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MERCER GLOBAL ADVISORS INC /ADV

Position in IX — Orix Corp

CIK 853758 DENVER, CO

Position in IX

as of Jun 30, 2026 · filed Aug 19, 2026
Position Value
$6,679,709
+$1,707,367 QoQ
Shares Held
175,597
+5.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#26
of 319 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in IX Over Time

Shares Held

Position Value (USD)

Position in Financial Conglomerates

Financial Services · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $11,951,649 across 3 Financial Conglomerates names. IX ranks #1 (55.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IX
Orix Corp
This page
175,597 $6,679,709

All Filings in IX

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,679,709 175,597
2026-03-31 $4,972,342 165,800
2025-12-31 $4,478,490 153,268
2025-09-30 $4,024,961 154,095
2025-06-30 $3,643,443 161,787
2025-03-31 $3,462,392 165,744
2024-12-31 $3,735,365 35,163
2024-09-30 $4,576,315 39,434
2024-06-30 $4,218,492 37,902
2024-03-31 $4,155,862 37,712
2023-12-31 $3,502,872 37,508
2023-09-30 $3,632,498 38,693
2023-06-30 $3,294,413 36,119
2023-03-31 $2,832,334 34,507
2022-12-31 $2,669,318 33,151
2022-09-30 $2,441,012 34,541
2022-06-30 $2,941,055 34,946
2022-03-31 $3,540,281 35,456
2021-12-31 $3,498,891 34,377
2021-09-30 $2,861,876 30,278
2021-06-30 $1,127,163 13,314
2021-03-31 $1,129,148 13,317
2020-12-31 $1,044,341 13,505
2020-09-30 $821,606 13,131
2020-06-30 $772,772 12,545
2020-03-31 $925,742 15,664