LISTED FDS TR (IPDP)
Institutional ownership reported to the SEC as of Q2 2025, across 14 quarters.
4
Reporting holders
$20.5M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Allworth Financial LP | $20.2M | 1,003,752 | 0.10% | new | NEW |
| Clarus Group, Inc. | $292.7K | 14,537 | 0.11% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $24.7K | 1,225 | 0.00% | 13q | HELD |
| FMR LLC | $20 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2025 | 4 | $20.5M | 1,019,515 | 2 | 0 | 0 | 0.0% |
| Q1 2025 | 4 | $19.6M | 1,023,998 | 0 | 0 | 2 | 0.0% |
| Q4 2024 | 6 | $20.1M | 1,045,389 | 2 | 2 | 0 | 0.0% |
| Q3 2024 | 6 | $20.4M | 1,044,676 | 1 | 1 | 3 | 0.0% |
| Q2 2024 | 5 | $18.5M | 1,019,811 | 1 | 1 | 3 | 0.0% |
| Q1 2024 | 4 | $19.0M | 1,024,039 | 1 | 1 | 1 | 0.0% |
| Q4 2023 | 5 | $17.7M | 1,041,004 | 1 | 1 | 2 | 0.0% |
| Q3 2023 | 4 | $15.7M | 1,037,606 | 1 | 1 | 1 | 0.0% |
| Q2 2023 | 3 | $16.0M | 1,002,405 | 1 | 0 | 0 | 0.0% |
| Q1 2023 | 4 | $14.1M | 978,869 | 0 | 0 | 2 | 0.0% |
| Q4 2022 | 5 | $13.3M | 997,002 | 2 | 1 | 1 | 0.0% |
| Q3 2022 | 4 | $11.7M | 1,022,129 | 0 | 1 | 2 | 0.0% |
| Q2 2022 | 6 | $14.0M | 1,096,792 | 2 | 3 | 1 | 0.0% |
| Q1 2022 | 4 | $16.9M | 1,009,061 | 4 | 0 | 0 | 0.0% |