Position in IX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,990,556
+$1,373,985 QoQ
Shares Held
66,374
+214.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026MML INVESTORS SERVICES, LLC holds $2,349,577 across 2 Financial Conglomerates names. IX ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IX |
Orix Corp
This page
|
66,374 | $1,990,556 | |
| 2 | VOYA |
Voya Financial, Inc.
|
5,255 | $359,021 |
All Filings in IX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,990,556 | 66,374 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $616,571 | 21,101 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $495,156 | 18,957 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $421,709 | 18,726 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $397,682 | 19,037 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $408,666 | 3,847 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $382,732 | 3,298 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $327,555 | 2,943 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $318,698 | 2,892 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $243,094 | 2,603 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||