Who owns IXN
Which tracked institutional funds hold IXN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IXN 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
The tracked-fund tape on IXN is one-sided between 2026-Q1 and 2026-Q2: 234 added or opened and 24 trimmed or exited — on balance accumulating.
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
IXN’s largest tracked holder by dollar value, Phoenix Financial Ltd., sizes it at 4.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 3.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IXN 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 537 tracked filers holding IXN, 240 increased or opened the position and 208 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 IXN 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 21
- Mirae Asset Global Investments Co., Ltd.$27M
- FSA WEALTH PARTNERS, INC.$27M
- DV EQUITIES, LLC$7M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$7M
- Oak Barrel Wealth Advisory LLC$6M
- NewEdge Advisors, LLC$5M
Full exits 17
- Cambridge Investment Research Advisors, Inc.$42M
- HighTower Advisors, LLC$26M
- JANE STREET GROUP, LLC$25M
- Amundi$23M
- Thrivent Financial for Lutherans$20M
- TWO SIGMA INVESTMENTS, LP$18M
Largest adds
- Phoenix Financial Ltd.$178M
- Fisher Asset Management, LLC$126M
- FIL Ltd$103M
- BANK OF AMERICA CORP /DE/$92M
- MORGAN STANLEY$52M
- LPL Financial LLC$48M
Largest trims
- Pictet Asset Management Holding SA$10M
- SAVA PENZISKO DRUSHTVO A.D. SKOPJE$9M
- Cambria Investment Management, L.P.$3M
- Mariner, LLC$3M
- Vickerman Investment Advisors, Inc.$1M
- PINEBRIDGE INVESTMENTS LLC$715K
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 |
|---|---|---|---|---|
| Phoenix Financial Ltd. | 4,005,100 | $579M | 14.5% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 2,999,200 | $433M | 10.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,165,529 | $313M | 7.8% | 2026-Q2 |
| FIL Ltd added | 1,501,581 | $217M | 5.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,378,958 | $194M | 4.8% | 2026-Q2 |
| PGIM Custom Harvest LLC trimmed | 1,093,248 | $158M | 3.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,068,822 | $154M | 3.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,023,056 | $148M | 3.7% | 2026-Q2 |
| LPL Financial LLC added | 966,457 | $140M | 3.5% | 2026-Q2 |
| Portfolio Strategies, Inc. trimmed | 911,690 | $132M | 3.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 887,649 | $128M | 3.2% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 711,470 | $100M | 2.5% | 2026-Q2 |
| PATTEN & PATTEN INC/TN added | 569,817 | $82M | 2.1% | 2026-Q2 |
| BlackRock, Inc. trimmed | 541,660 | $78M | 2.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 482,782 | $70M | 1.8% | 2026-Q2 |
| UBS Group AG trimmed | 438,244 | $63M | 1.6% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 408,970 | $57M | 1.4% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 284,758 | $41M | 1.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 278,002 | $40M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 250,574 | $36M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 229,488 | $33M | 0.8% | 2026-Q2 |
| Banco Santander, S.A. trimmed | 210,421 | $30M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 210,313 | $30M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 196,338 | $28M | 0.7% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 191,174 | $28M | 0.7% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. new | 186,288 | $27M | 0.7% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. new | 183,648 | $27M | 0.7% | 2026-Q2 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE trimmed | 176,230 | $20M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 163,407 | $24M | 0.6% | 2026-Q2 |
| Cerity Partners LLC added | 153,245 | $22M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 148,417 | $21M | 0.5% | 2026-Q2 |
| Focus Partners Wealth added | 142,379 | $21M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 120,271 | $17M | 0.4% | 2026-Q2 |
| M&T Bank Corp trimmed | 117,699 | $17M | 0.4% | 2026-Q2 |
| Rathbones Group PLC added | 112,498 | $16M | 0.4% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 111,125 | $16M | 0.4% | 2026-Q2 |
