Orix - Sponsored ADRIX
13F holders, Q1 2026 (March 31)283holders +42
60new positions
16sold out
5famous investors
$29.97avg. 13F price*
At the end of Q1 2026, 283 institutions reported holding Orix - Sponsored ADR (IX) in their 13F filings, up 42 from Q4 2025. 60 opened new positions and 16 sold out. The largest holders were FMR LLC ($178.3M), Morgan Stanley ($150.2M) and Bank of America Corp. ($86.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Orix - Sponsored ADR
- Filed as
- ORIX CORP (Q1 2026)
- CUSIP
- 686330101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $99.1M |
| Exits | 16 | $7.2M |
All 13F filers, Q4 2025 → Q1 2026: 7,882,522 shares bought and 616,142 shares sold, net +7,266,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 283 holders
| FMR LLC | 0.01% | Add +7.8% | 5,944,003 | $178.3M |
| Morgan Stanley | 0.01% | Reduce -2.2% | 5,007,215 | $150.2M |
| Bank of America Corp. | 0.01% | Add +0.9% | 2,893,892 | $86.8M |
| Todd Asset Management LLC | 1.08% | Add +0.7% | 1,840,058 | $55.2M |
| Northern Trust Corp. | 0.01% | Add +22.6% | 1,309,408 | $39.3M |
| Teachers Retirement System of the State of Kentucky | 0.27% | No change | 1,147,000 | $34.4M |
| Cullen Capital Management, LLC | 0.33% | New | 1,080,361 | $32.4M |
| Clearbridge Investments, LLC | 0.03% | New | 1,049,544 | $31.5M |
| American Century Companies Inc. | 0.01% | Add +26.3% | 962,400 | $28.9M |
| BlackRock, Inc. | 0.00% | Add +3.5% | 938,967 | $28.2M |
| Quantinno Capital Management LP | 0.05% | Add +16.3% | 924,415 | $27.7M |
| Natixis Advisors, LLC | 0.03% | Add +370.0% | 770,599 | $23.1M |
| Jones Financial Companies LLLP | 0.01% | Add +91210.2% | 606,300 | $17.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +349.4% | 511,068 | $15.3M |
| Wells Fargo & Company | 0.00% | Add +267.7% | 460,013 | $13.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +23.9% | 352,072 | $10.6M |
| Eagle Global Advisors LLC | 0.36% | Add +0.1% | 335,378 | $10.1M |
| JPMorgan Chase & Co. | 0.00% | Add +98.2% | 314,142 | $9.2M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +17.3% | 291,079 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Add +1053.9% | 209,552 | $6.3M |
| Gilman Hill Asset Management, LLC | 0.92% | Add +1.9% | 203,157 | $6.1M |
| Boston Common Asset Management, LLC | 0.34% | Reduce -0.7% | 175,172 | $5.3M |
| AQR Capital Management | 0.00% | Add +30.2% | 172,045 | $5.2M |
| Jane Street Group, LLC | 0.01% | New | 167,463 | $5.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +8.2% | 165,800 | $5.0M |
| Calamos Wealth Management LLC | 0.17% | Add +16.3% | 163,340 | $4.9M |
| Calamos Advisors LLC | 0.03% | New | 163,340 | $4.9M |
| Oppenheimer Asset Management Inc. | 0.06% | New | 160,542 | $4.8M |
| Sei Investments Co. | 0.00% | Add +12.2% | 159,528 | $4.8M |
| Gradient Investments LLC | 0.07% | New | 157,454 | $4.7M |
| Bank of New York Mellon Corp | 0.00% | Add +20.3% | 154,477 | $4.6M |
| QRG Capital Management, Inc. | 0.05% | Add +22.9% | 153,303 | $4.6M |
| Crossmark Global Holdings, Inc. | 0.06% | Add +19.7% | 144,236 | $4.3M |
| Two Sigma Investments, LP | 0.00% | Add +247.7% | 140,756 | $4.2M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Reduce -25.7% | 134,695 | $4.0M |
| Pathstone Holdings, LLC | 0.01% | Add +1.0% | 123,362 | $3.7M |
| Cerity Partners LLC | 0.01% | Add +14.8% | 122,992 | $3.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +75.5% | 114,400 | $3.4M |
| Henry James International Management Inc. | 1.21% | Reduce -44.5% | 111,455 | $3.3M |
| Renaissance Technologies | 0.01% | New | 109,600 | $3.3M |
| Ritholtz Wealth Management | 0.05% | Add +32.3% | 104,097 | $3.1M |
| Callan Family Office, LLC | 0.07% | Add +1.3% | 104,038 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +530.5% | 97,086 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +78.0% | 96,541 | $2.9M |
