FXU

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$49.17

-0.61 (-1.23%)

USD · as of 2026-07-29 · marketstack

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

197 holders

% of shares outstanding held

—

Shares held (13F)

13,121,538

Reporting holders

197

Top holders

largest 100 of 197 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	1,872,4581.9M	$93M	—	TRIM -41%
2	LPL Financial LLC	1,790,2491.8M	$89M	—	ADD 5%
3	WELLS FARGO & COMPANY/MN	904,981904,981	$45M	—	TRIM -46%
4	BANK OF AMERICA CORP /DE/	764,016764,016	$38M	—	TRIM -12%
5	RAYMOND JAMES FINANCIAL INC	695,324695,324	$34M	—	TRIM -28%
6	UBS Group AG	571,796571,796	$28M	—	ADD 5%
7	EARNED WEALTH ADVISORS, LLC	379,257379,257	$19M	—	—
8	TRUIST FINANCIAL CORP	373,182373,182	$19M	—	ADD 22%
9	TWO SIGMA INVESTMENTS, LP	349,700349,700	$17M	—	NEW
10	Cetera Investment Advisers	335,969335,969	$17M	—	ADD 13%
11	ENVESTNET ASSET MANAGEMENT INC	272,594272,594	$14M	—	ADD 52%
12	Csenge Advisory Group	252,320252,320	$13M	—	ADD 4%
13	Rockport Wealth LLC	228,438228,438	$11M	—	ADD 3196%
14	STIFEL FINANCIAL CORP	214,746214,746	$11M	—	TRIM -34%
15	GFS Advisors, LLC	15,27615,276	$9M	—	NEW
16	OSAIC HOLDINGS, INC.	176,423176,423	$9M	—	TRIM -33%
17	PGIM Custom Harvest LLC	171,978171,978	$9M	—	—
18	Delos Wealth Advisors, LLC	163,441163,441	$8M	—	ADD 5%
19	COMMONWEALTH EQUITY SERVICES, LLC	161,741161,741	$8M	—	—
20	Janney Montgomery Scott LLC	158,068158,068	$8M	—	—
21	Summit Financial, LLC	156,473156,473	$8M	—	TRIM -2%
22	Cambridge Investment Research Advisors, Inc.	152,410152,410	$8M	—	ADD 6%
23	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	147,403147,403	$7M	—	ADD 10%
24	Virtue Capital Management, LLC	143,002143,002	$7M	—	NEW
25	Milestones Private Investment Advisors LLC	122,270122,270	$6M	—	ADD 3%
26	Foundations Investment Advisors, LLC	93,16193,161	$5M	—	—
27	ROYAL BANK OF CANADA	87,58387,583	$4M	—	TRIM -61%
28	Fiduciary Alliance LLC	87,14487,144	$4M	—	ADD 44%
29	Ocean Park Asset Management, LLC	85,90485,904	$4M	—	NEW
30	OPPENHEIMER & CO INC	71,22571,225	$4M	—	TRIM -23%
31	Equitable Holdings, Inc.	70,01770,017	$3M	—	ADD 8%
32	Brendel Financial Advisors LLC	61,62261,622	$3M	—	NEW
33	Qube Research & Technologies Ltd	58,77458,774	$3M	—	TRIM -13%
34	Merit Financial Group, LLC	53,02853,028	$3M	—	TRIM -8%
35	BENJAMIN EDWARDS INC	50,54050,540	$3M	—	TRIM -83%
36	Private Advisor Group, LLC	48,74348,743	$2M	—	TRIM -27%
37	Sigma Planning Corp	46,31546,315	$2M	—	TRIM -47%
38	Kestra Advisory Services, LLC	45,04345,043	$2M	—	ADD 148%
39	Tower Research Capital LLC (TRC)	43,40843,408	$2M	—	NEW
40	Integrated Wealth Concepts LLC	40,58040,580	$2M	—	NEW
41	Quadrature Capital Ltd	39,14939,149	$2M	—	TRIM -71%
42	PKS Advisory Services, LLC	38,13538,135	$2M	—	ADD 7%
43	Proactive Wealth Strategies LLC	35,89135,891	$2M	—	TRIM -34%
44	Cyndeo Wealth Partners, LLC	34,93334,933	$2M	—	ADD 9%
45	Mutual Advisors, LLC	33,82933,829	$2M	—	NEW
46	Arkadios Wealth Advisors	32,95132,951	$2M	—	TRIM -58%
47	Regal Investment Advisors LLC	32,53432,534	$2M	—	ADD 6%
48	WCG Wealth Advisors LLC	32,28832,288	$2M	—	TRIM -91%
49	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	31,37531,375	$2M	—	—
