Among active 13F managers last quarter, 8 opened and 27 added, while 7 reduced; the largest holder to move was Todd Asset Management LLC (−0.9%). Over the last 180 days, 3 insiders bought and none sold, a net +$905 in open-market trades.
Funds lean in and no leg opposes.
291 tracked 13F filers disclose a position in IX as of the latest SEC 13F filings, a combined $1.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 6.0M | $229.5M | ▲+1.5% Added · +90K sh | Q2 2026 | |
| 2 | Morgan Stanley | 5.0M | $150.2M | ▼−2.2% Reduced · −111K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 2.9M | $86.8M | ▲+0.9% Added · +26K sh | Q1 2026 | |
| 4 | Todd Asset Management LLC | 1.8M | $69.3M | ▼−0.9% Reduced · −18K sh | Q2 2026 | |
| 5 | Northern Trust Corp | 1.3M | $39.3M | ▲+23% Added · +241K sh | Q1 2026 | |
| 6 | Cullen Capital Management, LLC | 1.1M | $32.4M | ▲New +1.1M sh | Q1 2026 | |
| 7 | Clearbridge Investments, LLC | 1.0M | $31.5M | ▲New +1.0M sh | Q1 2026 | |
| 8 | American Century Companies Inc | 962K | $28.9M | ▲+26% Added · +200K sh | Q1 2026 | |
| 9 | Quantinno Capital Management LP | 924K | $27.7M | ▲+16% Added · +130K sh | Q1 2026 | |
| 10 | BlackRock, Inc. | 903K | $34.4M | ▼−3.8% Reduced · −36K sh | Q2 2026 | |
| 11 | Jones Financial Companies LLLP | 606K | $17.7M | ▲913× Added · +606K sh | Q1 2026 | |
| 12 | Envestnet Asset Management Inc | 511K | $15.3M | ▲+349% Added · +397K sh | Q1 2026 | |
| 13 | Wells Fargo & Company | 460K | $13.8M | ▲+268% Added · +335K sh | Q1 2026 | |
| 14 | O'shaughnessy Asset Management, LLC | 391K | $14.9M | ▲+34% Added · +100K sh | Q2 2026 | |
| 15 | Charles Schwab Investment Management Inc | 352K | $10.6M | ▲+24% Added · +68K sh | Q1 2026 | |
| 16 | Eagle Global Advisors LLC | 348K | $13.2M | ▲+3.8% Added · +13K sh | Q2 2026 | |
| 17 | JPMorgan Chase & Co | 314K | $9.2M | ▲+98% Added · +156K sh | Q1 2026 | |
| 18 | Curi Capital, LLC | 220K | $8.3M | ▲11× Added · +200K sh | Q2 2026 | |
| 19 | Raymond James Financial Inc | 210K | $6.3M | ▲12× Added · +191K sh | Q1 2026 | |
| 20 | Gilman Hill Asset Management, LLC | 199K | $7.6M | ▼−1.9% Reduced · −4K sh | Q2 2026 | |
| 21 | Calamos Wealth Management LLC | 182K | $6.9M | ▲+11% Added · +19K sh | Q2 2026 | |
| 22 | AQR Capital Management LLC | 172K | $5.2M | ▲+30% Added · +40K sh | Q1 2026 | |
| 23 | Oppenheimer Asset Management Inc. | 170K | $6.5M | ▲+6.1% Added · +10K sh | Q2 2026 | |
| 24 | Jane Street Group, LLC | 167K | $5.0M | ▲New +167K sh | Q1 2026 | |
| 25 | QRG Capital Management, Inc. | 166K | $6.3M | ▲+8.5% Added · +13K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in IX and 27 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 155 funds | $86.9B |
| Broadcom IncAVGO | 155 funds | $50.2B |
| Alphabet Inc-CL AGOOGL | 154 funds | $58.7B |
| JPMorgan Chase & CoJPM | 154 funds | $23.9B |
| Nvidia CorpNVDA | 153 funds | $120.7B |
| Apple IncAAPL | 153 funds | $95.2B |
| Eli Lilly & CoLLY | 153 funds | $22.9B |
| Taiwan Semiconductor-SP ADRTSM | 153 funds | $18.0B |
| Visa Inc-Class A SharesV | 152 funds | $16.6B |
| Micron Technology IncMU | 151 funds | $15.5B |
| Costco Wholesale CorpCOST | 151 funds | $13.0B |
| Cisco Systems IncCSCO | 150 funds | $14.3B |
Ranked by how many of IX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 20, 2026 | Ishihara Tomohiko | Executive Officer | Buy (P) | 4 | $151 |
| May 20, 2026 | Matsuzaki Satoru | See remarks, Director | Buy (P) | 7 | $251 |
| May 20, 2026 | Otsuka Takashi | See Remarks | Buy (P) | 13 | $503 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 70 | 17 | – |
Insiders Form 4 open-market | 3 | 0 | +$905 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for IX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IX/capital-change-brief"
Use Arkolith's capital_change_brief for IX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.