Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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 FXL is one-sided between 2026-Q1 and 2026-Q2: 100 added or opened and 16 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
FXL’s largest tracked holder by dollar value, FIRST TRUST ADVISORS LP, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 278 tracked filers holding FXL, 114 increased or opened the position and 111 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 2026-Q1 and 2026-Q2 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 15
- FIRST TRUST ADVISORS LP$809M
- BNP PARIBAS FINANCIAL MARKETS$76M
- CITADEL ADVISORS LLC$7M
- Virtue Capital Management, LLC$7M
- IronBridge Private Wealth, LLC$6M
- TriaGen Wealth Management LLC$2M
Full exits 11
- Janney Montgomery Scott LLC$12M
- Cambridge Investment Research Advisors, Inc.$7M
- Independent Advisor Alliance$4M
- CX Institutional$4M
- HighTower Advisors, LLC$2M
- CWM, LLC$1M
Largest adds
- MORGAN STANLEY$55M
- WELLS FARGO & COMPANY/MN$45M
- LPL Financial LLC$37M
- Nilsine Partners, LLC$21M
- NewEdge Advisors, LLC$19M
- &PARTNERS$18M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Schrum Private Wealth Management LLC$625K
- MERCER GLOBAL ADVISORS INC /ADV$549K
- BETO FINANCIAL GROUP, LLC$274K
- Gateway Wealth Partners, LLC$270K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FIRST TRUST ADVISORS LP new | 3,725,523 | $809M | 40.7% | 2026-Q2 |
| MORGAN STANLEY added | 750,232 | $163M | 8.2% | 2026-Q2 |
| LPL Financial LLC added | 581,363 | $126M | 6.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 534,953 | $116M | 5.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 381,359 | $83M | 4.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 350,000 | $76M | 3.8% | 2026-Q2 |
| UBS Group AG added | 191,572 | $42M | 2.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 124,399 | $27M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 111,813 | $24M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 110,937 | $24M | 1.2% | 2026-Q2 |
| Genesee Capital Advisors, LLC trimmed | 107,867 | $23M | 1.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 103,215 | $22M | 1.1% | 2026-Q2 |
| Nilsine Partners, LLC added | 97,521 | $21M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 95,685 | $21M | 1.0% | 2026-Q2 |
| &PARTNERS added | 94,634 | $21M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 90,974 | $20M | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 89,362 | $19M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 80,823 | $18M | 0.9% | 2026-Q2 |
| Advisory Services Network, LLC added | 78,526 | $17M | 0.9% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. | 78,113 | $17M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 74,175 | $16M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 68,927 | $15M | 0.8% | 2026-Q2 |
| Arax Advisory Partners added | 67,443 | $15M | 0.7% | 2026-Q2 |
| MAI Capital Management trimmed | 65,270 | $14M | 0.7% | 2026-Q2 |
| RVW Wealth, LLC added | 63,865 | $14M | 0.7% | 2026-Q2 |
| Choice Wealth Advisors LLC trimmed | 51,232 | $11M | 0.6% | 2026-Q2 |
| Creative Planning trimmed | 47,702 | $10M | 0.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 39,063 | $8M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC added | 35,928 | $8M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 33,414 | $7M | 0.4% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 31,334 | $7M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 31,302 | $7M | 0.3% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 31,027 | $7M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 30,995 | $7M | 0.3% | 2026-Q2 |
| Virtue Capital Management, LLC trimmed | 30,456 | $7M | 0.3% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 29,478 | $6M | 0.3% | 2026-Q2 |
| IronBridge Private Wealth, LLC trimmed | 27,169 | $6M | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 24,802 | $5M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ added | 24,543 | $5M | 0.3% | 2026-Q2 |
| Triton Wealth Management, PLLC trimmed | 24,055 | $5M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 23,321 | $5M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 20,849 | $5M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 20,699 | $4M | 0.2% | 2026-Q2 |
| Schrum Private Wealth Management LLC trimmed | 20,522 | $3M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 19,322 | $4M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 18,544 | $4M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 18,518 | $4M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 18,284 | $4M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 15,606 | $3M | 0.2% | 2026-Q2 |
| L & S Advisors Inc trimmed | 14,888 | $3M | 0.2% | 2026-Q2 |
| MTM Investment Management, LLC | 14,512 | $3M | 0.2% | 2026-Q2 |
| Socha Financial Group, LLC | 14,414 | $3M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 12,728 | $3M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 11,459 | $2M | 0.1% | 2026-Q2 |
| TriaGen Wealth Management LLC new | 11,426 | $2M | 0.1% | 2026-Q2 |
| Plotkin Financial Advisors, LLC | 11,118 | $2M | 0.1% | 2026-Q2 |
| NAVELLIER & ASSOCIATES INC added | 11,116 | $2M | 0.1% | 2026-Q2 |
| Paragon Private Wealth Management, LLC | 10,646 | $2M | 0.1% | 2026-Q2 |
| Warner Group LLC added | 9,950 | $2M | 0.1% | 2026-Q2 |
| Novak & Powell Financial Services, Inc. trimmed | 9,922 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 9,714 | $2M | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 9,514 | $2M | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 8,766 | $2M | 0.1% | 2026-Q2 |
| Bawa N Mallick Trust | 8,697 | $2M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc | 8,410 | $2M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 8,036 | $2M | 0.1% | 2026-Q2 |
| Three Seasons Wealth, LLC trimmed | 7,832 | $2M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 7,812 | $2M | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 7,439 | $2M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 7,437 | $2M | 0.1% | 2026-Q2 |
| Stablepoint Partners, LLC added | 7,309 | $2M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 7,100 | $2M | 0.1% | 2026-Q2 |
| Davis Investment Partners, LLC new | 6,968 | $2M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 6,904 | $1M | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 6,900 | $1M | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 6,803 | $1M | 0.1% | 2026-Q2 |
| Elser Financial Planning, Inc | 6,786 | $1M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 6,478 | $1M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 6,476 | $1M | 0.1% | 2026-Q2 |
| Krilogy Financial LLC | 6,365 | $1M | 0.1% | 2026-Q2 |
| TRUST CO OF OKLAHOMA new | 5,973 | $1M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 5,951 | $1M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 5,821 | $1M | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 5,765 | $1M | 0.1% | 2026-Q2 |
| Transamerica Financial Advisors, LLC added | 5,639 | $1M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 5,552 | $1M | 0.1% | 2026-Q2 |
| FMR LLC added | 5,551 | $1M | 0.1% | 2026-Q2 |
| Kesler, Norman & Wride, LLC | 5,515 | $1M | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 5,505 | $1M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 5,375 | $1M | 0.1% | 2026-Q2 |
| BETO FINANCIAL GROUP, LLC trimmed | 4,959 | $978K | 0.0% | 2026-Q2 |
| Empower Advisory Group, LLC added | 4,904 | $1M | 0.1% | 2026-Q2 |
| Morey & Quinn Wealth Partners, LLC added | 4,900 | $1M | 0.1% | 2026-Q2 |
| Peak Planning Group, LLC | 4,741 | $1M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 4,726 | $1M | 0.1% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH | 4,715 | $1M | 0.1% | 2026-Q2 |
| BIP Wealth, LLC trimmed | 4,677 | $1M | 0.1% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 4,606 | $1M | 0.1% | 2026-Q2 |
| TCFG Investment Advisors, LLC | 4,442 | $965K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 4,409 | $958K | 0.0% | 2026-Q2 |
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.