Security record
IPAV
name pending profile ingest
3Tracked holders
+2Δ holders
8.04KShares held
$258,404Reported value
+2New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 7.26K | New | $233,350 | 0.0% | New | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 698 | -87.1% | $22,420 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | UBS Group AG | 82 | New | $2,634 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Creative Planning | $233,350 | 0.0% |
| UBS Group AG | $2,634 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 4 holders, 49.87K shares, $1.51M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
Get this via the API