FXZ

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$76.31

-1.47 (-1.89%)

USD · as of 2026-07-29 · marketstack

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

113 holders

% of shares outstanding held

—

Shares held (13F)

3,192,819

Reporting holders

113

Top holders

largest 100 of 113 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	WELLS FARGO & COMPANY/MN	451,985451,985	$34M	—	ADD 32%
2	BANK OF AMERICA CORP /DE/	385,160385,160	$29M	—	ADD 278%
3	LPL Financial LLC	306,935306,935	$23M	—	ADD 60%
4	MORGAN STANLEY	261,884261,884	$20M	—	ADD 49%
5	UBS Group AG	133,094133,094	$10M	—	ADD 141%
6	Cetera Investment Advisers	104,066104,066	$8M	—	TRIM -3%
7	Cambridge Investment Research Advisors, Inc.	100,311100,311	$8M	—	ADD 183%
8	AMERIPRISE FINANCIAL INC	94,90994,909	$7M	—	ADD 14%
9	WCG Wealth Advisors LLC	91,31091,310	$7M	—	NEW
10	Virtue Capital Management, LLC	92,91092,910	$7M	—	NEW
11	ENVESTNET ASSET MANAGEMENT INC	78,81478,814	$6M	—	ADD 18%
12	IronBridge Private Wealth, LLC	76,22076,220	$6M	—	NEW
13	TRUIST FINANCIAL CORP	75,55075,550	$6M	—	ADD 64%
14	RAYMOND JAMES FINANCIAL INC	70,13870,138	$5M	—	ADD 27%
15	ROYAL BANK OF CANADA	57,51157,511	$4M	—	ADD 37%
16	COMMONWEALTH EQUITY SERVICES, LLC	56,87156,871	$4M	—	—
17	D.A. DAVIDSON & CO.	54,05954,059	$4M	—	NEW
18	GOLDMAN SACHS GROUP INC	50,00050,000	$4M	—	TRIM -21%
19	SUSQUEHANNA INTERNATIONAL GROUP, LLP	42,51542,515	$3M	—	ADD 35%
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	41,07641,076	$3M	—	TRIM -44%
21	OSAIC HOLDINGS, INC.	39,11039,110	$3M	—	ADD 125%
22	STIFEL FINANCIAL CORP	36,28736,287	$3M	—	TRIM -20%
23	HARBOUR INVESTMENTS, INC.	33,20833,208	$3M	—	ADD 15%
24	OPPENHEIMER & CO INC	31,05131,051	$2M	—	ADD 209%
25	Independent Advisor Alliance	28,89928,899	$2M	—	NEW
26	PGIM Custom Harvest LLC	27,03527,035	$2M	—	—
27	Rockefeller Capital Management L.P.	26,28526,285	$2M	—	—
28	Private Advisor Group, LLC	21,71521,715	$2M	—	—
29	NAVELLIER & ASSOCIATES INC	20,75920,759	$2M	—	NEW
30	INDEPENDENT FINANCIAL GROUP, LLC	15,94915,949	$1M	—	NEW
31	Nilsine Partners, LLC	14,56614,566	$1M	—	NEW
32	Kestra Advisory Services, LLC	15,16715,167	$1M	—	ADD 6%
33	Purus Wealth Management, LLC	14,56014,560	$1M	—	TRIM -5%
34	Kesler, Norman & Wride, LLC	13,27213,272	$1M	—	—
35	TWO SIGMA INVESTMENTS, LP	12,66712,667	$965,352	—	NEW
36	TSFG, LLC	11,40411,404	$869,000	—	NEW
37	JONES FINANCIAL COMPANIES LLLP	11,01311,013	$811,579	—	ADD 72%
38	Farther Finance Advisors, LLC	10,43310,433	$808,004	—	ADD 4%
39	Quad-Cities Investment Group, LLC	9,5019,501	$724,083	—	—
40	Creative Planning	8,8108,810	$671,410	—	—
41	Summit Financial, LLC	8,7038,703	$663,287	—	TRIM -86%
42	MML INVESTORS SERVICES, LLC	7,9637,963	$606,869	—	TRIM -42%
43	Schrum Private Wealth Management LLC	7,7307,730	$589,103	—	—
44	MGO ONE SEVEN LLC	7,2857,285	$555,190	—	ADD 58%
45	Apollon Financial, LLC	6,7596,759	$515,078	—	—
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	6,6226,622	$512,885	—	—
