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-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
42 tracked funds added or opened FXU while 48 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, 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 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 2025-Q4 and 2026-Q1, across 197 tracked filers holding FXU, 91 increased or opened the position and 109 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 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 16
- TWO SIGMA INVESTMENTS, LP$17M
- GFS Advisors, LLC$9M
- Virtue Capital Management, LLC$7M
- Ocean Park Asset Management, LLC$4M
- Brendel Financial Advisors LLC$3M
- Tower Research Capital LLC (TRC)$2M
Full exits 19
- FIRST TRUST ADVISORS LP$761M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$16M
- NewSquare Capital LLC$14M
- Vestmark Advisory Solutions, Inc.$6M
- World Investment Advisors$4M
- GREENUP STREET WEALTH MANAGEMENT LLC$4M
Largest adds
- LPL Financial LLC$12M
- Rockport Wealth LLC$11M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
- ENVESTNET ASSET MANAGEMENT INC$5M
- TRUIST FINANCIAL CORP$5M
- UBS Group AG$4M
Largest trims
- MORGAN STANLEY$50M
- WELLS FARGO & COMPANY/MN$30M
- Nilsine Partners, LLC$21M
- NewEdge Advisors, LLC$20M
- Advisory Services Network, LLC$18M
- WCG Wealth Advisors LLC$15M
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,872,458 | $93M | 6.3% | 2026-Q1 |
| LPL Financial LLC added | 1,790,249 | $89M | 6.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 904,981 | $45M | 3.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 764,016 | $38M | 2.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 695,324 | $34M | 2.3% | 2026-Q1 |
| UBS Group AG added | 571,796 | $28M | 1.9% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC added | 379,257 | $19M | 1.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 373,182 | $19M | 1.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 349,700 | $17M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers added | 335,969 | $17M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 272,594 | $14M | 0.9% | 2026-Q1 |
| Csenge Advisory Group added | 252,320 | $13M | 0.8% | 2026-Q1 |
| Rockport Wealth LLC added | 228,438 | $11M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 214,746 | $11M | 0.7% | 2026-Q1 |
| GFS Advisors, LLC new | 15,276 | $9M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 176,423 | $9M | 0.6% | 2026-Q1 |
| PGIM Custom Harvest LLC trimmed | 171,978 | $9M | 0.6% | 2026-Q1 |
| Delos Wealth Advisors, LLC added | 163,441 | $8M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 161,741 | $8M | 0.5% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 158,068 | $8M | 0.5% | 2026-Q1 |
| Summit Financial, LLC trimmed | 156,473 | $8M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 152,410 | $8M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 147,403 | $7M | 0.5% | 2026-Q1 |
| Virtue Capital Management, LLC trimmed | 143,002 | $7M | 0.5% | 2026-Q1 |
| Milestones Private Investment Advisors LLC added | 122,270 | $6M | 0.4% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 93,161 | $5M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 87,583 | $4M | 0.3% | 2026-Q1 |
| Fiduciary Alliance LLC added | 87,144 | $4M | 0.3% | 2026-Q1 |
| Ocean Park Asset Management, LLC new | 85,904 | $4M | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 71,225 | $4M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 70,017 | $3M | 0.2% | 2026-Q1 |
| Brendel Financial Advisors LLC added | 61,622 | $3M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 58,774 | $3M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 53,028 | $3M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 50,540 | $3M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 48,743 | $2M | 0.2% | 2026-Q1 |
| Sigma Planning Corp trimmed | 46,315 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 45,043 | $2M | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) trimmed | 43,408 | $2M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 40,580 | $2M | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 39,149 | $2M | 0.1% | 2026-Q1 |
| PKS Advisory Services, LLC added | 38,135 | $2M | 0.1% | 2026-Q1 |
| Proactive Wealth Strategies LLC trimmed | 35,891 | $2M | 0.1% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC added | 34,933 | $2M | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 33,829 | $2M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 32,951 | $2M | 0.1% | 2026-Q1 |
| Regal Investment Advisors LLC added | 32,534 | $2M | 0.1% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 32,288 | $2M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 31,375 | $2M | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 30,104 | $1M | 0.1% | 2026-Q1 |
| Asset Allocation Strategies LLC trimmed | 29,458 | $1M | 0.1% | 2026-Q1 |
| Nilsine Partners, LLC trimmed | 29,108 | $1M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 27,676 | $1M | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. trimmed | 27,661 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 27,250 | $1M | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 26,810 | $1M | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 26,755 | $1M | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 25,764 | $1M | 0.1% | 2026-Q1 |
| HB Wealth Management, LLC added | 25,601 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 24,988 | $1M | 0.1% | 2026-Q1 |
| &PARTNERS trimmed | 24,860 | $1M | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 24,718 | $1M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 24,233 | $1M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 23,491 | $1M | 0.1% | 2026-Q1 |
| HFG Advisors, Inc. added | 23,248 | $1M | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 22,204 | $1M | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. trimmed | 20,164 | $1M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 19,855 | $985K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 19,836 | $972K | 0.1% | 2026-Q1 |
| Sound Income Strategies, LLC added | 18,923 | $943K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 18,622 | $928K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 18,547 | $920K | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans new | 17,846 | $885K | 0.1% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 16,113 | $799K | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 15,873 | $787K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 15,448 | $766K | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 16,901,242 | $761M | 51.3% | 2025-Q4 stale |
| O'Dell Group, LLC trimmed | 438,750 | $20M | 1.3% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 365,290 | $16M | 1.1% | 2025-Q4 stale |
| NewSquare Capital LLC trimmed | 312,244 | $14M | 0.9% | 2025-Q4 stale |
| Beacon Harbor Wealth Advisors, Inc. new | 263,189 | $11M | 0.8% | 2025-Q2 stale |
| Vestmark Advisory Solutions, Inc. trimmed | 127,886 | $6M | 0.4% | 2025-Q4 stale |
| World Investment Advisors trimmed | 99,227 | $4M | 0.3% | 2025-Q4 stale |
| GREENUP STREET WEALTH MANAGEMENT LLC | 81,616 | $4M | 0.3% | 2025-Q4 stale |
| Financial Management Professionals, Inc. trimmed | 50,550 | $2M | 0.2% | 2025-Q3 stale |
| TriaGen Wealth Management LLC trimmed | 50,104 | $2M | 0.2% | 2025-Q4 stale |
| GTS SECURITIES LLC added | 36,880 | $2M | 0.1% | 2025-Q4 stale |
| Davis Investment Partners, LLC added | 33,249 | $2M | 0.1% | 2025-Q4 stale |
| Element Wealth, LLC added | 29,741 | $1M | 0.1% | 2025-Q4 stale |
| DAVENPORT & Co LLC added | 28,343 | $1M | 0.1% | 2025-Q4 stale |
| Efficient Advisors, LLC added | 29,686 | $1M | 0.1% | 2025-Q2 stale |
| StoneX Group Inc. trimmed | 27,869 | $1M | 0.1% | 2025-Q4 stale |
| TRUST CO OF OKLAHOMA | 26,241 | $1M | 0.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 23,656 | $970K | 0.1% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 22,268 | $944K | 0.1% | 2025-Q2 stale |
| Fulcrum Equity Management added | 21,953 | $930K | 0.1% | 2025-Q2 stale |
| Englebert Financial Advisers, LLC new | 20,043 | $902K | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 19,183 | $863K | 0.1% | 2025-Q4 stale |
| WMG Financial Advisors, LLC trimmed | 17,645 | $802K | 0.1% | 2025-Q3 stale |
| MGB Wealth Management, LLC added | 17,044 | $767K | 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.