Who owns IXP
Which tracked institutional funds hold IXP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IXP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
12 tracked funds added or opened IXP while 19 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
IXP’s largest tracked holder by dollar value, PGIM Custom Harvest LLC, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IXP 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 108 tracked filers holding IXP, 54 increased or opened the position and 51 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 IXP 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 2
- Harding Loevner LP$867K
- AMERIPRISE FINANCIAL INC$583K
Full exits 9
- Pictet Asset Management Holding SA$26M
- HighTower Advisors, LLC$5M
- JOURNEY STRATEGIC WEALTH LLC$3M
- U.S. Capital Wealth Advisors, LLC$2M
- Sowell Financial Services LLC$2M
- Thrivent Financial for Lutherans$1M
Largest adds
- HSBC HOLDINGS PLC$9M
- PGIM Custom Harvest LLC$6M
- Corient Private Wealth LP$2M
- Arax Advisory Partners$2M
- NewEdge Advisors, LLC$914K
- CITADEL ADVISORS LLC$646K
Largest trims
- Banco Santander, S.A.$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- GTS SECURITIES LLC$3M
- BANK OF AMERICA CORP /DE/$2M
- LPL Financial LLC$1M
- Cetera Investment Advisers$911K
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 |
|---|---|---|---|---|
| PGIM Custom Harvest LLC added | 597,331 | $67M | 23.6% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 562,384 | $63M | 22.2% | 2026-Q2 |
| MORGAN STANLEY added | 199,043 | $22M | 7.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 105,222 | $12M | 4.2% | 2026-Q2 |
| BlackRock, Inc. added | 88,872 | $10M | 3.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 80,108 | $9M | 3.2% | 2026-Q2 |
| Destination Wealth Management added | 74,630 | $8M | 2.9% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 64,656 | $7M | 2.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 64,051 | $7M | 2.5% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 62,925 | $7M | 2.5% | 2026-Q2 |
| Banco Santander, S.A. trimmed | 58,684 | $7M | 2.3% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 35,754 | $4M | 1.4% | 2026-Q2 |
| ROCKLAND TRUST CO trimmed | 33,946 | $4M | 1.3% | 2026-Q2 |
| CORRADO ADVISORS, LLC added | 32,295 | $4M | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 28,217 | $3M | 1.1% | 2026-Q2 |
| HC Advisors, LLC trimmed | 26,959 | $3M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 26,359 | $3M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 25,641 | $3M | 1.0% | 2026-Q2 |
| Paragon Advisors, LLC added | 24,466 | $3M | 1.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 22,778 | $3M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 17,682 | $2M | 0.7% | 2026-Q2 |
| Arax Advisory Partners added | 17,003 | $2M | 0.7% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 16,870 | $2M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 16,527 | $2M | 0.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 16,257 | $2M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 14,204 | $2M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 13,972 | $2M | 0.6% | 2026-Q2 |
| Advisory Services Network, LLC added | 13,250 | $1M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 12,920 | $1M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 8,170 | $922K | 0.3% | 2026-Q2 |
| Slow Capital, Inc. trimmed | 8,092 | $913K | 0.3% | 2026-Q2 |
| Summit Financial, LLC trimmed | 7,842 | $885K | 0.3% | 2026-Q2 |
| Harding Loevner LP new | 7,544 | $867K | 0.3% | 2026-Q2 |
| MAI Capital Management added | 6,723 | $759K | 0.3% | 2026-Q2 |
| MERIDIAN INVESTMENT COUNSEL INC. | 6,500 | $734K | 0.3% | 2026-Q2 |
| Midwest Trust Co | 6,000 | $677K | 0.2% | 2026-Q2 |
| US BANCORP \DE\ | 5,997 | $677K | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC | 5,821 | $657K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 5,772 | $651K | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 5,164 | $583K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 5,020 | $566K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 4,440 | $502K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 4,139 | $467K | 0.2% | 2026-Q2 |
| WBH ADVISORY INC added | 4,108 | $464K | 0.2% | 2026-Q2 |
| Cadent Capital Advisors, LLC trimmed | 4,062 | $458K | 0.2% | 2026-Q2 |
| Cambria Investment Management, L.P. new | 3,977 | $449K | 0.2% | 2026-Q2 |
| Empowered Funds, LLC new | 3,977 | $449K | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP | 3,953 | $446K | 0.2% | 2026-Q2 |
| Ballentine Partners, LLC | 3,927 | $443K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 3,920 | $442K | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 3,883 | $438K | 0.2% | 2026-Q2 |
| One Charles Private Wealth Services, LLC trimmed | 3,402 | $384K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,240 | $366K | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 3,238 | $365K | 0.1% | 2026-Q2 |
| Tiller Private Wealth, Inc. added | 3,185 | $359K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC new | 3,063 | $346K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 3,047 | $344K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 2,635 | $297K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 2,570 | $290K | 0.1% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 2,443 | $276K | 0.1% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC | 2,400 | $271K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2,284 | $258K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 2,056 | $232K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 2,044 | $231K | 0.1% | 2026-Q2 |
| PW Nova Financial Services LLC added | 2,040 | $230K | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC | 2,037 | $230K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 2,031 | $229K | 0.1% | 2026-Q2 |
| Sightline Wealth Advisors, LLC added | 2,008 | $227K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 1,932 | $222K | 0.1% | 2026-Q2 |
| Capital Square, LLC | 1,900 | $224K | 0.1% | 2026-Q2 |
| &PARTNERS added | 1,811 | $204K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 1,743 | $197K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 1,577 | $178K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,176 | $133K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 1,017 | $115K | 0.0% | 2026-Q2 |
| North Star Investment Management Corp. | 834 | $94K | 0.0% | 2026-Q2 |
| CVA Family Office, LLC | 700 | $79K | 0.0% | 2026-Q2 |
| Front Row Advisors LLC | 648 | $76K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 620 | $70K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 562 | $63K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 500 | $56K | 0.0% | 2026-Q2 |
| AlphaCore Capital LLC | 484 | $55K | 0.0% | 2026-Q2 |
| LONDON CO OF VIRGINIA new | 422 | $48K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 378 | $43K | 0.0% | 2026-Q2 |
| Bradley & Co. Private Wealth Management, LLC | 350 | $39K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 280 | $32K | 0.0% | 2026-Q2 |
| Breakwater Investment Management | 201 | $23K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 195 | $22K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 188 | $21K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 173 | $20K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 146 | $16K | 0.0% | 2026-Q2 |
| Winch Advisory Services, LLC | 137 | $15K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 135 | $15K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. added | 135 | $15K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 119 | $13K | 0.0% | 2026-Q2 |
| UNION SAVINGS BANK | 105 | $12K | 0.0% | 2026-Q2 |
| Gen-Wealth Partners Inc | 100 | $11K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 86 | $10K | 0.0% | 2026-Q2 |
| TOP Private Wealth LLC. new | 85 | $10K | 0.0% | 2026-Q2 |
| Realta Investment Advisors added | 85 | $10K | 0.0% | 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.
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.