47	HighTower Advisors, LLC	6,5856,585	$501,843	—	—
48	JPMORGAN CHASE & CO	5,6205,620	$415,593	—	NEW
49	Belpointe Asset Management LLC	5,0005,000	$381,050	—	—
50	Fortis Capital Advisors, LLC	5,0005,000	$381,050	—	—
51	Atlas Brown,Inc.	4,8194,819	$367,242	—	ADD 27%
52	Geneos Wealth Management Inc.	4,7164,716	$359,388	—	—
53	Sound Income Strategies, LLC	4,6144,614	$357,354	—	ADD 12%
54	RPg Family Wealth Advisory, LLC	4,6684,668	$355,748	—	TRIM -42%
55	Modern Wealth Management, LLC	4,5694,569	$353,869	—	TRIM -13%
56	Risk Paradigm Group, LLC	4,5114,511	$343,783	—	TRIM -43%
57	VIAWEALTH, LLC	4,1964,196	$319,775	—	NEW
58	Cornerstone Planning Group LLC	3,4843,484	$281,094	—	TRIM -17%
59	Capital Square, LLC	3,3413,341	$267,092	—	NEW
60	PNC FINANCIAL SERVICES GROUP, INC.	3,3533,353	$255,500	—	—
61	Banco Santander, S.A.	3,2903,290	$250,731	—	TRIM -6%
62	BETO FINANCIAL GROUP, LLC	3,0773,077	$247,483	—	NEW
63	Global View Capital Management LLC	3,2343,234	$246,463	—	NEW
64	CoreCap Advisors, LLC	3,2043,204	$244,177	—	TRIM -11%
65	BAROMETER CAPITAL MANAGEMENT INC.	3,1003,100	$236,251	—	NEW
66	Morey & Quinn Wealth Partners, LLC	2,9782,978	$226,953	—	NEW
67	Carter Financial Group, INC.	2,9652,965	$225,983	—	NEW
68	CWM, LLC	2,8962,896	$220,716	—	TRIM -5%
69	FIFTH THIRD BANCORP	2,8592,859	$217,884	—	ADD 43%
70	Empirical Asset Management, LLC	2,8482,848	$217,041	—	NEW
71	Southland Equity Partners LLC	2,7322,732	$208,206	—	NEW
72	Sanctuary Advisors, LLC	2,6912,691	$205,073	—	NEW
73	Savant Capital, LLC	2,6682,668	$203,329	—	NEW
74	Steward Partners Investment Advisory, LLC	2,4522,452	$186,867	—	TRIM -5%
75	IFP Advisors, Inc	1,8391,839	$140,150	—	—
76	Petix & Botte Co	1,7091,709	$130,243	—	TRIM -50%
77	CX Institutional	1,4301,430	$109,000	—	ADD 21%
78	AE Wealth Management LLC	1,3391,339	$102,039	—	TRIM -16%
79	Parallel Advisors, LLC	1,2251,225	$93,357	—	ADD 26%
80	BlackRock, Inc.	889889	$67,751	—	—
81	NBC SECURITIES, INC.	837837	$63,787	—	—
82	FRANKLIN RESOURCES INC	750750	$57,158	—	NEW
83	Western Wealth Management, LLC	648648	$49,384	—	NEW
84	ARMSTRONG ADVISORY GROUP, INC	563563	$42,907	—	—
85	Piscataqua Savings Bank	390390	$29,721	—	—
86	SIGNATUREFD, LLC	339339	$25,835	—	—
87	Basepoint Wealth LLC	324324	$24,678	—	—
88	Graney & King, LLC	306306	$23,294	—	—
89	Qube Research & Technologies Ltd	292292	$22,253	—	TRIM -16%
90	PRIVATE TRUST CO NA	282282	$21,491	—	—
91	MATHER GROUP, LLC.	271271	$20,653	—	NEW
92	Wagner Wealth Management, LLC	208208	$15,817	—	—
93	Synergy Investment Management, LLC	200200	$15,242	—	NEW
94	GAMMA Investing LLC	192192	$14,632	—	NEW
95	Blue Trust, Inc.	144144	$10,970	—	—
96	Physician Wealth Advisors, Inc.	139139	$10,594	—	—
97	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	136136	$10,334	—	TRIM -22%
98	Spire Wealth Management	110110	$8,405	—	—
99	Main Street Group, LTD	107107	$8,154	—	NEW
100	Advisory Services Network, LLC	101101	$7,685	—	NEW

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

WELLS FARGO & COMPANY/MN

477K

427K

403K

344K

343K

452K

$34M

BANK OF AMERICA CORP /DE/

221K

110K

107K

103K

102K

385K

$29M

LPL Financial LLC

248K

199K

194K

201K

192K

307K

$23M

MORGAN STANLEY

190K

181K

173K

177K

176K

262K

$20M

UBS Group AG

126K

73K

59K

63K

55K

133K

$10M

Cetera Investment Advisers

88K

90K

92K

145K

108K

104K

$8M

Cambridge Investment Research Advisors, Inc.

60K

49K

42K

37K

35K

100K

$8M

AMERIPRISE FINANCIAL INC

105K

111K

109K

125K

83K

95K

$7M

WCG Wealth Advisors LLC

—

91K

$7M

Virtue Capital Management, LLC

—

93K

$7M

ENVESTNET ASSET MANAGEMENT INC

57K

51K

55K

64K

67K

79K

$6M

IronBridge Private Wealth, LLC

—

76K

$6M

TRUIST FINANCIAL CORP

42K

35K

37K

45K

46K

76K

$6M

RAYMOND JAMES FINANCIAL INC

99K

68K

58K

55K

70K

$5M

ROYAL BANK OF CANADA

50K

66K

45K

30K

42K

58K

$4M

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	113	3,192,819	—	$243M
2025-Q4	92	1,999,324	—	$130M
2025-Q3	96	2,156,560	—	$133M
2025-Q2	94	2,274,578	—	$130M
2025-Q1	104	2,495,966	—	$138M
2024-Q4	120	2,825,229

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 FXZ · 2026-Q1 methodology → sources →

113 holders

% of shares outstanding held

—

Shares held (13F)

3,192,819

Reporting holders

113

Top holders

largest 100 of 113 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	WELLS FARGO & COMPANY/MN	451,985451,985	$34M	—	ADD 32%
2	BANK OF AMERICA CORP /DE/	385,160385,160	$29M	—	ADD 278%
3	LPL Financial LLC	306,935306,935	$23M	—	ADD 60%
4	MORGAN STANLEY	261,884261,884	$20M	—	ADD 49%
5	UBS Group AG	133,094133,094	$10M	—	ADD 141%
6	Cetera Investment Advisers	104,066104,066	$8M	—	TRIM -3%
7	Cambridge Investment Research Advisors, Inc.	100,311100,311	$8M	—	ADD 183%
8	AMERIPRISE FINANCIAL INC	94,90994,909	$7M	—	ADD 14%
9	WCG Wealth Advisors LLC	91,31091,310	$7M	—	NEW
10	Virtue Capital Management, LLC	92,91092,910	$7M	—	NEW
11	ENVESTNET ASSET MANAGEMENT INC	78,81478,814	$6M	—	ADD 18%
12	IronBridge Private Wealth, LLC	76,22076,220	$6M	—	NEW
13	TRUIST FINANCIAL CORP	75,55075,550	$6M	—	ADD 64%
14	RAYMOND JAMES FINANCIAL INC	70,13870,138	$5M	—	ADD 27%
15	ROYAL BANK OF CANADA	57,51157,511	$4M	—	ADD 37%
16	COMMONWEALTH EQUITY SERVICES, LLC	56,87156,871	$4M	—	—
17	D.A. DAVIDSON & CO.	54,05954,059	$4M	—	NEW
18	GOLDMAN SACHS GROUP INC	50,00050,000	$4M	—	TRIM -21%
19	SUSQUEHANNA INTERNATIONAL GROUP, LLP	42,51542,515	$3M	—	ADD 35%
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	41,07641,076	$3M	—	TRIM -44%
21	OSAIC HOLDINGS, INC.	39,11039,110	$3M	—	ADD 125%
22	STIFEL FINANCIAL CORP	36,28736,287	$3M	—	TRIM -20%
23	HARBOUR INVESTMENTS, INC.	33,20833,208	$3M	—	ADD 15%
24	OPPENHEIMER & CO INC	31,05131,051	$2M	—	ADD 209%
25	Independent Advisor Alliance	28,89928,899	$2M	—	NEW
26	PGIM Custom Harvest LLC	27,03527,035	$2M	—	—
27	Rockefeller Capital Management L.P.	26,28526,285	$2M	—	—
28	Private Advisor Group, LLC	21,71521,715	$2M	—	—
29	NAVELLIER & ASSOCIATES INC	20,75920,759	$2M	—	NEW
30	INDEPENDENT FINANCIAL GROUP, LLC	15,94915,949	$1M	—	NEW
31	Nilsine Partners, LLC	14,56614,566	$1M	—	NEW
32	Kestra Advisory Services, LLC	15,16715,167	$1M	—	ADD 6%
33	Purus Wealth Management, LLC	14,56014,560	$1M	—	TRIM -5%
34	Kesler, Norman & Wride, LLC	13,27213,272	$1M	—	—
35	TWO SIGMA INVESTMENTS, LP	12,66712,667	$965,352	—	NEW
36	TSFG, LLC	11,40411,404	$869,000	—	NEW
37	JONES FINANCIAL COMPANIES LLLP	11,01311,013	$811,579	—	ADD 72%
38	Farther Finance Advisors, LLC	10,43310,433	$808,004	—	ADD 4%
39	Quad-Cities Investment Group, LLC	9,5019,501	$724,083	—	—
40	Creative Planning	8,8108,810	$671,410	—	—
41	Summit Financial, LLC	8,7038,703	$663,287	—	TRIM -86%
42	MML INVESTORS SERVICES, LLC	7,9637,963	$606,869	—	TRIM -42%
43	Schrum Private Wealth Management LLC	7,7307,730	$589,103	—	—
44	MGO ONE SEVEN LLC	7,2857,285	$555,190	—	ADD 58%
45	Apollon Financial, LLC	6,7596,759	$515,078	—	—
46	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	6,6226,622	$512,885	—	—
47	HighTower Advisors, LLC	6,5856,585	$501,843	—	—
48	JPMORGAN CHASE & CO	5,6205,620	$415,593	—	NEW
49	Belpointe Asset Management LLC	5,0005,000	$381,050	—	—
50	Fortis Capital Advisors, LLC	5,0005,000	$381,050	—	—
51	Atlas Brown,Inc.	4,8194,819	$367,242	—	ADD 27%
52	Geneos Wealth Management Inc.	4,7164,716	$359,388	—	—
53	Sound Income Strategies, LLC	4,6144,614	$357,354	—	ADD 12%
54	RPg Family Wealth Advisory, LLC	4,6684,668	$355,748	—	TRIM -42%
