IPWR · Ideal Power Inc.

$4.82 +0.15 (+3.21%) At close · Sep 4

Market Cap

$79.22M

16.43M

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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 46

Total Value: $34,296,761

Total Shares: 6,398,654

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 46 13F filers · Δ vs Mar 31, 2026

Top Holder

21.0%

−7.5 pts

Top 5

62.2%

−18.2 pts

Top 10

85.0%

−9.4 pts

HHI

1,017

Broadly held−832

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +17

Institutional value: +188.5%

Shares held: +52.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega GOLDMAN SACHS GROUP INC	+423,054	660,303
Large STIFEL FINANCIAL CORP	+387,454	468,906
Mega VANGUARD CAPITAL MANAGEMENT LLC	+294,521	608,959
Mega JANE STREET GROUP, LLC	+257,052	281,107
Mid AWM Investment Company, Inc.	+149,395	1,346,244

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid AIGH Capital Management LLC	−286,965	894,731
Mega UBS Group AG	−18,748	3,661
Mid SBI Securities Co., Ltd.	−30	1

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Baird Financial Group, Inc.	326,068	$1,747,724
Large MARSHALL WACE, LLP	318,217	$1,705,642
Large RENAISSANCE TECHNOLOGIES LLC	100,754	$540,041
Mid Polar Asset Management Partners Inc.	70,700	$378,952
Mega BANK OF AMERICA CORP /DE/	60,739	$325,561

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Alyeska Investment Group, L.P.	385,571	$1,091,165
Mid Cable Car Capital, LP	50,000	$141,500
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	11,764	$33,292
Small FNY Investment Advisers, LLC	3,402	$9,627
Small Westside Investment Management, Inc.	386	$1,092

Filter: New 22 Increased 15 Reduced 3 Sold out 5 Unchanged 6

Showing 48 of 48

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

AWM Investment Company, Inc.

$7,215,867

21.04%

1,346,244

AIGH Capital Management LLC

$4,795,757

13.98%

894,731

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Worth Venture Partners, LLC	188,082	$1,008,119	21.0%	Other
Held directly	706,649	$3,787,638	79.0%	Sole

GOLDMAN SACHS GROUP INC

$3,539,224

10.32%

660,303

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	660,303	$3,539,224	100.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$3,264,020

9.52%

608,959

STIFEL FINANCIAL CORP

$2,513,336

7.33%

468,906

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	468,906	$2,513,336	100.0%	Defined

Bleichroeder LP

$2,144,000

6.25%

400,000

Baird Financial Group, Inc.

$1,747,724

5.10%

326,068

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	326,068	$1,747,724	100.0%	Defined

MARSHALL WACE, LLP

$1,705,642

4.97%

318,217

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	318,217	$1,705,642	100.0%	Other

JANE STREET GROUP, LLC

$1,440,804

4.20%

268,807

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	195,135	$1,045,923	72.6%	Defined
Jane Street Global Trading, LLC	73,672	$394,881	27.4%	Defined

BlackRock, Inc.

$729,875

2.13%

136,171

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	2,275	$12,194	1.7%	Sole
BlackRock Fund Advisors	33,710	$180,685	24.8%	Sole
BlackRock Institutional Trust Company, N.A.	100,186	$536,996	73.6%	Sole

GEODE CAPITAL MANAGEMENT, LLC

$644,051

1.88%

120,159

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	18,104	$97,037	15.1%	Defined
Held directly	102,055	$547,014	84.9%	Defined

RENAISSANCE TECHNOLOGIES LLC

$540,041

1.57%

100,754

Polar Asset Management Partners Inc.

$378,952

1.10%

70,700

VANGUARD FIDUCIARY TRUST CO

$343,602

1.00%

64,105

BANK OF AMERICA CORP /DE/

$325,561

0.95%

60,739

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	60,739	$325,561	100.0%	Defined

Diversify Advisory Services, LLC

$320,940

0.94%

59,877

DIVERSIFY WEALTH MANAGEMENT, LLC

$320,940

0.94%

59,877

MORGAN STANLEY

$313,001

0.91%

58,396

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	58,336	$312,680	99.9%	Defined
MORGAN STANLEY SMITH BARNEY LLC	60	$321	0.1%	Defined

XTX Topco Ltd

$225,602

0.66%

42,090

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	42,090	$225,602	100.0%	Defined

Jump Financial, LLC

$219,760

0.64%

41,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Leap GP LLC joint	41,000	$219,760	100.0%	Defined

STATE STREET CORP

$218,403

0.64%

40,747

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	40,747	$218,403	100.0%	Defined

NORTHERN TRUST CORP

$203,240

0.59%

37,918

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	37,918	$203,240	100.0%	Defined

Walleye Capital LLC

$130,660

0.38%

24,377

CITADEL ADVISORS LLC

$129,176

0.38%

24,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	24,100	$129,176	100.0%	Defined

Resurgent Financial Advisors LLC

$128,854

0.38%

24,040

CITADEL ADVISORS LLC

$111,418

0.32%

20,787

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	20,787	$111,418	100.0%	Defined

BAILARD, INC.

$109,156

0.32%

20,365

Virtu Financial LLC

$89,538

0.26%

16,705

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	16,705	$89,538	100.0%	Defined

Jefferies Financial Group Inc.

$80,405

0.23%

15,001

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JEFFERIES LLC	15,001	$80,405	100.0%	Defined

AlphaCore Capital LLC

$76,294

0.22%

14,234

Invesco Ltd.

$75,822

0.22%

14,146

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Capital Management LLC	14,146	$75,822	100.0%	Defined

JANE STREET GROUP, LLC

$65,928

0.19%

12,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	12,300	$65,928	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$34,100

0.10%

6,362

CITIGROUP INC

$32,674

0.10%

6,096

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	6,096	$32,674	100.0%	Defined

JPMORGAN CHASE & CO

$20,577

0.06%

3,839

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	3,839	$20,577	100.0%	Defined

UBS Group AG

$19,622

0.06%

3,661

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	3,661	$19,622	100.0%	Defined

Vanguard Global Advisers, LLC

$11,459

0.03%

2,138

Tower Research Capital LLC (TRC)

$7,691

0.02%

1,435

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,435	$7,691	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$6,426

0.02%

1,199

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	1,199	$6,426	100.0%	Sole

IFP Advisors, Inc

$5,360

0.02%

1,000

BARCLAYS PLC

$4,738

0.01%

884

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS CAPITAL INC.	884	$4,738	100.0%	Defined

ROYAL BANK OF CANADA

$2,680

0.01%

500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Dominion Securities Inc.	500	$2,680	100.0%	Defined

WELLS FARGO & COMPANY/MN

$1,608

0.00%

300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	300	$1,608	100.0%	Defined

OSAIC HOLDINGS, INC.

$1,608

0.00%

300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	300	$1,608	100.0%	Defined

Avion Wealth

$343

0.00%

SIMPLEX TRADING, LLC

$219

0.00%

Coppell Advisory Solutions LLC

$58

0.00%

SBI Securities Co., Ltd.

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	11,764	$33,292	100.0%	Other

Key facts CIK 1507957 CUSIP 451622203 13F (30d) 35 filings 35 filers Visit website