Position in IX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,688,529
+$558,864 QoQ
Shares Held
122,992
+14.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 2%
Shared 30%
None 67%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $8,168,781 across 4 Financial Conglomerates names. IX ranks #1 (45.2% of the industry book) .
All Filings in IX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,688,529 | 122,992 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,129,665 | 107,107 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,222,790 | 123,384 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $3,039,839 | 134,984 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,774,233 | 132,802 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,981,933 | 18,657 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,363,938 | 20,370 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,542,284 | 13,857 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,091,816 | 18,982 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,127,310 | 12,071 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $986,960 | 10,513 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,045,540 | 11,463 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $840,088 | 10,235 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $716,869 | 8,903 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $633,768 | 8,968 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $788,495 | 9,369 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $260,556 | 2,560 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||