Who owns IXG
Which tracked institutional funds hold IXG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IXG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
23 tracked funds added or opened IXG while 12 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
IXG’s largest tracked holder by dollar value, MORGAN STANLEY, 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 IXG 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 117 tracked filers holding IXG, 49 increased or opened the position and 72 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 IXG 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 3
- Coppell Advisory Solutions LLC$32M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$13M
- FIL Ltd$6M
Full exits 6
- HighTower Advisors, LLC$18M
- SENTINEL TRUST CO LBA$2M
- FLOW TRADERS U.S. LLC$2M
- Janney Montgomery Scott LLC$1M
- Virtu Financial LLC$592K
- JTC Employer Solutions Trustee Ltd$536K
Largest adds
- MORGAN STANLEY$13M
- Banco Santander, S.A.$12M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- BANK OF AMERICA CORP /DE/$2M
- AMERIPRISE FINANCIAL INC$2M
- Federation des caisses Desjardins du Quebec$1M
Largest trims
- JANE STREET GROUP, LLC$10M
- GTS SECURITIES LLC$4M
- CITADEL ADVISORS LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- ROYAL BANK OF CANADA$867K
- BlackRock, Inc.$777K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 463,355 | $58M | 21.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 257,783 | $32M | 11.7% | 2026-Q2 |
| Banco Santander, S.A. added | 166,476 | $21M | 7.6% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 102,308 | $13M | 4.7% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 90,560 | $11M | 4.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 72,879 | $9M | 3.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 67,128 | $8M | 3.1% | 2026-Q2 |
| LPL Financial LLC added | 50,816 | $6M | 2.3% | 2026-Q2 |
| FIL Ltd new | 50,094 | $6M | 2.3% | 2026-Q2 |
| Salomon & Ludwin, LLC trimmed | 49,345 | $6M | 2.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 34,576 | $4M | 1.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 32,272 | $4M | 1.5% | 2026-Q2 |
| BlackRock, Inc. trimmed | 31,027 | $4M | 1.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 30,578 | $4M | 1.4% | 2026-Q2 |
| M&T Bank Corp | 24,300 | $3M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 24,061 | $3M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 23,650 | $3M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 19,319 | $2M | 0.9% | 2026-Q2 |
| Composition Wealth, LLC added | 19,182 | $2M | 0.9% | 2026-Q2 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC trimmed | 15,799 | $2M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 13,722 | $2M | 0.6% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 13,038 | $2M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 12,506 | $2M | 0.6% | 2026-Q2 |
| DECISION INVESTMENTS, INC added | 11,899 | $1M | 0.5% | 2026-Q2 |
| LOM Asset Management Ltd added | 11,891 | $1M | 0.5% | 2026-Q2 |
| UBS Group AG added | 11,846 | $1M | 0.5% | 2026-Q2 |
| CITIGROUP INC added | 11,088 | $1M | 0.5% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 9,910 | $1M | 0.5% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 9,694 | $1M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 9,539 | $1M | 0.4% | 2026-Q2 |
| KCM INVESTMENT ADVISORS LLC added | 9,526 | $1M | 0.4% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 9,250 | $1M | 0.4% | 2026-Q2 |
| FSM Wealth Advisors, LLC trimmed | 9,117 | $1M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 8,920 | $1M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 8,636 | $1M | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 8,384 | $1M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 7,947 | $989K | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 6,972 | $864K | 0.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 5,972 | $744K | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,216 | $649K | 0.2% | 2026-Q2 |
| Tiller Private Wealth, Inc. trimmed | 4,385 | $546K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 4,361 | $543K | 0.2% | 2026-Q2 |
| COOKSON PEIRCE & CO INC added | 4,278 | $533K | 0.2% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 4,220 | $525K | 0.2% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 4,091 | $509K | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 4,005 | $499K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 3,675 | $458K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP | 3,669 | $457K | 0.2% | 2026-Q2 |
| Comprehensive Wealth Management, LLC added | 3,533 | $440K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 3,510 | $437K | 0.2% | 2026-Q2 |
| UNIQUE WEALTH, LLC trimmed | 3,375 | $420K | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. new | 3,297 | $411K | 0.2% | 2026-Q2 |
| Johnson Bixby & Associates, LLC trimmed | 2,838 | $353K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 2,823 | $351K | 0.1% | 2026-Q2 |
| Fisher Asset Management, LLC | 2,821 | $351K | 0.1% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. | 2,775 | $346K | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 2,753 | $343K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 2,590 | $323K | 0.1% | 2026-Q2 |
| MontVue Capital Management, Inc. trimmed | 2,470 | $308K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 2,467 | $307K | 0.1% | 2026-Q2 |
| PARTNERS WEALTH MANAGEMENT, LLC | 2,467 | $307K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 2,440 | $304K | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 2,302 | $287K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 2,238 | $279K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 2,150 | $268K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 2,142 | $267K | 0.1% | 2026-Q2 |
| Strategic Financial Concepts, LLC | 2,100 | $261K | 0.1% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 2,069 | $258K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC | 1,990 | $248K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,960 | $244K | 0.1% | 2026-Q2 |
| CLIENT 1ST ADVISORY GROUP, LLC | 1,812 | $226K | 0.1% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC trimmed | 1,766 | $220K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 1,648 | $205K | 0.1% | 2026-Q2 |
| Spire Wealth Management added | 1,609 | $200K | 0.1% | 2026-Q2 |
| Front Row Advisors LLC trimmed | 1,596 | $214K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 1,484 | $187K | 0.1% | 2026-Q2 |
| City State Bank | 1,400 | $174K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 1,227 | $153K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 1,200 | $149K | 0.1% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC | 1,045 | $130K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 1,040 | $129K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 1,032 | $128K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 970 | $121K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC added | 962 | $120K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 870 | $108K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 812 | $101K | 0.0% | 2026-Q2 |
| Provident Wealth Management, LLC | 600 | $75K | 0.0% | 2026-Q2 |
| Sava Infond d.o.o. | 575 | $72K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC trimmed | 515 | $64K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 513 | $64K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 424 | $53K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 412 | $51K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 374 | $47K | 0.0% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 335 | $42K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 317 | $39K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC | 300 | $37K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 293 | $36K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 242 | $30K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 241 | $30K | 0.0% | 2026-Q2 |
| Coppell Advisory Solutions LLC trimmed | 117 | $32M | 11.9% | 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.