Who Owns IX (IX)? -- Institutional Holders (2026-06-30)

343 institutions reported holding $1.43B of IX (IX) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($229.5M), MORGAN STANLEY ($190.1M), BANK OF AMERICA CORP /DE/ ($122.7M), TODD ASSET MANAGEMENT LLC ($69.3M), Clearbridge Investments, LLC ($66.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FMR LLC$229.5M6.0MAdded
2MORGAN STANLEY$190.1M5.0MTrimmed
3BANK OF AMERICA CORP /DE/$122.7M3.2MAdded
4TODD ASSET MANAGEMENT LLC$69.3M1.8MTrimmed
5Clearbridge Investments, LLC$66.7M1.8MAdded
6NORTHERN TRUST CORP$51.6M1.4MAdded
7Cullen Capital Management, LLC$46.4M1.2MAdded
8AMERICAN CENTURY COMPANIES INC$44.1M1.2MAdded
9TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$43.6M1.1MHold
10NATIXIS ADVISORS, LLC$39.9M1.0MAdded
11Quantinno Capital Management LP$39.5M1.0MAdded
12BlackRock, Inc.$34.4M903,214Trimmed
13ENVESTNET ASSET MANAGEMENT INC$29.9M785,332Added
14JONES FINANCIAL COMPANIES LLLP$25.0M654,254Added
15JPMORGAN CHASE & CO$21.7M564,688Added
16WELLS FARGO & COMPANY/MN$19.8M520,280Added
17O'SHAUGHNESSY ASSET MANAGEMENT, LLC$14.9M391,459Added
18Sixth Street Partners Management Company, L.P.$14.6M382,934New
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC$14.6M382,934Added
20EAGLE GLOBAL ADVISORS LLC$13.2M348,148Added
21AQR CAPITAL MANAGEMENT LLC$10.7M280,804Added
22RAYMOND JAMES FINANCIAL INC$10.3M271,060Added
23Curi Capital, LLC$8.3M219,971Added
24Gilman Hill Asset Management, LLC$7.6M199,365Trimmed
25Calamos Wealth Management LLC$6.9M181,922Added

Source: SEC Form 13F filings · as of 2026-06-30