Who owns USDX (USDX)
Which tracked institutional funds hold USDX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USDX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
5 tracked funds added or opened USDX while 2 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
USDX’s largest tracked holder by dollar value, Summit Global Investments, sizes it at 14.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 14.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in USDX 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 11 tracked filers holding USDX, 9 increased or opened the position and 6 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 USDX 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 4
- GTS SECURITIES LLC$2M
- OLD MISSION CAPITAL LLC$1M
- HRT FINANCIAL LP$646K
- Andina Capital Management, LLC$567K
Full exits 1
- SG Trading Solutions, LLC$19M
Largest adds
- Beta Wealth Group, Inc.$741K
Largest trims
- Summit Global Investments$54M
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 |
|---|---|---|---|---|
| Summit Global Investments trimmed | 9,837,704 | $252M | 84.4% | 2026-Q1 |
| Betterment LLC added | 753,162 | $19M | 6.5% | 2026-Q1 |
| GTS SECURITIES LLC added | 94,670 | $2M | 0.8% | 2026-Q1 |
| Beta Wealth Group, Inc. added | 85,993 | $2M | 0.7% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 45,691 | $1M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP new | 25,203 | $646K | 0.2% | 2026-Q1 |
| Andina Capital Management, LLC new | 22,100 | $567K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 12,069 | $310K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 11,831 | $304K | 0.1% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 478 | $12K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC new | 280 | $7K | 0.0% | 2026-Q1 |
| SG Trading Solutions, LLC new | 725,794 | $19M | 6.2% | 2025-Q4 stale |
| JPMORGAN CHASE & CO new | 12,617 | $324K | 0.1% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 12,567 | $322K | 0.1% | 2025-Q4 stale |
| WEDBUSH SECURITIES INC | 8,726 | $225K | 0.1% | 2025-Q3 stale |
| HighTower Advisors, LLC | 7,901 | $203K | 0.1% | 2025-Q2 stale |
| ROYAL BANK OF CANADA new | 2,453 | $63K | 0.0% | 2025-Q4 stale |
| ASSETMARK, INC trimmed | 1,436 | $37K | 0.0% | 2025-Q1 stale |
| UBS Group AG trimmed | 738 | $19K | 0.0% | 2025-Q3 stale |
| Arax Advisory Partners new | 36 | $923 | 0.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC new | 0 | — | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.