Orix - Sponsored ADRIX
13F holders, Q2 2026 (June 30)319holders +36
60new positions
23sold out
2famous investors
$38.05avg. 13F price*
At the end of Q2 2026, 319 institutions reported holding Orix - Sponsored ADR (IX) in their 13F filings, up 36 from Q1 2026. 60 opened new positions and 23 sold out. The largest holders were FMR LLC ($229.5M), Morgan Stanley ($190.1M) and Bank of America Corp. ($122.7M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Orix - Sponsored ADR
- Filed as
- ORIX CORP (Q2 2026)
- CUSIP
- 686330101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $17.3M |
| Exits | 23 | $16.5M |
All 13F filers, Q1 2026 → Q2 2026: 4,296,117 shares bought and 918,540 shares sold, net +3,377,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 319 holders
| FMR LLC | 0.01% | Add +1.5% | 6,033,914 | $229.5M |
| Morgan Stanley | 0.01% | Reduce -0.2% | 4,998,666 | $190.1M |
| Bank of America Corp. | 0.01% | Add +11.5% | 3,225,609 | $122.7M |
| Todd Asset Management LLC | 1.23% | Reduce -0.9% | 1,822,511 | $69.3M |
| Clearbridge Investments, LLC | 0.06% | Add +67.0% | 1,752,822 | $66.7M |
| Northern Trust Corp. | 0.01% | Add +3.6% | 1,356,665 | $51.6M |
| Cullen Capital Management, LLC | 0.46% | Add +13.0% | 1,220,846 | $46.4M |
| American Century Companies Inc. | 0.02% | Add +20.4% | 1,158,412 | $44.1M |
| Teachers Retirement System of the State of Kentucky | 0.30% | No change | 1,147,000 | $43.6M |
| Natixis Advisors, LLC | 0.04% | Add +36.1% | 1,048,981 | $39.9M |
| Quantinno Capital Management LP | 0.05% | Add +12.3% | 1,038,092 | $39.5M |
| BlackRock, Inc. | 0.00% | Reduce -3.8% | 903,214 | $34.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +53.7% | 785,332 | $29.9M |
| Jones Financial Companies LLLP | 0.01% | Add +7.9% | 654,254 | $25.0M |
| JPMorgan Chase & Co. | 0.00% | Add +79.8% | 564,688 | $21.7M |
| Wells Fargo & Company | 0.00% | Add +13.1% | 520,280 | $19.8M |
| O'shaughnessy Asset Management, LLC | 0.07% | Add +34.5% | 391,459 | $14.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.8% | 382,934 | $14.6M |
| Eagle Global Advisors LLC | 0.44% | Add +3.8% | 348,148 | $13.2M |
| AQR Capital Management | 0.00% | Add +63.2% | 280,804 | $10.7M |
| Raymond James Financial Inc. | 0.00% | Add +29.4% | 271,060 | $10.3M |
| Curi Capital, LLC | 0.13% | Add +977.1% | 219,971 | $8.3M |
| Gilman Hill Asset Management, LLC | 1.05% | Reduce -1.9% | 199,365 | $7.6M |
| Calamos Wealth Management LLC | 0.21% | Add +11.4% | 181,922 | $6.9M |
| Sei Investments Co. | 0.01% | Add +12.0% | 178,737 | $6.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.9% | 175,597 | $6.7M |
| Bank of New York Mellon Corp | 0.00% | Add +12.0% | 173,045 | $6.6M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +6.1% | 170,373 | $6.5M |
| QRG Capital Management, Inc. | 0.05% | Add +8.5% | 166,395 | $6.3M |
| Boston Common Asset Management, LLC | 0.37% | Reduce -5.3% | 165,949 | $6.3M |
| Gradient Investments LLC | 0.09% | Add +4.9% | 165,151 | $6.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +130.8% | 162,560 | $6.2M |
| Crossmark Global Holdings, Inc. | 0.07% | Reduce -1.0% | 142,762 | $5.4M |
| Vanguard Personalized Indexing Management, LLC | 0.04% | Add +3.6% | 139,524 | $5.3M |
| Cerity Partners LLC | 0.01% | Add +6.7% | 131,236 | $5.0M |
| Ritholtz Wealth Management | 0.07% | Add +23.7% | 128,737 | $4.9M |
| Royal Bank of Canada | 0.00% | Add +36.9% | 121,062 | $4.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.2% | 120,625 | $4.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 114,400 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +16.5% | 112,461 | $4.3M |
