FXN

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$21.61

+0.46 (+2.17%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding FXN · 2026-Q1 methodology → sources →

141 holders

% of shares outstanding held

—

Shares held (13F)

45,385,396

Reporting holders

141

Top holders

largest 100 of 141 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	FIRST TRUST ADVISORS LP	29,937,77729.9M	$672M	—	NEW
2	MORGAN STANLEY	2,841,3912.8M	$64M	—	ADD 59%
3	WELLS FARGO & COMPANY/MN	1,604,4781.6M	$36M	—	ADD 41%
4	LPL Financial LLC	1,429,1761.4M	$32M	—	ADD 15%
5	Nilsine Partners, LLC	939,896939,896	$20M	—	NEW
6	Advisory Services Network, LLC	660,279660,279	$15M	—	NEW
7	&PARTNERS	649,026649,026	$15M	—	ADD 3542%
8	RAYMOND JAMES FINANCIAL INC	640,121640,121	$14M	—	ADD 69%
9	BANK OF AMERICA CORP /DE/	564,138564,138	$13M	—	ADD 39%
10	UBS Group AG	563,276563,276	$13M	—	ADD 47%
11	NewEdge Advisors, LLC	241,040241,040	$10M	—	ADD 600%
12	Virtue Capital Management, LLC	357,491357,491	$8M	—	NEW
13	Cambridge Investment Research Advisors, Inc.	350,990350,990	$8M	—	ADD 301%
14	ROYAL BANK OF CANADA	325,290325,290	$7M	—	ADD 131%
15	Independent Advisor Alliance	285,046285,046	$6M	—	ADD 67%
16	D.A. DAVIDSON & CO.	251,057251,057	$6M	—	ADD 2201%
17	Quadrature Capital Ltd	223,025223,025	$5M	—	NEW
18	STIFEL FINANCIAL CORP	194,113194,113	$4M	—	ADD 109%
19	Crumly & Associates Inc.	193,220193,220	$4M	—	—
20	Summit Financial, LLC	156,009156,009	$4M	—	TRIM -9%
21	Baird Financial Group, Inc.	154,367154,367	$3M	—	NEW
22	HighTower Advisors, LLC	113,913113,913	$3M	—	TRIM -3%
23	Cetera Investment Advisers	112,966112,966	$3M	—	ADD 12%
24	Rockefeller Capital Management L.P.	111,291111,291	$2M	—	ADD 2221%
25	CITADEL ADVISORS LLC	110,027110,027	$2M	—	ADD 106%
26	Janney Montgomery Scott LLC	107,794107,794	$2M	—	ADD 38%
27	GOLDMAN SACHS GROUP INC	107,345107,345	$2M	—	ADD 5%
28	OSAIC HOLDINGS, INC.	104,942104,942	$2M	—	—
29	Private Advisor Group, LLC	102,925102,925	$2M	—	—
30	Ethos Financial Group, LLC	94,70794,707	$2M	—	NEW
31	COMMONWEALTH EQUITY SERVICES, LLC	91,11991,119	$2M	—	ADD 7%
32	BENJAMIN EDWARDS INC	89,71389,713	$2M	—	ADD 148%
33	NAVELLIER & ASSOCIATES INC	71,38571,385	$2M	—	TRIM -20%
34	OPPENHEIMER & CO INC	64,68264,682	$1M	—	NEW
35	ENVESTNET ASSET MANAGEMENT INC	64,67464,674	$1M	—	ADD 78%
36	Transamerica Financial Advisors, LLC	59,35459,354	$1M	—	ADD 228185%
37	Davis Investment Partners, LLC	58,39758,397	$1M	—	NEW
38	Kestra Advisory Services, LLC	51,12351,123	$1M	—	ADD 6%
39	TriaGen Wealth Management LLC	49,59549,595	$1M	—	NEW
40	BNP PARIBAS FINANCIAL MARKETS	49,20049,200	$1M	—	—
41	JANE STREET GROUP, LLC	48,48648,486	$1M	—	ADD 21%
42	OneAscent Financial Services LLC	46,01846,018	$1M	—	—
43	CWM, LLC	45,10445,104	$1M	—	ADD 949%
44	Element Wealth, LLC	44,71844,718	$1M	—	NEW
45	Kesler, Norman & Wride, LLC	43,38343,383	$974,378	—	—
46	Kovack Advisors, Inc.	44,70444,704	$974,080	—	NEW
47	TWO SIGMA INVESTMENTS, LP	39,54239,542	$888,113	—	NEW
48	Prospera Financial Services Inc	38,10738,107	$855,882	—	ADD 2%
49	Sanctuary Advisors, LLC	34,15434,154	$767,096	—	ADD 3%
50	Realta Investment Advisors	32,61632,616	$732,555	—	NEW
51	MinichMacGregor Wealth Management, LLC	30,86230,862	$693,161	—	NEW
52	JONES FINANCIAL COMPANIES LLLP	29,05829,058	$673,568	—	ADD 15%
53	Jaffetilchin Investment Partners, LLC	29,59629,596	$664,726	—	NEW
54	Tower Research Capital LLC (TRC)	28,97428,974	$650,756	—	ADD 101%
55	TRUST CO OF OKLAHOMA	28,48728,487	$639,818	—	NEW
56	CENTAURUS FINANCIAL, INC.	28,42628,426	$638,000	—	ADD 4%
57	Global View Capital Management LLC	26,46326,463	$594,359	—	NEW
58	Equitable Holdings, Inc.	35,36635,366	$582,478	—	—
59	TRUIST FINANCIAL CORP	24,62924,629	$553,161	—	TRIM -9%
60	CITIGROUP INC	24,61024,610	$552,750	—	—
61	MML INVESTORS SERVICES, LLC	22,21022,210	$498,840	—	TRIM -2%
62	COTTONWOOD CAPITAL ADVISORS, LLC	21,28321,283	$478,016	—	—
63	TWO SIGMA SECURITIES, LLC	19,95519,955	$448,189	—	NEW
64	HARBOUR INVESTMENTS, INC.	19,83219,832	$445,427	—	ADD 459%
65	Farther Finance Advisors, LLC	20,08020,080	$437,342	—	—
66	Retirement Planning Group, LLC	18,22218,222	$409,266	—	—
67	RPg Family Wealth Advisory, LLC	18,07318,073	$405,920	—	TRIM -42%
68	Risk Paradigm Group, LLC	17,49517,495	$392,938	—	TRIM -42%
69	1776 Wealth LLC	16,40016,400	$368,344	—	—
70	AE Wealth Management LLC	16,13816,138	$362,464	—	—
71	CIBC WORLD MARKET INC.	15,80015,800	$354,868	—	NEW
72	LEVEL FOUR ADVISORY SERVICES, LLC	14,80214,802	$332,453	—	ADD 4%
73	IHT Wealth Management, LLC	14,78014,780	$331,962	—	—
74	CAPTRUST FINANCIAL ADVISORS	13,87213,872	$311,565	—	NEW
75	FIFTH THIRD BANCORP	13,64013,640	$306,354	—	NEW
76	JBR Co Financial Management Inc	17,50917,509	$288,373	—	—
77	Gateway Wealth Partners, LLC	12,07212,072	$271,124	—	ADD 20%
78	KESTRA PRIVATE WEALTH SERVICES, LLC	12,03412,034	$270,274	—	—
79	Moors & Cabot, Inc.	11,58711,587	$260,243	—	TRIM -2%
80	JPMORGAN CHASE & CO	11,21111,211	$255,281	—	ADD 264%
81	XTX Topco Ltd	11,21711,217	$251,934	—	NEW
82	HFG Advisors, Inc.	10,99110,991	$246,858	—	TRIM -20%
83	WEALTH EFFECTS LLC	10,90010,900	$244,814	—	ADD 4%
84	NBC SECURITIES, INC.	10,24610,246	$230,127	—	—
85	Prosperity Financial Group, Inc.	9,9919,991	$224,391	—	NEW
86	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9,0189,018	$202,535	—	TRIM -11%
87	Keating Financial Advisory Services, Inc.	8,7938,793	$197,491	—	—
88	PNC FINANCIAL SERVICES GROUP, INC.	8,4868,486	$190,587	—	—
89	Hilton Head Capital Partners, LLC	7,7777,777	$174,671	—	—
90	REAP Financial Group, LLC	7,5597,559	$169,773	—	—
91	Parallel Advisors, LLC	7,0317,031	$157,916	—	ADD 441%
92	Nova Wealth Management, Inc.	6,3096,309	$141,700	—	—
93	Steward Partners Investment Advisory, LLC	5,7895,789	$130,011	—	—
94	Geneos Wealth Management Inc.	5,2005,200	$116,792	—	—
95	Ashton Thomas Private Wealth, LLC	4,6254,625	$103,878	—	NEW
96	IFP Advisors, Inc	3,9123,912	$87,864	—	TRIM -22%
97	HAZLETT, BURT & WATSON, INC.	3,8663,866	$87,000	—	—
98	Merkkuri Wealth Advisors LLC	3,8523,852	$86,510	—	NEW
99	Private Wealth Asset Management, LLC	3,7753,775	$84,787	—	—
100	Sound Income Strategies, LLC	3,5753,575	$77,865	—	ADD 53%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

