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Institutional Ownership · SEC Form 13F

Who owns IXUS (IXUS)


Which tracked institutional funds hold IXUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IXUS 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.

990
Institutional holders
535,999,941
Shares held (tracked funds)

How the tape is positioned

219 tracked funds added or opened IXUS while 103 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

IXUS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 0.2pp gap the other way — the median holder sizes IXUS more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in IXUS 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 990 tracked filers holding IXUS, 473 increased or opened the position and 369 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 IXUS 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 31

  • Nearwater Capital Markets, Ltd$122M
  • CAPITOLIS LIQUID GLOBAL MARKETS LLC$86M
  • BANK OF NOVA SCOTIA$23M
  • Independent Advisor Alliance$9M
  • TBH Global Asset Management, LLC$5M
  • Lineweaver Wealth Advisors, LLC$4M

Full exits 37

  • JANE STREET GROUP, LLC$155M
  • FACTORY MUTUAL INSURANCE CO$139M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$124M
  • Select Equity Group, L.P.$40M
  • DRW Securities, LLC$30M
  • Vantage Financial Partners, LLC$27M

Largest adds

  • MORGAN STANLEY$310M
  • NATIONAL BANK OF CANADA /FI/$148M
  • ALLIANCEBERNSTEIN L.P.$110M
  • BANK OF AMERICA CORP /DE/$64M
  • Clearstead Advisors, LLC$63M
  • Acorns Advisers, LLC$60M

Largest trims

  • BlackRock, Inc.$511M
  • DAVIDSON INVESTMENT ADVISORS$175M
  • US BANCORP \DE\$114M
  • GOLDMAN SACHS GROUP INC$68M
  • Stone House Investment Management, LLC$28M
  • Thrivent Financial for Lutherans$18M

