Cetera Investment Advisers

Position in IX — Orix Corp

CIK 1666741 SCHAUMBURG, IL

Position in IX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$828,173

+$399,107 QoQ

Shares Held

27,615

+88.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Cetera Investment Advisers holds $3,025,959 across 4 Financial Conglomerates names. IX ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TREE	LendingTree, Inc.	32,926	$1,411,866
2	IX	Orix Corp This page	27,615	$828,173
3	VOYA	Voya Financial, Inc.	9,205	$628,885
4	RILY	BRC Group Holdings, Inc.	21,453	$157,035

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$828,173	27,615	+88.1%	Shares	Sole	2026-05-13
2025-12-31	$429,066	14,684	+6.2%	Shares	Sole	2026-02-17
2025-09-30	$361,004	13,821	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.