Position in IX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,231,046
+$318,674 QoQ
Shares Held
58,650
-8.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 319 holders
Holding Since
Jun 2023
13 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 Jun 30, 2026HighTower Advisors, LLC holds $2,604,482 across 2 Financial Conglomerates names. IX ranks #1 (85.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
58,650 | $2,231,046 | |
| 2 | VOYA |
Voya Financial, Inc.
|
4,125 | $373,436 |
All Filings in IX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,231,046 | 58,650 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,912,372 | 63,767 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,667,293 | 57,060 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,409,539 | 53,964 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,017,949 | 45,202 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $888,075 | 42,512 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,037,867 | 9,770 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $806,315 | 6,948 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $781,103 | 7,018 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $765,339 | 6,945 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $637,947 | 6,831 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $644,392 | 6,864 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $620,684 | 6,805 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||