| Naples Global Advisors, LLC | 0.21% | Add +0.0% | 93,267 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +116.2% | 88,450 | $2.7M |
| Mariner, LLC | 0.00% | Add +9.5% | 76,907 | $2.3M |
| US Bancorp \de | 0.00% | Add +25.6% | 76,496 | $2.3M |
| Laird Norton Wetherby Trust Company, LLC | 0.05% | Add +1.9% | 74,274 | $2.2M |
| Quadrant Capital Group LLC | 0.07% | No change | 73,134 | $2.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +106.5% | 70,441 | $2.1M |
| First Trust Advisors LP | 0.00% | Add +21.1% | 66,574 | $2.0M |
| UBS Group AG | 0.00% | Add +148.4% | 66,472 | $2.0M |
| Paradigm Asset Management Co. LLC | 0.47% | No change | 66,400 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +214.6% | 66,374 | $2.0M |
| LPL Financial LLC | 0.00% | Add +103.3% | 65,982 | $2.0M |
| &partners | 0.01% | Add +11.2% | 68,896 | $2.0M |
| Vise Technologies, Inc. | 0.04% | No change | 66,989 | $2.0M |
| DGS Capital Management, LLC | 0.32% | Add +17.6% | 64,937 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +11.8% | 63,767 | $1.9M |
| Lester Murray Antman dba SimplyRich | 0.48% | Reduce -0.1% | 63,234 | $1.9M |
| Cwm, LLC | 0.00% | Reduce -19.4% | 57,631 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.9% | 57,193 | $1.7M |
| Advisors Asset Management, Inc. | 0.03% | Add +12.8% | 56,906 | $1.7M |
| BTC Capital Management, Inc. | 0.11% | Reduce -38.4% | 52,285 | $1.6M |
| Ieq Capital, LLC | 0.01% | Add +10.8% | 51,355 | $1.5M |
| Ativo Capital Management LLC | 1.33% | Reduce -0.0% | 51,149 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +24.9% | 49,211 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | Add +812.7% | 48,218 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.9% | 46,661 | $1.4M |
| Citigroup Inc. | 0.00% | Add +488.6% | 44,409 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +21.4% | 42,611 | $1.2M |
| Rhumbline Advisers | 0.00% | Add +6.7% | 37,647 | $1.1M |
| Greenleaf Trust | 0.01% | No change | 37,375 | $1.1M |
| Fifth Third Bancorp | 0.00% | Reduce -0.2% | 35,724 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +18.6% | 34,583 | $1.1M |
| Aaron Wealth Advisors LLC | 0.06% | Add +44.5% | 34,001 | $1.0M |
| Strategic Global Advisors, LLC | 0.16% | Add +25.3% | 32,828 | $985K |
| Neuberger Berman Group LLC | 0.00% | Add +49.4% | 32,788 | $983K |
| Dimensional Fund Advisors LP | 0.00% | Add +0.0% | 32,557 | $976K |
| Creative Planning | 0.00% | Add +3.0% | 32,450 | $973K |
| Caprock Group, LLC | 0.02% | Add +15.2% | 32,241 | $967K |
| State Street Corp. | 0.00% | No change | 32,135 | $964K |
| Qube Research & Technologies Ltd | 0.00% | New | 30,840 | $925K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5.8% | 29,743 | $906K |
| Kathmere Capital Management, LLC | 0.06% | Add +12.9% | 29,705 | $891K |
| Park Avenue Securities LLC | 0.01% | Add +56.8% | 28,840 | $865K |
| Syon Capital LLC | 0.04% | Reduce -4.0% | 28,589 | $857K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 27,960 | $839K |
| Cetera Investment Advisers | 0.00% | Add +88.1% | 27,615 | $828K |
| Stifel Financial Corp. | 0.00% | New | 27,303 | $819K |
| Dynasty Wealth Management, LLC | 0.01% | Add +0.3% | 26,817 | $804K |
| XTX Topco Ltd | 0.01% | New | 26,595 | $798K |
| Atria Investments, Inc | 0.01% | Add +254.2% | 26,025 | $780K |
| Bank of Montreal | 0.00% | Add +267.8% | 26,007 | $780K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.6% | 25,987 | $779K |
| Choreo, LLC | 0.01% | Add +4.9% | 25,858 | $775K |
| Plan A Wealth LLC | 0.36% | Add +3.6% | 25,200 | $756K |
| Tred Avon Family Wealth, LLC | 0.25% | Reduce -12.9% | 25,190 | $755K |
| Investment Research Partners LLC | 0.30% | Add +5.2% | 24,824 | $744K |
| Systematic Alpha Investments, LLC | 0.03% | No change | 24,810 | $744K |
| HRT Financial LP | 0.00% | New | 24,438 | $732K |
