HolderBook

IDEAL PWR INC (IPWR)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

45
Reporting holders
$34.6M
Reported value
39.1%
Of shares outstanding
0.9%
Calls
0.0%
Puts
+16
Holder change

Institutions report 6,423,777 shares against 16,434,655 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
AWM Investment Company, Inc.$7.2M1,346,2440.63%28q+12.5%+$800.8K
AIGH Capital Management LLC$4.8M894,7310.30%21q-24.3%-$1.5M
GOLDMAN SACHS GROUP INC$3.5M660,3030.00%2q+178.3%+$2.3M
VANGUARD CAPITAL MANAGEMENT LLC$3.3M608,9590.00%2q+93.7%+$1.6M
STIFEL FINANCIAL CORP$2.5M468,9060.00%4q+475.7%+$2.1M
Coppell Advisory Solutions LLC$2.5M11?0.21%new
Bleichroeder LP$2.1M400,0000.38%10q+33.3%+$536.0K
Baird Financial Group, Inc.$1.7M326,0680.00%newNEW
MARSHALL WACE, LLP$1.7M318,2170.00%newNEW
JANE STREET GROUP, LLC$1.5M268,8070.00%5q+1017.5%+$1.4M
BlackRock, Inc.$729.9K136,1710.00%8q+12.0%+$78.5K
GEODE CAPITAL MANAGEMENT, LLC$644.1K120,1590.00%22q+21.1%+$112.1K
RENAISSANCE TECHNOLOGIES LLC$540.0K100,7540.00%newNEW
CITADEL ADVISORS LLC$481.2K41,5740.00%newNEW
STATE STREET CORP$436.8K81,4940.00%21q+273.0%+$319.7K
Polar Asset Management Partners Inc.$379.0K70,7000.01%newNEW
VANGUARD FIDUCIARY TRUST CO$343.6K64,1050.00%2q+50.8%+$115.7K
BANK OF AMERICA CORP /DE/$325.6K60,7390.00%newNEW
MORGAN STANLEY$313.0K58,3960.00%17q+177.3%+$200.1K
Diversify Advisory Services, LLC$235.3K59,8770.00%newNEW
DIVERSIFY WEALTH MANAGEMENT, LLC$235.3K59,8770.00%newNEW
XTX Topco Ltd$225.6K42,0900.00%newNEW
Jump Financial, LLC$219.8K41,0000.00%newNEW
NORTHERN TRUST CORP$203.2K37,9180.00%14q+42.0%+$60.1K
Walleye Capital LLC$130.7K24,3770.00%newNEW
Resurgent Financial Advisors LLC$128.9K24,0400.04%2q+20.0%+$21.4K
BAILARD, INC.$109.2K20,3650.00%15qHELD
Virtu Financial LLC$90.0K16,7050.00%newNEW
Jefferies Financial Group Inc.$80.4K15,0010.00%newNEW
AlphaCore Capital LLC$76.3K14,2340.00%3qHELD
Invesco Ltd.$75.8K14,1460.00%newNEW
BNP PARIBAS FINANCIAL MARKETS$34.1K6,3620.00%newNEW
CITIGROUP INC$32.7K6,0960.00%newNEW
JPMORGAN CHASE & CO$20.4K3,8390.00%newNEW
UBS Group AG$19.6K3,6610.00%28q-83.7%-$100.5K
Vanguard Global Advisers, LLC$11.5K2,1380.00%2qHELD
Tower Research Capital LLC (TRC)$7.7K1,4350.00%2q+564.4%+$6.5K
JONES FINANCIAL COMPANIES LLLP$6.2K1,1990.00%4q+290.6%+$4.6K
IFP Advisors, Inc$5.4K1,0000.00%newNEW
BARCLAYS PLC$4.7K8840.00%newNEW
ROYAL BANK OF CANADA$3.0K5000.00%7qHELD
WELLS FARGO & COMPANY/MN$1.6K3000.00%6q-50.0%-$1.6K
OSAIC HOLDINGS, INC.$1.6K3000.00%15qHELD
SIMPLEX TRADING, LLC$219410.00%newNEW
SBI Securities Co., Ltd.$510.00%7q-96.8%
Avion Wealth$0640.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1313G/ALYTTON LAURENCE W INDIVIDUAL7.5%

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202645$34.6M6,423,777211540.9%
Q1 202629$11.9M4,200,89251040.0%
Q4 202526$6.8M2,194,4142390.0%
Q3 202528$12.4M2,473,6606650.0%
Q2 202526$10.7M2,369,3622670.0%
Q1 202527$14.4M2,772,5256830.0%
Q4 202423$19.3M2,553,3031720.0%
Q3 202423$19.5M2,372,9282540.0%
Q2 202422$13.3M1,888,4113830.0%
Q1 202426$17.3M1,940,4336780.0%
Q4 202325$7.6M973,7232950.0%
Q3 202326$9.9M1,013,8240670.0%
Q2 202326$12.9M1,093,0363450.0%
Q1 202326$12.5M1,197,7513430.0%
Q4 202227$12.5M1,172,0325530.0%
Q3 202223$12.4M1,196,0326420.0%
Q2 202218$15.4M1,267,1024230.0%
Q1 202218$12.6M1,429,1182550.0%
Q4 202118$17.8M1,472,4692620.0%
Q3 202118$22.1M1,452,9193310.0%
Q2 202115$15.5M1,218,2304510.0%
Q1 202117$10.2M799,4049430.0%
Q4 202012$10.5M1,287,4323310.0%
Q3 20208$3.0M477,6602310.0%
Q2 20209$1.5M228,4984210.0%
Q1 20207$200.0K103,4313110.0%
Q4 20195$140.0K60,9841210.0%
Q3 20195$651.0K241,5545000.0%
Q2 201911$864.0K2,781,2891410.0%
Q1 201911$617.0K1,766,4431430.0%
Q4 201815$352.0K1,440,5032000.0%