Who Owns IPDP?

LISTED FDS TR — Institutional Ownership & 13F Holdings

$0.00

+0.00 (+0.00%)

Market Cap

Shares Outstanding

Institutional Holders

4

Total Inst. Value

$19.6M

% of Float Held

QoQ Holder Change

+1

Institutional data as of Q1 2025

New Positions

2

Closed Positions

3

Increased

0

Decreased

1

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Sheaff Brock Investment Advisors, LLCNew$19.2M1,008,207
2Clarus Group, Inc.New$278K14,537
3HARBOUR INVESTMENTS, INC.$24K1,225
4UBS Group AG$55429

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
Sheaff Brock Investment Advisors, LLCNew+1.0M$19.2M
Clarus Group, Inc.New+15K$278K

Top Sellers

FundShares RemovedValue
UBS Group AG-83$554

Frequently Asked Questions

How many institutional investors hold IPDP?

As of Q1 2025, 4 institutional investors report holding IPDP (LISTED FDS TR) in their 13F filings.

Which hedge fund owns the most IPDP?

The largest institutional holder of IPDP is Sheaff Brock Investment Advisors, LLC with $19.2M in shares.

Are institutions buying or selling IPDP?

This quarter, 2 institutions opened new positions in IPDP and 3 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.