Who owns IXN (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-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
46 tracked funds added or opened IXN while 87 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
IXN’s largest tracked holder by dollar value, Phoenix Financial Ltd., sizes it at 3.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.8pp 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 2025-Q4 and 2026-Q1, across 490 tracked filers holding IXN, 175 increased or opened the position and 209 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 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 12
- Phoenix Financial Ltd.$400M
- Banco Santander, S.A.$30M
- MARSHALL WACE, LLP$5M
- Clarus Wealth Advisors$2M
- TWO SIGMA SECURITIES, LLC$2M
- SUMMIT WEALTH GROUP LLC / CO$664K
Full exits 19
- FLOW TRADERS U.S. LLC$9M
- SOL Capital Management CO$8M
- Oak Barrel Wealth Advisory LLC$7M
- CITADEL ADVISORS LLC$6M
- DV EQUITIES, LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
Largest adds
- Pictet Asset Management Holding SA$36M
- FIL Ltd$35M
- SCHRODER INVESTMENT MANAGEMENT GROUP$25M
- PGIM Custom Harvest LLC$17M
- JANE STREET GROUP, LLC$17M
- M&T Bank Corp$13M
Largest trims
- BANK OF AMERICA CORP /DE/$32M
- JPMORGAN CHASE & CO$27M
- Fisher Asset Management, LLC$13M
- ROYAL BANK OF CANADA$10M
- LPL Financial LLC$9M
- MORGAN STANLEY$8M
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 |
|---|---|---|---|---|
| Phoenix Financial Ltd. added | 4,005,100 | $400M | 13.4% | 2026-Q1 |
| Fisher Asset Management, LLC added | 3,077,924 | $308M | 10.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,210,237 | $221M | 7.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,020,107 | $193M | 6.5% | 2026-Q1 |
| FIL Ltd added | 1,139,268 | $114M | 3.8% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 1,152,840 | $110M | 3.7% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 1,101,320 | $110M | 3.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,020,541 | $102M | 3.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,003,426 | $100M | 3.4% | 2026-Q1 |
| Portfolio Strategies, Inc. trimmed | 916,859 | $92M | 3.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 916,113 | $92M | 3.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 887,977 | $89M | 3.0% | 2026-Q1 |
| BlackRock, Inc. added | 567,654 | $57M | 1.9% | 2026-Q1 |
| PATTEN & PATTEN INC/TN trimmed | 543,247 | $54M | 1.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 509,739 | $51M | 1.7% | 2026-Q1 |
| UBS Group AG trimmed | 443,083 | $44M | 1.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 418,524 | $42M | 1.4% | 2026-Q1 |
| Banco Santander, S.A. new | 297,216 | $30M | 1.0% | 2026-Q1 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | 296,349 | $30M | 1.0% | 2026-Q1 |
| Parallel Advisors, LLC added | 290,773 | $29M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 272,821 | $27M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 261,491 | $26M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 256,710 | $26M | 0.9% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 266,525 | $26M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 250,135 | $25M | 0.8% | 2026-Q1 |
| Amundi trimmed | 232,619 | $23M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 220,078 | $22M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 208,262 | $21M | 0.7% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 198,829 | $20M | 0.7% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 195,945 | $20M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 193,580 | $19M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 177,600 | $18M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 169,052 | $17M | 0.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 142,126 | $14M | 0.5% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 138,103 | $13M | 0.5% | 2026-Q1 |
| M&T Bank Corp added | 128,378 | $13M | 0.4% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC added | 111,351 | $11M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 108,105 | $11M | 0.4% | 2026-Q1 |
| NFSG Corp added | 101,862 | $10M | 0.3% | 2026-Q1 |
| Rathbones Group PLC added | 100,850 | $10M | 0.3% | 2026-Q1 |
