Who owns FXN
Which tracked institutional funds hold FXN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FXN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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 FXN is one-sided between 2025-Q4 and 2026-Q1: 54 added or opened and 4 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
FXN’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 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FXN 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 141 tracked filers holding FXN, 88 increased or opened the position and 37 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 FXN 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 18
- FIRST TRUST ADVISORS LP$672M
- Nilsine Partners, LLC$20M
- Advisory Services Network, LLC$15M
- Virtue Capital Management, LLC$8M
- Quadrature Capital Ltd$5M
- Baird Financial Group, Inc.$3M
Full exits 3
- Stratos Wealth Partners, LTD.$1M
- FLOW TRADERS U.S. LLC$847K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$546K
Largest adds
- MORGAN STANLEY$34M
- WELLS FARGO & COMPANY/MN$17M
- &PARTNERS$14M
- LPL Financial LLC$12M
- NewEdge Advisors, LLC$10M
- RAYMOND JAMES FINANCIAL INC$8M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
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 |
|---|---|---|---|---|
| FIRST TRUST ADVISORS LP trimmed | 29,937,777 | $672M | 64.9% | 2026-Q1 |
| MORGAN STANLEY added | 2,841,391 | $64M | 6.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,604,478 | $36M | 3.5% | 2026-Q1 |
| LPL Financial LLC added | 1,429,176 | $32M | 3.1% | 2026-Q1 |
| Nilsine Partners, LLC new | 939,896 | $20M | 1.9% | 2026-Q1 |
| Advisory Services Network, LLC added | 660,279 | $15M | 1.4% | 2026-Q1 |
| &PARTNERS added | 649,026 | $15M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 640,121 | $14M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 564,138 | $13M | 1.2% | 2026-Q1 |
| UBS Group AG added | 563,276 | $13M | 1.2% | 2026-Q1 |
| NewEdge Advisors, LLC added | 241,040 | $10M | 1.0% | 2026-Q1 |
| Virtue Capital Management, LLC trimmed | 357,491 | $8M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 350,990 | $8M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 325,290 | $7M | 0.7% | 2026-Q1 |
| Independent Advisor Alliance added | 285,046 | $6M | 0.6% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 251,057 | $6M | 0.5% | 2026-Q1 |
| Quadrature Capital Ltd added | 223,025 | $5M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 194,113 | $4M | 0.4% | 2026-Q1 |
| Crumly & Associates Inc. | 193,220 | $4M | 0.4% | 2026-Q1 |
| Summit Financial, LLC trimmed | 156,009 | $4M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 154,367 | $3M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 113,913 | $3M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 112,966 | $3M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 111,291 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 110,027 | $2M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 107,794 | $2M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 107,345 | $2M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 104,942 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 102,925 | $2M | 0.2% | 2026-Q1 |
| Ethos Financial Group, LLC new | 94,707 | $2M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 91,119 | $2M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 89,713 | $2M | 0.2% | 2026-Q1 |
| NAVELLIER & ASSOCIATES INC trimmed | 71,385 | $2M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 64,682 | $1M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 64,674 | $1M | 0.1% | 2026-Q1 |
| Transamerica Financial Advisors, LLC added | 59,354 | $1M | 0.1% | 2026-Q1 |
| Davis Investment Partners, LLC added | 58,397 | $1M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 51,123 | $1M | 0.1% | 2026-Q1 |
| TriaGen Wealth Management LLC trimmed | 49,595 | $1M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS | 49,200 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 48,486 | $1M | 0.1% | 2026-Q1 |
| OneAscent Financial Services LLC added | 46,018 | $1M | 0.1% | 2026-Q1 |
| CWM, LLC added | 45,104 | $1M | 0.1% | 2026-Q1 |
| Element Wealth, LLC new | 44,718 | $1M | 0.1% | 2026-Q1 |
| Kesler, Norman & Wride, LLC added | 43,383 | $974K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. added | 44,704 | $974K | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 39,542 | $888K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 38,107 | $856K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 34,154 | $767K | 0.1% | 2026-Q1 |
| Realta Investment Advisors added | 32,616 | $733K | 0.1% | 2026-Q1 |
| MinichMacGregor Wealth Management, LLC trimmed | 30,862 | $693K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 29,058 | $674K | 0.1% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 29,596 | $665K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 28,974 | $651K | 0.1% | 2026-Q1 |
| TRUST CO OF OKLAHOMA added | 28,487 | $640K | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 28,426 | $638K | 0.1% | 2026-Q1 |
| Global View Capital Management LLC new | 26,463 | $594K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 35,366 | $582K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 24,629 | $553K | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 24,610 | $553K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 22,210 | $499K | 0.0% | 2026-Q1 |
| COTTONWOOD CAPITAL ADVISORS, LLC | 21,283 | $478K | 0.0% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC trimmed | 19,955 | $448K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 19,832 | $445K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 20,080 | $437K | 0.0% | 2026-Q1 |
| Retirement Planning Group, LLC | 18,222 | $409K | 0.0% | 2026-Q1 |
| RPg Family Wealth Advisory, LLC trimmed | 18,073 | $406K | 0.0% | 2026-Q1 |
| Risk Paradigm Group, LLC trimmed | 17,495 | $393K | 0.0% | 2026-Q1 |
| 1776 Wealth LLC | 16,400 | $368K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 16,138 | $362K | 0.0% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 15,800 | $355K | 0.0% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 14,802 | $332K | 0.0% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 14,780 | $332K | 0.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 13,872 | $312K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 13,640 | $306K | 0.0% | 2026-Q1 |
| JBR Co Financial Management Inc | 17,509 | $288K | 0.0% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 12,072 | $271K | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 12,034 | $270K | 0.0% | 2026-Q1 |
| Moors & Cabot, Inc. trimmed | 11,587 | $260K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 11,211 | $255K | 0.0% | 2026-Q1 |
| XTX Topco Ltd new | 11,217 | $252K | 0.0% | 2026-Q1 |
| HFG Advisors, Inc. trimmed | 10,991 | $247K | 0.0% | 2026-Q1 |
| WEALTH EFFECTS LLC added | 10,900 | $245K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 10,246 | $230K | 0.0% | 2026-Q1 |
| Prosperity Financial Group, Inc. trimmed | 9,991 | $224K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 9,018 | $203K | 0.0% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. | 8,793 | $197K | 0.0% | 2026-Q1 |
| Avestar Capital, LLC added | 365,036 | $6M | 0.6% | 2025-Q1 stale |
| PCG Wealth Advisors, LLC trimmed | 146,422 | $2M | 0.2% | 2025-Q3 stale |
| Stratos Wealth Partners, LTD. trimmed | 83,403 | $1M | 0.1% | 2025-Q4 stale |
| Moment Partners, LLC trimmed | 82,524 | $1M | 0.1% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 51,426 | $847K | 0.1% | 2025-Q4 stale |
| Thrivent Financial for Lutherans | 44,134 | $768K | 0.1% | 2025-Q1 stale |
| Sigma Planning Corp trimmed | 34,433 | $569K | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,138 | $546K | 0.1% | 2025-Q4 stale |
| Global Assets Advisory, LLC trimmed | 27,301 | $450K | 0.0% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. added | 15,073 | $248K | 0.0% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 14,196 | $235K | 0.0% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 14,583 | $221K | 0.0% | 2025-Q2 stale |
| Waterfront Wealth Inc. | 13,735 | $208K | 0.0% | 2025-Q2 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.