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-Q1 13F filings (latest filed 2026-05-19). 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 FXO is one-sided between 2025-Q4 and 2026-Q1: 16 added or opened and 65 trimmed or exited — on balance reducing.
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, FIRST TRUST ADVISORS LP, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.1% 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 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 2025-Q4 and 2026-Q1, across 221 tracked filers holding FXO, 84 increased or opened the position and 131 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 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 7
- HRT FINANCIAL LP$1M
- Worthington Financial Partners, LLC$1M
- FLOW TRADERS U.S. LLC$1M
- Independent Advisor Alliance$718K
- &PARTNERS$540K
- Dorsey Wright & Associates$520K
Full exits 23
- FIRST TRUST ADVISORS LP$765M
- Nilsine Partners, LLC$22M
- NewSquare Capital LLC$15M
- Monument Capital Management$6M
- GREENUP STREET WEALTH MANAGEMENT LLC$4M
- Vestmark Advisory Solutions, Inc.$3M
Largest adds
- TWO SIGMA INVESTMENTS, LP$8M
- Tower Research Capital LLC (TRC)$2M
- Proactive Wealth Strategies LLC$2M
- CITADEL ADVISORS LLC$2M
- FIFTH THIRD BANCORP$790K
- IHT Wealth Management, LLC$603K
Largest trims
- WELLS FARGO & COMPANY/MN$43M
- MORGAN STANLEY$40M
- Advisory Services Network, LLC$20M
- NewEdge Advisors, LLC$17M
- LPL Financial LLC$15M
- RAYMOND JAMES FINANCIAL INC$11M
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN trimmed | 1,832,524 | $103M | 7.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,563,296 | $88M | 5.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,015,427 | $57M | 3.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 897,360 | $50M | 3.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 467,381 | $26M | 1.8% | 2026-Q1 |
| UBS Group AG trimmed | 405,597 | $23M | 1.5% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 303,823 | $17M | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 285,053 | $16M | 1.1% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC trimmed | 252,883 | $14M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 252,098 | $14M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 214,699 | $12M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 212,085 | $12M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 204,100 | $11M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 160,915 | $9M | 0.6% | 2026-Q1 |
| PERRYMAN FINANCIAL ADVISORY INC /AD trimmed | 153,581 | $9M | 0.6% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 153,463 | $9M | 0.6% | 2026-Q1 |
| TradeWell Securities, LLC. added | 149,308 | $8M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 136,379 | $8M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 107,319 | $6M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 104,681 | $6M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 100,442 | $6M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 99,351 | $6M | 0.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 98,349 | $6M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 83,616 | $5M | 0.3% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 77,429 | $4M | 0.3% | 2026-Q1 |
| SFI Advisors, LLC trimmed | 72,112 | $4M | 0.3% | 2026-Q1 |
| World Investment Advisors trimmed | 69,621 | $4M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 69,206 | $4M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 65,232 | $4M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 62,114 | $3M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 55,538 | $3M | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 50,011 | $3M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 49,752 | $3M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 45,756 | $3M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 18,852 | $2M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 42,959 | $2M | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 42,361 | $2M | 0.2% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 41,992 | $2M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 41,909 | $2M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 40,492 | $2M | 0.2% | 2026-Q1 |
