ISHARES GLOBAL ENERGY ETF IXC
$49.25
+1.2% 52w: $37.75 – $57.48
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data37.7547.6257.48
Jun 20, 2025 Jul 2, 2026
Institutional holders
342
+46 QoQ
13F value
$1.66B
+42.6% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
8.5×
$3.2M calls / $380K puts
Institutional value by quarter
Number of holders
Who owns IXC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HSBC HOLDINGS PLC | Bank broker | 4.7M | $269.9M | 0.2% | New |
| Fisher Asset Management, LLC | Long only active | 3.5M | $203.1M | 0.1% | -76.1% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 3.3M | $192.8M | 0.2% | New |
| MORGAN STANLEY | Bank broker | 1.9M | $111.2M | 0.0% | +137.2% |
| FIL Ltd | Other | 1.9M | $108.7M | 0.1% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $66.8M | 0.0% | -3.0% |
| Focus Partners Wealth | Wealth advisor | 816.0K | $47.1M | 0.1% | +2.3% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 639.4K | $36.8M | 0.8% | +2.4% |
| Verger Capital Management LLC | Wealth advisor | 564.9K | $32.5M | 9.6% | -1.9% |
| Versant Capital Management, Inc | Diversified mechanical | 486.5K | $28.0M | 2.8% | +5.7% |
| LPL Financial LLC | Bank broker | 416.1K | $24.0M | 0.0% | +50.2% |
| UBS Group AG | Bank broker | 388.9K | $22.4M | 0.0% | -22.2% |
| MFA WEALTH ADVISORS, LLC | Wealth advisor | 316.5K | $18.2M | 3.6% | +4.1% |
| Van Cleef Asset Management,Inc ★2 | Fundamental diversified | 282.7K | $16.3M | 1.8% | -0.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 279.6K | $16.1M | 0.0% | +10.8% |
| Cetera Investment Advisers | Wealth advisor | 272.9K | $15.7M | 0.0% | -38.5% |
| JANE STREET GROUP, LLC | Market maker | 252.9K | $14.6M | 0.0% | +885.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 238.9K | $13.8M | 0.0% | +22.9% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Other | 235.8K | $13.6M | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 233.5K | $13.4M | 0.0% | +22.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 229.5K | $13.2M | 0.0% | -12.0% |
| Financial Advisory Corp | Wealth advisor | 222.5K | $12.8M | 1.8% | -22.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 210.9K | $12.1M | 0.0% | -53.0% |
| Cambria Investment Management, L.P. | Other | 202.5K | $11.7M | 0.7% | New |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 192.3K | $11.1M | 0.0% | +4.8% |
| ROYAL BANK OF CANADA | Bank broker | 180.0K | $10.4M | 0.0% | +28.9% |
| Strategic Wealth Investment Group, LLC | Other | 179.6K | $10.3M | 1.3% | -2.0% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 230.9K | $9.7M | 0.0% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 167.0K | $9.6M | 0.0% | -18.5% |
| Morningstar Investment Management LLC | Other | 154.9K | $8.9M | 0.6% | New |
| Sigma Planning Corp | Wealth advisor | 140.5K | $8.1M | 0.2% | -4.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 139.9K | $8.1M | 0.0% | +20.3% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 136.2K | $7.8M | 0.2% | New |
| NKCFO LLC | Other | 115.1K | $6.6M | 2.0% | New |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 112.5K | $6.5M | 0.1% | Held |
| HighTower Advisors, LLC | Diversified mechanical | 107.9K | $6.2M | 0.0% | +205.5% |
| Ayalon Insurance Comp Ltd. | Wealth advisor | 107.5K | $6.2M | 1.3% | Held |
| CLIENT 1ST ADVISORY GROUP, LLC | Wealth advisor | 106.8K | $6.2M | 1.9% | +20.7% |
| GenTrust, LLC | Wealth advisor | 106.1K | $6.1M | 0.3% | -2.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 101.1K | $5.8M | 0.0% | +0.1% |
| PRUDENTIAL PLC | Other | 96.2K | $5.5M | 0.0% | +61.7% |
| PINNACLE ASSOCIATES LTD | Other | 96.1K | $5.5M | 0.1% | +1.3% |
| BANK OF MONTREAL /CAN/ | Bank broker | 89.5K | $5.2M | 0.0% | +0.5% |
| Proficio Capital Partners LLC | Wealth advisor | 88.9K | $5.1M | 0.3% | +272.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 87.1K | $5.0M | 0.0% | -10.5% |
| PGIM Custom Harvest LLC | Wealth advisor | 83.1K | $4.8M | 0.1% | +0.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 81.6K | $4.8M | 0.0% | +39.9% |
| Banco Santander, S.A. | Other | 77.2K | $4.4M | 0.0% | +102.4% |
| Factor Wealth Management LTD | Wealth advisor | 74.3K | $4.3M | 0.8% | +18.9% |
| NORTHLAND SECURITIES, INC. | Wealth advisor | 72.1K | $4.2M | 4.0% | -2.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.