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Institutional Ownership · SEC Form 13F

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.

286
Institutional holders
27M
Shares held (tracked funds)

How tracked funds are positioned

131 tracked funds added shares of IXJ or opened a position while 93 sold shares or exited between 2026-Q1 and 2026-Q2 — the funds were divided. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 32 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

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, 131 increased or opened the position and 93 reduced or closed it, by share count adjusted for splits; 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.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 32 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

New buyers 44

  • CI INVESTMENTS INC.$71M
  • MANAGED ASSET PORTFOLIOS, LLC$8M
  • Banque Transatlantique SA$4M
  • Legacy Wealth Partners, LLC$2M
  • Balefire, LLC$2M
  • Algorithmic Investment Models, LLC$1M

Full exits 25

  • CITADEL ADVISORS LLC$5M
  • Ipsen Advisor Group LLC$1M
  • CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$505K
  • StoneX Group Inc.$501K
  • TWO SIGMA SECURITIES, LLC$483K
  • COMPASS CAPITAL MANAGEMENT, INC$449K

Largest adds

  • ASSETMARK, INC$77M
  • FIL Ltd$74M
  • MORGAN STANLEY$49M
  • ENVESTNET ASSET MANAGEMENT INC$5M
  • Robertson Stephens Wealth Management, LLC$2M
  • Cetera Investment Advisers$2M

Largest trims

  • Phoenix Financial Ltd.$103M
  • JANE STREET GROUP, LLC$31M
  • Fisher Asset Management, LLC$15M
  • JPMORGAN CHASE & CO$14M
  • BANK OF AMERICA CORP /DE/$13M
  • BlackRock, Inc.$12M