50	Gateway Wealth Partners, LLC	30,10430,104	$1M	—	ADD 559%
51	INDEPENDENT FINANCIAL GROUP, LLC	29,61429,614	$1M	—	TRIM -10%
52	Asset Allocation Strategies LLC	29,45829,458	$1M	—	TRIM -3%
53	Nilsine Partners, LLC	29,10829,108	$1M	—	TRIM -94%
54	HARBOUR INVESTMENTS, INC.	27,67627,676	$1M	—	ADD 248%
55	Ausdal Financial Partners, Inc.	27,66127,661	$1M	—	—
56	MML INVESTORS SERVICES, LLC	27,25027,250	$1M	—	TRIM -45%
57	J.W. COLE ADVISORS, INC.	26,81026,810	$1M	—	TRIM -18%
58	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	26,75526,755	$1M	—	ADD 4%
59	HB Wealth Management, LLC	25,60125,601	$1M	—	ADD 88%
60	Quantinno Capital Management LP	24,98824,988	$1M	—	ADD 9%
61	&PARTNERS	24,86024,860	$1M	—	TRIM -91%
62	D.A. DAVIDSON & CO.	24,71824,718	$1M	—	TRIM -76%
63	Concurrent Investment Advisors, LLC	24,23324,233	$1M	—	TRIM -18%
64	Independent Advisor Alliance	23,49123,491	$1M	—	NEW
65	HFG Advisors, Inc.	23,24823,248	$1M	—	ADD 11%
66	NewEdge Advisors, LLC	22,20422,204	$1M	—	TRIM -95%
67	Kovack Advisors, Inc.	20,16420,164	$1M	—	TRIM -50%
68	Baird Financial Group, Inc.	19,85519,855	$984,609	—	TRIM -80%
69	JONES FINANCIAL COMPANIES LLLP	19,83619,836	$972,172	—	ADD 8%
70	Sound Income Strategies, LLC	18,92318,923	$943,313	—	ADD 7%
71	Farther Finance Advisors, LLC	18,62218,622	$928,331	—	ADD 62%
72	FLAGSHIP HARBOR ADVISORS, LLC	18,54718,547	$919,746	—	ADD 49%
73	Thrivent Financial for Lutherans	17,84617,846	$885,000	—	NEW
74	WINEBRENNER CAPITAL MANAGEMENT LLC	16,11316,113	$799,055	—	—
75	Dynamic Advisor Solutions LLC	15,87315,873	$787,142	—	TRIM -4%
76	Sanctuary Advisors, LLC	15,44815,448	$766,064	—	ADD 22%
77	Apeiron RIA LLC	15,23515,235	$755,522	—	TRIM -11%
78	Waverly Advisors, LLC	14,97114,971	$742,412	—	—
79	Trueblood Wealth Management, LLC	14,95614,956	$741,663	—	—
80	RFG Advisory, LLC	14,67814,678	$727,889	—	NEW
81	Prospera Financial Services Inc	14,51514,515	$720,142	—	—
82	KINGSWOOD WEALTH ADVISORS, LLC	14,23614,236	$705,973	—	TRIM -64%
83	Envestnet Portfolio Solutions, Inc.	14,17314,173	$702,839	—	NEW
84	Resurgent Financial Advisors LLC	13,06213,062	$647,745	—	ADD 28%
85	IFP Advisors, Inc	12,87212,872	$638,322	—	ADD 12%
86	KESTRA PRIVATE WEALTH SERVICES, LLC	12,84712,847	$637,079	—	—
87	PNC FINANCIAL SERVICES GROUP, INC.	12,83112,831	$636,294	—	—
88	Asset One Wealth Management LLC	12,95612,956	$630,180	—	TRIM -4%
89	Corient Private Wealth LLC	14,18814,188	$622,055	—	TRIM -40%
90	U.S. Capital Wealth Advisors, LLC	12,35912,359	$612,883	—	ADD 18%
91	JPMORGAN CHASE & CO	12,35312,353	$610,893	—	ADD 11%
92	CENTAURUS FINANCIAL, INC.	12,17712,177	$604,000	—	TRIM -9%
93	COTTONWOOD CAPITAL ADVISORS, LLC	12,14012,140	$602,020	—	—
94	Rehmann Capital Advisory Group	12,00712,007	$595,460	—	—
95	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	11,79511,795	$587,971	—	TRIM -20%
96	Ferguson Shapiro LLC	11,85011,850	$587,642	—	NEW
97	FIFTH THIRD BANCORP	11,81811,818	$586,055	—	NEW
98	Western Wealth Management, LLC	11,70411,704	$580,403	—	—
99	HARMONY ASSET MANAGEMENT LLC	10,60810,608	$526,051	—	TRIM -5%
100	HBW ADVISORY SERVICES LLC	10,53610,536	$522,492	—	TRIM -13%

