OSAIC HOLDINGS, INC.

Position in IX — Orix Corp

CIK 1677044 SCOTTSDALE, AZ

Position in IX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$548,648

+$386,433 QoQ

Shares Held

14,423

+166.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#129

of 315 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Financial Services · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $4,659,899 across 6 Financial Conglomerates names. IX ranks #2 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TREE	LendingTree, Inc.	81,770	$3,621,592
2	IX	Orix Corp This page	14,423	$548,648
3	VOYA	Voya Financial, Inc.	3,818	$345,643
4	RILY	BRC Group Holdings, Inc.	16,372	$131,630
5	FRHC	Freedom Holding Corp.	89	$11,611
6	HTH	Hilltop Holdings Inc.	20	$775

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$548,648	14,423	+166.6%	Shares	Defined	2026-08-14
2026-03-31	$162,215	5,409	+64.1%	Shares	Defined	2026-05-15
2025-12-31	$96,308	3,296	-45.5%	Shares	Defined	2026-02-17
2025-09-30	$157,894	6,045	-2.1%	Shares	Defined	2025-11-14
2025-06-30	$139,060	6,175	+408.2%	Shares	Defined	2025-09-04
2025-03-31	$25,380	1,215	-3.3%	Shares	Defined	2025-05-12
2024-12-31	$133,529	1,257	+13.0%	Shares	Defined	2025-06-06
2024-09-30	$129,045	1,112	-34.6%	Shares	Defined	2024-11-13
2024-06-30	$189,320	1,701	+90.5%	Shares	Defined	2024-08-13
2024-03-31	$98,407	893	-74.5%	Shares	Defined	2024-05-10
2023-12-31	$327,235	3,504	-24.6%	Shares	Defined	2024-02-12
2023-09-30	$436,069	4,645	+85.7%	Shares	Defined	2023-11-13
2023-06-30	$228,112	2,501	-4.7%	Shares	Defined	2023-08-21
2023-03-31	$215,294	2,623	+29.7%	Shares	Defined	2023-05-12
2022-12-31	$162,808	2,022	-5.8%	Shares	Defined	2023-02-10
2022-09-30	$151,655	2,146	+5.4%	Shares	Defined	2022-11-14
2022-06-30	$171,347	2,036	+2.6%	Shares	Defined	2022-08-10
2022-03-31	$198,199	1,985	+2.3%	Shares	Defined	2022-05-04
2021-12-31	$197,551	1,941	+32.5%	Shares	Defined	2022-02-03
2021-09-30	$138,467	1,465	-16.4%	Shares	Defined	2021-11-05
2021-06-30	$148,405	1,753	+61.1%	Shares	Defined	2021-08-02
2021-03-31	$92,249	1,088	+12.7%	Shares	Defined	2021-05-13
2020-12-31	$74,621	965	-13.2%	Shares	Defined	2021-02-10
2020-09-30	$69,576	1,112	+0.4%	Shares	Defined	2020-11-12
2020-06-30	$68,251	1,108	+1.0%	Shares	Defined	2020-08-14
2020-03-31	$64,831	1,097	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.