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Institutional Ownership · SEC Form 13F

Who owns FXL (FXL)


Which tracked institutional funds hold FXL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FXL 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.

244
Institutional holders
4,804,769
Shares held (tracked funds)

How the tape is positioned

14 tracked funds added or opened FXL while 41 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

FXL’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 FXL more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FXL 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 244 tracked filers holding FXL, 62 increased or opened the position and 128 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 FXL 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

  • Independent Advisor Alliance$4M
  • MERCER GLOBAL ADVISORS INC /ADV$2M
  • Elser Financial Planning, Inc$1M
  • Dorsey Wright & Associates$708K
  • TCFG Investment Advisors, LLC$706K

Full exits 7

  • GTS SECURITIES LLC$7M
  • IronBridge Private Wealth, LLC$5M
  • Forty-three Eighteen Advisors, LLC$2M
  • Focus Financial Network, Inc.$844K
  • Coppell Advisory Solutions LLC$689K
  • COMERICA BANK$632K

Largest adds

  • CX Institutional$3M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3M
  • Proactive Wealth Strategies LLC$2M
  • UBS Group AG$2M
  • RAYMOND JAMES FINANCIAL INC$2M
  • FIFTH THIRD BANCORP$626K

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$117M
  • WELLS FARGO & COMPANY/MN$14M
  • LPL Financial LLC$8M
  • MORGAN STANLEY$7M
  • NewEdge Advisors, LLC$4M
  • OSAIC HOLDINGS, INC.$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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed681,271$108M14.2%2026-Q1
LPL Financial LLC trimmed563,382$90M11.7%2026-Q1
WELLS FARGO & COMPANY/MN trimmed447,401$71M9.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added433,582$69M9.0%2026-Q1
UBS Group AG added166,673$26M3.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed126,222$20M2.6%2026-Q1
Genesee Capital Advisors, LLC trimmed115,214$18M2.4%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed110,093$17M2.3%2026-Q1
TRUIST FINANCIAL CORP trimmed99,900$16M2.1%2026-Q1
AMERIPRISE FINANCIAL INC added94,558$15M2.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added93,218$15M1.9%2026-Q1
STIFEL FINANCIAL CORP trimmed86,737$14M1.8%2026-Q1
Cetera Investment Advisers trimmed81,370$13M1.7%2026-Q1
Vestmark Advisory Solutions, Inc. trimmed78,113$12M1.6%2026-Q1
Janney Montgomery Scott LLC trimmed77,905$12M1.6%2026-Q1
MAI Capital Management trimmed66,420$11M1.4%2026-Q1
RVW Wealth, LLC trimmed61,631$10M1.3%2026-Q1
ROYAL BANK OF CANADA trimmed58,013$9M1.2%2026-Q1
Choice Wealth Advisors LLC added57,375$9M1.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed55,317$9M1.2%2026-Q1
Creative Planning trimmed47,792$8M1.0%2026-Q1
Cambridge Investment Research Advisors, Inc. added45,594$7M0.9%2026-Q1
D.A. DAVIDSON & CO. trimmed39,964$6M0.8%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed34,819$6M0.7%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed33,586$5M0.7%2026-Q1
Waverly Advisors, LLC trimmed32,410$5M0.7%2026-Q1
IHT Wealth Management, LLC trimmed31,384$5M0.7%2026-Q1
Proactive Wealth Strategies LLC added31,169$5M0.6%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC trimmed30,087$5M0.6%2026-Q1
Chicago Partners Investment Group LLC trimmed25,292$5M0.6%2026-Q1
Triton Wealth Management, PLLC trimmed27,731$5M0.6%2026-Q1
Independent Advisor Alliance trimmed27,249$4M0.6%2026-Q1
CX Institutional added27,019$4M0.6%2026-Q1
Rockefeller Capital Management L.P. added25,224$4M0.5%2026-Q1
