Who owns FXG (FXG)
Which tracked institutional funds hold FXG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FXG 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
12 tracked funds added or opened FXG while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
FXG’s largest tracked holder by dollar value, LPL Financial LLC, 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 gap the other way — the median holder sizes FXG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FXG 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 114 tracked filers holding FXG, 44 increased or opened the position and 54 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 FXG 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.
Full exits 3
- Vestmark Advisory Solutions, Inc.$6M
- GRIMES & Co WEALTH MANAGEMENT, LLC$2M
- MML INVESTORS SERVICES, LLC$515K
Largest adds
- Independent Advisor Alliance$3M
- WELLS FARGO & COMPANY/MN$2M
- OSAIC HOLDINGS, INC.$1M
- STIFEL FINANCIAL CORP$1M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- LPL Financial LLC$653K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25M
- MORGAN STANLEY$13M
- BANK OF AMERICA CORP /DE/$1M
- GOLDMAN SACHS GROUP INC$1M
- UBS Group AG$989K
- Cambridge Investment Research Advisors, Inc.$895K
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 268,623 | $17M | 11.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 222,250 | $14M | 9.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 167,936 | $11M | 7.3% | 2026-Q1 |
| Independent Advisor Alliance added | 122,894 | $8M | 5.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 82,955 | $5M | 3.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 71,224 | $5M | 3.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 66,990 | $4M | 2.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 61,237 | $4M | 2.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 60,988 | $4M | 2.7% | 2026-Q1 |
| Milestones Private Investment Advisors LLC added | 58,095 | $4M | 2.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 48,727 | $3M | 2.1% | 2026-Q1 |
| CITIGROUP INC added | 42,392 | $3M | 1.8% | 2026-Q1 |
| UBS Group AG trimmed | 36,844 | $2M | 1.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 32,591 | $2M | 1.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 29,153 | $2M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 28,824 | $2M | 1.3% | 2026-Q1 |
| PGIM Custom Harvest LLC trimmed | 28,269 | $2M | 1.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 27,826 | $2M | 1.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 27,821 | $2M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 27,334 | $2M | 1.2% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 25,499 | $2M | 1.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 22,574 | $1M | 1.0% | 2026-Q1 |
| NAVELLIER & ASSOCIATES INC trimmed | 20,341 | $1M | 0.9% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 17,258 | $1M | 0.8% | 2026-Q1 |
| Regal Investment Advisors LLC | 17,239 | $1M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 15,761 | $1M | 0.7% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 15,112 | $963K | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 15,006 | $956K | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 15,000 | $956K | 0.7% | 2026-Q1 |
| Schrum Private Wealth Management LLC | 14,947 | $952K | 0.6% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 14,509 | $926K | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 14,403 | $911K | 0.6% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 12,009 | $765K | 0.5% | 2026-Q1 |
| Creative Planning trimmed | 11,772 | $750K | 0.5% | 2026-Q1 |
| GTS SECURITIES LLC added | 11,006 | $701K | 0.5% | 2026-Q1 |
| Pacific Sun Financial Corp trimmed | 10,218 | $651K | 0.4% | 2026-Q1 |
| Meridian Wealth Management, LLC | 10,029 | $639K | 0.4% | 2026-Q1 |
| Worthington Financial Partners, LLC added | 9,683 | $617K | 0.4% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 9,365 | $597K | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 8,614 | $549K | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 8,543 | $544K | 0.4% | 2026-Q1 |