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

MORGAN STANLEY

1.2M

2.0M

2.8M

3.0M

3.2M

1.9M

$93M

LPL Financial LLC

538K

1.1M

1.6M

1.7M

1.8M

$89M

WELLS FARGO & COMPANY/MN

348K

1.4M

1.6M

1.9M

1.7M

905K

$45M

BANK OF AMERICA CORP /DE/

458K

661K

777K

862K

871K

764K

$38M

RAYMOND JAMES FINANCIAL INC

336K

444K

825K

932K

969K

695K

$34M

UBS Group AG

242K

274K

511K

443K

547K

572K

$28M

EARNED WEALTH ADVISORS, LLC

—

374K

379K

$19M

TRUIST FINANCIAL CORP

202K

76K

304K

310K

307K

373K

$19M

TWO SIGMA INVESTMENTS, LP

—

154K

193K

—

350K

$17M

Cetera Investment Advisers

57K

84K

141K

180K

296K

336K

$17M

ENVESTNET ASSET MANAGEMENT INC

203K

132K

164K

158K

179K

273K

$14M

Csenge Advisory Group

328K

237K

236K

235K

243K

252K

$13M

Rockport Wealth LLC

—

368K

170K

228K

$11M

STIFEL FINANCIAL CORP

94K

234K

329K

313K

327K

215K

$11M

GFS Advisors, LLC

—

15K

$9M

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	197	13,121,538	—	$659M
2025-Q4	198	35,443,001	—	$1.6B
2025-Q3	190	33,402,498	—	$1.5B
2025-Q2	198	34,531,736	—	$1.5B
2025-Q1	168	36,946,205	—	$1.5B
2024-Q4	138	5,910,772

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 FXU · 2026-Q1 methodology → sources →

197 holders

% of shares outstanding held

—

Shares held (13F)

