | 21.40% | 15,150 | Shares | 2026-08-13 | |
| Mega UBS Group AG Bank | $15,412 | 10.17% | 7,202 | Shares | 2026-08-13 | |
| Large OSAIC HOLDINGS, INC. Holding company | $4 | 0.00% | 2 | Shares | 2026-08-14 | |
| Small Caitong International Asset Management Co., Ltd | $2 | 0.00% | 1 | Shares | 2026-08-05 |