| Sanctuary Advisors, LLC | 0.00% | New | 23,337 | $700K |
| Lido Advisors, LLC | 0.00% | Add +35.1% | 23,233 | $697K |
| Compound Planning, Inc. | 0.02% | Add +23.5% | 23,160 | $695K |
| Savvy Advisors, Inc. | 0.02% | Add +10.7% | 22,999 | $690K |
| Citadel Advisors | 0.00% | Add +74.9% | 21,300 | $639K |
| Versant Capital Management, Inc | 0.06% | Add +21.6% | 21,136 | $634K |
| Voloridge Investment Management, LLC | 0.00% | New | 21,133 | $634K |
| Brooklyn Investment Group | 0.02% | Add +80.8% | 20,559 | $617K |
| Curi Capital, LLC | 0.01% | Reduce -67.0% | 20,422 | $612K |
| Venturi Wealth Management, LLC | 0.03% | Add +4.8% | 20,275 | $608K |
| Millennium Management | 0.00% | New | 19,943 | $598K |
| Glenmede Trust Co. NA | 0.00% | Add +8.5% | 19,761 | $593K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 19,215 | $576K |
| Truist Financial Corp. | 0.00% | Add +123.6% | 19,063 | $572K |
| Evergreen Capital Management LLC | 0.01% | Add +15.2% | 19,000 | $570K |
| Summit Trail Advisors, LLC | 0.01% | New | 18,814 | $564K |
| Savant Capital, LLC | 0.00% | Add +21.1% | 18,477 | $554K |
| Ethic Inc. | 0.01% | Add +21.9% | 17,951 | $538K |
| Aquatic Capital Management LLC | 0.02% | Add +998.6% | 17,610 | $528K |
| JMN Financial LLC | 0.50% | Add +29.4% | 16,815 | $504K |
| Vident Advisory, LLC | 0.00% | Add +16.6% | 16,747 | $502K |
| Signaturefd, LLC | 0.01% | Reduce -0.8% | 16,609 | $498K |
| Naviter Wealth, LLC | 0.06% | Add +9.2% | 16,248 | $487K |
| Marks Group Wealth Management, Inc | 0.05% | New | 16,124 | $484K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 16,093 | $483K |
| RNC Capital Management LLC | 0.02% | Reduce -0.8% | 16,001 | $480K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +14.3% | 15,295 | $459K |
| HB Wealth Management, LLC | 0.00% | Add +13.6% | 14,949 | $448K |
| First Affirmative Financial Network | 0.17% | — | 14,417 | $432K |
| Hardy Reed LLC | 0.03% | Reduce -0.3% | 14,335 | $430K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 14,149 | $424K |
| Assetmark, Inc. | 0.00% | Reduce -3.9% | 13,476 | $404K |
| Optas, LLC | 0.06% | Reduce -0.5% | 12,831 | $385K |
| PDS Planning, Inc | 0.03% | Reduce -0.6% | 12,794 | $384K |
| Basecamp Wealth Advisors LLC | 0.08% | No change | 12,647 | $379K |
| Captrust Financial Advisors | 0.00% | Add +7.3% | 12,329 | $370K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +54.2% | 12,297 | $369K |
| Yousif Capital Management, LLC | 0.00% | No change | 12,225 | $367K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -6.2% | 11,820 | $354K |
| Rockefeller Capital Management L.P. | 0.00% | Add +106.8% | 11,476 | $344K |
| Abel Hall, LLC | 0.07% | Add +25.7% | 11,447 | $343K |
| Janney Montgomery Scott LLC | 0.00% | New | 11,448 | $343K |
| Net Worth Advisory Group | 0.07% | Reduce -0.5% | 11,081 | $332K |
| Ascent Group, LLC | 0.01% | Add +4.1% | 11,014 | $330K |
| Clearstead Advisors, LLC | 0.00% | New | 10,724 | $322K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | Add +3.4% | 10,601 | $318K |
| Hantz Financial Services, Inc. | 0.00% | Add +43.4% | 10,420 | $312K |
| Parallel Advisors, LLC | 0.01% | Add +11.3% | 10,272 | $308K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +4.5% | 9,938 | $298K |
| Smartleaf Asset Management LLC | 0.01% | Add +8.2% | 9,980 | $291K |
| Palladiem, LLC | 0.26% | No change | 8,957 | $277K |
| Atlas Capital Advisors Inc. | 0.03% | Add +853.2% | 9,227 | $277K |
| Regions Financial Corp. | 0.00% | New | 9,081 | $272K |
| United Capital Financial Advisors, LLC | 0.00% | Add +5.3% | 9,061 | $272K |
| GAMMA Investing LLC | 0.01% | Add +32.2% | 8,860 | $266K |
| Mattson Financial Services, LLC | 0.06% | New | 8,827 | $265K |
| Keybank National Association | 0.00% | New | 8,555 | $257K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +20.3% | 8,457 | $254K |
| Point72 Asset Management | 0.00% | New | 8,386 | $251K |
