Ideal Power Inc. - IPWR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AWM Investment Company, Inc. | History | Added to | 1,196,849 | 3,387 | 0.37% | 0.23% | 1 | +410,755 | 52.25% | Q1 2026 | May 15, 2026 |
| AIGH Capital Management LLC | History | Added to | 1,181,696 | 3,344 | 0.46% | 0.37% | 2 | +689,707 | 140.19% | Q1 2026 | Apr 30, 2026 |
| VANGUARD GROUP INC | History | No change | 359,089 | 1,109 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Alyeska Investment Group, L.P. | History | New | 385,571 | 1,091 | 0.0% | — | 4 | +385,571 | New | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 314,438 | 889 | 0.0% | — | 5 | +314,438 | New | Q1 2026 | May 15, 2026 |
| Bleichroeder LP | History | Added to | 300,000 | 849 | 0.15% | 0.07% | 6 | +167,000 | 125.56% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 237,249 | 671 | 0.0% | — | 7 | +237,249 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 121,527 | 343 | 0.0% | 0.0% | 8 | +1,188 | 0.99% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 99,245 | 280 | 0.0% | 0.0% | 9 | +16,621 | 20.12% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 81,452 | 230 | 0.0% | 0.0% | 10 | +57,554 | 240.83% | Q1 2026 | May 12, 2026 |
| Cable Car Capital, LP | History | No change | 50,000 | 141 | 0.05% | 0.01% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 42,513 | 120 | 0.0% | — | 12 | +42,513 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 26,698 | 75 | 0.0% | 0.0% | 13 | +13,237 | 98.34% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 24,055 | 68 | 0.0% | 0.0% | 14 | +13,232 | 122.26% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 22,409 | 63 | 0.0% | 0.0% | 15 | -237 | -1.05% | Q1 2026 | May 05, 2026 |
| STATE STREET CORP | History | No change | 21,847 | 61 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 21,060 | 59 | 0.0% | — | 17 | +21,000 | 35000.0% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | No change | 20,365 | 57 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Resurgent Financial Advisors LLC | History | New | 20,040 | 56 | 0.02% | — | 19 | +20,040 | New | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 14,234 | 40 | 0.0% | 0.0% | 20 | -4,253 | -23.01% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,764 | 33 | 0.0% | 0.0% | 21 | -2,905 | -19.8% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | New | 3,402 | 9 | 0.0% | — | 22 | +3,402 | New | Q1 2026 | Apr 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 2,138 | 6 | 0.0% | — | 23 | +2,138 | New | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 386 | 1 | 0.0% | 0.0% | 25 | -614 | -61.4% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 500 | 1 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,272 | -100.0% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -10,060 | -100.0% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,043 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 216 | 0 | — | — | — | +216 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | — | — | -210 | -100.0% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 300 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 307 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 300 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |