Who owns IXC
Which tracked institutional funds hold IXC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IXC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IXC is one-sided between 2026-Q1 and 2026-Q2: 28 added or opened and 86 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IXC’s largest tracked holder by dollar value, Fisher Asset Management, LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IXC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 315 tracked filers holding IXC, 127 increased or opened the position and 163 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IXC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- CI INVESTMENTS INC.$14M
- Snider Financial Group$3M
- GTS SECURITIES LLC$3M
- Point72 Asset Management, L.P.$2M
- Squarepoint Ops LLC$2M
- Dynasty Wealth Management, LLC$2M
Full exits 21
- HSBC HOLDINGS PLC$270M
- FIL Ltd$109M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$14M
- OLD MISSION CAPITAL LLC$8M
- NKCFO LLC$7M
- HighTower Advisors, LLC$6M
Largest adds
- GOLDMAN SACHS GROUP INC$19M
- MORGAN STANLEY$9M
- MARSHALL WACE, LLP$9M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- ROYAL BANK OF CANADA$4M
- TRUIST FINANCIAL CORP$2M
Largest trims
- SCHRODER INVESTMENT MANAGEMENT GROUP$155M
- Fisher Asset Management, LLC$60M
- BANK OF AMERICA CORP /DE/$15M
- JANE STREET GROUP, LLC$14M
- CITADEL ADVISORS LLC$13M
- Focus Partners Wealth$9M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Fisher Asset Management, LLC trimmed | 2,917,909 | $143M | 16.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,451,088 | $120M | 13.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,059,847 | $52M | 5.8% | 2026-Q2 |
| Focus Partners Wealth trimmed | 781,346 | $38M | 4.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 763,840 | $38M | 4.2% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 639,408 | $31M | 3.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 586,691 | $29M | 3.2% | 2026-Q2 |
| Verger Capital Management LLC added | 570,320 | $28M | 3.1% | 2026-Q2 |
| Versant Capital Management, Inc added | 497,916 | $24M | 2.7% | 2026-Q2 |
| UBS Group AG added | 403,811 | $20M | 2.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 324,155 | $16M | 1.8% | 2026-Q2 |
| MFA WEALTH ADVISORS, LLC trimmed | 304,539 | $15M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 290,022 | $14M | 1.6% | 2026-Q2 |
| CI INVESTMENTS INC. new | 284,453 | $14M | 1.6% | 2026-Q2 |
| Cetera Investment Advisers added | 275,110 | $14M | 1.5% | 2026-Q2 |
| Van Cleef Asset Management,Inc trimmed | 269,735 | $13M | 1.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 235,836 | $12M | 1.3% | 2026-Q2 |
| Financial Advisory Corp added | 226,108 | $11M | 1.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 211,416 | $10M | 1.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 208,252 | $10M | 1.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 181,700 | $9M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 178,369 | $9M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 168,344 | $8M | 0.9% | 2026-Q2 |
| Strategic Wealth Investment Group, LLC trimmed | 157,645 | $8M | 0.9% | 2026-Q2 |
| Morningstar Investment Management LLC | 154,885 | $9M | 1.0% | 2026-Q2 |
| Sigma Planning Corp added | 142,509 | $7M | 0.8% | 2026-Q2 |
| Proficio Capital Partners LLC added | 136,125 | $7M | 0.7% | 2026-Q2 |
| Cambria Investment Management, L.P. trimmed | 131,464 | $6M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 129,339 | $6M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 121,071 | $6M | 0.7% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 116,360 | $7M | 0.8% | 2026-Q2 |
| CLIENT 1ST ADVISORY GROUP, LLC added | 114,299 | $6M | 0.6% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. | 112,456 | $6M | 0.6% | 2026-Q2 |
| GenTrust, LLC trimmed | 105,149 | $5M | 0.6% | 2026-Q2 |
| Banco Santander, S.A. added | 97,784 | $5M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 96,873 | $5M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 96,620 | $5M | 0.5% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 94,593 | $5M | 0.5% | 2026-Q2 |
| Factor Wealth Management LTD added | 94,559 | $5M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 91,498 | $5M | 0.5% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 90,043 | $4M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 85,901 | $4M | 0.5% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 83,169 | $4M | 0.5% | 2026-Q2 |
| NORTHLAND SECURITIES, INC. added | 78,141 | $4M | 0.4% | 2026-Q2 |
| SIERRA SUMMIT ADVISORS LLC added | 71,228 | $3M | 0.4% | 2026-Q2 |
| PRUDENTIAL PLC trimmed | 69,575 | $3M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 68,647 | $3M | 0.4% | 2026-Q2 |
| Advocate Investing Services LLC added | 63,195 | $3M | 0.3% | 2026-Q2 |
| ABLE Financial Group, LLC added | 62,535 | $3M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 61,378 | $3M | 0.3% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 61,109 | $3M | 0.3% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 58,777 | $3M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 58,457 | $3M | 0.3% | 2026-Q2 |
| Snider Financial Group new | 52,427 | $3M | 0.3% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 51,950 | $3M | 0.3% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 51,880 | $3M | 0.3% | 2026-Q2 |
| Pinnacle Wealth Management Advisory Group, LLC trimmed | 43,626 | $2M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 41,956 | $2M | 0.2% | 2026-Q2 |
| Dakota Wealth Management trimmed | 41,120 | $2M | 0.2% | 2026-Q2 |
| Alpha Financial Partners LLC added | 38,490 | $2M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 37,085 | $2M | 0.2% | 2026-Q2 |
| ICON ADVISERS INC/CO added | 37,000 | $2M | 0.2% | 2026-Q2 |
| RAINIER FAMILY WEALTH INC added | 36,312 | $2M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 34,900 | $2M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 34,361 | $2M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 34,213 | $2M | 0.2% | 2026-Q2 |
| PSI Advisors, LLC added | 33,666 | $2M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 33,590 | $2M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 32,371 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 31,508 | $2M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC new | 31,357 | $2M | 0.2% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 31,352 | $2M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 29,720 | $1M | 0.2% | 2026-Q2 |
| J. Safra Sarasin Holding AG | 29,621 | $2M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 29,524 | $1M | 0.2% | 2026-Q2 |
| Chesley Taft & Associates LLC added | 28,012 | $1M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 27,101 | $1M | 0.1% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 25,913 | $1M | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 25,000 | $1M | 0.1% | 2026-Q2 |
| Affiance Financial, LLC added | 24,768 | $1M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 24,680 | $1M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 24,256 | $1M | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 24,009 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 23,789 | $1M | 0.1% | 2026-Q2 |
| Rathbones Group PLC trimmed | 23,603 | $1M | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC added | 23,539 | $1M | 0.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 23,516 | $1M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 23,222 | $1M | 0.1% | 2026-Q2 |
| DARA CAPITAL US, INC. | 22,050 | $1M | 0.1% | 2026-Q2 |
| Climber Capital SA trimmed | 21,549 | $1M | 0.1% | 2026-Q2 |
| Brookwood Investment Group LLC new | 20,870 | $1M | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 19,602 | $963K | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 18,989 | $933K | 0.1% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 18,797 | $924K | 0.1% | 2026-Q2 |
| Vantage Point Financial LLC trimmed | 17,212 | $846K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC | 17,086 | $839K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 16,598 | $815K | 0.1% | 2026-Q2 |
| Abbot Financial Management, Inc. added | 16,532 | $812K | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC | 16,446 | $808K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 16,244 | $798K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.