| Choice Wealth Advisors LLC added | 40,426 | $2M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 39,615 | $2M | 0.2% | 2026-Q1 |
| Paller Financial Services Inc trimmed | 38,483 | $2M | 0.1% | 2026-Q1 |
| Genesee Capital Advisors, LLC trimmed | 35,947 | $2M | 0.1% | 2026-Q1 |
| Peak Planning Group, LLC trimmed | 33,186 | $2M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 32,420 | $2M | 0.1% | 2026-Q1 |
| Plotkin Financial Advisors, LLC trimmed | 32,320 | $2M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 32,294 | $2M | 0.1% | 2026-Q1 |
| Pacific Sun Financial Corp added | 32,030 | $2M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 31,902 | $2M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 29,925 | $2M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 28,698 | $2M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 28,620 | $2M | 0.1% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC trimmed | 26,660 | $1M | 0.1% | 2026-Q1 |
| Crumly & Associates Inc. trimmed | 26,606 | $1M | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 26,128 | $1M | 0.1% | 2026-Q1 |
| Schrum Private Wealth Management LLC | 25,718 | $1M | 0.1% | 2026-Q1 |
| Wagner Wealth Management, LLC trimmed | 25,283 | $1M | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 24,652 | $1M | 0.1% | 2026-Q1 |
| HARMONY ASSET MANAGEMENT LLC trimmed | 24,426 | $1M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 24,198 | $1M | 0.1% | 2026-Q1 |
| Worthington Financial Partners, LLC new | 23,458 | $1M | 0.1% | 2026-Q1 |
| Certified Advisory Corp added | 23,203 | $1M | 0.1% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 22,823 | $1M | 0.1% | 2026-Q1 |
| Jacobi Capital Management LLC trimmed | 22,717 | $1M | 0.1% | 2026-Q1 |
| HFG Advisors, Inc. added | 22,583 | $1M | 0.1% | 2026-Q1 |
| Ballew Advisors, Inc trimmed | 20,828 | $1M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 21,233 | $1M | 0.1% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 20,848 | $1M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 20,556 | $1M | 0.1% | 2026-Q1 |
| Regal Investment Advisors LLC | 19,155 | $1M | 0.1% | 2026-Q1 |
| Montis Financial, LLC trimmed | 18,187 | $1M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 17,400 | $978K | 0.1% | 2026-Q1 |
| Koshinski Asset Management, Inc. trimmed | 16,964 | $953K | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 16,776 | $943K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 16,031 | $901K | 0.1% | 2026-Q1 |
| CX Institutional added | 15,696 | $882K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 20,675 | $866K | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 12,683,088 | $765M | 51.7% | 2025-Q4 stale |
| Nilsine Partners, LLC added | 366,047 | $22M | 1.5% | 2025-Q4 stale |
| O'Dell Group, LLC added | 303,770 | $18M | 1.2% | 2025-Q3 stale |
| NewSquare Capital LLC trimmed | 242,392 | $15M | 1.0% | 2025-Q4 stale |
| Monument Capital Management added | 92,440 | $6M | 0.4% | 2025-Q4 stale |
| GREENUP STREET WEALTH MANAGEMENT LLC | 62,689 | $4M | 0.3% | 2025-Q4 stale |
| Vestmark Advisory Solutions, Inc. trimmed | 51,518 | $3M | 0.2% | 2025-Q4 stale |
| B. Riley Wealth Advisors, Inc. added | 44,605 | $3M | 0.2% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 50,000 | $3M | 0.2% | 2025-Q1 stale |
| BRASS TAX WEALTH MANAGEMENT, INC trimmed | 40,478 | $2M | 0.2% | 2025-Q3 stale |
| TriaGen Wealth Management LLC trimmed | 38,653 | $2M | 0.2% | 2025-Q4 stale |
| Garden State Investment Advisory Services LLC trimmed | 32,298 | $2M | 0.1% | 2025-Q4 stale |
| 1858 WEALTH MANAGEMENT, LLC added | 30,863 | $2M | 0.1% | 2025-Q3 stale |
| StoneX Group Inc. trimmed | 29,743 | $2M | 0.1% | 2025-Q4 stale |
| NAVELLIER & ASSOCIATES INC trimmed | 24,302 | $1M | 0.1% | 2025-Q4 stale |
| Davis Investment Partners, LLC added | 24,055 | $1M | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 22,581 | $1M | 0.1% | 2025-Q2 stale |
| TRUST CO OF OKLAHOMA | 18,942 | $1M | 0.1% | 2025-Q4 stale |
| Wagner Wealth Management, Corp new | 18,771 | $1M | 0.1% | 2025-Q4 stale |
| DAVENPORT & Co LLC trimmed | 18,684 | $1M | 0.1% | 2025-Q3 stale |
| Kovack Advisors, Inc. added | 17,329 | $1M | 0.1% | 2025-Q4 stale |
| COMERICA BANK trimmed | 14,902 | $899K | 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.