HoldingsChannel.com
Funds Holding IX
HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley700,172$41,380 03/31/2020
     IX700,172$41,380 03/31/2020
Parametric Portfolio Associates LLC632,438$37,377 03/31/2020
     IX632,438$37,377 03/31/2020
Aristotle Capital Management LLC $24,516 03/31/2020
     IX288,034$17,023 03/31/2020
     FOREIGN619,700$7,493 03/31/2020
Aperio Group LLC388,214$22,943 03/31/2020
     IX388,214$22,943 03/31/2020
Northern Trust Corp275,915$16,307 03/31/2020
     IX275,915$16,307 03/31/2020
Todd Asset Management LLC269,038$15,900 03/31/2020
     IX269,038$15,900 03/31/2020
Teachers Retirement System of The State of Kentucky169,100$14,105 12/31/2019
     IX169,100$14,105 12/31/2019
Crossmark Global Holdings Inc.161,149$9,524 03/31/2020
     IX161,149$9,524 03/31/2020
FMR LLC142,869$8,444 03/31/2020
     IX142,869$8,444 03/31/2020
Bank of America Corp DE83,698$4,946 03/31/2020
     IX83,698$4,946 03/31/2020
Eagle Global Advisors LLC66,640$3,938 03/31/2020
     IX66,640$3,938 03/31/2020
Goldman Sachs Group Inc.66,167$3,910 03/31/2020
     IX66,167$3,910 03/31/2020
Renaissance Technologies LLC61,600$3,641 03/31/2020
     IX61,600$3,641 03/31/2020
Henry James International Management Inc.54,479$3,220 03/31/2020
     IX54,479$3,220 03/31/2020
Envestnet Asset Management Inc.51,982$3,072 03/31/2020
     IX51,982$3,072 03/31/2020
Stifel Financial Corp49,721$2,952 03/31/2020
     IX49,721$2,952 03/31/2020
Nuveen Asset Management LLC48,773$2,882 03/31/2020
     IX48,773$2,882 03/31/2020
Scout Investments Inc.48,520$2,868 03/31/2020
     IX48,520$2,868 03/31/2020
US Bancorp DE40,158$2,374 03/31/2020
     IX40,158$2,374 03/31/2020
Jane Street Group LLC39,323$2,324 03/31/2020
     IX39,323$2,324 03/31/2020
Citigroup Inc.35,516$2,098 03/31/2020
     IX35,516$2,098 03/31/2020
Wells Fargo & Company MN31,389$1,854 03/31/2020
     IX31,389$1,854 03/31/2020
D. E. Shaw & Co. Inc.26,049$1,539 03/31/2020
     IX26,049$1,539 03/31/2020
FDx Advisors Inc.102,762$1,519 03/31/2020
     IX102,762$1,519 03/31/2020
Bank of Montreal Can27,381$1,477 03/31/2020
     IX27,381$1,477 03/31/2020
Dimensional Fund Advisors LP24,044$1,421 03/31/2020
     IX24,044$1,421 03/31/2020
Naples Global Advisors LLC22,610$1,336 03/31/2020
     IX22,610$1,336 03/31/2020
Synovus Financial Corp20,609$1,224 03/31/2020
     IX20,609$1,224 03/31/2020
Princeton Global Asset Management LLC20,596$1,217 03/31/2020
     IX20,596$1,217 03/31/2020
Gilman Hill Asset Management LLC19,858$1,174 03/31/2020
     IX19,858$1,174 03/31/2020
Millennium Management LLC19,526$1,154 03/31/2020
     IX19,526$1,154 03/31/2020
Mercer Global Advisors Inc. ADV15,664$926 03/31/2020
     IX15,664$926 03/31/2020
Boston Common Asset Management LLC14,646$866 03/31/2020
     IX14,646$866 03/31/2020
Wetherby Asset Management Inc.12,936$764 03/31/2020
     IX12,936$764 03/31/2020
Comerica Bank13,695$750 03/31/2020
     IX13,695$750 03/31/2020
