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Institutions Holding IX (279 holders)

279 institutions currently hold IX, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
FMR LLC$178.3M0.01%
MORGAN STANLEY$150.2M0.01%
BANK OF AMERICA CORP /DE/$86.8M0.01%
TODD ASSET MANAGEMENT LLC$55.2M1.08%
NORTHERN TRUST CORP$39.3M0.01%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$34.4M0.27%
Cullen Capital Management, LLC$32.4M0.33%
Clearbridge Investments, LLC$31.5M0.03%
AMERICAN CENTURY COMPANIES INC$28.9M0.01%
BlackRock, Inc.$28.2M0.00%
Quantinno Capital Management LP$27.7M0.05%
NATIXIS ADVISORS, LLC$23.1M0.03%
JONES FINANCIAL COMPANIES LLLP$17.7M0.01%
ENVESTNET ASSET MANAGEMENT INC$15.3M0.00%
WELLS FARGO & COMPANY/MN$13.8M0.00%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$10.6M0.00%
EAGLE GLOBAL ADVISORS LLC$10.1M0.36%
JPMORGAN CHASE & CO$9.2M0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$8.7M0.04%
RAYMOND JAMES FINANCIAL INC$6.3M0.00%
Gilman Hill Asset Management, LLC$6.1M0.92%
Boston Common Asset Management, LLC$5.3M0.34%
AQR CAPITAL MANAGEMENT LLC$5.2M0.00%
JANE STREET GROUP, LLC$5.0M0.00%
MERCER GLOBAL ADVISORS INC /ADV$5.0M0.01%
Calamos Advisors LLC$4.9M0.02%
Calamos Wealth Management LLC$4.9M0.17%
OPPENHEIMER ASSET MANAGEMENT INC.$4.8M0.05%
SEI INVESTMENTS CO$4.8M0.00%
Gradient Investments LLC$4.7M0.07%
Bank of New York Mellon Corp$4.6M0.00%
QRG CAPITAL MANAGEMENT, INC.$4.6M0.05%
Crossmark Global Holdings, Inc.$4.3M0.06%
TWO SIGMA INVESTMENTS, LP$4.2M0.00%
Vanguard Personalized Indexing Management, LLC$4.0M0.04%
Pathstone Holdings, LLC$3.7M0.01%
Cerity Partners LLC$3.7M0.01%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$3.4M0.01%
Henry James International Management Inc.$3.3M1.21%
RENAISSANCE TECHNOLOGIES LLC$3.3M0.01%
RITHOLTZ WEALTH MANAGEMENT$3.1M0.05%
Callan Family Office, LLC$3.1M0.07%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.9M0.00%
Orion Porfolio Solutions, LLC$2.9M0.02%
NAPLES GLOBAL ADVISORS, LLC$2.8M0.21%
ROYAL BANK OF CANADA$2.7M0.00%
Mariner, LLC$2.3M0.00%
US BANCORP \DE\$2.3M0.00%
Laird Norton Wetherby Trust Company, LLC$2.2M0.05%
QUADRANT CAPITAL GROUP LLC$2.2M0.07%
Connor, Clark & Lunn Investment Management Ltd.$2.1M0.00%
FIRST TRUST ADVISORS LP$2.0M0.00%
UBS Group AG$2.0M0.00%
PARADIGM ASSET MANAGEMENT CO LLC$2.0M0.47%
MML INVESTORS SERVICES, LLC$2.0M0.01%
LPL Financial LLC$2.0M0.00%
&PARTNERS$2.0M0.01%
Vise Technologies, Inc.$2.0M0.04%
DGS Capital Management, LLC$1.9M0.32%
HighTower Advisors, LLC$1.9M0.00%
Lester Murray Antman dba SimplyRich$1.9M0.49%
CWM, LLC$1.7M0.00%
GOLDMAN SACHS GROUP INC$1.7M0.00%
Advisors Asset Management, Inc.$1.7M0.03%
BTC Capital Management, Inc.$1.6M0.11%
IEQ CAPITAL, LLC$1.5M0.01%
Ativo Capital Management LLC$1.5M1.33%
AMERIPRISE FINANCIAL INC$1.5M0.00%
PNC FINANCIAL SERVICES GROUP, INC.$1.4M0.00%
CITIGROUP INC$1.3M0.00%
Corient Private Wealth LLC$1.2M0.00%
RHUMBLINE ADVISERS$1.1M0.00%
GREENLEAF TRUST$1.1M0.01%