| Summit Wealth Group, LLC added | 100,149 | $10M | 0.3% | 2026-Q1 |
| Cambria Investment Management, L.P. added | 98,671 | $10M | 0.3% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 97,124 | $10M | 0.3% | 2026-Q1 |
| Vickerman Investment Advisors, Inc. trimmed | 93,864 | $9M | 0.3% | 2026-Q1 |
| New Insight Wealth Advisors trimmed | 88,698 | $9M | 0.3% | 2026-Q1 |
| VAUGHAN & Co SECURITIES, INC. trimmed | 88,375 | $9M | 0.3% | 2026-Q1 |
| Rollins Financial Advisors, LLC trimmed | 85,429 | $9M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 85,024 | $9M | 0.3% | 2026-Q1 |
| Nicholson Meyer Capital Management, Inc. trimmed | 83,507 | $8M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 77,548 | $8M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 77,001 | $8M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 73,264 | $7M | 0.2% | 2026-Q1 |
| World Investment Advisors trimmed | 72,626 | $7M | 0.2% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 71,378 | $7M | 0.2% | 2026-Q1 |
| Shira Ridge Wealth Management trimmed | 70,481 | $7M | 0.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 68,493 | $7M | 0.2% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 66,893 | $7M | 0.2% | 2026-Q1 |
| Cardinal Strategic Wealth Guidance trimmed | 65,350 | $7M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 68,420 | $7M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 64,603 | $6M | 0.2% | 2026-Q1 |
| Bellwether Advisors, LLC added | 64,450 | $6M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 63,006 | $6M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 54,548 | $5M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 52,692 | $5M | 0.2% | 2026-Q1 |
| Flagship Private Wealth, LLC trimmed | 49,526 | $5M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 49,375 | $5M | 0.2% | 2026-Q1 |
| COURIER CAPITAL LLC trimmed | 47,142 | $5M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 45,747 | $5M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 45,516 | $5M | 0.2% | 2026-Q1 |
| SP Asset Management LLC trimmed | 44,292 | $4M | 0.1% | 2026-Q1 |
| FCA CORP /TX added | 41,875 | $4M | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 41,699 | $4M | 0.1% | 2026-Q1 |
| Charter Oak Capital Management, LLC added | 40,770 | $4M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 40,188 | $4M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 39,732 | $4M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 37,392 | $4M | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 36,907 | $4M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 36,071 | $4M | 0.1% | 2026-Q1 |
| LARCH CAPITAL PARTNERS LLC added | 35,972 | $4M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 35,409 | $4M | 0.1% | 2026-Q1 |
| DEFINED WEALTH MANAGEMENT, LLC trimmed | 34,789 | $3M | 0.1% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 34,604 | $3M | 0.1% | 2026-Q1 |
| NORTHLAND SECURITIES, INC. added | 32,246 | $3M | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 31,953 | $3M | 0.1% | 2026-Q1 |
| Bernardo Wealth Planning LLC trimmed | 31,645 | $3M | 0.1% | 2026-Q1 |
| FMR LLC added | 31,394 | $3M | 0.1% | 2026-Q1 |
| EQ LLC trimmed | 31,315 | $3M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 84,762 | $9M | 0.3% | 2025-Q4 stale |
| Bordeaux Wealth Advisors LLC added | 95,380 | $9M | 0.3% | 2025-Q2 stale |
| SOL Capital Management CO trimmed | 77,200 | $8M | 0.3% | 2025-Q4 stale |
| Oak Barrel Wealth Advisory LLC new | 67,541 | $7M | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 59,521 | $6M | 0.2% | 2025-Q4 stale |
| DV EQUITIES, LLC new | 50,000 | $5M | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 48,818 | $5M | 0.2% | 2025-Q4 stale |
| PINEBRIDGE INVESTMENTS, L.P. trimmed | 54,527 | $5M | 0.2% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 47,853 | $4M | 0.1% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 37,911 | $4M | 0.1% | 2025-Q4 stale |
| Long Run Wealth Advisors, LLC added | 34,280 | $4M | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 32,580 | $3M | 0.1% | 2025-Q4 stale |
| Marks Group Wealth Management, Inc trimmed | 36,645 | $3M | 0.1% | 2025-Q2 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.