| MML Investors Services, LLC | 0.01% | Add +61.4% | 107,109 | $4.1M |
| BTC Capital Management, Inc. | 0.25% | Add +104.1% | 106,698 | $4.1M |
| Callan Family Office, LLC | 0.08% | Add +1.1% | 105,134 | $4.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 97,086 | $3.7M |
| Naples Global Advisors, LLC | 0.22% | Add +0.4% | 93,617 | $3.6M |
| US Bancorp \de | 0.00% | Add +21.0% | 92,534 | $3.5M |
| Vise Technologies, Inc. | 0.04% | Add +35.2% | 90,551 | $3.4M |
| Mariner, LLC | 0.00% | Add +15.2% | 88,625 | $3.4M |
| Henry James International Management Inc. | 1.00% | Reduce -20.9% | 88,169 | $3.4M |
| Artemis Investment Management LLP | 0.03% | New | 85,561 | $3.3M |
| Qube Research & Technologies Ltd | 0.00% | Add +172.5% | 84,052 | $3.2M |
| LPL Financial LLC | 0.00% | Add +25.8% | 82,993 | $3.2M |
| Laird Norton Wetherby Trust Company, LLC | 0.05% | Reduce -0.4% | 73,960 | $2.8M |
| Quadrant Capital Group LLC | 0.08% | No change | 73,134 | $2.8M |
| UBS Group AG | 0.00% | Add +9.1% | 72,488 | $2.8M |
| &partners | 0.01% | Add +5.3% | 72,570 | $2.8M |
| First Trust Advisors LP | 0.00% | Add +0.2% | 66,709 | $2.5M |
| Lester Murray Antman dba SimplyRich | 0.59% | Add +5.1% | 66,449 | $2.5M |
| Paradigm Asset Management Co. LLC | 0.54% | No change | 66,400 | $2.5M |
| Advisors Asset Management, Inc. | 0.04% | Add +6.0% | 60,348 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -8.0% | 58,650 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +8.8% | 53,550 | $2.0M |
| Ieq Capital, LLC | 0.01% | Add +4.4% | 53,601 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.8% | 52,651 | $2.0M |
| Ativo Capital Management LLC | 1.49% | Reduce -0.0% | 51,144 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +83.1% | 49,987 | $1.9M |
| Citigroup Inc. | 0.00% | Add +8.9% | 48,379 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +7.3% | 45,724 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Add +38.4% | 45,373 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +92.3% | 44,868 | $1.7M |
| Two Sigma Investments, LP | 0.00% | Reduce -70.1% | 42,137 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.3% | 39,851 | $1.5M |
| Rhumbline Advisers | 0.00% | Add +5.6% | 39,754 | $1.5M |
| Bank of Montreal | 0.00% | Add +48.5% | 38,623 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +9.7% | 37,940 | $1.4M |
| Creative Planning | 0.00% | Add +15.5% | 37,467 | $1.4M |
| Greenleaf Trust | 0.01% | Reduce -2.9% | 36,300 | $1.4M |
| Millennium Management | 0.00% | Add +77.7% | 35,442 | $1.3M |
| Fifth Third Bancorp | 0.00% | Reduce -3.7% | 34,416 | $1.3M |
| Aaron Wealth Advisors LLC | 0.06% | Reduce -2.8% | 33,056 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +19.2% | 32,926 | $1.3M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +8.3% | 32,215 | $1.2M |
| Kathmere Capital Management, LLC | 0.07% | Add +8.8% | 32,308 | $1.2M |
| State Street Corp. | 0.00% | No change | 32,135 | $1.2M |
| Caprock Group, LLC | 0.02% | Reduce -3.3% | 31,176 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +7.1% | 30,883 | $1.2M |
| Ethic Inc. | 0.01% | Add +69.0% | 30,338 | $1.2M |
| Syon Capital LLC | 0.05% | Add +4.5% | 29,862 | $1.1M |
| Dynasty Wealth Management, LLC | 0.01% | Add +9.5% | 29,371 | $1.1M |
| TD Waterhouse Canada Inc. | 0.00% | New | 28,548 | $1.1M |
| OneAscent Investment Solutions LLC | 1.01% | New | 27,978 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 27,960 | $1.1M |
| Savant Capital, LLC | 0.00% | Add +68.6% | 31,155 | $1.1M |
| William Blair Investment Management, LLC | 0.00% | New | 27,725 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +94.9% | 27,576 | $1.0M |
