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Iperionx LTD (IPX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
NEW
Shares21,712
Change+21,712
Value$365.2K
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares2,081 from 1,681
Change+400 (+24%)
Value$35.0K (-$15.0K)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares1,494
Change+1,494
Value$25.1K
Filed 2026-11-03
Cape Investment Advisory, Inc.
DECREASED
Shares756 from 797
Change-41 (-5%)
Value$12.7K (-$11.0K)
Filed 2026-10-13
Compagnie Lombard Odier SCmA
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$4.9K (-$3.7K)
Filed 2026-11-04
Avion Wealth
NEW
Shares100
Change+100
Value$1
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares81 from 53
Change+28 (+53%)
Value$1.4K (-$214)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares73 from 1,644
Change-1,571 (-96%)
Value$1.2K (-$47.6K)
Filed 2026-11-03
Simplex Trading, LLC
DECREASED
Shares67 from 2,604
Change-2,537 (-97%)
Value$1.1K (-$76.3K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
NEW
Shares27
Change+27
Value$455
Filed 2026-10-20
Nisa Investment Advisors, LLC
DECREASED
Shares16 from 234
Change-218 (-93%)
Value$269 (-$6.7K)
Filed 2026-10-20
SBI Securities Co., Ltd.
DECREASED
Shares12 from 87
Change-75 (-86%)
Value$202 (-$2.4K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
DECREASED
Shares10 from 34
Change-24 (-71%)
Value$168 (-$843)
Filed 2026-11-06
Friedenthal Financial
NEW
Shares1
Change+1
Value$17
Filed 2026-10-27
Kestra Advisory Services, LLC
CLOSED
Shares0 from 12,250
Change-12,250 (-100%)
Value$0 (-$364.2K)
Filed 2026-11-02
Farther Finance Advisors, LLC
CLOSED
Shares0 from 1,472
Change-1,472 (-100%)
Value$0 (-$43.8K)
Filed 2026-10-08
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 661
Change-661 (-100%)
Value$0 (-$19.7K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 271
Change-271 (-100%)
Value$0 (-$8.1K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-15
Assetmark, Inc
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$743)
Filed 2026-10-21
Axiom Investment Management LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$297)
Filed 2026-11-03
Van Eck Associates Corp
N/A
Shares— from 1,614,261
Change-1,614,261 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 654,073
Change-654,073 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 579,751
Change-579,751 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 525,773
Change-525,773 (-100%)
Value—
Old West Investment Management, LLC
N/A
Shares— from 345,185
Change-345,185 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 224,635
Change-224,635 (-100%)
Value—
UBS Group AG
N/A
Shares— from 96,726
Change-96,726 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 80,000
Change-80,000 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 68,808
Change-68,808 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 64,336
Change-64,336 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 59,579
Change-59,579 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 54,189
Change-54,189 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 52,345
Change-52,345 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 48,006
Change-48,006 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 30,922
Change-30,922 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 28,297
Change-28,297 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 22,880
Change-22,880 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 22,162
Change-22,162 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 15,297
Change-15,297 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 15,206
Change-15,206 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 13,692
Change-13,692 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,613
Change-13,613 (-100%)
Value—
Blair William & Co
N/A
Shares— from 12,036
Change-12,036 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 11,771
Change-11,771 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 8,168
Change-8,168 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 7,862
Change-7,862 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 7,095
Change-7,095 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Connective Capital Management, LLC
N/A
Shares— from 5,367
Change-5,367 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 3,746
Change-3,746 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,074
Change-3,074 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 972
Change-972 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
FMR LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 200
Change-200 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 150
Change-150 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 59
Change-59 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Status
Geode Capital Management, LLC
NEW21,712—+21,712——$365.2K—2026-11-06
Gamma Investing LLC
INCREASED2,0811,681+400+24%$50.0K$35.0K-$15.0K2026-10-08
Ascentis Independent Advisors
NEW1,494—+1,494——$25.1K—2026-11-03
Cape Investment Advisory, Inc.
DECREASED756797-41-5%$23.7K$12.7K-$11.0K2026-10-13
Compagnie Lombard Odier SCmA
UNCHANGED29029000%$8.6K$4.9K-$3.7K2026-11-04
Avion Wealth
NEW100—+100——$1—2026-11-04
Larson Financial Group LLC
INCREASED8153+28+53%$1.6K$1.4K-$2142026-11-05
Parallel Advisors, LLC
DECREASED731,644-1,571-96%$48.9K$1.2K-$47.6K2026-11-03
Simplex Trading, LLC
DECREASED672,604-2,537-97%$77.4K$1.1K-$76.3K2026-11-04
Physician Wealth Advisors, Inc.
