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-Q1 13F filings (latest filed 2026-05-18). 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
The tracked-fund tape on IXP is one-sided between 2025-Q4 and 2026-Q1: 8 added or opened and 25 trimmed or exited — on balance reducing.
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 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp 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 2025-Q4 and 2026-Q1, across 118 tracked filers holding IXP, 47 increased or opened the position and 53 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 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 1
- Banco Santander, S.A.$12M
Full exits 6
- World Investment Advisors$2M
- FLOW TRADERS U.S. LLC$2M
- Financial Management Professionals, Inc.$2M
- Cerity Partners LLC$2M
- Cresset Asset Management, LLC$1M
- JANE STREET GROUP, LLC$966K
Largest adds
- PGIM Custom Harvest LLC$14M
- Federation des caisses Desjardins du Quebec$7M
- GTS SECURITIES LLC$2M
- BANK OF MONTREAL /CAN/$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- U.S. Capital Wealth Advisors, LLC$654K
Largest trims
- HSBC HOLDINGS PLC$77M
- BANK OF AMERICA CORP /DE/$27M
- Pictet Asset Management Holding SA$21M
- HighTower Advisors, LLC$14M
- IFP Advisors, Inc$6M
- MORGAN STANLEY$6M
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 |
|---|---|---|---|---|
| PGIM Custom Harvest LLC added | 533,933 | $61M | 17.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 470,595 | $54M | 15.1% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 230,310 | $26M | 7.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 198,367 | $23M | 6.4% | 2026-Q1 |
| Banco Santander, S.A. new | 104,386 | $12M | 3.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 103,253 | $12M | 3.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 100,021 | $11M | 3.2% | 2026-Q1 |
| LPL Financial LLC added | 88,610 | $10M | 2.9% | 2026-Q1 |
| BlackRock, Inc. added | 87,859 | $10M | 2.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 76,106 | $9M | 2.5% | 2026-Q1 |
| Destination Wealth Management trimmed | 72,847 | $8M | 2.3% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 67,836 | $8M | 2.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 42,520 | $5M | 1.4% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 37,375 | $4M | 1.2% | 2026-Q1 |
| ROCKLAND TRUST CO trimmed | 34,091 | $4M | 1.1% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 31,874 | $4M | 1.0% | 2026-Q1 |
| GTS SECURITIES LLC added | 28,392 | $3M | 0.9% | 2026-Q1 |
| HC Advisors, LLC added | 26,962 | $3M | 0.9% | 2026-Q1 |
| UBS Group AG added | 25,762 | $3M | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 23,532 | $3M | 0.8% | 2026-Q1 |
| Paragon Advisors, LLC added | 22,438 | $3M | 0.7% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC trimmed | 22,038 | $3M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 21,886 | $3M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 20,269 | $2M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 19,698 | $2M | 0.6% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 17,603 | $2M | 0.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 16,095 | $2M | 0.5% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 15,768 | $2M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 14,638 | $2M | 0.5% | 2026-Q1 |
| Sowell Financial Services LLC added | 13,232 | $2M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 13,200 | $2M | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 12,905 | $1M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 13,047 | $1M | 0.4% | 2026-Q1 |
| Slow Capital, Inc. trimmed | 10,082 | $1M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 8,951 | $1M | 0.3% | 2026-Q1 |
| Summit Financial, LLC added | 8,296 | $953K | 0.3% | 2026-Q1 |
| MAI Capital Management added | 6,718 | $772K | 0.2% | 2026-Q1 |
| MERIDIAN INVESTMENT COUNSEL INC. | 6,500 | $747K | 0.2% | 2026-Q1 |
| Cadent Capital Advisors, LLC added | 6,049 | $695K | 0.2% | 2026-Q1 |
| Midwest Trust Co | 6,000 | $689K | 0.2% | 2026-Q1 |
