LISTED FDS TR (IPPP)
Institutional ownership reported to the SEC as of Q2 2025, across 14 quarters.
7
Reporting holders
$7.5M
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 | $6.8M | 694,547 | 0.03% | new | NEW |
| WOLVERINE TRADING, LLC | $240.8K | 24,468 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $223.6K | 22,888 | 0.00% | 11q | +17.0%+$32.5K |
| NOVUS ADVISORS, LLC | $200.4K | 20,506 | 0.31% | 3q | -90.5%-$1.9M |
| UBS Group AG | $6.0K | 616 | 0.00% | 4q | -73.0%-$16.3K |
| MORGAN STANLEY | $11 | 1 | 0.00% | 2q | HELD |
| FMR LLC | $10 | 1 | 0.00% | 2q | HELD |
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 | 7 | $7.5M | 763,027 | 2 | 1 | 2 | 0.0% |
| Q1 2025 | 7 | $9.1M | 939,599 | 3 | 2 | 1 | 0.0% |
| Q4 2024 | 4 | $9.4M | 939,612 | 0 | 2 | 1 | 0.0% |
| Q3 2024 | 4 | $7.4M | 711,209 | 1 | 1 | 1 | 0.0% |
| Q2 2024 | 3 | $6.8M | 688,942 | 1 | 1 | 1 | 0.0% |
| Q1 2024 | 2 | $6.9M | 693,258 | 0 | 0 | 1 | 0.0% |
| Q4 2023 | 6 | $7.4M | 774,288 | 1 | 2 | 3 | 0.0% |
| Q3 2023 | 5 | $7.5M | 826,005 | 1 | 3 | 1 | 0.0% |
| Q2 2023 | 4 | $7.5M | 827,957 | 1 | 1 | 1 | 0.0% |
| Q1 2023 | 3 | $7.2M | 808,392 | 0 | 1 | 1 | 0.0% |
| Q4 2022 | 3 | $7.4M | 830,805 | 1 | 0 | 2 | 0.0% |
| Q3 2022 | 3 | $8.3M | 904,816 | 1 | 1 | 1 | 0.0% |
| Q2 2022 | 2 | $8.4M | 862,377 | 0 | 1 | 0 | 0.0% |
| Q1 2022 | 2 | $9.6M | 854,722 | 2 | 0 | 0 | 0.0% |