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DaveManuel.com · Institutional Ownership · Who Owns It

IONIC DIGITAL INC (IOND)

Institutional ownership reported to the SEC as of Q3 2026, across 1 quarters.

12
Reporting holders
$2.4M
Reported value
0.1%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+12
Holder change

Institutions report 29,406 shares against 44,996,175 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
State of Wyoming$668.6K8,3230.05%newNEW
Trifecta Capital Advisors, LLC$541.7K6,7440.07%newNEW
MIDLAND WEALTH ADVISORS, LLC$317.9K3,9570.01%newNEW
Insight Advisors, LLC/ PA$231.3K2,8800.04%newNEW
IFP Advisors, Inc$171.7K2,1380.00%newNEW
FNY Investment Advisers, LLC$160.0K2,0000.04%newNEW
Wilkerson Advisory Group LLC$139.1K1,7320.04%newNEW
POM Investment Strategies, LLC$51.8K6450.04%newNEW
MATHER GROUP, LLC.$29.2K3640.00%newNEW
Activest Wealth Management$19.6K2440.00%newNEW
SIGNATUREFD, LLC$19.4K2420.00%newNEW
TD Waterhouse Canada Inc.$11.4K1370.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-10-2113DSachem Head Capital Management LPwith 3 co-filers10.0%
2026-10-0913G/ASachem Head Capital Management LPwith 3 co-filers10.0%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202612$2.4M29,40612000.0%