| Investment Research Partners LLC | 0.35% | Add +10.0% | 27,303 | $1.0M |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 27,258 | $1.0M |
| Plan A Wealth LLC | 0.44% | Add +8.1% | 27,237 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.4% | 26,360 | $1.0M |
| Choreo, LLC | 0.01% | Add +1.8% | 26,330 | $1.0M |
| Lido Advisors, LLC | 0.00% | Add +10.0% | 25,563 | $972K |
| Compound Planning, Inc. | 0.03% | Add +9.9% | 25,465 | $969K |
| Systematic Alpha Investments, LLC | 0.03% | No change | 24,810 | $944K |
| Atria Investments, Inc | 0.01% | Reduce -5.5% | 24,589 | $935K |
| Savvy Advisors, Inc. | 0.02% | Add +6.7% | 24,548 | $934K |
| Tred Avon Family Wealth, LLC | 0.28% | Reduce -4.7% | 24,015 | $914K |
| Truist Financial Corp. | 0.00% | Add +24.8% | 23,788 | $905K |
| XTX Topco Ltd | 0.01% | Reduce -13.9% | 22,885 | $871K |
| Venturi Wealth Management, LLC | 0.03% | Add +12.1% | 22,727 | $865K |
| Nuveen, LLC | 0.00% | New | 22,021 | $838K |
| Regions Financial Corp. | 0.00% | Add +136.4% | 21,467 | $817K |
| Acadian Asset Management LLC | 0.00% | New | 21,251 | $808K |
| Global Retirement Partners, LLC | 0.01% | — | 20,919 | $796K |
| Vident Advisory, LLC | 0.01% | Add +23.8% | 20,736 | $789K |
| Naviter Wealth, LLC | 0.07% | Add +25.9% | 20,456 | $778K |
| Versant Capital Management, Inc | 0.07% | Reduce -4.5% | 20,175 | $767K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -0.8% | 18,666 | $710K |
| Balyasny Asset Management L.P. | 0.00% | New | 17,805 | $677K |
| HB Wealth Management, LLC | 0.00% | Add +12.1% | 16,751 | $637K |
| Signaturefd, LLC | 0.01% | Reduce -0.0% | 16,606 | $632K |
| Evergreen Capital Management LLC | 0.01% | Reduce -15.5% | 16,050 | $611K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +3.5% | 15,836 | $602K |
| Franklin Resources Inc. | 0.00% | Reduce -1.6% | 15,833 | $602K |
| RNC Capital Management LLC | 0.02% | Reduce -2.7% | 15,576 | $593K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +25.9% | 15,476 | $589K |
| JMN Financial LLC | 0.44% | Reduce -11.4% | 14,898 | $567K |
| Captrust Financial Advisors | 0.00% | Add +20.8% | 14,894 | $567K |
| Xponance LLC | 0.00% | Add +80.5% | 14,828 | $564K |
| Osaic Holdings, Inc. | 0.00% | Add +166.7% | 14,423 | $549K |
| Hardy Reed LLC | 0.04% | No change | 14,335 | $545K |
| Rockefeller Capital Management L.P. | 0.00% | Add +22.4% | 14,043 | $534K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +59.2% | 13,464 | $512K |
| Assetmark, Inc. | 0.00% | Reduce -0.3% | 13,440 | $511K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +56.9% | 12,444 | $502K |
| HRT Financial LP | 0.00% | Reduce -46.1% | 13,166 | $500K |
| Optas, LLC | 0.07% | Add +0.8% | 12,930 | $492K |
| PDS Planning, Inc | 0.03% | Reduce -0.1% | 12,787 | $486K |
| Blair William & Co. | 0.00% | New | 12,703 | $483K |
| Independent Advisor Alliance | 0.01% | New | 12,677 | $482K |
| Basecamp Wealth Advisors LLC | 0.09% | No change | 12,647 | $481K |
| Keybank National Association | 0.00% | Add +47.3% | 12,599 | $479K |
| D'Orazio & Associates, Inc. | 0.06% | Add +55.1% | 12,546 | $477K |
| Marks Group Wealth Management, Inc | 0.04% | Reduce -24.0% | 12,257 | $466K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.5% | 11,963 | $455K |
| Ascent Group, LLC | 0.01% | Add +7.6% | 11,847 | $451K |
| Abel Hall, LLC | 0.08% | Add +1.3% | 11,596 | $441K |
| Checchi Capital Advisers, LLC | 0.03% | Reduce -6.6% | 11,035 | $420K |
| Net Worth Advisory Group | 0.11% | Reduce -0.4% | 11,034 | $420K |
