Who owns IXJ (IXJ)
Which tracked institutional funds hold IXJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IXJ 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
24 tracked funds added or opened IXJ while 48 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
IXJ’s largest tracked holder by dollar value, BlackRock, Inc., 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 IXJ 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 283 tracked filers holding IXJ, 96 increased or opened the position and 126 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 IXJ 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 6
- Qube Research & Technologies Ltd$2M
- FLOW TRADERS U.S. LLC$1M
- READYSTATE ASSET MANAGEMENT LP$732K
- Fortis Advisors, LLC$538K
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$505K
- StoneX Group Inc.$501K
Full exits 10
- Hamilton Wealth, LLC$5M
- TRANSATLANTIQUE PRIVATE WEALTH LLC$4M
- Marex Group plc$3M
- Cresset Asset Management, LLC$2M
- MANAGED ASSET PORTFOLIOS, LLC$2M
- Crescent Grove Advisors, LLC$2M
Largest adds
- Phoenix Financial Ltd.$142M
- JANE STREET GROUP, LLC$38M
- BANK OF MONTREAL /CAN/$5M
- Banco Santander, S.A.$4M
- Farther Finance Advisors, LLC$3M
- TD Waterhouse Canada Inc.$2M
Largest trims
- Fisher Asset Management, LLC$571M
- BANK OF AMERICA CORP /DE/$127M
- Richard Bernstein Advisors LLC$88M
- BlackRock, Inc.$84M
- AMERIPRISE FINANCIAL INC$82M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$31M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 13,900,746 | $1.3B | 51.8% | 2026-Q1 |
| Phoenix Financial Ltd. added | 3,734,000 | $349M | 13.9% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 2,261,257 | $212M | 8.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,163,309 | $109M | 4.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 447,523 | $42M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 444,693 | $42M | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 452,979 | $42M | 1.7% | 2026-Q1 |
| Richard Bernstein Advisors LLC trimmed | 397,027 | $37M | 1.5% | 2026-Q1 |
| UBS Group AG added | 287,616 | $27M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 225,900 | $21M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 199,252 | $19M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 176,620 | $17M | 0.7% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 168,798 | $16M | 0.6% | 2026-Q1 |
| LPL Financial LLC added | 152,875 | $14M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 135,647 | $13M | 0.5% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 126,156 | $12M | 0.5% | 2026-Q1 |
| Leo Wealth, LLC trimmed | 119,699 | $11M | 0.4% | 2026-Q1 |
| Banco Santander, S.A. added | 115,382 | $11M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 102,300 | $10M | 0.4% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC added | 93,108 | $9M | 0.3% | 2026-Q1 |
| Royal Fund Management, LLC trimmed | 92,011 | $9M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 83,994 | $8M | 0.3% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 58,600 | $5M | 0.2% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 57,972 | $5M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 56,307 | $5M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS | 54,915 | $5M | 0.2% | 2026-Q1 |
| FCA CORP /TX added | 51,406 | $5M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 47,141 | $4M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 43,692 | $4M | 0.2% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 42,370 | $4M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 38,238 | $4M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 35,177 | $3M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 33,460 | $3M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 32,761 | $3M | 0.1% | 2026-Q1 |
| FIL Ltd trimmed | 31,028 | $3M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 29,883 | $3M | 0.1% | 2026-Q1 |
| Logan Stone Capital, LLC added | 29,207 | $3M | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 28,985 | $3M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 27,954 | $3M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 27,353 | $3M | 0.1% | 2026-Q1 |
| Vontobel Holding Ltd. | 26,700 | $2M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 26,495 | $2M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 26,191 | $2M | 0.1% | 2026-Q1 |
| Rathbones Group PLC added | 25,741 | $2M | 0.1% | 2026-Q1 |
| Clarity Wealth Advisors, LLC trimmed | 24,892 | $2M | 0.1% | 2026-Q1 |
| VIAWEALTH, LLC added | 22,919 | $2M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 21,548 | $2M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 20,359 | $2M | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 20,019 | $2M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 19,874 | $2M | 0.1% | 2026-Q1 |
| Marotta Asset Management | 19,649 | $2M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 19,736 | $2M | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 18,431 | $2M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 18,143 | $2M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 18,389 | $2M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 16,942 | $2M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 16,614 | $2M | 0.1% | 2026-Q1 |
| White Lighthouse Investment Management Inc. | 16,275 | $2M | 0.1% | 2026-Q1 |
| Invst, LLC trimmed | 15,618 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 15,361 | $1M | 0.1% | 2026-Q1 |
| Anson Capital, Inc. added | 15,301 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,289 | $1M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 14,791 | $1M | 0.1% | 2026-Q1 |
| FMR LLC added | 14,704 | $1M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 14,159 | $1M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 13,760 | $1M | 0.1% | 2026-Q1 |
| DECISION INVESTMENTS, INC trimmed | 13,418 | $1M | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 13,327 | $1M | 0.0% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 13,301 | $1M | 0.0% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 13,296 | $1M | 0.0% | 2026-Q1 |
| Ipsen Advisor Group LLC added | 13,215 | $1M | 0.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 12,712 | $1M | 0.0% | 2026-Q1 |
| ICICI Prudential Asset Management Co Ltd | 12,675 | $1M | 0.0% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 12,361 | $1M | 0.0% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 12,228 | $1M | 0.0% | 2026-Q1 |
| MERIDIAN INVESTMENT COUNSEL INC. | 11,703 | $1M | 0.0% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 11,689 | $1M | 0.0% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 11,579 | $1M | 0.0% | 2026-Q1 |
| Sequoia Financial Advisors, LLC | 11,002 | $1M | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 10,127 | $947K | 0.0% | 2026-Q1 |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 9,996 | $935K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 9,142 | $855K | 0.0% | 2026-Q1 |
| Maltin Wealth Management, Inc. added | 9,078 | $849K | 0.0% | 2026-Q1 |
| BARCLAYS PLC added | 116,260 | $11M | 0.5% | 2025-Q3 stale |
| Money Design Co.,Ltd. added | 67,069 | $6M | 0.2% | 2025-Q2 stale |
| Hamilton Wealth, LLC added | 81,740 | $5M | 0.2% | 2025-Q4 stale |
| TRANSATLANTIQUE PRIVATE WEALTH LLC added | 39,718 | $4M | 0.2% | 2025-Q4 stale |
| Apexium Financial, LP trimmed | 41,751 | $4M | 0.1% | 2025-Q3 stale |
| Marex Group plc new | 27,042 | $3M | 0.1% | 2025-Q4 stale |
| ACCESS FINANCIAL SERVICES, INC. added | 25,082 | $2M | 0.1% | 2025-Q2 stale |
| Cresset Asset Management, LLC added | 21,342 | $2M | 0.1% | 2025-Q4 stale |
| Family Firm, Inc. added | 22,381 | $2M | 0.1% | 2025-Q2 stale |
| Brookstone Capital Management added | 20,103 | $2M | 0.1% | 2025-Q1 stale |
| Arkadios Wealth Advisors new | 19,657 | $2M | 0.1% | 2025-Q1 stale |
| MANAGED ASSET PORTFOLIOS, LLC new | 17,469 | $2M | 0.1% | 2025-Q4 stale |
| J. Safra Sarasin Holding AG added | 18,439 | $2M | 0.1% | 2025-Q1 stale |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 17,588 | $2M | 0.1% | 2025-Q1 stale |
| Crescent Grove Advisors, LLC | 15,940 | $2M | 0.1% | 2025-Q4 stale |
| WCG Wealth Advisors LLC trimmed | 11,091 | $955K | 0.0% | 2025-Q2 stale |
| Eldridge Investment Advisors, Inc. added | 9,988 | $911K | 0.0% | 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.