Who owns IXG (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-Q1 13F filings. 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
17 tracked funds added or opened IXG while 24 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 gap the other way — the median holder sizes IXG more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 134 tracked filers holding IXG, 53 increased or opened the position and 61 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 2025-Q4 and 2026-Q1 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 5
- Avior Wealth Management, LLC$11M
- Composition Wealth, LLC$2M
- NORTHERN TRUST CORP$1M
- SAGESPRING WEALTH PARTNERS, LLC$611K
- Virtu Financial LLC$592K
Full exits 8
- Pictet Asset Management Holding SA$41M
- Cambria Investment Management, L.P.$9M
- Outlook Wealth Advisors, LLC$5M
- Cresset Asset Management, LLC$2M
- GOLDMAN SACHS GROUP INC$975K
- Hilltop Holdings Inc.$756K
Largest adds
- JANE STREET GROUP, LLC$8M
- Federation des caisses Desjardins du Quebec$7M
- HighTower Advisors, LLC$5M
- GTS SECURITIES LLC$4M
- CITADEL ADVISORS LLC$3M
- M&T Bank Corp$3M
Largest trims
- Johnson Bixby & Associates, LLC$15M
- ENVESTNET ASSET MANAGEMENT INC$9M
- RAYMOND JAMES FINANCIAL INC$8M
- AMERIPRISE FINANCIAL INC$7M
- BANK OF AMERICA CORP /DE/$5M
- ROYAL BANK OF CANADA$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 388,162 | $44M | 14.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 263,939 | $30M | 10.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 156,213 | $18M | 6.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 101,103 | $12M | 3.9% | 2026-Q1 |
| Avior Wealth Management, LLC added | 92,173 | $11M | 3.5% | 2026-Q1 |
| Banco Santander, S.A. added | 75,819 | $9M | 2.9% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 68,921 | $8M | 2.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 64,017 | $7M | 2.4% | 2026-Q1 |
| Salomon & Ludwin, LLC trimmed | 50,016 | $6M | 1.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 46,270 | $5M | 1.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 45,832 | $5M | 1.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 44,220 | $5M | 1.7% | 2026-Q1 |
| BlackRock, Inc. added | 40,704 | $5M | 1.6% | 2026-Q1 |
| GTS SECURITIES LLC added | 35,062 | $4M | 1.3% | 2026-Q1 |
| M&T Bank Corp added | 24,300 | $3M | 0.9% | 2026-Q1 |
| Composition Wealth, LLC new | 18,273 | $2M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 17,545 | $2M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 17,347 | $2M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 16,562 | $2M | 0.6% | 2026-Q1 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC trimmed | 16,311 | $2M | 0.6% | 2026-Q1 |
| SENTINEL TRUST CO LBA | 15,800 | $2M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 15,741 | $2M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 14,855 | $2M | 0.6% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 13,833 | $2M | 0.5% | 2026-Q1 |
| DECISION INVESTMENTS, INC trimmed | 11,896 | $1M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 11,499 | $1M | 0.4% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 10,937 | $1M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 10,692 | $1M | 0.4% | 2026-Q1 |
| LOM Asset Management Ltd added | 10,430 | $1M | 0.4% | 2026-Q1 |
| CITIGROUP INC trimmed | 10,350 | $1M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 10,242 | $1M | 0.4% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 9,418 | $1M | 0.4% | 2026-Q1 |
| FSM Wealth Advisors, LLC added | 9,286 | $1M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 9,031 | $1M | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 8,750 | $998K | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 8,502 | $969K | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 7,491 | $905K | 0.3% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6,528 | $744K | 0.2% | 2026-Q1 |
| KCM INVESTMENT ADVISORS LLC added | 6,510 | $742K | 0.2% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC new | 5,361 | $611K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 5,239 | $597K | 0.2% | 2026-Q1 |
| Virtu Financial LLC added | 5,194 | $592K | 0.2% | 2026-Q1 |