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed277,778,919$24.1B54.3%2026-Q1
Acorns Advisers, LLC trimmed36,473,678$3.2B7.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added24,661,661$2.1B4.7%2026-Q1
MORGAN STANLEY added13,262,708$1.1B2.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added11,763,889$1.0B2.3%2026-Q1
CAPTRUST FINANCIAL ADVISORS added10,893,003$944M2.1%2026-Q1
US BANCORP \DE\ trimmed9,757,608$844M1.9%2026-Q1
BANK OF AMERICA CORP /DE/ added8,763,373$759M1.7%2026-Q1
D.A. DAVIDSON & CO. trimmed7,763,644$673M1.5%2026-Q1
Focus Partners Wealth added6,997,022$606M1.4%2026-Q1
Sequoia Financial Advisors, LLC added6,049,116$524M1.2%2026-Q1
Mill Creek Capital Advisors, LLC added5,357,466$464M1.0%2026-Q1
LPL Financial LLC added4,496,745$390M0.9%2026-Q1
AMICA MUTUAL INSURANCE CO3,343,208$289M0.7%2026-Q1
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP trimmed3,160,786$274M0.6%2026-Q1
Clark Capital Management Group, Inc. added2,975,068$258M0.6%2026-Q1
Waldron Private Wealth LLC added2,897,980$251M0.6%2026-Q1
Mariner, LLC trimmed2,479,197$214M0.5%2026-Q1
UBS Group AG added2,464,044$213M0.5%2026-Q1
Fund Evaluation Group, LLC added2,331,612$202M0.5%2026-Q1
ROYAL BANK OF CANADA trimmed2,295,065$199M0.4%2026-Q1
AMERIPRISE FINANCIAL INC added2,126,467$184M0.4%2026-Q1
NATIONAL BANK OF CANADA /FI/ added2,088,708$181M0.4%2026-Q1
WELLS FARGO & COMPANY/MN added1,977,577$171M0.4%2026-Q1
HighTower Advisors, LLC trimmed1,856,710$161M0.4%2026-Q1
CAHABA WEALTH MANAGEMENT, INC. added1,768,120$153M0.3%2026-Q1
AMG National Trust Bank added1,722,589$149M0.3%2026-Q1
Cetera Investment Advisers added1,673,737$145M0.3%2026-Q1
Hardy Reed LLC trimmed1,585,811$137M0.3%2026-Q1
Gerber Kawasaki Wealth & Investment Management added1,575,292$137M0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added1,508,300$131M0.3%2026-Q1
Janney Montgomery Scott LLC trimmed1,502,702$130M0.3%2026-Q1
Allworth Financial LP trimmed1,421,431$123M0.3%2026-Q1
Nearwater Capital Markets, Ltd new1,413,600$122M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,413,502$122M0.3%2026-Q1
Orion Porfolio Solutions, LLC trimmed1,337,955$116M0.3%2026-Q1
Prime Capital Investment Advisors, LLC added1,163,580$101M0.2%2026-Q1
BANK OF HAWAII trimmed1,157,644$100M0.2%2026-Q1
Compass Ion Advisors, LLC added1,130,660$98M0.2%2026-Q1
Clearstead Advisors, LLC added1,050,229$91M0.2%2026-Q1
TRUE Private Wealth Advisors added1,022,003$89M0.2%2026-Q1
CAPITOLIS LIQUID GLOBAL MARKETS LLC new997,500$86M0.2%2026-Q1
OSAIC HOLDINGS, INC. added965,085$84M0.2%2026-Q1
JPMORGAN CHASE & CO added946,536$79M0.2%2026-Q1
Capstone Financial Advisors, Inc. trimmed906,322$79M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added894,681$78M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added906,913$77M0.2%2026-Q1
AlphaCore Capital LLC added882,322$76M0.2%2026-Q1
ALERUS FINANCIAL NA trimmed845,846$73M0.2%2026-Q1
Wealthspire Advisors, LLC added835,385$72M0.2%2026-Q1
Forvis Mazars Wealth Advisors, LLC trimmed752,870$65M0.1%2026-Q1
Legacy Wealth Management, LLC trimmed739,814$64M0.1%2026-Q1
LOWE BROCKENBROUGH & CO INC added735,451$64M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added706,982$61M0.1%2026-Q1
Aviso Financial Inc. added682,105$59M0.1%2026-Q1
Corient Private Wealth LLC trimmed663,929$57M0.1%2026-Q1
M&T Bank Corp added626,632$54M0.1%2026-Q1
Tiller Private Wealth, Inc. added624,614$54M0.1%2026-Q1
STIFEL FINANCIAL CORP added587,638$51M0.1%2026-Q1
Adventist Health System/ West added552,898$48M0.1%2026-Q1
EQUITABLE TRUST CO trimmed548,756$48M0.1%2026-Q1
Astoria Strategic Wealth, Inc. trimmed541,603$47M0.1%2026-Q1
Composition Wealth, LLC trimmed532,827$46M0.1%2026-Q1
Chesley Taft & Associates LLC added521,388$45M0.1%2026-Q1
Bricktown Capital, LLC added498,244$43M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed487,543$42M0.1%2026-Q1
Allen Investment Management, LLC added476,486$41M0.1%2026-Q1
Johnson Financial Group, Inc. trimmed469,956$41M0.1%2026-Q1
Geneos Wealth Management Inc. trimmed463,067$40M0.1%2026-Q1
World Investment Advisors added462,081$40M0.1%2026-Q1
Steward Partners Investment Advisory, LLC added432,583$37M0.1%2026-Q1
Standpoint Asset Management, LLC trimmed428,100$37M0.1%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed425,599$37M0.1%2026-Q1
Charter Oak Capital Management, LLC trimmed390,861$34M0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed380,902$33M0.1%2026-Q1
LODESTAR PRIVATE ASSET MANAGEMENT LLC added373,286$32M0.1%2026-Q1
Waverly Advisors, LLC added368,630$32M0.1%2026-Q1
Savant Capital, LLC added362,427$31M0.1%2026-Q1
HUB Investment Partners, LLC added334,140$29M0.1%2026-Q1
Meridian Wealth Partners, LLC added332,809$29M0.1%2026-Q1
PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed318,532$28M0.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed284,682$25M0.1%2026-Q1
Brookstone Capital Management trimmed274,186$24M0.1%2026-Q1
Ullmann Wealth Partners Group, LLC trimmed271,605$24M0.1%2026-Q1
Cerity Partners LLC added267,513$23M0.1%2026-Q1
Integrated Wealth Concepts LLC added267,021$23M0.1%2026-Q1
Wick Capital Partners, LLC added265,292$23M0.1%2026-Q1
BANK OF NOVA SCOTIA added263,700$23M0.1%2026-Q1
REGATTA CAPITAL GROUP, LLC added258,460$22M0.1%2026-Q1
Aptus Capital Advisors, LLC trimmed255,566$22M0.0%2026-Q1
Creative Planning added253,588$22M0.0%2026-Q1
COBBLESTONE CAPITAL ADVISORS LLC /NY/ added2,229,835$184M0.4%2025-Q3 stale
JANE STREET GROUP, LLC added1,825,415$155M0.3%2025-Q4 stale
FACTORY MUTUAL INSURANCE CO trimmed1,647,735$139M0.3%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed1,468,872$124M0.3%2025-Q4 stale
Orion Portfolio Solutions, LLC added986,344$69M0.2%2025-Q1 stale
Select Equity Group, L.P. new474,760$40M0.1%2025-Q4 stale
DRW Securities, LLC added358,471$30M0.1%2025-Q4 stale
Vantage Financial Partners, LLC added319,489$27M0.1%2025-Q4 stale
BNP PARIBAS FINANCIAL MARKETS added292,100$23M0.1%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.

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