13,121,538

Reporting holders

197

Top holders

largest 100 of 197 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	1,872,4581.9M	$93M	—	TRIM -41%
2	LPL Financial LLC	1,790,2491.8M	$89M	—	ADD 5%
3	WELLS FARGO & COMPANY/MN	904,981904,981	$45M	—	TRIM -46%
4	BANK OF AMERICA CORP /DE/	764,016764,016	$38M	—	TRIM -12%
5	RAYMOND JAMES FINANCIAL INC	695,324695,324	$34M	—	TRIM -28%
6	UBS Group AG	571,796571,796	$28M	—	ADD 5%
7	EARNED WEALTH ADVISORS, LLC	379,257379,257	$19M	—	—
8	TRUIST FINANCIAL CORP	373,182373,182	$19M	—	ADD 22%
9	TWO SIGMA INVESTMENTS, LP	349,700349,700	$17M	—	NEW
10	Cetera Investment Advisers	335,969335,969	$17M	—	ADD 13%
11	ENVESTNET ASSET MANAGEMENT INC	272,594272,594	$14M	—	ADD 52%
12	Csenge Advisory Group	252,320252,320	$13M	—	ADD 4%
13	Rockport Wealth LLC	228,438228,438	$11M	—	ADD 3196%
14	STIFEL FINANCIAL CORP	214,746214,746	$11M	—	TRIM -34%
15	GFS Advisors, LLC	15,27615,276	$9M	—	NEW
16	OSAIC HOLDINGS, INC.	176,423176,423	$9M	—	TRIM -33%
17	PGIM Custom Harvest LLC	171,978171,978	$9M	—	—
18	Delos Wealth Advisors, LLC	163,441163,441	$8M	—	ADD 5%
19	COMMONWEALTH EQUITY SERVICES, LLC	161,741161,741	$8M	—	—
20	Janney Montgomery Scott LLC	158,068158,068	$8M	—	—
21	Summit Financial, LLC	156,473156,473	$8M	—	TRIM -2%
22	Cambridge Investment Research Advisors, Inc.	152,410152,410	$8M	—	ADD 6%
23	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	147,403147,403	$7M	—	ADD 10%
24	Virtue Capital Management, LLC	143,002143,002	$7M	—	NEW
25	Milestones Private Investment Advisors LLC	122,270122,270	$6M	—	ADD 3%
26	Foundations Investment Advisors, LLC	93,16193,161	$5M	—	—
27	ROYAL BANK OF CANADA	87,58387,583	$4M	—	TRIM -61%
28	Fiduciary Alliance LLC	87,14487,144	$4M	—	ADD 44%
29	Ocean Park Asset Management, LLC	85,90485,904	$4M	—	NEW
30	OPPENHEIMER & CO INC	71,22571,225	$4M	—	TRIM -23%
31	Equitable Holdings, Inc.	70,01770,017	$3M	—	ADD 8%
32	Brendel Financial Advisors LLC	61,62261,622	$3M	—	NEW
33	Qube Research & Technologies Ltd	58,77458,774	$3M	—	TRIM -13%
34	Merit Financial Group, LLC	53,02853,028	$3M	—	TRIM -8%
35	BENJAMIN EDWARDS INC	50,54050,540	$3M	—	TRIM -83%
36	Private Advisor Group, LLC	48,74348,743	$2M	—	TRIM -27%
37	Sigma Planning Corp	46,31546,315	$2M	—	TRIM -47%
38	Kestra Advisory Services, LLC	45,04345,043	$2M	—	ADD 148%
39	Tower Research Capital LLC (TRC)	43,40843,408	$2M	—	NEW
40	Integrated Wealth Concepts LLC	40,58040,580	$2M	—	NEW
41	Quadrature Capital Ltd	39,14939,149	$2M	—	TRIM -71%
42	PKS Advisory Services, LLC	38,13538,135	$2M	—	ADD 7%
43	Proactive Wealth Strategies LLC	35,89135,891	$2M	—	TRIM -34%
44	Cyndeo Wealth Partners, LLC	34,93334,933	$2M	—	ADD 9%
45	Mutual Advisors, LLC	33,82933,829	$2M	—	NEW
46	Arkadios Wealth Advisors	32,95132,951	$2M	—	TRIM -58%
47	Regal Investment Advisors LLC	32,53432,534	$2M	—	ADD 6%
48	WCG Wealth Advisors LLC	32,28832,288	$2M	—	TRIM -91%
49	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	31,37531,375	$2M	—	—
50	Gateway Wealth Partners, LLC	30,10430,104	$1M	—	ADD 559%
51	INDEPENDENT FINANCIAL GROUP, LLC	29,61429,614	$1M	—	TRIM -10%
52	Asset Allocation Strategies LLC	29,45829,458	$1M	—	TRIM -3%
53	Nilsine Partners, LLC	29,10829,108	$1M	—	TRIM -94%
54	HARBOUR INVESTMENTS, INC.	27,67627,676	$1M	—	ADD 248%
55	Ausdal Financial Partners, Inc.	27,66127,661	$1M	—	—
56	MML INVESTORS SERVICES, LLC	27,25027,250	$1M	—	TRIM -45%
57	J.W. COLE ADVISORS, INC.	26,81026,810	$1M	—	TRIM -18%
58	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	26,75526,755	$1M	—	ADD 4%
59	HB Wealth Management, LLC	25,60125,601	$1M	—	ADD 88%
60	Quantinno Capital Management LP	24,98824,988	$1M	—	ADD 9%
61	&PARTNERS	24,86024,860	$1M	—	TRIM -91%
62	D.A. DAVIDSON & CO.	24,71824,718	$1M	—	TRIM -76%
63	Concurrent Investment Advisors, LLC	24,23324,233	$1M	—	TRIM -18%
64	Independent Advisor Alliance	23,49123,491	$1M	—	NEW
65	HFG Advisors, Inc.	23,24823,248	$1M	—	ADD 11%
66	NewEdge Advisors, LLC	22,20422,204	$1M	—	TRIM -95%
67	Kovack Advisors, Inc.	20,16420,164	$1M	—	TRIM -50%
68	Baird Financial Group, Inc.	19,85519,855	$984,609	—	TRIM -80%
69	JONES FINANCIAL COMPANIES LLLP	19,83619,836	$972,172	—	ADD 8%
70	Sound Income Strategies, LLC	18,92318,923	$943,313	—	ADD 7%
71	Farther Finance Advisors, LLC	18,62218,622	$928,331	—	ADD 62%
72	FLAGSHIP HARBOR ADVISORS, LLC	18,54718,547	$919,746	—	ADD 49%
73	Thrivent Financial for Lutherans	17,84617,846	$885,000	—	NEW
74	WINEBRENNER CAPITAL MANAGEMENT LLC	16,11316,113	$799,055	—	—
75	Dynamic Advisor Solutions LLC	15,87315,873	$787,142	—	TRIM -4%
76	Sanctuary Advisors, LLC	15,44815,448	$766,064	—	ADD 22%
77	Apeiron RIA LLC	15,23515,235	$755,522	—	TRIM -11%
78	Waverly Advisors, LLC	14,97114,971	$742,412	—	—
79	Trueblood Wealth Management, LLC	14,95614,956	$741,663	—	—
80	RFG Advisory, LLC	14,67814,678	$727,889	—	NEW
81	Prospera Financial Services Inc	14,51514,515	$720,142	—	—
82	KINGSWOOD WEALTH ADVISORS, LLC	14,23614,236	$705,973	—	TRIM -64%
83	Envestnet Portfolio Solutions, Inc.	14,17314,173	$702,839	—	NEW
84	Resurgent Financial Advisors LLC	13,06213,062	$647,745	—	ADD 28%
85	IFP Advisors, Inc	12,87212,872	$638,322	—	ADD 12%
86	KESTRA PRIVATE WEALTH SERVICES, LLC	12,84712,847	$637,079	—	—
87	PNC FINANCIAL SERVICES GROUP, INC.	12,83112,831	$636,294	—	—
88	Asset One Wealth Management LLC	12,95612,956	$630,180	—	TRIM -4%
89	Corient Private Wealth LLC	14,18814,188	$622,055	—	TRIM -40%
90	U.S. Capital Wealth Advisors, LLC	12,35912,359	$612,883	—	ADD 18%
91	JPMORGAN CHASE & CO	12,35312,353	$610,893	—	ADD 11%
92	CENTAURUS FINANCIAL, INC.	12,17712,177	$604,000	—	TRIM -9%
93	COTTONWOOD CAPITAL ADVISORS, LLC	12,14012,140	$602,020	—	—
94	Rehmann Capital Advisory Group	12,00712,007	$595,460	—	—
95	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	11,79511,795	$587,971	—	TRIM -20%
96	Ferguson Shapiro LLC	11,85011,850	$587,642	—	NEW
97	FIFTH THIRD BANCORP	11,81811,818	$586,055	—	NEW
98	Western Wealth Management, LLC	11,70411,704	$580,403	—	—
99	HARMONY ASSET MANAGEMENT LLC	10,60810,608	$526,051	—	TRIM -5%
100	HBW ADVISORY SERVICES LLC	10,53610,536	$522,492	—	TRIM -13%

