As of the latest SEC filings, INTELLIGENT PROTECTION MANAGEMENT CORP. (IPM) is held by 9 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $213,595.65 in market value, representing a significant portion of its portfolio.
Funds holding INTELLIGENT PROTECTION MANAGEMENT CORP. (IPM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IPM
- CIK:
- 0001355839
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $213,595.65 | 139,605 | Mar 31, 2026 | May 28, 2026 |
|
AUERX
AUER GROWTH
|
MF | Independent / Boutique | 0.29% | $211,250.00 | 125,000 | Feb 28, 2026 | Apr 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $104,881.50 | 68,550 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $61,823.58 | 36,582 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $14,326.13 | 8,477 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $6,767.34 | 3,698 | Apr 30, 2026 | Jun 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $5,240.69 | 3,101 | Feb 28, 2026 | Apr 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $1,270.88 | 752 | Feb 28, 2026 | Apr 24, 2026 |
|
DCOR
Dimensional US Core Equity 1 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $14.64 | 8 | Apr 30, 2026 | Jun 29, 2026 |
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