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, 2026MERCER GLOBAL ADVISORS INC /ADV holds $11,951,649 across 3 Financial Conglomerates names. IX ranks #1 (55.9% of the industry book) .
All Filings in IX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,679,709 | 175,597 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $4,972,342 | 165,800 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,478,490 | 153,268 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,024,961 | 154,095 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,643,443 | 161,787 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,462,392 | 165,744 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,735,365 | 35,163 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,576,315 | 39,434 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,218,492 | 37,902 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,155,862 | 37,712 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,502,872 | 37,508 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,632,498 | 38,693 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,294,413 | 36,119 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,832,334 | 34,507 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,669,318 | 33,151 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,441,012 | 34,541 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,941,055 | 34,946 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,540,281 | 35,456 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,498,891 | 34,377 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,861,876 | 30,278 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,127,163 | 13,314 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,129,148 | 13,317 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,044,341 | 13,505 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $821,606 | 13,131 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $772,772 | 12,545 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $925,742 | 15,664 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||