| Hantz Financial Services, Inc. | 0.01% | Add +2.8% | 10,707 | $407K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Add +0.8% | 10,686 | $406K |
| GAMMA Investing LLC | 0.01% | Add +17.8% | 10,439 | $397K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +4.1% | 10,347 | $394K |
| Parallel Advisors, LLC | 0.01% | Add +0.6% | 10,337 | $393K |
| Atlas Capital Advisors Inc. | 0.04% | Add +10.0% | 10,153 | $386K |
| Smartleaf Asset Management LLC | 0.01% | No change | 9,980 | $384K |
| Aprio Wealth Management, LLC | 0.02% | New | 10,071 | $383K |
| Wealth Alliance, LLC | 0.03% | Add +25.4% | 9,760 | $371K |
| United Capital Financial Advisors, LLC | 0.00% | Add +7.6% | 9,751 | $371K |
| Coldstream Capital Management Inc. | 0.00% | Add +21.5% | 9,435 | $359K |
| Portside Wealth Group, LLC | 0.04% | Add +31.6% | 9,397 | $357K |
| Mattson Financial Services, LLC | 0.07% | Add +0.4% | 8,865 | $353K |
| Promethos Capital, LLC | 0.09% | New | 9,070 | $345K |
| Arax Advisory Partners | 0.00% | Add +1141.7% | 8,866 | $337K |
| Strategic Global Advisors, LLC | 0.05% | Reduce -73.3% | 8,760 | $333K |
| BNP Paribas Financial Markets | 0.00% | Reduce -81.8% | 8,758 | $333K |
| Baron Wealth Management LLC | 0.08% | New | 8,584 | $327K |
| Palladiem, LLC | 0.32% | Reduce -4.3% | 8,568 | $326K |
| Pure Financial Advisors, LLC | 0.00% | New | 8,411 | $320K |
| Keebeck Wealth Management | 0.03% | New | 8,401 | $320K |
| Brown Financial Advisors | 0.11% | Reduce -0.9% | 8,248 | $314K |
| Abacus Wealth Partners, LLC | 0.03% | Reduce -0.6% | 7,912 | $301K |
| Frec Markets, Inc. | 0.03% | Add +7.9% | 7,790 | $296K |
| EP Wealth Advisors, LLC | 0.00% | Add +14.6% | 7,743 | $295K |
| Sage Rhino Capital LLC | 0.05% | Reduce -0.9% | 7,735 | $294K |
| Glenmede Trust Co. NA | 0.00% | Reduce -60.9% | 7,734 | $294K |
| SmartHarvest Portfolios, LLC | 0.09% | New | 7,646 | $291K |
| OneDigital Investment Advisors LLC | 0.00% | New | 7,536 | $287K |
| Sivia Capital Partners, LLC | 0.03% | New | 7,529 | $286K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -76.9% | 7,520 | $286K |
| Merit Financial Group, LLC | 0.00% | New | 7,131 | $271K |
| Diversify Advisory Services, LLC | 0.00% | New | 6,709 | $270K |
| Diversify Wealth Management, LLC | 0.00% | New | 6,709 | $270K |
| NewSquare Capital LLC | 0.02% | New | 7,034 | $268K |
| TD Private Client Wealth LLC | 0.00% | Add +42.2% | 7,032 | $267K |
| Ballentine Partners, LLC | 0.00% | No change | 7,029 | $267K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -12.0% | 6,973 | $265K |
| Ewa, LLC | 0.05% | Reduce -0.5% | 6,950 | $264K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 6,740 | $256K |
| Commerce Bank | 0.00% | New | 6,608 | $251K |
| Narus Financial Partners, LLC | 0.06% | New | 6,500 | $247K |
| Perigon Wealth Management, LLC | 0.00% | New | 6,319 | $240K |
| Crestwood Advisors Group, LLC | 0.00% | New | 6,261 | $238K |
| Walkner Condon Financial Advisors LLC | 0.03% | New | 6,096 | $232K |
| Bridgewater Advisors Inc. | 0.01% | Add +0.2% | 5,725 | $229K |
| Drive Wealth Management, LLC | 0.04% | New | 5,923 | $225K |
| Old National Bancorp | 0.00% | New | 5,873 | $223K |
| Range Advisory, LLC | 0.03% | New | 5,763 | $219K |
| 55 North Private Wealth, LLC | 0.04% | New | 5,610 | $213K |
| Clearstead Advisors, LLC | 0.00% | Reduce -50.0% | 5,362 | $204K |
| Icon Wealth Advisors, LLC | 0.01% | New | 5,337 | $203K |
| Norden Group LLC | 0.02% | New | 5,271 | $201K |
| Deutsche Bank AG | 0.00% | Add +106.1% | 4,727 | $180K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.1% | 3,894 | $148K |
| Huntington National Bank | 0.00% | Reduce -8.8% | 3,703 | $141K |
