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Equibles

Cetera Investment Advisers

Position in IX — Orix Corp

CIK 1666741 SCHAUMBURG, IL
Back to IX Full portfolio

Position in IX

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,252,505
+$424,332 QoQ
Shares Held
32,926
+19.2% 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
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IX Over Time

Shares Held

Position Value (USD)

Position in Financial Conglomerates

Financial Services · as of Jun 30, 2026

Cetera Investment Advisers holds $2,332,202 across 3 Financial Conglomerates names. IX ranks #1 (53.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IX
Orix Corp
This page 		32,926 $1,252,505
2 VOYA
Voya Financial, Inc.
 9,978 $903,308
3 RILY
BRC Group Holdings, Inc.
 21,939 $176,389

All Filings in IX

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,252,505 32,926
2026-03-31 $828,173 27,615
2025-12-31 $429,066 14,684
2025-09-30 $361,004 13,821