Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: IXUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on IXUS, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 10,690,453 IXUS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,690,453 shares
    Change vs previous 13F -202,550 shares

    1.56% of the 13F portfolio, value $1,020,296,805.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,893,003 shares
    Change vs previous 13F +143,934 shares

    1.65% of the 13F portfolio, value $943,688,145.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,749,069 shares
    Change vs previous 13F +2,414,465 shares

    1.73% of the 13F portfolio, value $909,801,224.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,334,604 shares
    Change vs previous 13F +2,289,007 shares

    1.4% of the 13F portfolio, value $688,270,448.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,045,597 shares
    Change vs previous 13F +5,392,418 shares

    1.04% of the 13F portfolio, value $467,384,441.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 653,179 shares
    Change vs previous 13F +17,539 shares

    0.11% of the 13F portfolio, value $45,598,430.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 635,640 shares
    Change vs previous 13F -4,616 shares

    0.12% of the 13F portfolio, value $42,041,216.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 640,256 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $46,501,763.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).