NEW27—+27——$455—2026-10-20
Nisa Investment Advisors, LLC
DECREASED16234-218-93%$7.0K$269-$6.7K2026-10-20
SBI Securities Co., Ltd.
DECREASED1287-75-86%$2.6K$202-$2.4K2026-10-22
PNC Financial Services Group, Inc.
DECREASED1034-24-71%$1.0K$168-$8432026-11-06
Friedenthal Financial
NEW1—+1——$17—2026-10-27
Kestra Advisory Services, LLC
CLOSED012,250-12,250-100%$364.2K$0-$364.2K2026-11-02
Farther Finance Advisors, LLC
CLOSED01,472-1,472-100%$43.8K$0-$43.8K2026-10-08
Caitong International Asset Management Co., Ltd
CLOSED0661-661-100%$19.7K$0-$19.7K2026-10-29
EverSource Wealth Advisors, LLC
CLOSED0271-271-100%$8.1K$0-$8.1K2026-11-04
AdvisorNet Financial, Inc
CLOSED0206-206-100%$6.1K$0-$6.1K2026-10-15
Assetmark, Inc
CLOSED025-25-100%$743$0-$7432026-10-21
Axiom Investment Management LLC
CLOSED010-10-100%$297$0-$2972026-11-03
Van Eck Associates Corp
N/A—1,614,261-1,614,261-100%$48.0M———
Woodline Partners LP
N/A—654,073-654,073-100%$19.4M———
Millennium Management LLC
N/A—579,751-579,751-100%$17.2M———
Stifel Financial Corp
N/A—525,773-525,773-100%$15.6M———
Old West Investment Management, LLC
N/A—345,185-345,185-100%$10.3M———
Jane Street Group, LLC
N/A—224,635-224,635-100%$6.7M———
UBS Group AG
N/A—96,726-96,726-100%$2.9M———
Tudor Investment Corp ET AL
N/A—80,000-80,000-100%$2.4M———
Point72 Asset Management, L.P.
N/A—68,808-68,808-100%$2.0M———
Morgan Stanley
N/A—64,336-64,336-100%$1.9M———
Nuveen, LLC
N/A—59,579-59,579-100%$1.8M———
BlackRock, Inc.
N/A—54,189-54,189-100%$1.6M———
Bank of America Corp
N/A—52,345-52,345-100%$1.6M———
Envestnet Asset Management Inc
N/A—48,006-48,006-100%$1.4M———
Bank of Montreal
N/A—30,922-30,922-100%$919.3K———
HRT Financial LP
N/A—28,297-28,297-100%$841.0K———
Osaic Holdings, Inc.
N/A—22,880-22,880-100%$680.2K———
Arax Advisory Partners
N/A—22,162-22,162-100%$658.9K———
Goldman Sachs Group Inc
N/A—15,297-15,297-100%$454.8K———
Susquehanna International Group, LLP
N/A—15,206-15,206-100%$452.1K———
XTX Topco Ltd
N/A—13,692-13,692-100%$407.1K———
Mariner, LLC
N/A—13,613-13,613-100%$404.7K———
Blair William & Co
N/A—12,036-12,036-100%$357.8K———
Trexquant Investment LP
N/A—11,771-11,771-100%$350.0K———
Schonfeld Strategic Advisors LLC
N/A—8,168-8,168-100%$242.8K———
Summit Trail Advisors, LLC
N/A—7,862-7,862-100%$233.7K———
Vanguard Personalized Indexing Management, LLC
N/A—7,095-7,095-100%$210.9K———
Atlantic Union Bankshares Corp
N/A—7,000-7,000-100%$208.1K———
Connective Capital Management, LLC
N/A—5,367-5,367-100%$159.6K———
JPMorgan Chase & Co
N/A—4,102-4,102-100%$110.5K———
Rhumbline Advisers
N/A—3,746-3,746-100%$111.4K———
SG Americas Securities, LLC
N/A—3,384-3,384-100%$101.0K———
Rockefeller Capital Management L.P.
N/A—3,074-3,074-100%$91.4K———
Wells Fargo & Company
N/A—1,612-1,612-100%$47.9K———
Jones Financial Companies Lllp
N/A—972-972-100%$25.8K———
Global Retirement Partners, LLC
N/A—277-277-100%$8.2K———
FMR LLC
N/A—212-212-100%$6.3K———
Royal Bank of Canada
N/A—200-200-100%$6.0K———
Proffitt & Goodson Inc
N/A—150-150-100%$4.5K———
Basecamp Wealth Advisors LLC
N/A—141-141-100%$4.2K———
Huntington National Bank
N/A—59-59-100%$1.8K———
Investors Portfolio Services LLC
N/A—28-28-100%$832———
Showing 63 of 63 institutions