| Trueblood Wealth Management, LLC trimmed | 8,420 | $537K | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 7,523 | $479K | 0.3% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. | 7,394 | $471K | 0.3% | 2026-Q1 |
| CX Institutional added | 7,327 | $467K | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 6,935 | $442K | 0.3% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 5,488 | $350K | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 5,483 | $349K | 0.2% | 2026-Q1 |
| RPg Family Wealth Advisory, LLC trimmed | 5,329 | $340K | 0.2% | 2026-Q1 |
| Nova Wealth Management, Inc. trimmed | 5,278 | $336K | 0.2% | 2026-Q1 |
| Risk Paradigm Group, LLC new | 5,179 | $330K | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 5,165 | $329K | 0.2% | 2026-Q1 |
| Summit Financial, LLC new | 4,836 | $308K | 0.2% | 2026-Q1 |
| Madden Advisory Services, Inc. trimmed | 4,544 | $290K | 0.2% | 2026-Q1 |
| Spire Wealth Management | 4,473 | $285K | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC | 4,356 | $278K | 0.2% | 2026-Q1 |
| Global View Capital Management LLC trimmed | 4,258 | $271K | 0.2% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 3,998 | $255K | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 3,789 | $241K | 0.2% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC trimmed | 3,750 | $239K | 0.2% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 3,611 | $230K | 0.2% | 2026-Q1 |
| Sound Income Strategies, LLC trimmed | 3,074 | $196K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 2,995 | $191K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 2,773 | $177K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,656 | $168K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. | 2,100 | $134K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 2,094 | $133K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 2,034 | $130K | 0.1% | 2026-Q1 |
| FMR LLC added | 1,879 | $120K | 0.1% | 2026-Q1 |
| BELLEVUE ASSET MANAGEMENT, LLC trimmed | 1,840 | $117K | 0.1% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 1,779 | $113K | 0.1% | 2026-Q1 |
| HOWE & RUSLING INC | 1,714 | $109K | 0.1% | 2026-Q1 |
| MAI Capital Management trimmed | 1,586 | $101K | 0.1% | 2026-Q1 |
| Virtue Capital Management, LLC trimmed | 115,222 | $8M | 5.1% | 2025-Q1 stale |
| Vestmark Advisory Solutions, Inc. trimmed | 92,535 | $6M | 3.8% | 2025-Q4 stale |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 30,359 | $2M | 1.3% | 2025-Q4 stale |
| BENJAMIN EDWARDS INC added | 13,120 | $830K | 0.6% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 8,333 | $536K | 0.4% | 2025-Q2 stale |
| Sigma Planning Corp trimmed | 8,180 | $518K | 0.4% | 2025-Q2 stale |
| MML INVESTORS SERVICES, LLC trimmed | 8,493 | $515K | 0.4% | 2025-Q4 stale |
| MGO ONE SEVEN LLC added | 7,903 | $500K | 0.3% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 6,725 | $426K | 0.3% | 2025-Q2 stale |
| Moloney Securities Asset Management, LLC trimmed | 6,023 | $381K | 0.3% | 2025-Q2 stale |
| Coppell Advisory Solutions LLC trimmed | 5,319 | $325K | 0.2% | 2025-Q4 stale |
| HBW ADVISORY SERVICES LLC trimmed | 5,214 | $316K | 0.2% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC added | 5,003 | $314K | 0.2% | 2025-Q3 stale |
| Atria Investments, Inc added | 4,956 | $301K | 0.2% | 2025-Q4 stale |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4,424 | $284K | 0.2% | 2025-Q3 stale |
| World Investment Advisors trimmed | 4,026 | $252K | 0.2% | 2025-Q3 stale |
| Rehmann Capital Advisory Group trimmed | 3,793 | $230K | 0.2% | 2025-Q4 stale |
| IFP Advisors, Inc trimmed | 3,785 | $230K | 0.2% | 2025-Q4 stale |
| Gateway Wealth Partners, LLC trimmed | 3,605 | $219K | 0.1% | 2025-Q4 stale |
| WMG Financial Advisors, LLC trimmed | 3,463 | $217K | 0.1% | 2025-Q3 stale |
| PARK AVENUE SECURITIES LLC added | 3,272 | $205K | 0.1% | 2025-Q3 stale |
| Equitable Holdings, Inc. | 3,127 | $204K | 0.1% | 2025-Q1 stale |
| LaSalle St. Investment Advisors, LLC added | 3,131 | $204K | 0.1% | 2025-Q1 stale |
| Bensler, LLC trimmed | 3,106 | $203K | 0.1% | 2025-Q1 stale |
| COMERICA BANK | 2,986 | $181K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 2,609 | $158K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 1,882 | $114K | 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.