| Cromwell Holdings LLC | 0.05% | No change | 3,050 | $116K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +81.5% | 2,508 | $95K |
| Russell Investments Group, Ltd. | 0.00% | Add +31.4% | 2,316 | $88K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -57.2% | 2,104 | $80K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -7.8% | 1,940 | $74K |
| Allworth Financial LP | 0.00% | Add +9.9% | 1,850 | $70K |
| WealthCollab, LLC | 0.03% | No change | 1,823 | $69K |
| Horizon Investments, LLC | 0.00% | Reduce -33.0% | 1,821 | $69K |
| Brentview Investment Management LLC | 0.03% | No change | 1,760 | $67K |
| Ares Financial Consulting, LLC | 0.04% | No change | 1,490 | $57K |
| Bruce G. Allen Investments, LLC | 0.04% | Reduce -5.2% | 1,464 | $56K |
| Larson Financial Group LLC | 0.00% | Add +23.2% | 1,313 | $50K |
| Owl Creek Wealth Partners LLC | 0.01% | No change | 1,304 | $50K |
| Brown Brothers Harriman & Co. | 0.00% | Add +408.6% | 1,246 | $47K |
| Blue Trust, Inc. | 0.00% | Add +0.1% | 1,223 | $47K |
| Quantum Portfolio Management LLC | 0.01% | New | 984 | $37K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 965 | $37K |
| Harbor Asset Planning, Inc. | 0.03% | No change | 905 | $34K |
| Rothschild Investment LLC | 0.00% | Add +9833.3% | 894 | $34K |
| UMB Bank, n.a. | 0.00% | No change | 740 | $28K |
| True Wealth Design, LLC | 0.01% | Add +15.9% | 708 | $27K |
| IFP Advisors, Inc | 0.00% | No change | 654 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.4% | 622 | $24K |
| Elevation Wealth Partners, LLC | 0.01% | New | 604 | $23K |
| Bayban | 0.02% | No change | 590 | $22K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 522 | $20K |
| Evolution Wealth Management Inc. | 0.01% | No change | 500 | $19K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.7% | 489 | $19K |
| Financial Management Professionals, Inc. | 0.00% | No change | 483 | $18K |
| Albion Financial Group | 0.00% | No change | 475 | $18K |
| Private Trust Co. NA | 0.00% | Add +14.8% | 474 | $18K |
| Capital Analysts, LLC | 0.00% | No change | 475 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +35.2% | 465 | $18K |
| Bell Investment Advisors, Inc | 0.00% | No change | 456 | $17K |
| Trifecta Capital Advisors, LLC | 0.00% | Add +6.3% | 425 | $16K |
| Bessemer Group Inc. | 0.00% | No change | 402 | $16K |
| Mather Group, Llc. | 0.00% | No change | 403 | $15K |
| Cornerstone Financial Management LLC | 0.01% | Add +66.2% | 394 | $15K |
| LRI Investments, LLC | 0.00% | No change | 372 | $14K |
| NewEdge Advisors, LLC | 0.00% | No change | 320 | $12K |
| GW&K Investment Management, LLC | 0.00% | Add +1.7% | 305 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +4.5% | 303 | $12K |
| SHP Wealth Management | 0.00% | Add +0.4% | 279 | $11K |
| Signature Equity Partners, LLC | 0.00% | Add +27.8% | 262 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Add +0.8% | 247 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +38.9% | 243 | $9K |
| Dogwood Wealth Management LLC | 0.00% | Add +17.6% | 241 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +152.7% | 235 | $9K |
| Raffa Wealth Management, LLC | 0.00% | Add +14.6% | 212 | $8K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -5.5% | 188 | $7K |
| First Command Advisory Services, Inc. | 0.00% | Add +362.5% | 185 | $7K |
| Essential Partners LLC | 0.00% | Add +223.1% | 168 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 168 | $6K |
| Continuum Advisory, LLC | 0.00% | New | 161 | $6K |
| Zions Bancorporation, National Association | 0.00% | No change | 160 | $6K |
| Principia Wealth Advisory, LLC | 0.00% | Add +13.6% | 159 | $6K |