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed13,781,566$1.4B50.8%2026-Q2
Phoenix Financial Ltd. trimmed2,684,000$264M9.9%2026-Q2
Fisher Asset Management, LLC trimmed2,113,446$208M7.8%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed1,030,212$101M3.8%2026-Q2
MORGAN STANLEY added945,984$93M3.5%2026-Q2
ASSETMARK, INC added786,480$77M2.9%2026-Q2
FIL Ltd added776,264$77M2.9%2026-Q2
CI INVESTMENTS INC. new719,900$71M2.7%2026-Q2
JPMORGAN CHASE & CO trimmed310,990$31M1.2%2026-Q2
UBS Group AG added308,296$30M1.1%2026-Q2
WELLS FARGO & COMPANY/MN added231,651$23M0.9%2026-Q2
ROYAL BANK OF CANADA added217,217$21M0.8%2026-Q2
Jupiter Topco LLC183,020$18M0.7%2026-Q2
RAYMOND JAMES FINANCIAL INC added183,017$18M0.7%2026-Q2
BANK OF MONTREAL /CAN/ trimmed166,548$16M0.6%2026-Q2
LPL Financial LLC added165,149$16M0.6%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added148,494$15M0.5%2026-Q2
JANE STREET GROUP, LLC trimmed127,640$13M0.5%2026-Q2
Federation des caisses Desjardins du Quebec trimmed125,906$12M0.5%2026-Q2
Banco Santander, S.A. added118,275$12M0.4%2026-Q2
Robertson Stephens Wealth Management, LLC added115,873$11M0.4%2026-Q2
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje104,285$10M0.4%2026-Q2
Royal Fund Management, LLC added97,325$10M0.4%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed83,187$8M0.3%2026-Q2
MANAGED ASSET PORTFOLIOS, LLC new78,965$8M0.3%2026-Q2
PGIM Custom Harvest LLC added60,434$6M0.2%2026-Q2
FCA CORP /TX added53,846$5M0.2%2026-Q2
Cetera Investment Advisers added49,180$5M0.2%2026-Q2
GOLDMAN SACHS GROUP INC added48,221$5M0.2%2026-Q2
Mirae Asset Global Investments Co., Ltd. trimmed47,800$5M0.2%2026-Q2
OSAIC HOLDINGS, INC. added46,105$5M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed44,915$4M0.2%2026-Q2
Banque Transatlantique SA new44,273$4M0.2%2026-Q2
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed41,594$4M0.2%2026-Q2
SCOTIA CAPITAL INC. added41,137$4M0.2%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added38,879$4M0.1%2026-Q2
CITIGROUP INC trimmed38,556$4M0.1%2026-Q2
Farther Finance Advisors, LLC added37,777$4M0.1%2026-Q2
FRANKLIN RESOURCES INC added31,572$3M0.1%2026-Q2
TD Waterhouse Canada Inc. added30,196$3M0.1%2026-Q2
Creative Planning trimmed28,669$3M0.1%2026-Q2
Rathbones Group PLC added27,984$3M0.1%2026-Q2
Vontobel Holding Ltd.26,700$3M0.1%2026-Q2
TRUIST FINANCIAL CORP trimmed26,685$3M0.1%2026-Q2
VIAWEALTH, LLC added26,411$3M0.1%2026-Q2
JONES FINANCIAL COMPANIES LLLP added24,303$2M0.1%2026-Q2
Equitable Holdings, Inc. trimmed24,098$2M0.1%2026-Q2
Sanctuary Advisors, LLC added23,952$2M0.1%2026-Q2
Kestra Advisory Services, LLC added21,766$2M0.1%2026-Q2
AMERIPRISE FINANCIAL INC added21,729$2M0.1%2026-Q2
Legacy Wealth Partners, LLC new21,367$2M0.1%2026-Q2
Logan Stone Capital, LLC trimmed19,723$2M0.1%2026-Q2
HARBOUR INVESTMENTS, INC. added19,703$2M0.1%2026-Q2
Clarity Wealth Advisors, LLC trimmed19,029$2M0.1%2026-Q2
Marotta Asset Management trimmed18,891$2M0.1%2026-Q2
Beacon Pointe Advisors, LLC trimmed18,820$2M0.1%2026-Q2
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added18,516$2M0.1%2026-Q2
Private Advisor Group, LLC trimmed17,905$2M0.1%2026-Q2
Anson Capital, Inc. added17,109$2M0.1%2026-Q2
Balefire, LLC new17,078$2M0.1%2026-Q2
Atria Investments, Inc added16,991$2M0.1%2026-Q2
Gladstone Institutional Advisory LLC added16,921$2M0.1%2026-Q2
White Lighthouse Investment Management Inc. trimmed16,125$2M0.1%2026-Q2
FMR LLC added16,116$2M0.1%2026-Q2
Rockefeller Capital Management L.P. added15,503$2M0.1%2026-Q2
Invst, LLC trimmed15,135$1M0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS added13,959$1M0.1%2026-Q2
DECISION INVESTMENTS, INC added13,563$1M0.1%2026-Q2
ICICI Prudential Asset Management Co Ltd12,675$1M0.0%2026-Q2
D.A. DAVIDSON & CO. trimmed12,493$1M0.0%2026-Q2
Algorithmic Investment Models, LLC new12,166$1M0.0%2026-Q2
Snowden Capital Advisors LLC trimmed12,129$1M0.0%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed11,988$1M0.0%2026-Q2
Qube Research & Technologies Ltd trimmed11,951$1M0.0%2026-Q2
Steward Partners Investment Advisory, LLC added11,917$1M0.0%2026-Q2
Gateway Wealth Partners, LLC new11,781$1M0.0%2026-Q2
Sequoia Financial Advisors, LLC added11,744$1M0.0%2026-Q2
MERIDIAN INVESTMENT COUNSEL INC. trimmed11,503$1M0.0%2026-Q2
MAI Capital Management added11,003$1M0.0%2026-Q2
STIFEL FINANCIAL CORP trimmed10,236$1M0.0%2026-Q2
PARTNERS WEALTH MANAGEMENT, LLC trimmed9,931$977K0.0%2026-Q2
Clearstead Advisors, LLC added9,320$917K0.0%2026-Q2
Maltin Wealth Management, Inc. added9,150$900K0.0%2026-Q2
Avidian Wealth Enterprises, LLC added9,125$898K0.0%2026-Q2
PNC Financial Services Group, Inc. trimmed8,784$864K0.0%2026-Q2
NATIONAL BANK OF CANADA /FI/ trimmed8,465$832K0.0%2026-Q2
Cassaday & Co Wealth Management LLC8,300$817K0.0%2026-Q2
Spire Wealth Management trimmed8,004$787K0.0%2026-Q2
Cerity Partners LLC7,954$782K0.0%2026-Q2
Pathstone Holdings, LLC trimmed7,840$771K0.0%2026-Q2
Kingsview Wealth Management, LLC added7,317$720K0.0%2026-Q2
CIBC WORLD MARKET INC. added7,290$717K0.0%2026-Q2
ELEVATION POINT WEALTH PARTNERS, LLC trimmed6,961$685K0.0%2026-Q2
Vestmark Advisory Solutions, Inc. added6,946$683K0.0%2026-Q2
Savvy Advisors, Inc. added6,815$670K0.0%2026-Q2
ELCO Management Co., LLC6,627$652K0.0%2026-Q2
HB Wealth Management, LLC added6,601$649K0.0%2026-Q2
Fosun International Ltd6,461$636K0.0%2026-Q2
MML INVESTORS SERVICES, LLC added6,276$617K0.0%2026-Q2
Integrated Wealth Concepts LLC added6,226$612K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership