Who owns FXH (FXH)
Which tracked institutional funds hold FXH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FXH 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
14 tracked funds added or opened FXH while 33 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
FXH’s largest tracked holder by dollar value, MORGAN STANLEY, 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 FXH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FXH 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 237 tracked filers holding FXH, 80 increased or opened the position and 114 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 FXH 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 5
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- JANE STREET GROUP, LLC$2M
- MERCER GLOBAL ADVISORS INC /ADV$2M
- Snowden Capital Advisors LLC$626K
- CITADEL ADVISORS LLC$503K
Full exits 4
- Vestmark Advisory Solutions, Inc.$7M
- TWO SIGMA INVESTMENTS, LP$3M
- NAVELLIER & ASSOCIATES INC$2M
- Pine Valley Investments Ltd Liability Co$545K
Largest adds
- KINGSWOOD WEALTH ADVISORS, LLC$1M
- ROYAL BANK OF CANADA$1M
- Arkadios Wealth Advisors$988K
- STIFEL FINANCIAL CORP$925K
- Kestra Advisory Services, LLC$562K
- CX Institutional$378K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$114M
- MORGAN STANLEY$24M
- AMERIPRISE FINANCIAL INC$5M
- WELLS FARGO & COMPANY/MN$3M
- RAYMOND JAMES FINANCIAL INC$3M
- BANK OF AMERICA CORP /DE/$3M
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 | 819,837 | $90M | 20.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 297,498 | $33M | 7.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 281,852 | $31M | 7.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 280,415 | $31M | 7.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 267,805 | $29M | 6.7% | 2026-Q1 |
| Rockport Wealth LLC trimmed | 144,727 | $16M | 3.6% | 2026-Q1 |
| UBS Group AG trimmed | 117,690 | $13M | 3.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 106,828 | $12M | 2.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 78,075 | $9M | 2.0% | 2026-Q1 |
| PERRYMAN FINANCIAL ADVISORY INC /AD added | 72,811 | $8M | 1.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 69,164 | $8M | 1.7% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 64,990 | $7M | 1.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 62,310 | $7M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 58,880 | $6M | 1.5% | 2026-Q1 |
| PGIM Custom Harvest LLC trimmed | 54,342 | $6M | 1.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 49,347 | $5M | 1.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 45,529 | $5M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 39,435 | $4M | 1.0% | 2026-Q1 |
| Paller Financial Services Inc trimmed | 37,105 | $4M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 34,993 | $4M | 0.9% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 32,164 | $4M | 0.8% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 32,128 | $4M | 0.8% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 28,836 | $3M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 28,346 | $3M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,339 | $3M | 0.6% | 2026-Q1 |
| Holistic Financial Partners trimmed | 22,609 | $2M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 22,502 | $2M | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 21,153 | $2M | 0.5% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 20,618 | $2M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 19,654 | $2M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 19,117 | $2M | 0.5% | 2026-Q1 |
| Financial Advisory Corp trimmed | 18,971 | $2M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 18,466 | $2M | 0.5% | 2026-Q1 |
| ASSETMARK, INC added | 16,897 | $2M | 0.4% | 2026-Q1 |
| SFI Advisors, LLC trimmed | 15,941 | $2M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 15,606 | $2M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 15,190 | $2M | 0.4% | 2026-Q1 |
| Arkadios Wealth Advisors added | 15,161 | $2M | 0.4% | 2026-Q1 |
| Security Financial Services, INC. | 15,079 | $2M | 0.4% | 2026-Q1 |
| Prosperity Consulting Group, LLC trimmed | 14,305 | $2M | 0.4% | 2026-Q1 |