Natixis Advisors L.P.11,593$685 03/31/2020
     IX11,593$685 03/31/2020
Strategic Global Advisors LLC11,227$664 03/31/2020
     IX11,227$664 03/31/2020
LPL Financial LLC11,121$657 03/31/2020
     IX11,121$657 03/31/2020
Greenleaf Trust10,562$624 03/31/2020
     IX10,562$624 03/31/2020
UBS Group AG10,334$611 03/31/2020
     IX10,334$611 03/31/2020
Quadrant Capital Group LLC9,846$584 03/31/2020
     IX9,846$584 03/31/2020
Bank of New York Mellon Corp9,524$563 03/31/2020
     IX9,524$563 03/31/2020
BTC Capital Management Inc.9,524$563 03/31/2020
     IX9,524$563 03/31/2020
Whittier Trust Co.8,971$530 03/31/2020
     IX8,971$530 03/31/2020
State Street Corp8,636$510 03/31/2020
     IX8,636$510 03/31/2020
Fifth Third Bancorp8,416$497 03/31/2020
     IX8,416$497 03/31/2020
Royal Bank of Canada7,117$420 03/31/2020
     IX7,117$420 03/31/2020
Eagle Asset Management Inc.6,704$396 03/31/2020
     IX6,704$396 03/31/2020
PNC Financial Services Group Inc.6,279$371 03/31/2020
     IX6,279$371 03/31/2020
American Century Companies Inc.5,900$349 03/31/2020
     IX5,900$349 03/31/2020
Assetmark Inc.5,836$345 03/31/2020
     IX5,836$345 03/31/2020
Raymond James & Associates5,648$334 03/31/2020
     IX5,648$334 03/31/2020
Neuberger Berman Group LLC5,510$326 03/31/2020
     IX5,510$326 03/31/2020
Two Sigma Advisers LP5,500$325 03/31/2020
     IX5,500$325 03/31/2020
Geode Capital Management LLC5,479$323 03/31/2020
     IX5,479$323 03/31/2020
Sei Investments Co.5,406$320 03/31/2020
     IX5,406$320 03/31/2020
Eaton Vance Management5,252$310 03/31/2020
     IX5,252$310 03/31/2020
Signaturefd LLC4,984$295 03/31/2020
     IX4,984$295 03/31/2020
Ameriprise Financial Inc.4,727$279 03/31/2020
     IX4,727$279 03/31/2020
O Shaughnessy Asset Management LLC4,708$278 03/31/2020
     IX4,708$278 03/31/2020
DC Investments Management LLC4,152$245 03/31/2020
     IX4,152$245 03/31/2020
Boston Private Wealth LLC3,874$229 03/31/2020
     IX3,874$229 03/31/2020
Financial Counselors Inc.3,774$223 03/31/2020
     IX3,774$223 03/31/2020
OLD National Bancorp IN3,447$204 03/31/2020
     IX3,447$204 03/31/2020
Advisors Asset Management Inc.3,256$192 03/31/2020
     IX3,256$192 03/31/2020
Quantum Capital Management2,114$176 12/31/2019
     IX2,114$176 12/31/2019
Huntington National Bank2,229$132 03/31/2020
     IX2,229$132 03/31/2020
Glenmede Trust Co. NA1,331$111 03/31/2020
     IX1,331$111 03/31/2020
Baldwin Brothers Inc. MA1,775$105 03/31/2020
     IX1,775$105 03/31/2020
Knights of Columbus Asset Advisors LLC1,547$91 03/31/2020
     IX1,547$91 03/31/2020
Private Capital Group LLC1,510$89 03/31/2020
     IX1,510$89 03/31/2020
Advisor Group Inc.961$81 12/31/2019
     IX961$81 12/31/2019
Lindbrook Capital LLC1,361$80 03/31/2020
     IX1,361$80 03/31/2020
Advisor Group Holdings Inc.1,097$65 03/31/2020
     IX1,097$65 03/31/2020
Cornerstone Advisors Inc.794$47 03/31/2020
     IX794$47 03/31/2020
