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On this page, we present all of the funds holding IPO from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding IPO, with a link to that fund's top holdings. The next columns
indicate the amount of IPO stock held by each of the funds holding IPO, followed by the IPO position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 70 funds holding IPO within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Main Management ETF Advisors LLC. For more details on the positions held by Main Management ETF Advisors LLC
(or by any of the other funds holding IPO), click the fund name in the "Holder" column of the funds-holding-IPO table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Main Management ETF Advisors LLC | 360,490 | $13,594 | 12/31/2023 | IPO | 360,490 | $13,594 | 12/31/2023 | Tradition Wealth Management LLC | 146,892 | $5,539 | 12/31/2023 | IPO | 146,892 | $5,539 | 12/31/2023 | Goldman Sachs Group Inc. | 116,114 | $4,379 | 12/31/2023 | IPO | 116,114 | $4,379 | 12/31/2023 | SFI Advisors LLC | 59,536 | $2,245 | 12/31/2023 | IPO | 59,536 | $2,245 | 12/31/2023 | Susquehanna International Group LLP | | $1,833 | 12/31/2023 | Call | 31,600 | $1,192 | 12/31/2023 | IPO | 17,011 | $641 | 12/31/2023 | Royal Bank of Canada | 41,990 | $1,583 | 12/31/2023 | IPO | 41,990 | $1,583 | 12/31/2023 | LPL Financial LLC | 38,652 | $1,458 | 12/31/2023 | IPO | 38,652 | $1,458 | 12/31/2023 | Citadel Advisors LLC | | $1,296 | 12/31/2023 | IPO | 43,979 | $1,658 | 12/31/2023 | Put | 12,900 | $486 | 12/31/2023 | Call | 3,300 | $124 | 12/31/2023 | PFG Investments LLC | 25,460 | $1,057 | 03/31/2024 | IPO | 25,460 | $1,057 | 03/31/2024 | Two Sigma Investments LP | 26,700 | $1,007 | 12/31/2023 | IPO | 26,700 | $1,007 | 12/31/2023 | MML Investors Services LLC | 25,292 | $954 | 12/31/2023 | IPO | 25,292 | $954 | 12/31/2023 | Envestnet Asset Management Inc. | 24,536 | $925 | 12/31/2023 | IPO | 24,536 | $925 | 12/31/2023 | NTV Asset Management LLC | 20,530 | $774 | 12/31/2023 | IPO | 20,530 | $774 | 12/31/2023 | Cetera Advisors LLC | 18,105 | $683 | 12/31/2023 | IPO | 18,105 | $683 | 12/31/2023 | Tower Research Capital LLC TRC | 17,992 | $678 | 12/31/2023 | IPO | 17,992 | $678 | 12/31/2023 | Two Sigma Advisers LP | 16,600 | $626 | 12/31/2023 | IPO | 16,600 | $626 | 12/31/2023 | UBS Group AG | 13,983 | $527 | 12/31/2023 | IPO | 13,983 | $527 | 12/31/2023 | Stevard LLC | 11,926 | $450 | 12/31/2023 | IPO | 11,926 | $450 | 12/31/2023 | Simplex Trading LLC | | $449 | 03/31/2024 | Call | 7,000 | $290 | 03/31/2024 | IPO | 6,030 | $250 | 03/31/2024 | Put | 2,200 | $91 | 03/31/2024 | Dynamic Advisor Solutions LLC | 9,363 | $389 | 03/31/2024 | IPO | 9,363 | $389 | 03/31/2024 | Advisor Group Holdings Inc. | 9,777 | $369 | 12/31/2023 | IPO | 9,777 | $369 | 12/31/2023 | Jane Street Group LLC | 9,441 | $356 | 12/31/2023 | IPO | 9,441 | $356 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 8,099 | $336 | 03/31/2024 | IPO | 8,099 | $336 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 7,750 | $322 | 03/31/2024 | IPO | 7,750 | $322 | 03/31/2024 | Lakeridge Wealth Management LLC | 7,250 | $301 | 03/31/2024 | IPO | 7,250 | $301 | 03/31/2024 | Ieq Capital LLC | 7,958 | $300 | 12/31/2023 | IPO | 7,958 | $300 | 12/31/2023 | Southland Equity Partners LLC | 7,066 | $293 | 03/31/2024 | IPO | 7,066 | $293 | 03/31/2024 | Tudor Investment Corp Et Al | 7,101 | $268 | 12/31/2023 | IPO | 7,101 | $268 | 12/31/2023 | Wealthfront Advisers LLC | 6,102 | $253 | 03/31/2024 | IPO | 6,102 | $253 | 03/31/2024 | Twin Peaks Wealth Advisors LLC | 5,647 | $234 | 03/31/2024 | IPO | 5,647 | $234 | 03/31/2024 | Hudson Value Partners LLC | 6,035 | $228 | 12/31/2023 | IPO | 6,035 | $228 | 12/31/2023 | Gerber LLC | 5,371 | $223 | 03/31/2024 | IPO | 5,371 | $223 | 03/31/2024 | Brookstone Capital Management | 5,173 | $215 | 03/31/2024 | IPO | 5,173 | $215 | 03/31/2024 | Commonwealth Equity Services LLC | 5,050 | $210 | 03/31/2024 | IPO | 5,050 | $210 | 03/31/2024 | The PNC Financial Services Group Inc. | 4,875 | $184 | 12/31/2023 | IPO | 4,875 | $184 | 12/31/2023 | Morgan Stanley | 3,393 | $128 | 12/31/2023 | IPO | 3,393 | $128 | 12/31/2023 | Farther Finance Advisors LLC | 2,530 | $95 | 12/31/2023 | IPO | 2,530 | $95 | 12/31/2023 | Bank of America Corp DE | 1,800 | $68 | 12/31/2023 | IPO | 1,800 | $68 | 12/31/2023 | Advisory Services Network LLC | 1,778 | $67 | 12/31/2023 | IPO | 1,778 | $67 | 12/31/2023 | Main Management LLC | 1,752 | $66 | 12/31/2023 | IPO | 1,752 | $66 | 12/31/2023 | Orion Capital Management LLC | 1,500 | $57 | 12/31/2023 | IPO | 1,500 | $57 | 12/31/2023 | Ameliora Wealth Management Ltd. | 1,000 | $42 | 03/31/2024 | IPO | 1,000 | $42 | 03/31/2024 | Steward Partners Investment Advisory LLC | 1,060 | $40 | 12/31/2023 | IPO | 1,060 | $40 | 12/31/2023 | LM Advisors LLC | 1,000 | $38 | 12/31/2023 | IPO | 1,000 | $38 | 12/31/2023 | Group One Trading L.P. | 685 | $26 | 12/31/2023 | IPO | 685 | $26 | 12/31/2023 | Larson Financial Group LLC | 700 | $26 | 12/31/2023 | IPO | 700 | $26 | 12/31/2023 | Provence Wealth Management Group | 500 | $19 | 12/31/2023 | IPO | 500 | $19 | 12/31/2023 | North Star Investment Management Corp. | 450 | $17 | 12/31/2023 | IPO | 450 | $17 | 12/31/2023 | Allworth Financial LP | 386 | $16 | 03/31/2024 | IPO | 386 | $16 | 03/31/2024 | First Manhattan Co. | 400 | $15 | 12/31/2023 | IPO | 400 | $15 | 12/31/2023 | National Bank of Canada FI | 410 | $15 | 12/31/2023 | IPO | 410 | $15 | 12/31/2023 | Qube Research & Technologies Ltd | 284 | $11 | 12/31/2023 | IPO | 284 | $11 | 12/31/2023 | Principal Securities Inc. | 237 | $9 | 12/31/2023 | IPO | 237 | $9 | 12/31/2023 | Signaturefd LLC | 209 | $8 | 12/31/2023 | IPO | 209 | $8 | 12/31/2023 | Sandy Spring Bank | 221 | $8 | 12/31/2023 | IPO | 221 | $8 | 12/31/2023 | IFP Advisors Inc | 200 | $8 | 12/31/2023 | IPO | 200 | $8 | 12/31/2023 | Citigroup Inc. | 150 | $6 | 12/31/2023 | IPO | 150 | $6 | 12/31/2023 | Castleview Partners LLC | 145 | $5 | 12/31/2023 | IPO | 145 | $5 | 12/31/2023 | Blue Bell Private Wealth Management LLC | 100 | $4 | 03/31/2024 | IPO | 100 | $4 | 03/31/2024 | YHB Investment Advisors Inc. | 90 | $4 | 03/31/2024 | IPO | 90 | $4 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 100 | $4 | 12/31/2023 | IPO | 100 | $4 | 12/31/2023 | Harbour Investments Inc. | 76 | $3 | 12/31/2023 | IPO | 76 | $3 | 12/31/2023 | Private Trust Co. NA | 53 | $2 | 03/31/2024 | IPO | 53 | $2 | 03/31/2024 | Wells Fargo & Company MN | 51 | $2 | 12/31/2023 | IPO | 51 | $2 | 12/31/2023 | Investors Research Corp | 58 | $2 | 12/31/2023 | IPO | 58 | $2 | 12/31/2023 | CWM LLC | 36 | $1 | 03/31/2024 | IPO | 36 | $1 | 03/31/2024 | FMR LLC | 15 | $1 | 12/31/2023 | IPO | 15 | $1 | 12/31/2023 | Coppell Advisory Solutions LLC | 37 | $1 | 12/31/2023 | IPO | 37 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | IPO | 0 | $0 | 12/31/2023 | Dunhill Financial LLC | 7 | $0 | 12/31/2023 | IPO | 7 | $0 | 12/31/2023 | Belvedere Trading LLC | 12,700 | $-641 | 12/31/2023 | Put | 29,700 | $1,120 | 12/31/2023 | Call | 12,700 | $479 | 12/31/2023 |
See Summary: Institutional Holders of IPO
See Details: Top 10 Hedge Funds Holding IPO
Also See: IPO Holdings Changes
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