FIRST TRUST ADVISORS LP

—

29.9M

$672M

MORGAN STANLEY

2.7M

2.3M

1.8M

2.2M

1.8M

2.8M

$64M

WELLS FARGO & COMPANY/MN

2.1M

1.8M

1.4M

1.2M

1.1M

1.6M

$36M

LPL Financial LLC

1.8M

1.5M

1.4M

1.2M

1.4M

$32M

Nilsine Partners, LLC

—

940K

$20M

Advisory Services Network, LLC

—

660K

$15M

&PARTNERS

11K

—

17K

21K

18K

649K

$15M

RAYMOND JAMES FINANCIAL INC

712K

605K

477K

435K

378K

640K

$14M

BANK OF AMERICA CORP /DE/

590K

528K

513K

423K

406K

564K

$13M

UBS Group AG

977K

546K

592K

402K

384K

563K

$13M

NewEdge Advisors, LLC

43K

42K

43K

39K

34K

241K

$10M

Virtue Capital Management, LLC

—

357K

$8M

Cambridge Investment Research Advisors, Inc.

278K

110K

95K

82K

88K

351K

$8M

ROYAL BANK OF CANADA

314K

285K

338K

259K

141K

325K

$7M

Independent Advisor Alliance

183K

—

157K

163K

171K

285K

$6M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	141	45,385,396	—	$1.0B
2025-Q4	123	8,298,326	—	$136M
2025-Q3	115	11,004,167	—	$241M
2025-Q2	119	10,224,908	—	$155M
2025-Q1	118	11,417,562	—	$189M
2024-Q4	126	14,448,681

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding FXN · 2026-Q1 methodology → sources →

141 holders

% of shares outstanding held

—

Shares held (13F)

