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Who owns IXJWhat IXJ owns — n/a

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Institutional ownership of IXJ from SEC Form 13F filings across 203 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

203

13F holders

$2.64B

value, 2026 filers

66%

of shares outstanding (26.9M sh)

32

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of IXJ's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.13.8M$1.36B0.0%33.7%-1.1%
2Phoenix Financial Ltd.2.7M$264.1M1.8%6.6%-28.1%
3Fisher Asset Management, LLC2.1M$207.9M0.1%5.2%-6.5%
4BANK OF AMERICA CORP /DE/1.0M$101.4M0.0%2.5%-11.4%
5MORGAN STANLEY945,984$93.1M0.0%2.3%+112.7%
6ASSETMARK, INC786,480$77.4M0.1%1.9%+854769.6%
7FIL Ltd776,264$76.6M0.1%1.9%+2401.8%
8CI INVESTMENTS INC.NEW719,900$70.8M0.2%1.8%new
9JPMORGAN CHASE & CO310,990$30.9M0.0%0.8%-31.3%
10UBS Group AG308,296$30.3M0.0%0.8%+7.2%
11WELLS FARGO & COMPANY/MN231,651$22.8M0.0%0.6%+2.5%
12ROYAL BANK OF CANADA217,217$21.4M0.0%0.5%+9.0%
13Jupiter Topco LLCNEW183,020$18.0M0.0%0.4%new
14RAYMOND JAMES FINANCIAL INC183,017$18.0M0.0%0.4%+3.6%
15BANK OF MONTREAL /CAN/166,548$16.4M0.0%0.4%-1.3%
16LPL Financial LLC165,149$16.2M0.0%0.4%+8.0%
17ENVESTNET ASSET MANAGEMENT INC148,494$14.6M0.0%0.4%+45.2%
18HighTower Advisors, LLC138,873$13.7M0.0%0.3%+2.4%
19JANE STREET GROUP, LLC127,640$12.6M0.0%0.3%-71.5%
20Federation des caisses Desjardins du Quebec125,906$12.4M0.0%0.3%-0.2%
21Banco Santander, S.A.118,275$11.6M0.1%0.3%+2.5%
22Robertson Stephens Wealth Management, LLC115,873$11.4M0.3%0.3%+24.5%
23Royal Fund Management, LLC97,325$9.6M0.8%0.2%+5.8%
24COMMONWEALTH EQUITY SERVICES, LLC83,187$8.2M0.0%0.2%-1.0%
25SG Americas Securities, LLC82,029$8,0700.0%0.2%+2471.4%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.