Parallel Advisors LLC519$30 03/31/2020
     IX519$30 03/31/2020
Tower Research Capital LLC TRC 489$29 03/31/2020
     IX489$29 03/31/2020
JPMorgan Chase & Co.478$28 03/31/2020
     IX478$28 03/31/2020
Zions Bancorporation N.A.442$26 03/31/2020
     IX442$26 03/31/2020
Enterprise Financial Services Corp427$25 03/31/2020
     IX427$25 03/31/2020
tru Independence LLC370$22 03/31/2020
     IX370$22 03/31/2020
Advisory Services Network LLC318$19 03/31/2020
     IX318$19 03/31/2020
Steward Partners Investment Advisory LLC329$19 03/31/2020
     IX329$19 03/31/2020
Bessemer Group Inc.300$18 03/31/2020
     IX300$18 03/31/2020
AdvisorNet Financial Inc261$15 03/31/2020
     IX261$15 03/31/2020
Arkadios Wealth Advisors261$15 03/31/2020
     IX261$15 03/31/2020
Ladenburg Thalmann Financial Services Inc.234$13 12/31/2019
     IX234$13 12/31/2019
Kore Private Wealth LLC163$10 03/31/2020
     IX163$10 03/31/2020
RMR Wealth Builders119$10 12/31/2019
     IX119$10 12/31/2019
Northwestern Mutual Wealth Management Co.145$9 03/31/2020
     IX145$9 03/31/2020
CWM LLC155$9 03/31/2020
     IX155$9 03/31/2020
Lenox Wealth Advisors LLC145$9 03/31/2020
     IX145$9 03/31/2020
Farmers & Merchants Investments Inc.129$8 03/31/2020
     IX129$8 03/31/2020
Pinnacle Bank116$7 03/31/2020
     IX116$7 03/31/2020
Berman Capital Advisors LLC129$7 03/31/2020
     IX129$7 03/31/2020
Wealthcare Advisory Partners LLC97$6 03/31/2020
     IX97$6 03/31/2020
Patriot Financial Group Insurance Agency LLC95$6 03/31/2020
     IX95$6 03/31/2020
Liberty Wealth Management LLC97$6 03/31/2020
     IX97$6 03/31/2020
Evoke Wealth LLC81$5 03/31/2020
     IX81$5 03/31/2020
Column Capital Advisors LLC62$4 03/31/2020
     IX62$4 03/31/2020
Rockefeller Capital Management L.P.60$4 03/31/2020
     IX60$4 03/31/2020
Global Retirement Partners LLC61$4 03/31/2020
     IX61$4 03/31/2020
IFP Advisors Inc39$3 03/31/2020
     IX39$3 03/31/2020
Arden Trust Co46$3 03/31/2020
     IX46$3 03/31/2020
Bellevue Asset Management LLC51$3 03/31/2020
     IX51$3 03/31/2020
James Investment Research Inc.40$2 03/31/2020
     IX40$2 03/31/2020
Reilly Financial Advisors LLC42$2 03/31/2020
     IX42$2 03/31/2020
Associated Banc Corp11$1 03/31/2020
     IX11$1 03/31/2020
First Horizon Advisors Inc.21$1 03/31/2020
     IX21$1 03/31/2020
Stonebridge Capital Advisors LLC14$1 03/31/2020
     IX14$1 03/31/2020
Glassman Wealth Services11$1 03/31/2020
     IX11$1 03/31/2020
Truewealth LLC18$1 03/31/2020
     IX18$1 03/31/2020
Valeo Financial Advisors LLC13$1 03/31/2020
     IX13$1 03/31/2020
Prestige Wealth Management Group LLC11$1 03/31/2020
     IX11$1 03/31/2020
Proequities Inc.0$0 03/31/2020
     IX0$0 03/31/2020
Institutional & Family Asset Management LLC7$0 03/31/2020
     IX7$0 03/31/2020

See Summary: Institutional Holders of IX
See Details: Top 10 Hedge Funds Holding IX
Also See: IX Holdings Changes

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