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

MORGAN STANLEY

1.2M

2.0M

2.8M

3.0M

3.2M

1.9M

$93M

LPL Financial LLC

538K

1.1M

1.6M

1.7M

1.8M

$89M

WELLS FARGO & COMPANY/MN

348K

1.4M

1.6M

1.9M

1.7M

905K

$45M

BANK OF AMERICA CORP /DE/

458K

661K

777K

862K

871K

764K

$38M

RAYMOND JAMES FINANCIAL INC

336K

444K

825K

932K

969K

695K

$34M

UBS Group AG

242K

274K

511K

443K

547K

572K

$28M

EARNED WEALTH ADVISORS, LLC

—

374K

379K

$19M

TRUIST FINANCIAL CORP

202K

76K

304K

310K

307K

373K

$19M

TWO SIGMA INVESTMENTS, LP

—

154K

193K

—

350K

$17M

Cetera Investment Advisers

57K

84K

141K

180K

296K

336K

$17M

ENVESTNET ASSET MANAGEMENT INC

203K

132K

164K

158K

179K

273K

$14M

Csenge Advisory Group

328K

237K

236K

235K

243K

252K

$13M

Rockport Wealth LLC

—

368K

170K

228K

$11M

STIFEL FINANCIAL CORP

94K

234K

329K

313K

327K

215K

$11M

GFS Advisors, LLC

—

15K

$9M

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	197	13,121,538	—	$659M
2025-Q4	198	35,443,001	—	$1.6B
2025-Q3	190	33,402,498	—	$1.5B
2025-Q2	198	34,531,736	—	$1.5B
2025-Q1	168	36,946,205	—	$1.5B
2024-Q4	138	5,910,772

Short interest has its own tab now — open SI →

FXU☆

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

Top holders

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

Institutional footprint by quarter

FXU