Ideal Power Inc (IPWR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Aigh Capital Management LLC

DECREASED

Shares780,486 from 894,731

Change-114,245 (-13%)

Value$3.1M (-$1.7M)

Filed 2026-11-02

Geode Capital Management, LLC

INCREASED

Shares158,079 from 120,159

Change+37,920 (+32%)

Value$621.3K (-$22.8K)

Filed 2026-11-06

Silverberg Bernstein Capital Management LLC

NEW

Shares66,391

Change+66,391

Value$260.9K

Filed 2026-10-13

Diversify Advisory Services, LLC

INCREASED

Shares60,366 from 59,877

Change+489 (+1%)

Value$193.8K (-$41.5K)

Filed 2026-10-20

Diversify Wealth Management, LLC

INCREASED

Shares60,366 from 59,877

Change+489 (+1%)

Value$193.8K (-$41.5K)

Filed 2026-10-20

SteelPeak Wealth, LLC

NEW

Shares22,316

Change+22,316

Value$87.7K

Filed 2026-10-16

Bailard, Inc.

UNCHANGED

Shares20,365 from 20,365

Change0 (0%)

Value$80.0K (-$29.1K)

Filed 2026-10-13

AlphaCore Capital LLC

UNCHANGED

Shares14,234 from 14,234

Change0 (0%)

Value$55.9K (-$20.4K)

Filed 2026-11-04

Dimensional Fund Advisors LP

NEW

Shares13,937

Change+13,937

Value$54.8K

Filed 2026-11-04

T3 Companies, LLC

NEW

Shares10,000

Change+10,000

Value$39.3K

Filed 2026-10-22

SBI Securities Co., Ltd.

INCREASED

Shares1,118 from 1

Change+1,117 (+111700%)

Value$4.4K (+$4.4K)

Filed 2026-10-22

IFP Advisors, Inc

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$3.9K (-$1.4K)

Filed 2026-10-16

Caitong International Asset Management Co., Ltd

NEW

Shares70

Change+70

Value$275

Filed 2026-10-29

TD Waterhouse Canada Inc.

NEW

Shares45

Change+45

Value$178

Filed 2026-10-16

Blue Trust, Inc.

NEW

Shares3

Change+3

Value$13

Filed 2026-10-15

Jefferies Financial Group Inc.

CLOSED

Shares0 from 15,001

Change-15,001 (-100%)

Value$0 (-$80.4K)

Filed 2026-11-05

Citigroup Inc

CLOSED

Shares0 from 6,096

Change-6,096 (-100%)

Value$0 (-$32.7K)

Filed 2026-11-04

Barclays PLC

CLOSED

Shares0 from 884

Change-884 (-100%)

Value$0 (-$4.7K)

Filed 2026-11-06

Avion Wealth

CLOSED

Shares0 from 64

Change-64 (-100%)

Value$0 ($0)

Filed 2026-11-04

Simplex Trading, LLC

CLOSED

Shares0 from 41

Change-41 (-100%)

Value$0 (-$219)

Filed 2026-11-04

AWM Investment Company, Inc.

N/A

Shares— from 1,346,244

Change-1,346,244 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 660,303

Change-660,303 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 608,959

Change-608,959 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 468,906

Change-468,906 (-100%)

Value—

Bleichroeder LP

N/A

Shares— from 400,000

Change-400,000 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 326,068

Change-326,068 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 318,217

Change-318,217 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 268,807

Change-268,807 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 136,171

Change-136,171 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 100,754

Change-100,754 (-100%)

Value—

Polar Asset Management Partners Inc.

N/A

Shares— from 70,700

Change-70,700 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 64,105

Change-64,105 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 60,739

Change-60,739 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 58,396

Change-58,396 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 42,090

Change-42,090 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 41,000

Change-41,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 40,747

Change-40,747 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 37,918

Change-37,918 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 24,377

Change-24,377 (-100%)

Value—

Resurgent Financial Advisors LLC

N/A

Shares— from 24,040

Change-24,040 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 20,787

Change-20,787 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 16,705

Change-16,705 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 14,146

Change-14,146 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 6,362

Change-6,362 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,839

Change-3,839 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,661

Change-3,661 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,138

Change-2,138 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,435

Change-1,435 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,199

Change-1,199 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 500

Change-500 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 300

Change-300 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 300

Change-300 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 11

Change-11 (-100%)