| US BANCORP \DE\ | 5,997 | $689K | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC | 5,821 | $669K | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 5,634 | $647K | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC added | 5,487 | $630K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 5,068 | $583K | 0.2% | 2026-Q1 |
| Well Done, LLC | 4,841 | $556K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 4,827 | $554K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 4,684 | $538K | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 4,498 | $517K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 22,855 | $492K | 0.1% | 2026-Q1 |
| WBH ADVISORY INC trimmed | 4,106 | $474K | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP | 3,953 | $454K | 0.1% | 2026-Q1 |
| Ballentine Partners, LLC new | 3,927 | $451K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 3,825 | $439K | 0.1% | 2026-Q1 |
| One Charles Private Wealth Services, LLC added | 3,545 | $407K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 3,477 | $399K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 3,192 | $366K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 3,186 | $366K | 0.1% | 2026-Q1 |
| Tiller Private Wealth, Inc. | 3,155 | $362K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 2,662 | $306K | 0.1% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 2,559 | $294K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 2,500 | $287K | 0.1% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC | 2,400 | $276K | 0.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 2,321 | $267K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2,284 | $262K | 0.1% | 2026-Q1 |
| Vivaldi Capital Management LP | 2,233 | $256K | 0.1% | 2026-Q1 |
| Sunbelt Securities, Inc. trimmed | 2,231 | $256K | 0.1% | 2026-Q1 |
| Moors & Cabot, Inc. added | 2,132 | $245K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 1,932 | $234K | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC | 2,037 | $234K | 0.1% | 2026-Q1 |
| Capital Square, LLC | 1,900 | $233K | 0.1% | 2026-Q1 |
| Sightline Wealth Advisors, LLC trimmed | 2,004 | $230K | 0.1% | 2026-Q1 |
| PW Nova Financial Services LLC added | 1,935 | $222K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 1,917 | $220K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,854 | $213K | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 1,809 | $208K | 0.1% | 2026-Q1 |
| Money Design Co.,Ltd. trimmed | 92,136 | $10M | 2.9% | 2025-Q2 stale |
| SURIENCE PRIVATE WEALTH LLC new | 67,959 | $8M | 2.4% | 2025-Q3 stale |
| World Investment Advisors added | 19,550 | $2M | 0.7% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 19,255 | $2M | 0.7% | 2025-Q4 stale |
| Financial Management Professionals, Inc. added | 18,594 | $2M | 0.6% | 2025-Q4 stale |
| Cerity Partners LLC trimmed | 18,143 | $2M | 0.6% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 17,542 | $2M | 0.6% | 2025-Q2 stale |
| Per Stirling Capital Management, LLC. trimmed | 11,711 | $1M | 0.4% | 2025-Q3 stale |
| Cresset Asset Management, LLC trimmed | 11,742 | $1M | 0.4% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 7,971 | $966K | 0.3% | 2025-Q4 stale |
| FINANCIAL COUNSELORS INC | 6,250 | $606K | 0.2% | 2025-Q1 stale |
| Family Firm, Inc. trimmed | 5,716 | $555K | 0.2% | 2025-Q1 stale |
| Gladstone Institutional Advisory LLC added | 4,576 | $514K | 0.1% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. added | 2,880 | $349K | 0.1% | 2025-Q4 stale |
| Independent Solutions Wealth Management, LLC added | 2,791 | $345K | 0.1% | 2025-Q3 stale |
| Cascade Financial Partners, LLC new | 3,000 | $337K | 0.1% | 2025-Q2 stale |
| MARSHALL WACE, LLP added | 2,431 | $300K | 0.1% | 2025-Q3 stale |
| Independent Advisor Alliance trimmed | 2,772 | $269K | 0.1% | 2025-Q1 stale |
| Creative Planning | 2,135 | $264K | 0.1% | 2025-Q3 stale |
| NTV Asset Management LLC | 1,900 | $235K | 0.1% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 2,359 | $229K | 0.1% | 2025-Q1 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 1,691 | $209K | 0.1% | 2025-Q3 stale |
| AMERIPRISE FINANCIAL INC trimmed | 1,707 | $207K | 0.1% | 2025-Q4 stale |
| Sageworth Trust Co trimmed | 1,644 | $203K | 0.1% | 2025-Q3 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.