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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 277,778,919 | $24.1B | 54.3% | 2026-Q1 |
| Acorns Advisers, LLC trimmed | 36,473,678 | $3.2B | 7.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 24,661,661 | $2.1B | 4.7% | 2026-Q1 |
| MORGAN STANLEY added | 13,262,708 | $1.1B | 2.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 11,763,889 | $1.0B | 2.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 10,893,003 | $944M | 2.1% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 9,757,608 | $844M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 8,763,373 | $759M | 1.7% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 7,763,644 | $673M | 1.5% | 2026-Q1 |
| Focus Partners Wealth added | 6,997,022 | $606M | 1.4% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 6,049,116 | $524M | 1.2% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC added | 5,357,466 | $464M | 1.0% | 2026-Q1 |
| LPL Financial LLC added | 4,496,745 | $390M | 0.9% | 2026-Q1 |
| AMICA MUTUAL INSURANCE CO | 3,343,208 | $289M | 0.7% | 2026-Q1 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP trimmed | 3,160,786 | $274M | 0.6% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 2,975,068 | $258M | 0.6% | 2026-Q1 |
| Waldron Private Wealth LLC added | 2,897,980 | $251M | 0.6% | 2026-Q1 |
| Mariner, LLC trimmed | 2,479,197 | $214M | 0.5% | 2026-Q1 |
| UBS Group AG added | 2,464,044 | $213M | 0.5% | 2026-Q1 |
| Fund Evaluation Group, LLC added | 2,331,612 | $202M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,295,065 | $199M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,126,467 | $184M | 0.4% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 2,088,708 | $181M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,977,577 | $171M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 1,856,710 | $161M | 0.4% | 2026-Q1 |
| CAHABA WEALTH MANAGEMENT, INC. added | 1,768,120 | $153M | 0.3% | 2026-Q1 |
| AMG National Trust Bank added | 1,722,589 | $149M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 1,673,737 | $145M | 0.3% | 2026-Q1 |
| Hardy Reed LLC trimmed | 1,585,811 | $137M | 0.3% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management added | 1,575,292 | $137M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,508,300 | $131M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 1,502,702 | $130M | 0.3% | 2026-Q1 |
| Allworth Financial LP trimmed | 1,421,431 | $123M | 0.3% | 2026-Q1 |
| Nearwater Capital Markets, Ltd new | 1,413,600 | $122M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,413,502 | $122M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 1,337,955 | $116M | 0.3% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 1,163,580 | $101M | 0.2% | 2026-Q1 |
| BANK OF HAWAII trimmed | 1,157,644 | $100M | 0.2% | 2026-Q1 |
| Compass Ion Advisors, LLC added | 1,130,660 | $98M | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC added | 1,050,229 | $91M | 0.2% | 2026-Q1 |
| TRUE Private Wealth Advisors added | 1,022,003 | $89M | 0.2% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 997,500 | $86M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 965,085 | $84M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 946,536 | $79M | 0.2% | 2026-Q1 |
| Capstone Financial Advisors, Inc. trimmed | 906,322 | $79M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 894,681 | $78M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 906,913 | $77M | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC added | 882,322 | $76M | 0.2% | 2026-Q1 |
| ALERUS FINANCIAL NA trimmed | 845,846 | $73M | 0.2% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 835,385 | $72M | 0.2% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 752,870 | $65M | 0.1% | 2026-Q1 |
| Legacy Wealth Management, LLC trimmed | 739,814 | $64M | 0.1% | 2026-Q1 |
| LOWE BROCKENBROUGH & CO INC added | 735,451 | $64M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 706,982 | $61M | 0.1% | 2026-Q1 |
| Aviso Financial Inc. added | 682,105 | $59M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 663,929 | $57M | 0.1% | 2026-Q1 |
| M&T Bank Corp added | 626,632 | $54M | 0.1% | 2026-Q1 |
| Tiller Private Wealth, Inc. added | 624,614 | $54M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 587,638 | $51M | 0.1% | 2026-Q1 |
| Adventist Health System/ West added | 552,898 | $48M | 0.1% | 2026-Q1 |
| EQUITABLE TRUST CO trimmed | 548,756 | $48M | 0.1% | 2026-Q1 |
| Astoria Strategic Wealth, Inc. trimmed | 541,603 | $47M | 0.1% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 532,827 | $46M | 0.1% | 2026-Q1 |
| Chesley Taft & Associates LLC added | 521,388 | $45M | 0.1% | 2026-Q1 |
| Bricktown Capital, LLC added | 498,244 | $43M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 487,543 | $42M | 0.1% | 2026-Q1 |
| Allen Investment Management, LLC added | 476,486 | $41M | 0.1% | 2026-Q1 |
| Johnson Financial Group, Inc. trimmed | 469,956 | $41M | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 463,067 | $40M | 0.1% | 2026-Q1 |
| World Investment Advisors added | 462,081 | $40M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 432,583 | $37M | 0.1% | 2026-Q1 |
| Standpoint Asset Management, LLC trimmed | 428,100 | $37M | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 425,599 | $37M | 0.1% | 2026-Q1 |
| Charter Oak Capital Management, LLC trimmed | 390,861 | $34M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 380,902 | $33M | 0.1% | 2026-Q1 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 373,286 | $32M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 368,630 | $32M | 0.1% | 2026-Q1 |
| Savant Capital, LLC added | 362,427 | $31M | 0.1% | 2026-Q1 |
| HUB Investment Partners, LLC added | 334,140 | $29M | 0.1% | 2026-Q1 |
| Meridian Wealth Partners, LLC added | 332,809 | $29M | 0.1% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 318,532 | $28M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 284,682 | $25M | 0.1% | 2026-Q1 |
| Brookstone Capital Management trimmed | 274,186 | $24M | 0.1% | 2026-Q1 |
| Ullmann Wealth Partners Group, LLC trimmed | 271,605 | $24M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 267,513 | $23M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 267,021 | $23M | 0.1% | 2026-Q1 |
| Wick Capital Partners, LLC added | 265,292 | $23M | 0.1% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 263,700 | $23M | 0.1% | 2026-Q1 |
| REGATTA CAPITAL GROUP, LLC added | 258,460 | $22M | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 255,566 | $22M | 0.0% | 2026-Q1 |
| Creative Planning added | 253,588 | $22M | 0.0% | 2026-Q1 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ added | 2,229,835 | $184M | 0.4% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 1,825,415 | $155M | 0.3% | 2025-Q4 stale |
| FACTORY MUTUAL INSURANCE CO trimmed | 1,647,735 | $139M | 0.3% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 1,468,872 | $124M | 0.3% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 986,344 | $69M | 0.2% | 2025-Q1 stale |
| Select Equity Group, L.P. new | 474,760 | $40M | 0.1% | 2025-Q4 stale |
| DRW Securities, LLC added | 358,471 | $30M | 0.1% | 2025-Q4 stale |
| Vantage Financial Partners, LLC added | 319,489 | $27M | 0.1% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS added | 292,100 | $23M | 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.