| NFSG Corp added | 103,630 | $15M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 103,396 | $15M | 0.4% | 2026-Q2 |
| Summit Wealth Group, LLC added | 100,969 | $15M | 0.4% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 94,150 | $14M | 0.3% | 2026-Q2 |
| New Insight Wealth Advisors trimmed | 88,111 | $13M | 0.3% | 2026-Q2 |
| Rollins Financial Advisors, LLC added | 87,215 | $13M | 0.3% | 2026-Q2 |
| VAUGHAN & Co SECURITIES, INC. trimmed | 82,393 | $12M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 82,002 | $12M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 79,590 | $11M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 75,592 | $11M | 0.3% | 2026-Q2 |
| Nicholson Meyer Capital Management, Inc. trimmed | 72,285 | $10M | 0.3% | 2026-Q2 |
| World Investment Advisors trimmed | 71,262 | $7M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 70,393 | $10M | 0.3% | 2026-Q2 |
| Wealthfront Advisers LLC added | 69,878 | $10M | 0.3% | 2026-Q2 |
| Shira Ridge Wealth Management trimmed | 69,258 | $10M | 0.3% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 69,158 | $10M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 67,736 | $9M | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 67,411 | $10M | 0.2% | 2026-Q2 |
| Bellwether Advisors, LLC added | 66,780 | $10M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 63,104 | $9M | 0.2% | 2026-Q2 |
| Cardinal Strategic Wealth Guidance trimmed | 59,402 | $9M | 0.2% | 2026-Q2 |
| Vickerman Investment Advisors, Inc. trimmed | 57,026 | $8M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 56,532 | $8M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 52,824 | $8M | 0.2% | 2026-Q2 |
| DV EQUITIES, LLC | 50,000 | $7M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC added | 48,657 | $7M | 0.2% | 2026-Q2 |
| Cambria Investment Management, L.P. trimmed | 48,380 | $7M | 0.2% | 2026-Q2 |
| Flagship Private Wealth, LLC trimmed | 47,737 | $7M | 0.2% | 2026-Q2 |
| COURIER CAPITAL LLC trimmed | 46,782 | $7M | 0.2% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 45,740 | $7M | 0.2% | 2026-Q2 |
| SP Asset Management LLC added | 44,314 | $6M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 44,097 | $6M | 0.2% | 2026-Q2 |
| Creative Planning added | 42,661 | $6M | 0.2% | 2026-Q2 |
| FCA CORP /TX trimmed | 41,725 | $6M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 41,284 | $6M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 39,887 | $6M | 0.1% | 2026-Q2 |
| Oak Barrel Wealth Advisory LLC trimmed | 38,569 | $6M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 38,398 | $6M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 37,000 | $5M | 0.1% | 2026-Q2 |
| LARCH CAPITAL PARTNERS LLC added | 35,975 | $5M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 35,717 | $5M | 0.1% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 34,864 | $5M | 0.1% | 2026-Q2 |
| NORTHLAND SECURITIES, INC. added | 34,721 | $5M | 0.1% | 2026-Q2 |
| DEFINED WEALTH MANAGEMENT, LLC trimmed | 34,622 | $5M | 0.1% | 2026-Q2 |
| FMR LLC added | 33,481 | $5M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 33,407 | $5M | 0.1% | 2026-Q2 |
| Bernardo Wealth Planning LLC added | 31,666 | $5M | 0.1% | 2026-Q2 |
| EQ LLC trimmed | 30,457 | $4M | 0.1% | 2026-Q2 |
| DECISION INVESTMENTS, INC added | 30,298 | $4M | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 28,460 | $4M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 28,049 | $4M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 27,986 | $4M | 0.1% | 2026-Q2 |
| PFG Advisors added | 27,929 | $4M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 27,603 | $4M | 0.1% | 2026-Q2 |
| CHOREO, LLC trimmed | 27,376 | $4M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 27,305 | $4M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 26,311 | $4M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 26,069 | $4M | 0.1% | 2026-Q2 |
| J. Mark Nickell & Co. trimmed | 25,165 | $4M | 0.1% | 2026-Q2 |
| Atlantic Union Bankshares Corp trimmed | 24,296 | $4M | 0.1% | 2026-Q2 |
| BURKE & HERBERT BANK & TRUST CO | 24,248 | $4M | 0.1% | 2026-Q2 |
| Icon Wealth Advisors, LLC trimmed | 23,977 | $3M | 0.1% | 2026-Q2 |
| MA Private Wealth trimmed | 23,824 | $3M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 23,546 | $3M | 0.1% | 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.