Fund shareholders of Ideal Power Inc
ISIN US4516222035 · United States · LEI 529900GSUN7DW3QD5F50
- Fund shareholders
- 11
- Of which ETFs
- 2 9 other funds
- Value held
- 4M $
- Share of capital
- 4.4 % of 16.4M shares on Aug 11, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 467,553 | 2.5M $ | 0.00 % | 2.84 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 127,728 | 684.6K $ | 0.00 % | 0.78 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 40,549 | 301.7K $ | 0.00 % | 0.25 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 33,710 | 180.7K $ | 0.01 % | 0.21 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 13,111 | 97.5K $ | 0.00 % | 0.08 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 11,872 | 88.3K $ | 0.00 % | 0.07 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,962 | 37.3K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,716 | 36K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 6,103 | 45.4K $ | 0.00 % | 0.04 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 2,821 | 10.4K $ | 0.02 % | as of Jul 31, 2026 ↗ | |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,275 | 12.2K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 11 | +2 | 719,400 | +77.2 % |
| 2026Q2 | 9 | -3 | 405,921 | -0.6 % |
| 2026Q1 | 12 | -1 | 408,244 | -0.3 % |
| 2025Q4 | 13 | -1 | 409,485 | -5.9 % |
| 2025Q3 | 14 | -1 | 435,165 | +2.3 % |
| 2025Q2 | 15 | -1 | 425,488 | +1.5 % |
| 2025Q1 | 16 | 0 | 419,048 | +1.7 % |
| 2024Q4 | 16 | +1 | 412,181 | +4.7 % |
| 2024Q3 | 15 | 0 | 393,725 | +17.3 % |
| 2024Q2 | 15 | 0 | 335,747 | +1.4 % |
| 2024Q1 | 15 | -1 | 331,263 | +10.4 % |
| 2023Q4 | 16 | 300,028 |
Institutional managers
26 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| AWM Investment Company, Inc. | 1,196,849 | 3.4M $ | as of Mar 31, 2026 |
| AIGH Capital Management LLC | 1,181,696 | 3.3M $ | as of Mar 31, 2026 |
| Alyeska Investment Group, L.P. | 385,571 | 1.1M $ | as of Mar 31, 2026 |
| Bleichroeder LP | 300,000 | 849K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 237,249 | 671.4K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 121,527 | 343.9K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 99,245 | 280.9K $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 81,452 | 230.5K $ | as of Mar 31, 2026 |
| Cable Car Capital, LP | 50,000 | 141.5K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 26,698 | 75.6K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 24,055 | 68.1K $ | as of Mar 31, 2026 |
| UBS Group AG | 22,409 | 63.4K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 21,847 | 61.8K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 21,060 | 59.6K $ | as of Mar 31, 2026 |
| BAILARD, INC. | 20,365 | 57.6K $ | as of Mar 31, 2026 |
| Resurgent Financial Advisors LLC | 20,040 | 56.7K $ | as of Mar 31, 2026 |
| AlphaCore Capital LLC | 14,234 | 40.3K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,764 | 33.3K $ | as of Mar 31, 2026 |
| FNY Investment Advisers, LLC | 3,402 | 9 $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 500 | 1K $ | as of Mar 31, 2026 |
| Westside Investment Management, Inc. | 386 | 1.1K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 307 | 884 $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 300 | 849 $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 300 | 849 $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 216 | 611 $ | as of Mar 31, 2026 |
Declared shareholders of Ideal Power Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| LYTTON LAURENCE W | 7.50 % | 959,856 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Ideal Power Inc". https://titelia.com/en/stocks/ideal-power-inc-US4516222035