FIFTH THIRD BANCORP$1.1M0.00%
Focus Partners Wealth$1.1M0.00%
Aaron Wealth Advisors LLC$1.0M0.06%
Strategic Global Advisors, LLC$984.5K0.16%
NEUBERGER BERMAN GROUP LLC$983.3K0.00%
DIMENSIONAL FUND ADVISORS LP$976.4K0.00%
Creative Planning$973.2K0.00%
Caprock Group, LLC$966.9K0.02%
STATE STREET CORP$963.7K0.00%
Qube Research & Technologies Ltd$924.9K0.00%
Allspring Global Investments Holdings, LLC$905.7K0.00%
Kathmere Capital Management, LLC$890.9K0.05%
PARK AVENUE SECURITIES LLC$865.0K0.01%
SYON CAPITAL LLC$857.4K0.04%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$838.5K0.01%
Cetera Investment Advisers$828.2K0.00%
STIFEL FINANCIAL CORP$818.9K0.00%
Dynasty Wealth Management, LLC$804.2K0.01%
XTX Topco Ltd$797.6K0.01%
Atria Investments, Inc$780.5K0.01%
BANK OF MONTREAL /CAN/$780.0K0.00%
Sequoia Financial Advisors, LLC$779.4K0.00%
CHOREO, LLC$775.5K0.01%
Plan A Wealth LLC$755.7K0.36%
TRED AVON FAMILY WEALTH, LLC$755.4K0.25%
Investment Research Partners LLC$744.5K0.30%
Systematic Alpha Investments, LLC$744.1K0.03%
HRT FINANCIAL LP$732.0K0.00%
Sanctuary Advisors, LLC$699.9K0.00%
Lido Advisors, LLC$696.8K0.00%
Compound Planning, Inc.$694.6K0.02%
Savvy Advisors, Inc.$689.8K0.02%
CITADEL ADVISORS LLC$638.8K0.00%
Versant Capital Management, Inc$633.9K0.06%
VOLORIDGE INVESTMENT MANAGEMENT, LLC$633.8K0.00%
Brooklyn Investment Group$616.6K0.02%
Curi Capital, LLC$612.4K0.01%
Venturi Wealth Management, LLC$608.0K0.03%
MILLENNIUM MANAGEMENT LLC$598.1K0.00%
GLENMEDE TRUST CO NA$592.6K0.00%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$576.3K0.00%
TRUIST FINANCIAL CORP$571.7K0.00%
EVERGREEN CAPITAL MANAGEMENT LLC$569.8K0.01%
Summit Trail Advisors, LLC$564.2K0.01%
Savant Capital, LLC$554.1K0.00%
Ethic Inc.$538.4K0.01%
Aquatic Capital Management LLC$528.1K0.02%
JMN Financial LLC$504.3K0.50%
Vident Advisory, LLC$502.2K0.00%
SIGNATUREFD, LLC$498.1K0.01%
Naviter Wealth, LLC$487.3K0.06%
Marks Group Wealth Management, Inc$483.6K0.05%
FRANKLIN RESOURCES INC$482.6K0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$458.7K0.01%
HB Wealth Management, LLC$448.3K0.00%
First Affirmative Financial Network$432.4K0.17%
Hardy Reed LLC$429.9K0.03%
Hennion & Walsh Asset Management, Inc.$424.3K0.01%
ASSETMARK, INC$404.2K0.00%
Optas, LLC$384.8K0.06%
PDS Planning, Inc$383.7K0.03%
Basecamp Wealth Advisors LLC$379.3K0.08%
CAPTRUST FINANCIAL ADVISORS$369.8K0.00%
OpenArc Corporate Advisory, LLC$368.8K0.01%
YOUSIF CAPITAL MANAGEMENT, LLC$366.6K0.00%
Checchi Capital Advisers, LLC$354.5K0.02%
Rockefeller Capital Management L.P.$344.2K0.00%
Abel Hall, LLC$343.3K0.07%
Janney Montgomery Scott LLC$343.0K0.00%
Net Worth Advisory Group$332.3K0.07%
Ascent Group, LLC$330.3K0.01%
Clearstead Advisors, LLC$321.6K0.00%
Pinnacle Wealth Planning Services, Inc.$317.9K0.03%
HANTZ FINANCIAL SERVICES, INC.$312.0K0.00%
Parallel Advisors, LLC$308.1K0.01%
Dorsey & Whitney Trust CO LLC$298.0K0.02%
Smartleaf Asset Management LLC$291.0K0.01%