ENVESTNET ASSET MANAGEMENT INC

Position in IX — Orix Corp

CIK 1407543 Berwyn, PA

Position in IX

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$15,326,929

+$12,004,148 QoQ

Shares Held

511,068

+349.4% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.01%

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%

Financial Services · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $28,689,801 across 3 Financial Conglomerates names. IX ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp This page	511,068	$15,326,929
2	VOYA	Voya Financial, Inc.	192,142	$13,127,141
3	HTH	Hilltop Holdings Inc.	6,581	$235,731

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,326,929	511,068	+349.4%	Shares	Sole	2026-05-04
2025-12-31	$3,322,781	113,716	-13.5%	Shares	Sole	2026-02-10
2025-09-30	$3,435,015	131,509	-8.7%	Shares	Sole	2025-11-05
2025-06-30	$3,243,893	144,045	-2.8%	Shares	Sole	2025-08-01
2025-03-31	$3,096,357	148,222	+446.3%	Shares	Sole	2025-04-29
2024-12-31	$2,882,232	27,132	+5.8%	Shares	Sole	2025-02-13
2024-09-30	$2,975,057	25,636	+1.9%	Shares	Sole	2024-11-07
2024-06-30	$2,800,864	25,165	-18.0%	Shares	Sole	2024-08-08
2024-03-31	$3,383,360	30,702	-3.8%	Shares	Sole	2024-05-13
2023-12-31	$2,980,728	31,917	+4.4%	Shares	Sole	2024-02-13
2023-09-30	$2,870,381	30,575	-50.7%	Shares	Sole	2023-11-13
2023-06-30	$5,654,472	61,994	-79.8%	Shares	Sole	2023-08-04
2023-03-31	$25,201,596	307,037	+262.6%	Shares	Sole	2023-05-11
2022-12-31	$6,818,997	84,687	-9.9%	Shares	Sole	2023-02-07
2022-09-30	$6,645,806	94,040	-0.8%	Shares	Sole	2022-11-10
2022-06-30	$7,981,566	94,838	+5.8%	Shares	Sole	2022-08-03
2022-03-31	$8,951,752	89,652	+2.5%	Shares	Sole	2022-05-04
2021-12-31	$8,899,541	87,439	+70.4%	Shares	Sole	2022-02-04
2021-09-30	$4,850,388	51,316	+48.4%	Shares	Sole	2021-10-07
2021-06-30	$2,927,542	34,580	-1.3%	Shares	Sole	2021-08-04
2021-03-31	$2,970,532	35,034	+2.5%	Shares	Sole	2021-05-04
2020-12-31	$2,642,752	34,175	-8.7%	Shares	Sole	2021-02-02
2020-09-30	$2,342,808	37,443	-11.7%	Shares	Sole	2020-10-09
2020-06-30	$2,613,195	42,422	-18.4%	Shares	Sole	2020-07-08
2020-03-31	$3,072,136	51,982	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.