| Aventura Private Wealth, LLC | 0.00% | New | 159 | $6K |
| Retirement Wealth Solutions LLC | 0.00% | Add +225.5% | 153 | $6K |
| IMA Advisory Services, Inc. | 0.00% | Add +60.0% | 136 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 135 | $5K |
| North Star Investment Management Corp. | 0.00% | No change | 125 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 116 | $4K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 115 | $4K |
| JNBA Financial Advisors | 0.00% | No change | 109 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Add +87.7% | 107 | $4K |
| MV Capital Management, Inc. | 0.00% | Add +120.8% | 106 | $4K |
| Nisa Investment Advisors, LLC | 0.00% | Add +37.7% | 106 | $4K |
| Fiduciary Financial Advisors | 0.00% | New | 99 | $4K |
| Arlington Trust Co LLC | 0.00% | No change | 97 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -62.5% | 81 | $3K |
| JPL Wealth Management, LLC | 0.00% | No change | 80 | $3K |
| Buck Wealth Strategies, LLC | 0.00% | New | 80 | $3K |
| Quent Capital, LLC | 0.00% | New | 75 | $3K |
| Manchester Capital Management LLC | 0.00% | Reduce -91.1% | 70 | $3K |
| Independence Bank of Kentucky | 0.00% | No change | 70 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 70 | $3K |
| Lanark Financial, Inc. | 0.00% | Reduce -7.9% | 70 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 67 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 65 | $2K |
| Burk Holdings LLC | 0.00% | No change | 57 | $2K |
| Crewe Advisors LLC | 0.00% | New | 54 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +25.6% | 54 | $2K |
| WPG Advisers, LLC | 0.00% | Add +134.8% | 54 | $2K |
| CX Institutional | 0.00% | No change | 50 | $2K |
| Synergy Investment Management, LLC | 0.00% | New | 50 | $2K |
| Highland Investment Advisors LLC | 0.00% | — | 51 | $2K |
| American Capital Advisory, LLC | 0.00% | Reduce -66.9% | 48 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +34.3% | 47 | $2K |
| Grove Bank & Trust | 0.00% | Add +28.6% | 45 | $2K |
| Motco | 0.00% | New | 43 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 36 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 35 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 35 | $1K |
| IFG Advisory, LLC | 0.00% | New | 35 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 30 | $1K |
| Asset Dedication, LLC | 0.00% | New | 31 | $1K |
| Bogart Wealth, LLC | 0.00% | Add +50.0% | 30 | $1K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 27 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 25 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 26 | $989 |
| CENTRAL TRUST Co | 0.00% | New | 23 | $875 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 19 | $723 |
| Abound Wealth Management | 0.00% | Reduce -5.0% | 19 | $723 |
| Kilter Group LLC | 0.00% | Add +30.8% | 17 | $647 |
| Bare Financial Services, Inc | 0.00% | New | 15 | $571 |
| Stone House Investment Management, LLC | 0.00% | New | 14 | $533 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 14 | $514 |
| Triumph Capital Management | 0.00% | No change | 13 | $495 |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 10 | $381 |
| Monetary Solutions, Ltd | 0.00% | New | 10 | $380 |
| Marshall Investment Management, LLC | 0.00% | New | 10 | $380 |
| Institute for Wealth Management, LLC. | 0.00% | New | 5 | $205 |
| Mosley Wealth Management | 0.00% | New | 5 | $190 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 3 | $114 |
| Financial Gravity Companies, Inc. | 0.00% | — | 1 | $38 |
"% of holder's portfolio" is IX's weight in each manager's 13F, not the share of Orix - Sponsored ADR the manager owns.