Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

INTELLIGENT PROTECTION MANAGEMENT CORP.

CIK 0001355839IPM· quarter ending 2026-06-30
Shares outstanding
9,035,729
Held by 13F filers
407,119
4.5% of shares outstanding
Holders
14
-2 vs 2026-03-31 · 3 new, 5 exited
Value
$708K
shares -9.5% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-11, as of 2026-08-10)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common stockIPM · NASDAQ9,035,729407,1194.5%1469764K106

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
69764K106COM14407,1199,035,7294.5%$708K—13DGholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (14 of 14 · 69764K106)

change vs 2026-03-31
#FilerShares% of classValueChange
1VANGUARD CAPITAL MANAGEMENT LLC208,1552.30%$362K—
2RENAISSANCE TECHNOLOGIES LLC45,6000.50%$79K+4,300 (+10.4%)
3GEODE CAPITAL MANAGEMENT, LLC42,4070.47%$74K-9,012 (-17.5%)
4TWO SIGMA INVESTMENTS, LP38,5770.43%$67K—
5VANGUARD FIDUCIARY TRUST CO31,2350.35%$54K-3,051 (-8.9%)
6CITADEL ADVISORS LLC18,5480.21%$32KNEW
7STATE STREET CORP17,4880.19%$30K—
8Allied Private Wealth LLC2,2000.02%$4KNEW
9CITIGROUP INC1,4970.02%$3K+1,496 (+149600.0%)
10UBS Group AG8540.01%$1K+254 (+42.3%)
11Tower Research Capital LLC (TRC)3770.00%$656-404 (-51.7%)
12MORGAN STANLEY1500.00%$261—
13BARCLAYS PLC290.00%$50NEW
14Caitong International Asset Management Co., Ltd20.00%$3+1 (+100.0%)
Exited since 2026-03-31 (5 filers; largest 5 shown)
JANE STREET GROUP, LLC−18,389
Virtu Financial LLC−14,772
NORTHERN TRUST CORP−13,628
SUSQUEHANNA INTERNATIONAL GROUP, LLP−10,374
ROYAL BANK OF CANADA−13

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Adam Katz 2012 Revocable TrustSCHEDULE 13G/A2026-06-082026-04-061,000,00011.1%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.