Who owns FXU
Which tracked institutional funds hold FXU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FXU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 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
25 tracked funds added or opened FXU while 43 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
FXU’s largest tracked holder by dollar value, LPL Financial LLC, 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 FXU 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 189 tracked filers holding FXU, 98 increased or opened the position and 95 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 FXU 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 4
- JANE STREET GROUP, LLC$899K
- Beacon Pointe Advisors, LLC$882K
- D. E. Shaw & Co., Inc.$810K
- Persium Advisors, LLC$525K
Full exits 16
- TWO SIGMA INVESTMENTS, LP$17M
- GFS Advisors, LLC$9M
- Janney Montgomery Scott LLC$8M
- Cambridge Investment Research Advisors, Inc.$8M
- Virtue Capital Management, LLC$7M
- Ocean Park Asset Management, LLC$4M
Largest adds
- LPL Financial LLC$10M
- BNP PARIBAS FINANCIAL MARKETS$2M
- HARBOUR INVESTMENTS, INC.$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- BANK OF AMERICA CORP /DE/$1M
- MML INVESTORS SERVICES, LLC$1M
Largest trims
- UBS Group AG$14M
- MORGAN STANLEY$9M
- Summit Financial, LLC$7M
- WELLS FARGO & COMPANY/MN$6M
- Milestones Private Investment Advisors LLC$6M
- RAYMOND JAMES FINANCIAL INC$4M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 2,002,915 | $99M | 18.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,700,608 | $84M | 15.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 796,922 | $39M | 7.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 778,487 | $38M | 7.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 616,213 | $30M | 5.6% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC trimmed | 368,598 | $18M | 3.3% | 2026-Q2 |
| Cetera Investment Advisers added | 346,285 | $17M | 3.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 310,849 | $15M | 2.8% | 2026-Q2 |
| UBS Group AG trimmed | 299,657 | $15M | 2.7% | 2026-Q2 |
| Csenge Advisory Group added | 261,881 | $13M | 2.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 261,024 | $13M | 2.4% | 2026-Q2 |
| Rockport Wealth LLC trimmed | 219,489 | $11M | 2.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 212,830 | $11M | 1.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 179,897 | $9M | 1.6% | 2026-Q2 |
| Delos Wealth Advisors, LLC added | 169,859 | $8M | 1.5% | 2026-Q2 |
| PGIM Custom Harvest LLC trimmed | 165,819 | $8M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 164,962 | $8M | 1.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 145,797 | $7M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 100,919 | $5M | 0.9% | 2026-Q2 |
| Fiduciary Alliance LLC added | 97,807 | $5M | 0.9% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 96,123 | $5M | 0.9% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 71,904 | $4M | 0.7% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 65,156 | $3M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 55,157 | $3M | 0.5% | 2026-Q2 |
| Sigma Planning Corp added | 52,752 | $3M | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 50,425 | $2M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 46,020 | $2M | 0.4% | 2026-Q2 |
| PKS Advisory Services, LLC added | 39,106 | $2M | 0.4% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 38,756 | $2M | 0.4% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 38,597 | $2M | 0.3% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 35,797 | $2M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 33,280 | $2M | 0.3% | 2026-Q2 |
| Gateway Wealth Partners, LLC added | 33,171 | $2M | 0.3% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 32,750 | $2M | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 32,376 | $2M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 31,894 | $2M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 30,030 | $1M | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 29,309 | $1M | 0.3% | 2026-Q2 |
| Regal Investment Advisors LLC trimmed | 28,897 | $1M | 0.3% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 28,883 | $1M | 0.3% | 2026-Q2 |
| Asset Allocation Strategies LLC trimmed | 28,721 | $1M | 0.3% | 2026-Q2 |
| &PARTNERS added | 28,110 | $1M | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 27,068 | $1M | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 27,060 | $1M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 26,752 | $1M | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. added | 26,627 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 26,171 | $1M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 26,039 | $1M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 25,441 | $1M | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 25,095 | $1M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 24,005 | $1M | 0.2% | 2026-Q2 |
| HFG Advisors, Inc. added | 23,400 | $1M | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 21,935 | $1M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 21,310 | $1M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 19,882 | $981K | 0.2% | 2026-Q2 |
| Sound Income Strategies, LLC trimmed | 18,798 | $927K | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 18,285 | $902K | 0.2% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 18,250 | $900K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 18,220 | $899K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 18,219 | $899K | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 17,882 | $882K | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 16,417 | $810K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 16,388 | $809K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 16,292 | $804K | 0.1% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 16,042 | $792K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 15,947 | $787K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 15,331 | $756K | 0.1% | 2026-Q2 |
| Trueblood Wealth Management, LLC added | 15,018 | $741K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 14,880 | $734K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 14,411 | $711K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 13,856 | $684K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 13,716 | $677K | 0.1% | 2026-Q2 |
| Resurgent Financial Advisors LLC added | 13,641 | $673K | 0.1% | 2026-Q2 |
| CARLSON FINANCIAL, INC. trimmed | 13,612 | $671K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 13,445 | $663K | 0.1% | 2026-Q2 |
| Asset One Wealth Management LLC added | 13,318 | $659K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 13,272 | $655K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 13,062 | $644K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 13,061 | $644K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 12,467 | $615K | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 12,394 | $612K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 12,367 | $610K | 0.1% | 2026-Q2 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 12,106 | $597K | 0.1% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 12,053 | $595K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 11,797 | $577K | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 11,563 | $571K | 0.1% | 2026-Q2 |
| Milestones Private Investment Advisors LLC trimmed | 11,154 | $550K | 0.1% | 2026-Q2 |
| HARMONY ASSET MANAGEMENT LLC added | 11,113 | $548K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 10,890 | $537K | 0.1% | 2026-Q2 |
| Persium Advisors, LLC new | 10,650 | $525K | 0.1% | 2026-Q2 |
| EQUITABLE TRUST CO | 10,219 | $504K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 10,130 | $506K | 0.1% | 2026-Q2 |
| ROI Financial Advisors, LLC added | 9,509 | $469K | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC trimmed | 9,357 | $462K | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 9,091 | $449K | 0.1% | 2026-Q2 |
| One Charles Private Wealth Services, LLC trimmed | 8,654 | $427K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 8,499 | $419K | 0.1% | 2026-Q2 |
| Fortis Capital Advisors, LLC added | 8,499 | $419K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 8,388 | $414K | 0.1% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC added | 8,067 | $398K | 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.