45,385,396

Reporting holders

141

Top holders

largest 100 of 141 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	FIRST TRUST ADVISORS LP	29,937,77729.9M	$672M	—	NEW
2	MORGAN STANLEY	2,841,3912.8M	$64M	—	ADD 59%
3	WELLS FARGO & COMPANY/MN	1,604,4781.6M	$36M	—	ADD 41%
4	LPL Financial LLC	1,429,1761.4M	$32M	—	ADD 15%
5	Nilsine Partners, LLC	939,896939,896	$20M	—	NEW
6	Advisory Services Network, LLC	660,279660,279	$15M	—	NEW
7	&PARTNERS	649,026649,026	$15M	—	ADD 3542%
8	RAYMOND JAMES FINANCIAL INC	640,121640,121	$14M	—	ADD 69%
9	BANK OF AMERICA CORP /DE/	564,138564,138	$13M	—	ADD 39%
10	UBS Group AG	563,276563,276	$13M	—	ADD 47%
11	NewEdge Advisors, LLC	241,040241,040	$10M	—	ADD 600%
12	Virtue Capital Management, LLC	357,491357,491	$8M	—	NEW
13	Cambridge Investment Research Advisors, Inc.	350,990350,990	$8M	—	ADD 301%
14	ROYAL BANK OF CANADA	325,290325,290	$7M	—	ADD 131%
15	Independent Advisor Alliance	285,046285,046	$6M	—	ADD 67%
16	D.A. DAVIDSON & CO.	251,057251,057	$6M	—	ADD 2201%
17	Quadrature Capital Ltd	223,025223,025	$5M	—	NEW
18	STIFEL FINANCIAL CORP	194,113194,113	$4M	—	ADD 109%
19	Crumly & Associates Inc.	193,220193,220	$4M	—	—
20	Summit Financial, LLC	156,009156,009	$4M	—	TRIM -9%
21	Baird Financial Group, Inc.	154,367154,367	$3M	—	NEW
22	HighTower Advisors, LLC	113,913113,913	$3M	—	TRIM -3%
23	Cetera Investment Advisers	112,966112,966	$3M	—	ADD 12%
24	Rockefeller Capital Management L.P.	111,291111,291	$2M	—	ADD 2221%
25	CITADEL ADVISORS LLC	110,027110,027	$2M	—	ADD 106%
26	Janney Montgomery Scott LLC	107,794107,794	$2M	—	ADD 38%
27	GOLDMAN SACHS GROUP INC	107,345107,345	$2M	—	ADD 5%
28	OSAIC HOLDINGS, INC.	104,942104,942	$2M	—	—
29	Private Advisor Group, LLC	102,925102,925	$2M	—	—
30	Ethos Financial Group, LLC	94,70794,707	$2M	—	NEW
31	COMMONWEALTH EQUITY SERVICES, LLC	91,11991,119	$2M	—	ADD 7%
32	BENJAMIN EDWARDS INC	89,71389,713	$2M	—	ADD 148%
33	NAVELLIER & ASSOCIATES INC	71,38571,385	$2M	—	TRIM -20%
34	OPPENHEIMER & CO INC	64,68264,682	$1M	—	NEW
35	ENVESTNET ASSET MANAGEMENT INC	64,67464,674	$1M	—	ADD 78%
36	Transamerica Financial Advisors, LLC	59,35459,354	$1M	—	ADD 228185%
37	Davis Investment Partners, LLC	58,39758,397	$1M	—	NEW
38	Kestra Advisory Services, LLC	51,12351,123	$1M	—	ADD 6%
39	TriaGen Wealth Management LLC	49,59549,595	$1M	—	NEW
40	BNP PARIBAS FINANCIAL MARKETS	49,20049,200	$1M	—	—
41	JANE STREET GROUP, LLC	48,48648,486	$1M	—	ADD 21%
42	OneAscent Financial Services LLC	46,01846,018	$1M	—	—
43	CWM, LLC	45,10445,104	$1M	—	ADD 949%
44	Element Wealth, LLC	44,71844,718	$1M	—	NEW
45	Kesler, Norman & Wride, LLC	43,38343,383	$974,378	—	—
46	Kovack Advisors, Inc.	44,70444,704	$974,080	—	NEW
47	TWO SIGMA INVESTMENTS, LP	39,54239,542	$888,113	—	NEW
48	Prospera Financial Services Inc	38,10738,107	$855,882	—	ADD 2%
49	Sanctuary Advisors, LLC	34,15434,154	$767,096	—	ADD 3%
50	Realta Investment Advisors	32,61632,616	$732,555	—	NEW
51	MinichMacGregor Wealth Management, LLC	30,86230,862	$693,161	—	NEW
52	JONES FINANCIAL COMPANIES LLLP	29,05829,058	$673,568	—	ADD 15%
53	Jaffetilchin Investment Partners, LLC	29,59629,596	$664,726	—	NEW
54	Tower Research Capital LLC (TRC)	28,97428,974	$650,756	—	ADD 101%
55	TRUST CO OF OKLAHOMA	28,48728,487	$639,818	—	NEW
56	CENTAURUS FINANCIAL, INC.	28,42628,426	$638,000	—	ADD 4%
57	Global View Capital Management LLC	26,46326,463	$594,359	—	NEW
58	Equitable Holdings, Inc.	35,36635,366	$582,478	—	—
59	TRUIST FINANCIAL CORP	24,62924,629	$553,161	—	TRIM -9%
60	CITIGROUP INC	24,61024,610	$552,750	—	—
61	MML INVESTORS SERVICES, LLC	22,21022,210	$498,840	—	TRIM -2%
62	COTTONWOOD CAPITAL ADVISORS, LLC	21,28321,283	$478,016	—	—
63	TWO SIGMA SECURITIES, LLC	19,95519,955	$448,189	—	NEW
64	HARBOUR INVESTMENTS, INC.	19,83219,832	$445,427	—	ADD 459%
65	Farther Finance Advisors, LLC	20,08020,080	$437,342	—	—
66	Retirement Planning Group, LLC	18,22218,222	$409,266	—	—
67	RPg Family Wealth Advisory, LLC	18,07318,073	$405,920	—	TRIM -42%
68	Risk Paradigm Group, LLC	17,49517,495	$392,938	—	TRIM -42%
69	1776 Wealth LLC	16,40016,400	$368,344	—	—
70	AE Wealth Management LLC	16,13816,138	$362,464	—	—
71	CIBC WORLD MARKET INC.	15,80015,800	$354,868	—	NEW
72	LEVEL FOUR ADVISORY SERVICES, LLC	14,80214,802	$332,453	—	ADD 4%
73	IHT Wealth Management, LLC	14,78014,780	$331,962	—	—
74	CAPTRUST FINANCIAL ADVISORS	13,87213,872	$311,565	—	NEW
75	FIFTH THIRD BANCORP	13,64013,640	$306,354	—	NEW
76	JBR Co Financial Management Inc	17,50917,509	$288,373	—	—
77	Gateway Wealth Partners, LLC	12,07212,072	$271,124	—	ADD 20%
78	KESTRA PRIVATE WEALTH SERVICES, LLC	12,03412,034	$270,274	—	—
79	Moors & Cabot, Inc.	11,58711,587	$260,243	—	TRIM -2%
80	JPMORGAN CHASE & CO	11,21111,211	$255,281	—	ADD 264%
81	XTX Topco Ltd	11,21711,217	$251,934	—	NEW
82	HFG Advisors, Inc.	10,99110,991	$246,858	—	TRIM -20%
83	WEALTH EFFECTS LLC	10,90010,900	$244,814	—	ADD 4%
84	NBC SECURITIES, INC.	10,24610,246	$230,127	—	—
85	Prosperity Financial Group, Inc.	9,9919,991	$224,391	—	NEW
86	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	9,0189,018	$202,535	—	TRIM -11%
87	Keating Financial Advisory Services, Inc.	8,7938,793	$197,491	—	—
88	PNC FINANCIAL SERVICES GROUP, INC.	8,4868,486	$190,587	—	—
89	Hilton Head Capital Partners, LLC	7,7777,777	$174,671	—	—
90	REAP Financial Group, LLC	7,5597,559	$169,773	—	—
91	Parallel Advisors, LLC	7,0317,031	$157,916	—	ADD 441%
92	Nova Wealth Management, Inc.	6,3096,309	$141,700	—	—
93	Steward Partners Investment Advisory, LLC	5,7895,789	$130,011	—	—
94	Geneos Wealth Management Inc.	5,2005,200	$116,792	—	—
95	Ashton Thomas Private Wealth, LLC	4,6254,625	$103,878	—	NEW
96	IFP Advisors, Inc	3,9123,912	$87,864	—	TRIM -22%
97	HAZLETT, BURT & WATSON, INC.	3,8663,866	$87,000	—	—
98	Merkkuri Wealth Advisors LLC	3,8523,852	$86,510	—	NEW
99	Private Wealth Asset Management, LLC	3,7753,775	$84,787	—	—
100	Sound Income Strategies, LLC	3,5753,575	$77,865	—	ADD 53%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

