IP Strategy Holdings Ownership | Who Owns IP Strategy Holdings?


OverviewRevenueFinancialsChart

IP Strategy Holdings Ownership Summary


IP Strategy Holdings is owned by 0.15% institutional investors, 3.57% insiders, and 96.28% retail investors. Citadel advisors is the largest institutional shareholder, holding 0.15% of IPST shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.05% of its assets in IP Strategy Holdings shares.

IPST Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockIP Strategy Holdings0.15%3.57%96.28%
SectorConsumer Defensive Stocks 33.57%17.09%49.33%
IndustryBeer Stocks17.15%3.65%79.20%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Citadel advisors252.73K0.15%$66.72K
Polar asset management partners165.48K0.10%$43.69K
Geode capital management116.83K0.07%$30.84K
Ah capital management82.74K0.05%$21.84K
Renaissance65.21K0.04%$17.21K
Hrt financial lp48.62K0.03%$12.00K
Vanguard fiduciary trust47.13K0.03%$12.44K
Gsa capital partners llp28.27K0.02%$7.00K
Jane street group27.24K0.02%$7.19K
Two sigma securities25.13K0.01%$6.63K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ah capital management82.74K0.00%$21.84K
Polar asset management partners165.48K0.00%$43.69K
Two sigma securities25.13K0.00%$6.63K
Wealth preservation advisors2.63K0.00%$693.00
Gsa capital partners llp28.27K0.00%$7.00K
Ubs group---
Citadel advisors252.73K-$66.72K
Hrt financial lp48.62K-$12.00K
Morgan stanley13.74K-$3.63K
Blackrock funding, inc. /de639.00-$169.00

Top Buyers

HolderShares% AssetsChange
Citadel advisors252.73K-252.73K
Ah capital management82.74K0.00%82.74K
Renaissance65.21K-65.21K
Geode capital management116.83K-58.88K
Hrt financial lp48.62K-48.62K

Top Sellers

HolderShares% AssetsChange
Tower research capital llc (trc)1.20K--2.16K
Ubs group---100.00
Blackrock funding, inc. /de639.00--1.00
Morgan stanley13.74K--
Northern trust12.96K--

New Positions

HolderShares% AssetsChangeValue
Citadel advisors252.73K-252.73K$66.72K
Ah capital management82.74K0.00%82.74K$21.84K
Renaissance65.21K-65.21K$17.21K
Hrt financial lp48.62K-48.62K$12.00K
Vanguard fiduciary trust47.13K-47.13K$12.44K

Sold Out

HolderChange
Ubs group-100.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20265-61.54%263,653-69.90%-74.26%525.00%--100.00%
Dec 31, 202513-31.58%875,995-83.35%-3503.51%4-71.43%9800.00%
Sep 30, 20251918.75%5,261,3731179.26%-143737.08%1475.00%1-66.67%
Jun 30, 20251633.33%411,2848.08%-13180.49%8-20.00%3-
Mar 31, 20251220.00%380,534-42.99%-3959.03%10---

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Institutional Extnd Mkt Idx Tr5.08K1.05%-96.44K
Fidelity Extended Market Index64.52K0.67%10.39K
Spartan Extended Market Index Pool F20.07K0.21%19.91K
Fidelity Series Total Market Index13.37K0.14%-
Fidelity Total Market Index12.54K0.13%-
NT Ext Equity Mkt Index Fund - Lending10.24K0.11%-
Vanguard U.S. Eq Idx £ Acc336.000.07%-6.39K
Spartan Total Market Index Pool G6.32K0.07%-
NT Ext Eq Mkt Idx Fd DC Lending Tier 54.04K0.04%28.00
NT Ext Equity Mkt Index Fund - NL2.39K0.02%-

Insider Transactions Trends


DateBuySell
2026 Q1--
2025 Q4--

IPST Ownership FAQ


Who Owns IP Strategy Holdings?

IP Strategy Holdings shareholders are primarily institutional investors at 0.15%, followed by 3.57% insiders and 96.28% retail investors. The average institutional ownership in IP Strategy Holdings's industry, Beer Stocks, is 17.15%, which IP Strategy Holdings falls below.

Who owns the most shares of IP Strategy Holdings?

IP Strategy Holdings’s largest shareholders are Citadel advisors (252.73K shares, 0.15%), Polar asset management partners (165.48K shares, 0.10%), and Geode capital management (116.83K shares, 0.07%). Together, they hold 0.31% of IP Strategy Holdings’s total shares outstanding.

Does Blackrock own IP Strategy Holdings?

BlackRock is not among the top 10 institutional shareholders of IP Strategy Holdings.

Who is IP Strategy Holdings’s biggest shareholder by percentage of total assets invested?

Ah capital management is IP Strategy Holdings’s biggest shareholder by percentage of total assets invested, with 0.00% of its assets in 82.74K IP Strategy Holdings shares, valued at 21.84K$.

Who is the top mutual fund holder of IP Strategy Holdings shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of IP Strategy Holdings shares, with 1.05% of its total shares outstanding invested in 5.08K IP Strategy Holdings shares.

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