Value—

	Status
Aigh Capital Management LLC	DECREASED	780,486	894,731	-114,245	-13%	$4.8M	$3.1M	-$1.7M	2026-11-02
Geode Capital Management, LLC	INCREASED	158,079	120,159	+37,920	+32%	$644.1K	$621.3K	-$22.8K	2026-11-06
Silverberg Bernstein Capital Management LLC	NEW	66,391	—	+66,391	—	—	$260.9K	—	2026-10-13
Diversify Advisory Services, LLC	INCREASED	60,366	59,877	+489	+1%	$235.3K	$193.8K	-$41.5K	2026-10-20
Diversify Wealth Management, LLC	INCREASED	60,366	59,877	+489	+1%	$235.3K	$193.8K	-$41.5K	2026-10-20
SteelPeak Wealth, LLC	NEW	22,316	—	+22,316	—	—	$87.7K	—	2026-10-16
Bailard, Inc.	UNCHANGED	20,365	20,365	0	0%	$109.2K	$80.0K	-$29.1K	2026-10-13
AlphaCore Capital LLC	UNCHANGED	14,234	14,234	0	0%	$76.3K	$55.9K	-$20.4K	2026-11-04
Dimensional Fund Advisors LP	NEW	13,937	—	+13,937	—	—	$54.8K	—	2026-11-04
T3 Companies, LLC	NEW	10,000	—	+10,000	—	—	$39.3K	—	2026-10-22
SBI Securities Co., Ltd.	INCREASED	1,118	1	+1,117	+111700%	$5	$4.4K	+$4.4K	2026-10-22
IFP Advisors, Inc	UNCHANGED	1,000	1,000	0	0%	$5.4K	$3.9K	-$1.4K	2026-10-16
Caitong International Asset Management Co., Ltd	NEW	70	—	+70	—	—	$275	—	2026-10-29
TD Waterhouse Canada Inc.	NEW	45	—	+45	—	—	$178	—	2026-10-16
Blue Trust, Inc.	NEW	3	—	+3	—	—	$13	—	2026-10-15
Jefferies Financial Group Inc.	CLOSED	0	15,001	-15,001	-100%	$80.4K	$0	-$80.4K	2026-11-05
Citigroup Inc	CLOSED	0	6,096	-6,096	-100%	$32.7K	$0	-$32.7K	2026-11-04
Barclays PLC	CLOSED	0	884	-884	-100%	$4.7K	$0	-$4.7K	2026-11-06
Avion Wealth	CLOSED	0	64	-64	-100%	$0	$0	$0	2026-11-04
Simplex Trading, LLC	CLOSED	0	41	-41	-100%	$219	$0	-$219	2026-11-04
AWM Investment Company, Inc.	N/A	—	1,346,244	-1,346,244	-100%	$7.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	660,303	-660,303	-100%	$3.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	608,959	-608,959	-100%	$3.3M	—	—	—
Stifel Financial Corp	N/A	—	468,906	-468,906	-100%	$2.5M	—	—	—
Bleichroeder LP	N/A	—	400,000	-400,000	-100%	$2.1M	—	—	—
Baird Financial Group, Inc.	N/A	—	326,068	-326,068	-100%	$1.7M	—	—	—
Marshall Wace, LLP	N/A	—	318,217	-318,217	-100%	$1.7M	—	—	—
Jane Street Group, LLC	N/A	—	268,807	-268,807	-100%	$1.4M	—	—	—
BlackRock, Inc.	N/A	—	136,171	-136,171	-100%	$729.9K	—	—	—
Renaissance Technologies LLC	N/A	—	100,754	-100,754	-100%	$540.0K	—	—	—
Polar Asset Management Partners Inc.	N/A	—	70,700	-70,700	-100%	$379.0K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	64,105	-64,105	-100%	$343.6K	—	—	—
Bank of America Corp	N/A	—	60,739	-60,739	-100%	$325.6K	—	—	—
Morgan Stanley	N/A	—	58,396	-58,396	-100%	$313.0K	—	—	—
XTX Topco Ltd	N/A	—	42,090	-42,090	-100%	$225.6K	—	—	—
Jump Financial, LLC	N/A	—	41,000	-41,000	-100%	$219.8K	—	—	—
State Street Corp	N/A	—	40,747	-40,747	-100%	$218.4K	—	—	—
Northern Trust Corp	N/A	—	37,918	-37,918	-100%	$203.2K	—	—	—
Walleye Capital LLC	N/A	—	24,377	-24,377	-100%	$130.7K	—	—	—
Resurgent Financial Advisors LLC	N/A	—	24,040	-24,040	-100%	$128.9K	—	—	—
Citadel Advisors LLC	N/A	—	20,787	-20,787	-100%	$111.4K	—	—	—
Virtu Financial LLC	N/A	—	16,705	-16,705	-100%	$90.0K	—	—	—
Invesco Ltd.	N/A	—	14,146	-14,146	-100%	$75.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	6,362	-6,362	-100%	$34.1K	—	—	—
JPMorgan Chase & Co	N/A	—	3,839	-3,839	-100%	$20.4K	—	—	—
UBS Group AG	N/A	—	3,661	-3,661	-100%	$19.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,138	-2,138	-100%	$11.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,435	-1,435	-100%	$7.7K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,199	-1,199	-100%	$6.2K	—	—	—
Royal Bank of Canada	N/A	—	500	-500	-100%	$3.0K	—	—	—
Wells Fargo & Company	N/A	—	300	-300	-100%	$1.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	300	-300	-100%	$1.6K	—	—	—
Coppell Advisory Solutions LLC	N/A	—	11	-11	-100%	$2.5M	—	—	—

Showing 53 of 53 institutions