Who owns FXO
Which tracked institutional funds hold FXO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FXO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-21). 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
32 tracked funds added or opened FXO while 31 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
FXO’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FXO 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 212 tracked filers holding FXO, 74 increased or opened the position and 122 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 FXO 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 5
- NAVELLIER & ASSOCIATES INC$1M
- Blueprint Investment Partners LLC$1M
- Blueprint Financial Advisors LLC$1M
- Envision Financial Transparency, LLC$957K
- Global Retirement Partners, LLC$517K
Full exits 14
- Janney Montgomery Scott LLC$9M
- Cambridge Investment Research Advisors, Inc.$6M
- HighTower Advisors, LLC$4M
- CITADEL ADVISORS LLC$3M
- HRT FINANCIAL LP$1M
- FLOW TRADERS U.S. LLC$1M
Largest adds
- WELLS FARGO & COMPANY/MN$10M
- RAYMOND JAMES FINANCIAL INC$5M
- LPL Financial LLC$4M
- WCG Wealth Advisors LLC$3M
- BANK OF AMERICA CORP /DE/$2M
- TradeWell Securities, LLC.$2M
Largest trims
- TWO SIGMA INVESTMENTS, LP$7M
- ROYAL BANK OF CANADA$7M
- AMERIPRISE FINANCIAL INC$4M
- BENJAMIN EDWARDS INC$3M
- Tower Research Capital LLC (TRC)$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN trimmed | 1,803,663 | $113M | 18.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,380,442 | $86M | 13.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 973,096 | $61M | 9.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 882,643 | $55M | 8.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 451,816 | $28M | 4.5% | 2026-Q2 |
| UBS Group AG trimmed | 360,777 | $23M | 3.6% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 324,995 | $20M | 3.2% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC trimmed | 245,103 | $15M | 2.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 212,251 | $13M | 2.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 199,654 | $12M | 2.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 193,074 | $12M | 1.9% | 2026-Q2 |
| TradeWell Securities, LLC. added | 161,354 | $10M | 1.6% | 2026-Q2 |
| PERRYMAN FINANCIAL ADVISORY INC /AD added | 156,419 | $10M | 1.6% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 145,719 | $9M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 127,757 | $8M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 103,678 | $6M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 97,304 | $6M | 1.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 94,668 | $6M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 79,697 | $5M | 0.8% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 71,574 | $4M | 0.7% | 2026-Q2 |
| SFI Advisors, LLC trimmed | 71,126 | $4M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 70,866 | $4M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 70,200 | $4M | 0.7% | 2026-Q2 |
| World Investment Advisors | 69,621 | $4M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 62,706 | $4M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 51,143 | $3M | 0.5% | 2026-Q2 |
| Western Wealth Management, LLC added | 50,422 | $3M | 0.5% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 49,158 | $3M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 45,531 | $3M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 44,832 | $3M | 0.4% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 43,185 | $3M | 0.4% | 2026-Q2 |
| Choice Wealth Advisors LLC added | 40,451 | $3M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 40,332 | $3M | 0.4% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 38,528 | $2M | 0.4% | 2026-Q2 |
| Peak Planning Group, LLC trimmed | 33,121 | $2M | 0.3% | 2026-Q2 |
| Paller Financial Services Inc trimmed | 32,989 | $2M | 0.3% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 32,847 | $2M | 0.3% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 32,406 | $2M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 31,432 | $2M | 0.3% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 31,199 | $2M | 0.3% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 29,330 | $2M | 0.3% | 2026-Q2 |
| Plotkin Financial Advisors, LLC trimmed | 28,589 | $2M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 28,022 | $2M | 0.3% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 27,944 | $2M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 27,728 | $2M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 26,973 | $2M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 26,910 | $2M | 0.3% | 2026-Q2 |
| Crumly & Associates Inc. trimmed | 25,838 | $2M | 0.3% | 2026-Q2 |
| Schrum Private Wealth Management LLC | 25,718 | $1M | 0.2% | 2026-Q2 |
| HARMONY ASSET MANAGEMENT LLC added | 25,591 | $2M | 0.3% | 2026-Q2 |
| Wagner Wealth Management, LLC trimmed | 24,537 | $2M | 0.2% | 2026-Q2 |
| Worthington Financial Partners, LLC added | 24,113 | $2M | 0.2% | 2026-Q2 |
| NAVELLIER & ASSOCIATES INC trimmed | 23,322 | $1M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 23,208 | $1M | 0.2% | 2026-Q2 |
| Certified Advisory Corp trimmed | 22,841 | $1M | 0.2% | 2026-Q2 |
| Jacobi Capital Management LLC added | 22,764 | $1M | 0.2% | 2026-Q2 |
| HFG Advisors, Inc. added | 22,735 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 22,062 | $1M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 21,367 | $1M | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 21,110 | $1M | 0.2% | 2026-Q2 |
| Ballew Advisors, Inc added | 20,829 | $1M | 0.2% | 2026-Q2 |
| &PARTNERS added | 20,365 | $1M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 20,191 | $1M | 0.2% | 2026-Q2 |
| Regal Investment Advisors LLC added | 19,301 | $1M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 19,039 | $1M | 0.2% | 2026-Q2 |
| Blueprint Investment Partners LLC added | 18,569 | $1M | 0.2% | 2026-Q2 |
| Blueprint Financial Advisors LLC new | 18,569 | $1M | 0.2% | 2026-Q2 |
| Montis Financial, LLC added | 18,262 | $1M | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 17,749 | $1M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 17,083 | $1M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 16,603 | $1M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 16,312 | $1M | 0.2% | 2026-Q2 |
| Envision Financial Transparency, LLC new | 16,000 | $957K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 14,711 | $919K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 14,503 | $906K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 13,258 | $828K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 12,728 | $795K | 0.1% | 2026-Q2 |
| Creative Planning added | 12,674 | $792K | 0.1% | 2026-Q2 |
| TrueWealth Advisors, LLC added | 12,564 | $785K | 0.1% | 2026-Q2 |
| HF Advisory Group, LLC added | 11,790 | $736K | 0.1% | 2026-Q2 |
| KKM Financial LLC trimmed | 11,065 | $691K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 10,746 | $671K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 10,542 | $658K | 0.1% | 2026-Q2 |
| Argent Trust Co trimmed | 10,525 | $657K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 10,283 | $642K | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 10,067 | $629K | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 9,980 | $623K | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 9,353 | $584K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 9,115 | $569K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 8,931 | $558K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 8,750 | $547K | 0.1% | 2026-Q2 |
| Sigma Planning Corp trimmed | 8,525 | $532K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 8,272 | $517K | 0.1% | 2026-Q2 |
| Southland Equity Partners LLC trimmed | 8,172 | $510K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 8,082 | $505K | 0.1% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added | 7,500 | $468K | 0.1% | 2026-Q2 |
| FMR LLC added | 7,007 | $438K | 0.1% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC added | 6,890 | $430K | 0.1% | 2026-Q2 |
| Blue Trust, Inc. | 6,890 | $430K | 0.1% | 2026-Q2 |
| FWG Holdings, LLC | 6,586 | $428K | 0.1% | 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.