| Brown Financial Advisors | 0.09% | New | 8,322 | $250K |
| Xponance LLC | 0.00% | New | 8,213 | $246K |
| D'Orazio & Associates, Inc. | 0.03% | Add +10.8% | 8,089 | $243K |
| Abacus Wealth Partners, LLC | 0.02% | No change | 7,957 | $239K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 7,932 | $238K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 7,922 | $238K |
| Sage Rhino Capital LLC | 0.04% | Reduce -0.8% | 7,805 | $234K |
| Wealth Alliance, LLC | 0.02% | New | 7,786 | $234K |
| Coldstream Capital Management Inc. | 0.00% | New | 7,765 | $233K |
| Bridgewater Advisors Inc. | 0.01% | New | 5,714 | $217K |
| Frec Markets, Inc. | 0.04% | New | 7,219 | $216K |
| Portside Wealth Group, LLC | 0.03% | New | 7,139 | $214K |
| Ballentine Partners, LLC | 0.00% | Reduce -3.0% | 7,029 | $211K |
| Ewa, LLC | 0.05% | No change | 6,984 | $209K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,758 | $203K |
| Osaic Holdings, Inc. | 0.00% | Add +64.1% | 5,409 | $162K |
| TD Private Client Wealth LLC | 0.00% | Add +5582.8% | 4,944 | $148K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.5% | 4,919 | $148K |
| Huntington National Bank | 0.00% | Add +12.2% | 4,061 | $122K |
| Farther Finance Advisors, LLC | 0.00% | Add +12.2% | 3,603 | $110K |
| Cromwell Holdings LLC | 0.05% | No change | 3,050 | $91K |
| Horizon Investments, LLC | 0.00% | New | 2,720 | $82K |
| Deutsche Bank AG | 0.00% | New | 2,294 | $69K |
| Salomon & Ludwin, LLC | 0.01% | Add +182.9% | 2,105 | $63K |
| WealthCollab, LLC | 0.02% | No change | 1,823 | $55K |
| Russell Investments Group, Ltd. | 0.00% | Add +18.0% | 1,763 | $53K |
| Brentview Investment Management LLC | 0.02% | No change | 1,760 | $53K |
| Allworth Financial LP | 0.00% | Add +62.9% | 1,683 | $50K |
| V-Square Quantitative Management LLC | 0.01% | Add +40.7% | 1,617 | $48K |
| Bruce G. Allen Investments, LLC | 0.03% | No change | 1,545 | $46K |
| Addison Advisors LLC | 0.01% | No change | 1,537 | $46K |
| Ares Financial Consulting, LLC | 0.04% | New | 1,490 | $45K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1742.7% | 1,382 | $41K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 1,304 | $39K |
| Blue Trust, Inc. | 0.00% | Reduce -12.8% | 1,222 | $37K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 1,200 | $36K |
| Larson Financial Group LLC | 0.00% | Add +47.0% | 1,066 | $32K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 965 | $29K |
| Harbor Asset Planning, Inc. | 0.02% | No change | 905 | $27K |
| Manchester Capital Management LLC | 0.00% | No change | 790 | $24K |
| UMB Bank, n.a. | 0.00% | No change | 740 | $22K |
| MAI Capital Management | 0.00% | Add +88.5% | 735 | $22K |
| Arax Advisory Partners | 0.00% | Reduce -65.1% | 714 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +66.4% | 694 | $21K |
| Advisory Services Network, LLC | 0.00% | New | 694 | $21K |
| IFP Advisors, Inc | 0.00% | Add +32.1% | 654 | $20K |
| True Wealth Design, LLC | 0.01% | Add +18.4% | 611 | $18K |
| Bayban | 0.02% | No change | 590 | $18K |
| Sound Income Strategies, LLC | 0.00% | No change | 544 | $17K |
| Harbour Investments, Inc. | 0.00% | Add +266.4% | 513 | $15K |
| Ancora Advisors LLC | 0.00% | New | 502 | $15K |
| Capital Analysts, LLC | 0.00% | Reduce -36.7% | 475 | $15K |
| Evolution Wealth Management Inc. | 0.01% | No change | 500 | $15K |
| Financial Management Professionals, Inc. | 0.00% | No change | 483 | $14K |
| Albion Financial Group | 0.00% | No change | 475 | $14K |
| Bell Investment Advisors, Inc | 0.00% | Add +94.0% | 456 | $14K |
| Private Trust Co. NA | 0.00% | Add +54.1% | 413 | $12K |
| Mather Group, Llc. | 0.00% | New | 403 | $12K |
| Bessemer Group Inc. | 0.00% | Reduce -52.8% | 402 | $12K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 400 | $12K |
