Position in IX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$564,057
+$317,750 QoQ
Shares Held
14,828
+80.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#128
of 315 holders
Holding Since
Mar 2026
2 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, 2026XPONANCE LLC holds $2,074,268 across 3 Financial Conglomerates names. IX ranks #2 (27.2% of the industry book) .
All Filings in IX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,057 | 14,828 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $246,307 | 8,213 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||