239 tracked 13F filers disclose a position in IX as of the latest SEC 13F filings, a combined $966.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $178.3M | 5.9M | ▲+7.8% Added · +430K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $150.2M | 5.0M | ▼−2.2% Reduced · −111K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $86.8M | 2.9M | ▲+0.9% Added · +26K sh | Q1 2026 | |
| 4 | TODD ASSET MANAGEMENT LLC | $55.2M | 1.8M | ▲+0.7% Added · +12K sh | Q1 2026 | |
| 5 | NORTHERN TRUST CORP | $39.3M | 1.3M | ▲+23% Added · +241K sh | Q1 2026 | |
| 6 | Cullen Capital Management, LLC | $32.4M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 7 | Clearbridge Investments, LLC | $31.5M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 8 | AMERICAN CENTURY COMPANIES INC | $28.9M | 962K | ▲+26% Added · +200K sh | Q1 2026 | |
| 9 | BlackRock, Inc. | $28.2M | 939K | ▲+3.5% Added · +32K sh | Q1 2026 | |
| 10 | Quantinno Capital Management LP | $27.7M | 924K | ▲+16% Added · +130K sh | Q1 2026 | |
| 11 | JONES FINANCIAL COMPANIES LLLP | $17.7M | 606K | ▲913× Added · +606K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $15.3M | 511K | ▲+349% Added · +397K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $13.8M | 460K | ▲+268% Added · +335K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10.6M | 352K | ▲+24% Added · +68K sh | Q1 2026 | |
| 15 | EAGLE GLOBAL ADVISORS LLC | $13.2M | 348K | ▲+3.8% Added · +13K sh | Q2 2026 | |
| 16 | JPMORGAN CHASE & CO | $9.2M | 314K | ▲+98% Added · +156K sh | Q1 2026 | |
| 17 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $8.7M | 291K | ▲+17% Added · +43K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $6.3M | 210K | ▲12× Added · +191K sh | Q1 2026 | |
| 19 | Gilman Hill Asset Management, LLC | $7.6M | 199K | ▼−1.9% Reduced · −4K sh | Q2 2026 | |
| 20 | Calamos Wealth Management LLC | $6.9M | 182K | ▲+11% Added · +19K sh | Q2 2026 | |
| 21 | AQR CAPITAL MANAGEMENT LLC | $5.2M | 172K | ▲+30% Added · +40K sh | Q1 2026 | |
| 22 | JANE STREET GROUP, LLC | $5.0M | 167K | ▲New +167K sh | Q1 2026 | |
| 23 | QRG CAPITAL MANAGEMENT, INC. | $6.3M | 166K | ▲+8.5% Added · +13K sh | Q2 2026 | |
| 24 | Boston Common Asset Management, LLC | $6.3M | 166K | ▼−5.3% Reduced · −9K sh | Q2 2026 | |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | $5.0M | 166K | ▲+8.2% Added · +13K sh | Q1 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, 7 funds opened a new position in IX and 27 added to an existing one, while 7 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 97 funds | $33.5B |
| MICROSOFT CORPMSFT | 97 funds | $26.2B |
| ALPHABET INC-CL AGOOGL | 97 funds | $17.3B |
| BROADCOM INCAVGO | 97 funds | $13.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 97 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 96 funds | $10.3B |
| ELI LILLY & COLLY | 96 funds | $7.2B |
| VISA INC-CLASS A SHARESV | 96 funds | $6.3B |
| CHEVRON CORPCVX | 96 funds | $4.8B |
| HOME DEPOT INCHD | 96 funds | $4.7B |
| MORGAN STANLEYMS | 96 funds | $2.6B |
| UNITEDHEALTH GROUP INCUNH | 96 funds | $2.3B |
Ranked by how many of IX's institutional holders also hold each name, a cross-fund conviction signal.
| 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 |
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.