FIRST TRUST ADVISORS LP

—

29.9M

$672M

MORGAN STANLEY

2.7M

2.3M

1.8M

2.2M

1.8M

2.8M

$64M

WELLS FARGO & COMPANY/MN

2.1M

1.8M

1.4M

1.2M

1.1M

1.6M

$36M

LPL Financial LLC

1.8M

1.5M

1.4M

1.2M

1.4M

$32M

Nilsine Partners, LLC

—

940K

$20M

Advisory Services Network, LLC

—

660K

$15M

&PARTNERS

11K

—

17K

21K

18K

649K

$15M

RAYMOND JAMES FINANCIAL INC

712K

605K

477K

435K

378K

640K

$14M

BANK OF AMERICA CORP /DE/

590K

528K

513K

423K

406K

564K

$13M

UBS Group AG

977K

546K

592K

402K

384K

563K

$13M

NewEdge Advisors, LLC

43K

42K

43K

39K

34K

241K

$10M

Virtue Capital Management, LLC

—

357K

$8M

Cambridge Investment Research Advisors, Inc.

278K

110K

95K

82K

88K

351K

$8M

ROYAL BANK OF CANADA

314K

285K

338K

259K

141K

325K

$7M

Independent Advisor Alliance

183K

—

157K

163K

171K

285K

$6M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	141	45,385,396	—	$1.0B
2025-Q4	123	8,298,326	—	$136M
2025-Q3	115	11,004,167	—	$241M
2025-Q2	119	10,224,908	—	$155M
2025-Q1	118	11,417,562	—	$189M
2024-Q4	126	14,448,681

Short interest has its own tab now — open SI →

FXN☆

Institutional ownership· 13F filers holding FXN · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding FXN · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

FXN