| 172K |
| $72K |
| +82.4% |
| 0.115% |
| 0.00% |
| 4 | MARSHALL WACE, LLP | 88K | $37K | — | 0.059% | 0.00% |
| 5 | TWO SIGMA INVESTMENTS, LP | 77K | $32K | -38.2% | 0.052% | 0.00% |
| 6 | Mariner, LLC | 71K | $29K | — | 0.047% | 0.00% |
| 7 | XTX Topco Ltd | 47K | $20K | -36.2% | 0.032% | 0.00% |
| 8 | CITIGROUP INC | 42K | $18K | — | 0.028% | 0.00% |
| 9 | HBK Sorce Advisory LLC | 39K | $15K | — | 0.026% | 0.00% |
| 10 | LPL Financial LLC | 34K | $14K | 0.0% | 0.023% | 0.00% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28K | $12K | +116.6% | 0.019% | 0.00% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 26K | $11K | -14.1% | 0.017% | 0.00% |
| 13 | CAPTRUST FINANCIAL ADVISORS | 13K | $6K | — | 0.009% | 0.00% |
| 14 | Tower Research Capital LLC (TRC) | 10K | $4K | -35.9% | 0.007% | 0.00% |
| 15 | US BANCORP \DE\ | 10K | $4K | — | 0.006% | 0.00% |
| 16 | SIMPLEX TRADING, LLC | 8K | $3K | — | 0.005% | 0.00% |
| 17 | CVA Family Office, LLC | 3K | $1K | — | 0.002% | 0.00% |
| 18 | ROYAL BANK OF CANADA | 3K | $1K | +62.8% | 0.002% | 0.00% |
| 19 | SBI Securities Co., Ltd. | 2K | $835 | +100000.0% | 0.001% | 0.00% |
| 20 | MORGAN STANLEY | 2K | $628 | -87.4% | 0.001% | 0.00% |
| 21 | EverSource Wealth Advisors, LLC | 1K | $462 | — | 0.001% | 0.00% |
| 22 | BARCLAYS PLC | 391 | $163 | +51.5% | 0.000% | 0.00% |
| 23 | UBS Group AG | 138 | $58 | -100.0% | 0.000% | 0.00% |
| 24 | Virtu Financial LLC | 23K | $9 | -45.1% | 0.015% | 0.00% |
| 25 | Caitong International Asset Management Co., Ltd | 1 | $0 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in IMMP — a direct measure of their conviction.
| 22.42% |
| 3.91 pp |
| $3M |
| 31% |
| Q4 2024 | 24 | +14% | 26.33% | 1.56 pp | $4M | 7.6% |
| Q3 2024 | 21 | — | 27.89% | — | $5M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
10 institutions opened new positions in IMMP during Q2 2026, while 13 fully exited. 7 added to existing positions and 6 trimmed.
IMMP institutional ownership fell by 0.71 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 94.1% of all reported 13F value in IMMP, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.