13F institutional ownership facts

Institutions tracked

22

Reported value

$1,374,189.00

Reported shares

133,287

Latest filing period

Q2 2026

Top institutional holders

  1. Dmitry Balyasny - Balyasny Asset Management · $4,301,610 · 0.01%
  2. Israel Englander - Millennium Management · $21,304,852 · 0.01%
  3. UBS Group · $20,020,133 · <0.01%%
  4. Ken Griffin - Citadel Advisors · $5,218,479 · <0.01%%
  5. Wellington Management · $15,190,847 · <0.01%%
  6. Franklin Resources · $9,991,627 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$IMMX

Institutional Holdings

22

Top Institutions

Top Institutions

1

Dmitry Balyasny - Balyasny Asset Management

417,227 shares

0.01%

% of Portfolio

2

Israel Englander - Millennium Management

2,066,426 shares

0.01%

% of Portfolio

3

UBS Group

1,941,817 shares

NaN%

% of Portfolio

4

Ken Griffin - Citadel Advisors

506,157 shares

NaN%

% of Portfolio

5

Wellington Management

1,473,409 shares

NaN%

% of Portfolio

6

Franklin Resources

969,120 shares

NaN%

% of Portfolio

7

T. Rowe Price

1,739,919 shares

NaN%

% of Portfolio

8

State Street Corp

2,996,935 shares

NaN%

% of Portfolio

9

Geode Capital Management

1,201,097 shares

NaN%

% of Portfolio

10

David E. Shaw - D.E. Shaw & Co.

93,106 shares

NaN%

% of Portfolio

11

Northern Trust Corp

418,051 shares

NaN%

% of Portfolio

12

Larry Fink - BlackRock

2,989,972 shares

NaN%

% of Portfolio

13

Two Sigma Investments

40,181 shares

NaN%

% of Portfolio

14

Nuveen

102,979 shares

NaN%

% of Portfolio

15

David Solomon - Goldman Sachs

174,107 shares

NaN%

% of Portfolio

16

Charles Schwab

127,256 shares

NaN%

% of Portfolio

17

Morgan Stanley

159,474 shares

NaN%

% of Portfolio

18

BNP Paribas

6,275 shares

NaN%

% of Portfolio

19

Invesco

22,318 shares

NaN%

% of Portfolio

20

Jamie Dimon - JPMorgan Chase

19,575 shares

NaN%

% of Portfolio

21

Legal & General

3,985 shares

NaN%

% of Portfolio

22

Jane Street Group

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

40%

LARGE

25%

MEDIUM

20%

SMALL

15%

Geographic Distribution

North America
70%
Europe
15%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

45

Sellers

20

Holders

65

New

8

Exited

8

Unlock Pro to view full data

Insider TradingPRO

Trading Statistics

Insider Buyers

8

Insider Sellers

20

Purchase Value

$10.7M

Role Distribution

CEO
25%
CFO
21%
Director
39%
VP
16%
Other
5%
Unlock Pro to view full data

RatingPRO

75

B+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
85
Recent Activity
60
Concentration
65
Momentum
65
Stability
71

Recent Actions

New

10

Increased

25

Decreased

8

Exited

2

Total

45

Unlock Pro to view full data