| PCG Wealth Advisors, LLC added | 13,735 | $2M | 0.3% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 13,259 | $1M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 13,258 | $1M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 12,838 | $1M | 0.3% | 2026-Q1 |
| Golden State Wealth Management, LLC trimmed | 12,251 | $1M | 0.3% | 2026-Q1 |
| CX Institutional added | 11,679 | $1M | 0.3% | 2026-Q1 |
| Morey & Quinn Wealth Partners, LLC trimmed | 11,458 | $1M | 0.3% | 2026-Q1 |
| Schrum Private Wealth Management LLC | 11,432 | $1M | 0.3% | 2026-Q1 |
| Wagner Wealth Management, LLC trimmed | 10,629 | $1M | 0.3% | 2026-Q1 |
| OneAscent Financial Services LLC added | 10,628 | $1M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 9,860 | $1M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 9,326 | $1M | 0.2% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 9,254 | $1M | 0.2% | 2026-Q1 |
| Apollon Financial, LLC trimmed | 9,093 | $998K | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 8,884 | $975K | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 8,632 | $948K | 0.2% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC added | 8,180 | $898K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 8,169 | $897K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 7,830 | $860K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 7,602 | $834K | 0.2% | 2026-Q1 |
| HANCOCK WHITNEY CORP | 7,000 | $791K | 0.2% | 2026-Q1 |
| Jacobi Capital Management LLC added | 7,187 | $789K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 7,175 | $788K | 0.2% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. added | 7,074 | $777K | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 6,775 | $744K | 0.2% | 2026-Q1 |
| HB Wealth Management, LLC | 6,740 | $740K | 0.2% | 2026-Q1 |
| Advisory Advocates, LLC | 6,700 | $735K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 6,905 | $722K | 0.2% | 2026-Q1 |
| MAI Capital Management trimmed | 6,218 | $683K | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 6,208 | $681K | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 6,194 | $680K | 0.2% | 2026-Q1 |
| Regal Investment Advisors LLC | 6,180 | $678K | 0.2% | 2026-Q1 |
| CATHY PARETO & ASSOCIATES, INC trimmed | 6,111 | $670K | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 5,875 | $645K | 0.1% | 2026-Q1 |
| WealthPLAN Partners, LLC trimmed | 5,864 | $644K | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 5,809 | $638K | 0.1% | 2026-Q1 |
| Spectrum Wealth Advisory Group, LLC | 5,769 | $633K | 0.1% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 5,704 | $626K | 0.1% | 2026-Q1 |
| Alliance Wealth Advisors, LLC | 5,697 | $625K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 5,512 | $605K | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 5,446 | $598K | 0.1% | 2026-Q1 |
| EVOKE WEALTH, LLC | 5,378 | $590K | 0.1% | 2026-Q1 |
| Worthington Financial Partners, LLC trimmed | 5,134 | $564K | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 5,120 | $562K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 5,251 | $556K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 23,922 | $553K | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 5,026 | $552K | 0.1% | 2026-Q1 |
| OLD NATIONAL BANCORP /IN/ trimmed | 5,001 | $549K | 0.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 58,819 | $7M | 1.5% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP added | 22,500 | $3M | 0.6% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 16,892 | $2M | 0.4% | 2025-Q2 stale |
| Moment Partners, LLC trimmed | 15,862 | $2M | 0.4% | 2025-Q1 stale |
| NAVELLIER & ASSOCIATES INC trimmed | 13,429 | $2M | 0.4% | 2025-Q4 stale |
| Virtue Capital Management, LLC trimmed | 13,564 | $1M | 0.3% | 2025-Q1 stale |
| Strategic Blueprint, LLC trimmed | 13,176 | $1M | 0.3% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 11,929 | $1M | 0.3% | 2025-Q2 stale |
| Empowered Funds, LLC new | 8,405 | $871K | 0.2% | 2025-Q1 stale |
| TWO SIGMA SECURITIES, LLC added | 7,307 | $757K | 0.2% | 2025-Q1 stale |
| RFG Advisory, LLC added | 6,607 | $684K | 0.2% | 2025-Q1 stale |
| Thrivent Financial for Lutherans | 5,507 | $621K | 0.1% | 2025-Q1 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.