Clearstead Advisors, LLC

Position in IX — Orix Corp

CIK 842775 CLEVELAND, OH

Position in IX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$203,970

-$117,642 QoQ

Shares Held

5,362

-50.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#197

of 315 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Clearstead Advisors, LLC holds $251,435 across 6 Financial Conglomerates names. IX ranks #1 (81.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IX	Orix Corp This page	5,362	$203,970
2	VOYA	Voya Financial, Inc.	468	$42,368
3	HTH	Hilltop Holdings Inc.	85	$3,296
4	TREE	LendingTree, Inc.	33	$1,461
5	FRHC	Freedom Holding Corp.	2	$260
6	RILY	BRC Group Holdings, Inc.	10	$80

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,970	5,362	-50.0%	Shares	Sole	2026-08-06
2026-03-31	$321,612	10,724	+178633.3%	Shares	Sole	2026-05-06
2024-12-31	$637	6	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.