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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 681,271 | $108M | 14.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 563,382 | $90M | 11.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 447,401 | $71M | 9.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 433,582 | $69M | 9.0% | 2026-Q1 |
| UBS Group AG added | 166,673 | $26M | 3.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 126,222 | $20M | 2.6% | 2026-Q1 |
| Genesee Capital Advisors, LLC trimmed | 115,214 | $18M | 2.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 110,093 | $17M | 2.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 99,900 | $16M | 2.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 94,558 | $15M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 93,218 | $15M | 1.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 86,737 | $14M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 81,370 | $13M | 1.7% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 78,113 | $12M | 1.6% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 77,905 | $12M | 1.6% | 2026-Q1 |
| MAI Capital Management trimmed | 66,420 | $11M | 1.4% | 2026-Q1 |
| RVW Wealth, LLC trimmed | 61,631 | $10M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 58,013 | $9M | 1.2% | 2026-Q1 |
| Choice Wealth Advisors LLC added | 57,375 | $9M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 55,317 | $9M | 1.2% | 2026-Q1 |
| Creative Planning trimmed | 47,792 | $8M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 45,594 | $7M | 0.9% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 39,964 | $6M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,819 | $6M | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 33,586 | $5M | 0.7% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 32,410 | $5M | 0.7% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 31,384 | $5M | 0.7% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 31,169 | $5M | 0.6% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 30,087 | $5M | 0.6% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 25,292 | $5M | 0.6% | 2026-Q1 |
| Triton Wealth Management, PLLC trimmed | 27,731 | $5M | 0.6% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 27,249 | $4M | 0.6% | 2026-Q1 |
| CX Institutional added | 27,019 | $4M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 25,224 | $4M | 0.5% | 2026-Q1 |
| US BANCORP \DE\ added | 24,526 | $4M | 0.5% | 2026-Q1 |
| Schrum Private Wealth Management LLC trimmed | 21,536 | $3M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 21,134 | $3M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 18,627 | $3M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 17,268 | $3M | 0.4% | 2026-Q1 |
| &PARTNERS trimmed | 16,176 | $3M | 0.3% | 2026-Q1 |
| STEPHENS INC /AR/ added | 16,005 | $3M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 15,950 | $2M | 0.3% | 2026-Q1 |
| L & S Advisors Inc trimmed | 15,220 | $2M | 0.3% | 2026-Q1 |
| MTM Investment Management, LLC trimmed | 14,512 | $2M | 0.3% | 2026-Q1 |
| Socha Financial Group, LLC trimmed | 14,414 | $2M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 13,649 | $2M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV new | 12,896 | $2M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 11,983 | $2M | 0.2% | 2026-Q1 |
| Plotkin Financial Advisors, LLC | 11,118 | $2M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 11,038 | $2M | 0.2% | 2026-Q1 |
| Paragon Private Wealth Management, LLC trimmed | 10,646 | $2M | 0.2% | 2026-Q1 |
| Novak & Powell Financial Services, Inc. trimmed | 10,072 | $2M | 0.2% | 2026-Q1 |
| Arax Advisory Partners added | 9,860 | $2M | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 9,823 | $2M | 0.2% | 2026-Q1 |
| Retirement Planning Group, LLC added | 9,511 | $2M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 9,450 | $2M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 9,182 | $1M | 0.2% | 2026-Q1 |
| CWM, LLC added | 8,753 | $1M | 0.2% | 2026-Q1 |
| Bawa N Mallick Trust | 8,697 | $1M | 0.2% | 2026-Q1 |
| Three Seasons Wealth, LLC trimmed | 8,693 | $1M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 8,410 | $1M | 0.2% | 2026-Q1 |
| BETO FINANCIAL GROUP, LLC trimmed | 6,478 | $1M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 7,679 | $1M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 7,565 | $1M | 0.2% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 7,552 | $1M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 7,401 | $1M | 0.2% | 2026-Q1 |
| Krilogy Financial LLC trimmed | 6,365 | $1M | 0.1% | 2026-Q1 |
| Stablepoint Partners, LLC added | 7,103 | $1M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 7,069 | $1M | 0.1% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC trimmed | 6,895 | $1M | 0.1% | 2026-Q1 |
| Elser Financial Planning, Inc | 6,786 | $1M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 6,328 | $1M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 6,638 | $1M | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 6,094 | $968K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 6,045 | $960K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 6,034 | $959K | 0.1% | 2026-Q1 |
| Kesler, Norman & Wride, LLC trimmed | 5,515 | $876K | 0.1% | 2026-Q1 |
| TruWealth Advisors, LLC | 5,462 | $868K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 5,392 | $857K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 5,158 | $819K | 0.1% | 2026-Q1 |
| FMR LLC trimmed | 5,076 | $806K | 0.1% | 2026-Q1 |
| Warner Group LLC | 5,045 | $802K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 4,945 | $786K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 4,905 | $779K | 0.1% | 2026-Q1 |
| Morey & Quinn Wealth Partners, LLC trimmed | 4,887 | $776K | 0.1% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 4,819 | $766K | 0.1% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 4,751 | $755K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC added | 44,361 | $7M | 1.0% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 38,836 | $7M | 0.9% | 2025-Q3 stale |
| IronBridge Private Wealth, LLC | 30,226 | $5M | 0.7% | 2025-Q4 stale |
| BRASS TAX WEALTH MANAGEMENT, INC trimmed | 29,610 | $5M | 0.7% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 22,788 | $4M | 0.5% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 19,677 | $3M | 0.4% | 2025-Q3 stale |
| WIN ADVISORS, INC added | 22,118 | $3M | 0.4% | 2025-Q1 stale |
| Brueske Advisory Services, LLC trimmed | 14,500 | $2M | 0.3% | 2025-Q3 stale |
| Forty-three Eighteen Advisors, LLC new | 9,206 | $2M | 0.2% | 2025-Q4 stale |
| TFG Advisers LLC trimmed | 9,291 | $1M | 0.2% | 2025-Q2 stale |
| Strategic Blueprint, LLC trimmed | 5,492 | $923K | 0.1% | 2025-Q3 stale |
| WMG Financial Advisors, LLC trimmed | 5,102 | $857K | 0.1% | 2025-Q3 stale |
| Focus Financial Network, Inc. trimmed | 5,016 | $844K | 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.