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 | 786,094 | 2,429 | 0.23% | 0.3% | 1 | +140,349 | 21.73% | Q4 2025 | Feb 13, 2026 |
| AIGH Capital Management LLC | History | Reduced | 491,989 | 1,520 | 0.37% | 0.73% | 2 | -21,058 | -4.1% | Q4 2025 | Feb 02, 2026 |
| VANGUARD GROUP INC | History | No change | 359,089 | 1,109 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bleichroeder LP | History | No change | 133,000 | 410 | 0.07% | 0.13% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 120,339 | 371 | 0.0% | 0.0% | 5 | +792 | 0.66% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 82,624 | 255 | 0.0% | 0.0% | 6 | +670 | 0.82% | Q4 2025 | Feb 09, 2026 |
| Cable Car Capital, LP | History | No change | 50,000 | 154 | 0.01% | 0.11% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 23,898 | 73 | 0.0% | 0.0% | 8 | +56 | 0.23% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 22,646 | 69 | 0.0% | 0.0% | 9 | -32,287 | -58.78% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | No change | 21,847 | 67 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | Reduced | 20,365 | 62 | 0.0% | 0.0% | 11 | -2,175 | -9.65% | Q4 2025 | Feb 04, 2026 |
| AlphaCore Capital LLC | History | New | 18,487 | 57 | 0.0% | — | 12 | +18,487 | New | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,669 | 45 | 0.0% | 0.0% | 13 | -11,638 | -44.24% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | No change | 13,461 | 41 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 11,272 | 34 | 0.0% | 0.0% | 15 | -4,617 | -29.06% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,823 | 33 | 0.0% | 0.0% | 16 | -1,748 | -13.91% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,060 | 31 | 0.0% | 0.0% | 17 | -5,000 | -33.2% | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | New | 1,000 | 3 | 0.0% | — | 19 | +1,000 | New | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,043 | 3 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 500 | 2 | 0.0% | — | 20 | +500 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -171,847 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,740 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -537 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 31 | 0 | — | — | — | -12 | -27.91% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 300 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 307 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 300 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 210 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |