Who owns FXF (FXF)
Which tracked institutional funds hold FXF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FXF company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on FXF is one-sided between 2025-Q4 and 2026-Q1: 23 added or opened and 5 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FXF’s largest tracked holder by dollar value, STIFEL FINANCIAL CORP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FXF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 95 tracked filers holding FXF, 57 increased or opened the position and 25 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FXF between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- Steward Partners Investment Advisory, LLC$8M
- GFS Advisors, LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- CITADEL ADVISORS LLC$2M
- FIDUCIARY FAMILY OFFICE, LLC$2M
- Ameritas Advisory Services, LLC$2M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$8M
- NATIONAL BANK OF CANADA /FI/$3M
- WELLS FARGO & COMPANY/MN$2M
- OPPENHEIMER & CO INC$2M
- BANK OF AMERICA CORP /DE/$1M
- OSAIC HOLDINGS, INC.$1M
Largest trims
- AVALON CAPITAL MANAGEMENT$9M
- RAYMOND JAMES FINANCIAL INC$5M
- FLOW TRADERS U.S. LLC$1M
- MORGAN STANLEY$986K
- Rockefeller Capital Management L.P.$337K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 103,465 | $11M | 4.4% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 102,183 | $11M | 4.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 97,660 | $11M | 4.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 69,126 | $8M | 3.0% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 64,544 | $7M | 2.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 54,886 | $6M | 2.3% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 45,974 | $5M | 2.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 42,852 | $5M | 1.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 40,552 | $4M | 1.7% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 31,415 | $3M | 1.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 29,166 | $3M | 1.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 27,739 | $3M | 1.2% | 2026-Q1 |
| UBS Group AG added | 26,079 | $3M | 1.1% | 2026-Q1 |
| GFS Advisors, LLC new | 6,385 | $3M | 1.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC | 24,297 | $3M | 1.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,591 | $3M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 23,080 | $3M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 22,030 | $2M | 0.9% | 2026-Q1 |
| FIDUCIARY FAMILY OFFICE, LLC new | 21,960 | $2M | 0.9% | 2026-Q1 |
| Ridge Creek Global, Inc trimmed | 21,483 | $2M | 0.9% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 21,103 | $2M | 0.9% | 2026-Q1 |
| LPL Financial LLC added | 20,707 | $2M | 0.9% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 19,864 | $2M | 0.8% | 2026-Q1 |
| Transamerica Financial Advisors, LLC added | 18,925 | $2M | 0.8% | 2026-Q1 |
| NewSquare Capital LLC added | 18,533 | $2M | 0.8% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new | 17,394 | $2M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 16,744 | $2M | 0.7% | 2026-Q1 |
| Sonoma Private Wealth LLC trimmed | 15,519 | $2M | 0.7% | 2026-Q1 |
| Pure Financial Advisors, LLC | 13,499 | $1M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,527 | $1M | 0.5% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 11,340 | $1M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 11,025 | $1M | 0.5% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 10,561 | $1M | 0.5% | 2026-Q1 |
| Mariner, LLC new | 10,264 | $1M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 9,645 | $1M | 0.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 8,900 | $983K | 0.4% | 2026-Q1 |
| Pekin Hardy Strauss, Inc. trimmed | 8,740 | $965K | 0.4% | 2026-Q1 |
| PFG Investments, LLC added | 7,790 | $860K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 7,792 | $860K | 0.3% | 2026-Q1 |
| Haven Private, LLC trimmed | 6,778 | $748K | 0.3% | 2026-Q1 |
| JAMES INVESTMENT RESEARCH, INC. trimmed | 6,411 | $708K | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 5,887 | $649K | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 5,359 | $592K | 0.2% | 2026-Q1 |
