Position in IX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,706,610
+$231,819 QoQ
Shares Held
56,906
+12.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026Advisors Asset Management, Inc. holds $2,356,879 across 2 Financial Conglomerates names. IX ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
56,906 | $1,706,610 | |
| 2 | VOYA |
Voya Financial, Inc.
|
9,518 | $650,269 |
All Filings in IX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,706,610 | 56,906 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,474,791 | 50,472 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,206,874 | 46,205 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $995,293 | 44,196 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $824,047 | 39,447 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $814,996 | 7,672 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $867,357 | 7,474 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $703,749 | 6,323 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $618,332 | 5,611 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $428,566 | 4,589 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $343,976 | 3,664 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $247,999 | 2,719 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $186,485 | 2,272 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $161,845 | 2,010 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $134,414 | 1,902 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $175,473 | 2,085 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $263,703 | 2,641 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $295,467 | 2,903 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $258,701 | 2,737 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $251,948 | 2,976 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $266,664 | 3,145 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $244,672 | 3,164 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $186,396 | 2,979 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $185,662 | 3,014 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $192,429 | 3,256 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||