| LRI Investments, LLC | 0.00% | New | 372 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +32.3% | 344 | $10K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 328 | $10K |
| Kingdom Financial Group LLC. | 0.00% | New | 328 | $10K |
| Whipplewood Advisors, LLC | 0.01% | New | 320 | $10K |
| NewEdge Advisors, LLC | 0.00% | No change | 320 | $10K |
| GW&K Investment Management, LLC | 0.00% | Add +13.2% | 300 | $9K |
| Root Financial Partners, LLC | 0.00% | Reduce -12.3% | 300 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 290 | $9K |
| SHP Wealth Management | 0.00% | No change | 278 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 245 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 245 | $7K |
| Cornerstone Financial Management LLC | 0.01% | No change | 237 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Add +166.7% | 216 | $6K |
| Signature Equity Partners, LLC | 0.00% | Add +27.3% | 205 | $6K |
| Dogwood Wealth Management LLC | 0.00% | New | 205 | $6K |
| Manning & Napier Advisors LLC | 0.00% | Add +25.2% | 199 | $6K |
| Raffa Wealth Management, LLC | 0.00% | No change | 185 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 175 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 168 | $5K |
| Zions Bancorporation, National Association | 0.00% | No change | 160 | $5K |
| American Capital Advisory, LLC | 0.00% | Add +625.0% | 145 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | Add +32.1% | 140 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 135 | $4K |
| RMG Wealth Management LLC | 0.00% | New | 103 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 115 | $4K |
| North Star Investment Management Corp. | 0.00% | No change | 125 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 116 | $3K |
| JNBA Financial Advisors | 0.00% | No change | 109 | $3K |
| Arlington Trust Co LLC | 0.00% | New | 97 | $3K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +272.0% | 93 | $3K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -8.6% | 85 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 80 | $2K |
| Nisa Investment Advisors, LLC | 0.00% | New | 77 | $2K |
| Lanark Financial, Inc. | 0.00% | No change | 76 | $2K |
| Independence Bank of Kentucky | 0.00% | No change | 70 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 70 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 67 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +35.7% | 57 | $2K |
| Burk Holdings LLC | 0.00% | New | 57 | $2K |
| Essential Partners LLC | 0.00% | Add +23.8% | 52 | $2K |
| MV Capital Management, Inc. | 0.00% | Add +128.6% | 48 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | New | 47 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 43 | $1K |
| First Command Advisory Services, Inc. | 0.00% | No change | 40 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 35 | $1K |
| Grove Bank & Trust | 0.00% | New | 35 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 35 | $1K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 35 | $1K |
| CX Institutional | 0.00% | Reduce -47.4% | 50 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 30 | $997 |
| WPG Advisers, LLC | 0.00% | New | 23 | $690 |
| Abound Wealth Management | 0.00% | No change | 20 | $600 |
| Bogart Wealth, LLC | 0.00% | No change | 20 | $600 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 19 | $570 |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -82.3% | 14 | $405 |
| Kilter Group LLC | 0.00% | Add +62.5% | 13 | $390 |
| Triumph Capital Management | 0.00% | New | 13 | $390 |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 10 | $300 |
| Rothschild Investment LLC | 0.00% | No change | 9 | $259 |
| National Bank of Canada | 0.00% | New | 6 | $180 |
| Toth Financial Advisory Corp. | 0.00% | No change | 5 | $150 |
"% of holder's portfolio" is IX's weight in each manager's 13F, not the share of Orix - Sponsored ADR the manager owns.