US BANCORP \DE\ added24,526$4M0.5%2026-Q1
Schrum Private Wealth Management LLC trimmed21,536$3M0.4%2026-Q1
Kestra Advisory Services, LLC added21,134$3M0.4%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added18,627$3M0.4%2026-Q1
Farther Finance Advisors, LLC added17,268$3M0.4%2026-Q1
&PARTNERS trimmed16,176$3M0.3%2026-Q1
STEPHENS INC /AR/ added16,005$3M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added15,950$2M0.3%2026-Q1
L & S Advisors Inc trimmed15,220$2M0.3%2026-Q1
MTM Investment Management, LLC trimmed14,512$2M0.3%2026-Q1
Socha Financial Group, LLC trimmed14,414$2M0.3%2026-Q1
Baird Financial Group, Inc. trimmed13,649$2M0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV new12,896$2M0.3%2026-Q1
Private Advisor Group, LLC trimmed11,983$2M0.2%2026-Q1
Plotkin Financial Advisors, LLC11,118$2M0.2%2026-Q1
HighTower Advisors, LLC trimmed11,038$2M0.2%2026-Q1
Paragon Private Wealth Management, LLC trimmed10,646$2M0.2%2026-Q1
Novak & Powell Financial Services, Inc. trimmed10,072$2M0.2%2026-Q1
Arax Advisory Partners added9,860$2M0.2%2026-Q1
CoreCap Advisors, LLC trimmed9,823$2M0.2%2026-Q1
Retirement Planning Group, LLC added9,511$2M0.2%2026-Q1
BENJAMIN EDWARDS INC trimmed9,450$2M0.2%2026-Q1
Mariner, LLC trimmed9,182$1M0.2%2026-Q1
CWM, LLC added8,753$1M0.2%2026-Q1
Bawa N Mallick Trust8,697$1M0.2%2026-Q1
Three Seasons Wealth, LLC trimmed8,693$1M0.2%2026-Q1
IFP Advisors, Inc trimmed8,410$1M0.2%2026-Q1
BETO FINANCIAL GROUP, LLC trimmed6,478$1M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed7,679$1M0.2%2026-Q1
Arkadios Wealth Advisors trimmed7,565$1M0.2%2026-Q1
Clear Creek Financial Management, LLC added7,552$1M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed7,401$1M0.2%2026-Q1
Krilogy Financial LLC trimmed6,365$1M0.1%2026-Q1
Stablepoint Partners, LLC added7,103$1M0.1%2026-Q1
Stratos Wealth Partners, LTD. trimmed7,069$1M0.1%2026-Q1
Ashton Thomas Private Wealth, LLC trimmed6,895$1M0.1%2026-Q1
Elser Financial Planning, Inc6,786$1M0.1%2026-Q1
Equitable Holdings, Inc. added6,328$1M0.1%2026-Q1
Prospera Financial Services Inc added6,638$1M0.1%2026-Q1
Gateway Wealth Partners, LLC added6,094$968K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. added6,045$960K0.1%2026-Q1
Apollon Wealth Management, LLC trimmed6,034$959K0.1%2026-Q1
Kesler, Norman & Wride, LLC trimmed5,515$876K0.1%2026-Q1
TruWealth Advisors, LLC5,462$868K0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added5,392$857K0.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed5,158$819K0.1%2026-Q1
FMR LLC trimmed5,076$806K0.1%2026-Q1
Warner Group LLC5,045$802K0.1%2026-Q1
Concurrent Investment Advisors, LLC trimmed4,945$786K0.1%2026-Q1
Mutual Advisors, LLC trimmed4,905$779K0.1%2026-Q1
Morey & Quinn Wealth Partners, LLC trimmed4,887$776K0.1%2026-Q1
BIP Wealth, LLC trimmed4,819$766K0.1%2026-Q1
RFG Advisory, LLC trimmed4,751$755K0.1%2026-Q1
GTS SECURITIES LLC added44,361$7M1.0%2025-Q4 stale
JANE STREET GROUP, LLC added38,836$7M0.9%2025-Q3 stale
IronBridge Private Wealth, LLC30,226$5M0.7%2025-Q4 stale
BRASS TAX WEALTH MANAGEMENT, INC trimmed29,610$5M0.7%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. trimmed22,788$4M0.5%2025-Q2 stale
CITADEL ADVISORS LLC trimmed19,677$3M0.4%2025-Q3 stale
WIN ADVISORS, INC added22,118$3M0.4%2025-Q1 stale
Brueske Advisory Services, LLC trimmed14,500$2M0.3%2025-Q3 stale
Forty-three Eighteen Advisors, LLC new9,206$2M0.2%2025-Q4 stale
TFG Advisers LLC trimmed9,291$1M0.2%2025-Q2 stale
Strategic Blueprint, LLC trimmed5,492$923K0.1%2025-Q3 stale
WMG Financial Advisors, LLC trimmed5,102$857K0.1%2025-Q3 stale
Focus Financial Network, Inc. trimmed5,016$844K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership