Who owns 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-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
48 tracked funds added or opened IXJ while 31 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
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 2026-Q1 and 2026-Q2, across 286 tracked filers holding IXJ, 139 increased or opened the position and 118 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 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 12
- CI INVESTMENTS INC.$71M
- Jupiter Topco LLC$18M
- KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje$10M
- MANAGED ASSET PORTFOLIOS, LLC$8M
- Banque Transatlantique SA$4M
- Legacy Wealth Partners, LLC$2M
Full exits 14
- Richard Bernstein Advisors LLC$37M
- HighTower Advisors, LLC$13M
- Leo Wealth, LLC$11M
- CITADEL ADVISORS LLC$5M
- Janney Montgomery Scott LLC$3M
- FLOW TRADERS U.S. LLC$1M
Largest adds
- ASSETMARK, INC$77M
- FIL Ltd$74M
- BlackRock, Inc.$56M
- MORGAN STANLEY$51M
- ENVESTNET ASSET MANAGEMENT INC$5M
- UBS Group AG$3M
Largest trims
- Phoenix Financial Ltd.$85M
- JANE STREET GROUP, LLC$29M
- JPMORGAN CHASE & CO$11M
- BANK OF AMERICA CORP /DE/$7M
- Fisher Asset Management, LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
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 | 13,781,566 | $1.4B | 48.9% | 2026-Q2 |
| Phoenix Financial Ltd. trimmed | 2,684,000 | $264M | 9.5% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 2,113,446 | $208M | 7.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,030,212 | $101M | 3.7% | 2026-Q2 |
| MORGAN STANLEY added | 945,984 | $93M | 3.4% | 2026-Q2 |
| ASSETMARK, INC added | 786,480 | $77M | 2.8% | 2026-Q2 |
| FIL Ltd added | 776,264 | $77M | 2.8% | 2026-Q2 |
| CI INVESTMENTS INC. new | 719,900 | $71M | 2.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 310,990 | $31M | 1.1% | 2026-Q2 |
| UBS Group AG added | 308,296 | $30M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 231,651 | $23M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 217,217 | $21M | 0.8% | 2026-Q2 |
| Jupiter Topco LLC new | 183,020 | $18M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 183,017 | $18M | 0.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 166,548 | $16M | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 165,149 | $16M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 148,494 | $15M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 127,640 | $13M | 0.5% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 125,906 | $12M | 0.4% | 2026-Q2 |
| Banco Santander, S.A. added | 118,275 | $12M | 0.4% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 115,873 | $11M | 0.4% | 2026-Q2 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje new | 104,285 | $10M | 0.4% | 2026-Q2 |
| Royal Fund Management, LLC added | 97,325 | $10M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 83,187 | $8M | 0.3% | 2026-Q2 |
| MANAGED ASSET PORTFOLIOS, LLC added | 78,965 | $8M | 0.3% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 60,434 | $6M | 0.2% | 2026-Q2 |
| FCA CORP /TX added | 53,846 | $5M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 49,180 | $5M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 48,221 | $5M | 0.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 47,800 | $5M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 46,105 | $5M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 44,915 | $4M | 0.2% | 2026-Q2 |
| Banque Transatlantique SA new | 44,273 | $4M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 41,594 | $4M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 41,137 | $4M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 38,879 | $4M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 38,556 | $4M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 37,777 | $4M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 31,572 | $3M | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 30,196 | $3M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 28,669 | $3M | 0.1% | 2026-Q2 |
| Rathbones Group PLC added | 27,984 | $3M | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. | 26,700 | $3M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 26,685 | $3M | 0.1% | 2026-Q2 |
| VIAWEALTH, LLC added | 26,411 | $3M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 24,303 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 24,098 | $2M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 23,952 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 21,766 | $2M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 21,729 | $2M | 0.1% | 2026-Q2 |
| Legacy Wealth Partners, LLC new | 21,367 | $2M | 0.1% | 2026-Q2 |
| Logan Stone Capital, LLC trimmed | 19,723 | $2M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 19,703 | $2M | 0.1% | 2026-Q2 |
| Clarity Wealth Advisors, LLC trimmed | 19,029 | $2M | 0.1% | 2026-Q2 |
| Marotta Asset Management trimmed | 18,891 | $2M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 18,820 | $2M | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 18,516 | $2M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 17,905 | $2M | 0.1% | 2026-Q2 |
| Anson Capital, Inc. added | 17,109 | $2M | 0.1% | 2026-Q2 |
| Balefire, LLC new | 17,078 | $2M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 16,991 | $2M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 16,921 | $2M | 0.1% | 2026-Q2 |
| FMR LLC added | 16,116 | $2M | 0.1% | 2026-Q2 |
| White Lighthouse Investment Management Inc. trimmed | 16,125 | $2M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 15,503 | $2M | 0.1% | 2026-Q2 |
| Invst, LLC trimmed | 15,135 | $1M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 13,959 | $1M | 0.0% | 2026-Q2 |
| DECISION INVESTMENTS, INC added | 13,563 | $1M | 0.0% | 2026-Q2 |
| ICICI Prudential Asset Management Co Ltd | 12,675 | $1M | 0.0% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 12,493 | $1M | 0.0% | 2026-Q2 |
| Algorithmic Investment Models, LLC new | 12,166 | $1M | 0.0% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 12,129 | $1M | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 11,988 | $1M | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 11,951 | $1M | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 11,917 | $1M | 0.0% | 2026-Q2 |
| Gateway Wealth Partners, LLC new | 11,781 | $1M | 0.0% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 11,744 | $1M | 0.0% | 2026-Q2 |
| MERIDIAN INVESTMENT COUNSEL INC. trimmed | 11,503 | $1M | 0.0% | 2026-Q2 |
| Richard Bernstein Advisors LLC trimmed | 397,027 | $37M | 1.3% | 2026-Q1 stale |
| HighTower Advisors, LLC added | 135,647 | $13M | 0.5% | 2026-Q1 stale |
| BARCLAYS PLC added | 116,260 | $11M | 0.4% | 2025-Q3 stale |
| Leo Wealth, LLC trimmed | 119,699 | $11M | 0.4% | 2026-Q1 stale |
| Money Design Co.,Ltd. added | 67,069 | $6M | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 56,307 | $5M | 0.2% | 2026-Q1 stale |
| Hamilton Wealth, LLC added | 81,740 | $5M | 0.2% | 2025-Q4 stale |
| TRANSATLANTIQUE PRIVATE WEALTH LLC added | 39,718 | $4M | 0.1% | 2025-Q4 stale |
| Apexium Financial, LP trimmed | 41,751 | $4M | 0.1% | 2025-Q3 stale |
| Janney Montgomery Scott LLC trimmed | 32,761 | $3M | 0.1% | 2026-Q1 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 |
| Arkadios Wealth Advisors new | 19,657 | $2M | 0.1% | 2025-Q1 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 |
| FLOW TRADERS U.S. LLC trimmed | 13,760 | $1M | 0.0% | 2026-Q1 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 13,327 | $1M | 0.0% | 2026-Q1 stale |
| PARK AVENUE SECURITIES LLC trimmed | 13,301 | $1M | 0.0% | 2026-Q1 stale |
| Ipsen Advisor Group LLC added | 13,215 | $1M | 0.0% | 2026-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.