| JTC Employer Solutions Trustee Ltd | 4,700 | $536K | 0.2% | 2026-Q1 |
| Tiller Private Wealth, Inc. trimmed | 4,560 | $520K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,519 | $515K | 0.2% | 2026-Q1 |
| Johnson Bixby & Associates, LLC trimmed | 4,348 | $496K | 0.2% | 2026-Q1 |
| Creative Planning added | 4,295 | $490K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 4,289 | $489K | 0.2% | 2026-Q1 |
| COOKSON PEIRCE & CO INC added | 4,213 | $480K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 4,346 | $478K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 4,172 | $476K | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC | 3,968 | $452K | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 3,915 | $446K | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | 3,770 | $430K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 3,669 | $418K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 3,527 | $402K | 0.1% | 2026-Q1 |
| UNIQUE WEALTH, LLC new | 3,503 | $399K | 0.1% | 2026-Q1 |
| Comprehensive Wealth Management, LLC new | 3,455 | $394K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 3,249 | $370K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 2,899 | $330K | 0.1% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 2,821 | $322K | 0.1% | 2026-Q1 |
| Elevation Advisory Partners LLC new | 2,618 | $319K | 0.1% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC trimmed | 2,777 | $317K | 0.1% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 2,777 | $317K | 0.1% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. | 2,775 | $316K | 0.1% | 2026-Q1 |
| MontVue Capital Management, Inc. trimmed | 2,559 | $292K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 2,554 | $291K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 2,517 | $287K | 0.1% | 2026-Q1 |
| PARTNERS WEALTH MANAGEMENT, LLC | 2,467 | $281K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 2,437 | $278K | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2,279 | $260K | 0.1% | 2026-Q1 |
| McIlrath & Eck, LLC trimmed | 2,257 | $257K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. | 2,236 | $255K | 0.1% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 2,180 | $249K | 0.1% | 2026-Q1 |
| Strategic Financial Concepts, LLC trimmed | 2,100 | $239K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 2,093 | $239K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 2,058 | $235K | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 337,660 | $41M | 13.8% | 2025-Q4 stale |
| EWG Elevate Inc. added | 104,843 | $12M | 4.1% | 2025-Q3 stale |
| Cambria Investment Management, L.P. added | 78,116 | $9M | 3.2% | 2025-Q4 stale |
| Outlook Wealth Advisors, LLC trimmed | 43,517 | $5M | 1.8% | 2025-Q4 stale |
| Money Design Co.,Ltd. trimmed | 23,373 | $3M | 0.9% | 2025-Q2 stale |
| Cresset Asset Management, LLC trimmed | 17,469 | $2M | 0.7% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 8,070 | $975K | 0.3% | 2025-Q4 stale |
| Hilltop Holdings Inc. added | 6,257 | $756K | 0.3% | 2025-Q4 stale |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 5,834 | $681K | 0.2% | 2025-Q3 stale |
| Cerity Partners LLC added | 5,476 | $639K | 0.2% | 2025-Q3 stale |
| MGB Wealth Management, LLC new | 5,139 | $623K | 0.2% | 2025-Q4 stale |
| Advisors Preferred, LLC trimmed | 6,032 | $621K | 0.2% | 2025-Q1 stale |
| Waterloo Capital, L.P. added | 4,383 | $529K | 0.2% | 2025-Q4 stale |
| Family Firm, Inc. trimmed | 4,993 | $514K | 0.2% | 2025-Q1 stale |
| World Investment Advisors trimmed | 3,426 | $414K | 0.1% | 2025-Q4 stale |
| Wealthspire Advisors, LLC added | 3,308 | $400K | 0.1% | 2025-Q4 stale |
| Vontobel Holding Ltd. trimmed | 3,000 | $350K | 0.1% | 2025-Q3 stale |
| MONECO Advisors, LLC new | 2,713 | $317K | 0.1% | 2025-Q3 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 2,421 | $300K | 0.1% | 2025-Q4 stale |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 2,366 | $286K | 0.1% | 2025-Q4 stale |
| Lynx Investment Advisory added | 2,207 | $267K | 0.1% | 2025-Q4 stale |
| OneDigital Investment Advisors LLC added | 2,041 | $238K | 0.1% | 2025-Q3 stale |
| Arete Wealth Advisors, LLC trimmed | 2,302 | $237K | 0.1% | 2025-Q1 stale |
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.