| RFG Advisory, LLC | 5,130 | $566K | 0.2% | 2026-Q1 |
| CARRET ASSET MANAGEMENT, LLC | 4,630 | $511K | 0.2% | 2026-Q1 |
| MAI Capital Management | 4,560 | $503K | 0.2% | 2026-Q1 |
| Baker Ellis Asset Management LLC | 4,500 | $497K | 0.2% | 2026-Q1 |
| 3EDGE Asset Management, LP new | 4,386 | $484K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 4,259 | $470K | 0.2% | 2026-Q1 |
| Creative Planning added | 4,237 | $468K | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 3,710 | $410K | 0.2% | 2026-Q1 |
| Wellspring Financial Advisors, LLC | 3,500 | $386K | 0.1% | 2026-Q1 |
| Focus Partners Wealth | 3,392 | $375K | 0.1% | 2026-Q1 |
| 17 CAPITAL PARTNERS, LLC added | 3,387 | $374K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL new | 3,159 | $349K | 0.1% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 3,144 | $347K | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 2,698 | $298K | 0.1% | 2026-Q1 |
| North Capital, Inc. added | 2,638 | $291K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 2,512 | $277K | 0.1% | 2026-Q1 |
| Presidio Capital Management, LLC new | 2,500 | $276K | 0.1% | 2026-Q1 |
| Evercore Wealth Management, LLC | 2,450 | $271K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 2,426 | $268K | 0.1% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2,194 | $242K | 0.1% | 2026-Q1 |
| AVALON CAPITAL MANAGEMENT trimmed | 2,166 | $239K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ | 2,065 | $228K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 2,000 | $221K | 0.1% | 2026-Q1 |
| Carr Financial Group Corp | 2,000 | $221K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,852 | $204K | 0.1% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO new | 1,500 | $166K | 0.1% | 2026-Q1 |
| Key Financial Inc | 1,200 | $132K | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 1,184 | $131K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC new | 1,145 | $126K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 391,893 | $44M | 17.0% | 2025-Q2 stale |
| BENJAMIN EDWARDS INC new | 342,214 | $38M | 14.8% | 2025-Q2 stale |
| CONFLUENCE INVESTMENT MANAGEMENT LLC new | 143,339 | $16M | 6.2% | 2025-Q2 stale |
| Hamilton Wealth, LLC added | 61,780 | $7M | 2.7% | 2025-Q2 stale |
| Cresset Asset Management, LLC added | 20,063 | $2M | 0.8% | 2025-Q1 stale |
| WOLVERINE TRADING, LLC added | 16,200 | $2M | 0.7% | 2025-Q3 stale |
| GTS SECURITIES LLC new | 9,541 | $1M | 0.4% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC new | 8,800 | $984K | 0.4% | 2025-Q2 stale |
| Encompass More Asset Management new | 8,513 | $952K | 0.4% | 2025-Q2 stale |
| Synergy Asset Management, LLC added | 6,172 | $690K | 0.3% | 2025-Q3 stale |
| Cooper Capital Advisors LLC added | 5,379 | $598K | 0.2% | 2025-Q3 stale |
| Atria Investments, Inc added | 4,941 | $552K | 0.2% | 2025-Q2 stale |
| Qube Research & Technologies Ltd added | 4,440 | $496K | 0.2% | 2025-Q4 stale |
| Efficient Advisors, LLC new | 3,762 | $421K | 0.2% | 2025-Q2 stale |
| PEAPACK GLADSTONE FINANCIAL CORP | 3,922 | $394K | 0.2% | 2025-Q1 stale |
| SWMG, LLC new | 3,667 | $393K | 0.2% | 2025-Q1 stale |
| Kingsview Wealth Management, LLC new | 3,201 | $358K | 0.1% | 2025-Q2 stale |
| SIMPLEX TRADING, LLC added | 2,785 | $309K | 0.1% | 2025-Q3 stale |
| DF DENT & CO INC | 2,560 | $285K | 0.1% | 2025-Q3 stale |
| TWO SIGMA SECURITIES, LLC trimmed | 2,402 | $269K | 0.1% | 2025-Q2 stale |
| Mutual Advisors, LLC new | 2,485 | $266K | 0.1% | 2025-Q1 stale |
| WEST PACES ADVISORS INC. new | 2,295 | $257K | 0.1% | 2025-Q2 stale |
| Waterloo Capital, L.P. new | 2,278 | $255K | 0.1% | 2025-Q2 stale |
| Markin Asset Management, LP new | 2,149 | $240K | 0.1% | 2025-Q4 stale |
| Bank of New York Mellon Corp new | 1,985 | $222K | 0.1% | 2025-Q2 stale |
| Dakota Wealth Management new | 1,850 | $206K | 0.1% | 2025-Q4 stale |
| Compound Planning, Inc. new | 1,810 | $202K | 0.1% | 2025-Q4 stale |
| NVWM, LLC added | 1,384 | $154K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.