55	Modern Wealth Management, LLC	4,5694,569	$353,869	—	TRIM -13%
56	Risk Paradigm Group, LLC	4,5114,511	$343,783	—	TRIM -43%
57	VIAWEALTH, LLC	4,1964,196	$319,775	—	NEW
58	Cornerstone Planning Group LLC	3,4843,484	$281,094	—	TRIM -17%
59	Capital Square, LLC	3,3413,341	$267,092	—	NEW
60	PNC FINANCIAL SERVICES GROUP, INC.	3,3533,353	$255,500	—	—
61	Banco Santander, S.A.	3,2903,290	$250,731	—	TRIM -6%
62	BETO FINANCIAL GROUP, LLC	3,0773,077	$247,483	—	NEW
63	Global View Capital Management LLC	3,2343,234	$246,463	—	NEW
64	CoreCap Advisors, LLC	3,2043,204	$244,177	—	TRIM -11%
65	BAROMETER CAPITAL MANAGEMENT INC.	3,1003,100	$236,251	—	NEW
66	Morey & Quinn Wealth Partners, LLC	2,9782,978	$226,953	—	NEW
67	Carter Financial Group, INC.	2,9652,965	$225,983	—	NEW
68	CWM, LLC	2,8962,896	$220,716	—	TRIM -5%
69	FIFTH THIRD BANCORP	2,8592,859	$217,884	—	ADD 43%
70	Empirical Asset Management, LLC	2,8482,848	$217,041	—	NEW
71	Southland Equity Partners LLC	2,7322,732	$208,206	—	NEW
72	Sanctuary Advisors, LLC	2,6912,691	$205,073	—	NEW
73	Savant Capital, LLC	2,6682,668	$203,329	—	NEW
74	Steward Partners Investment Advisory, LLC	2,4522,452	$186,867	—	TRIM -5%
75	IFP Advisors, Inc	1,8391,839	$140,150	—	—
76	Petix & Botte Co	1,7091,709	$130,243	—	TRIM -50%
77	CX Institutional	1,4301,430	$109,000	—	ADD 21%
78	AE Wealth Management LLC	1,3391,339	$102,039	—	TRIM -16%
79	Parallel Advisors, LLC	1,2251,225	$93,357	—	ADD 26%
80	BlackRock, Inc.	889889	$67,751	—	—
81	NBC SECURITIES, INC.	837837	$63,787	—	—
82	FRANKLIN RESOURCES INC	750750	$57,158	—	NEW
83	Western Wealth Management, LLC	648648	$49,384	—	NEW
84	ARMSTRONG ADVISORY GROUP, INC	563563	$42,907	—	—
85	Piscataqua Savings Bank	390390	$29,721	—	—
86	SIGNATUREFD, LLC	339339	$25,835	—	—
87	Basepoint Wealth LLC	324324	$24,678	—	—
88	Graney & King, LLC	306306	$23,294	—	—
89	Qube Research & Technologies Ltd	292292	$22,253	—	TRIM -16%
90	PRIVATE TRUST CO NA	282282	$21,491	—	—
91	MATHER GROUP, LLC.	271271	$20,653	—	NEW
92	Wagner Wealth Management, LLC	208208	$15,817	—	—
93	Synergy Investment Management, LLC	200200	$15,242	—	NEW
94	GAMMA Investing LLC	192192	$14,632	—	NEW
95	Blue Trust, Inc.	144144	$10,970	—	—
96	Physician Wealth Advisors, Inc.	139139	$10,594	—	—
97	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	136136	$10,334	—	TRIM -22%
98	Spire Wealth Management	110110	$8,405	—	—
99	Main Street Group, LTD	107107	$8,154	—	NEW
100	Advisory Services Network, LLC	101101	$7,685	—	NEW

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

WELLS FARGO & COMPANY/MN

477K

427K

403K

344K

343K

452K

$34M

BANK OF AMERICA CORP /DE/

221K

110K

107K

103K

102K

385K

$29M

LPL Financial LLC

248K

199K

194K

201K

192K

307K

$23M

MORGAN STANLEY

190K

181K

173K

177K

176K

262K

$20M

UBS Group AG

126K

73K

59K

63K

55K

133K

$10M

Cetera Investment Advisers

88K

90K

92K

145K

108K

104K

$8M

Cambridge Investment Research Advisors, Inc.

60K

49K

42K

37K

35K

100K

$8M

AMERIPRISE FINANCIAL INC

105K

111K

109K

125K

83K

95K

$7M

WCG Wealth Advisors LLC

—

91K

$7M

Virtue Capital Management, LLC

—

93K

$7M

ENVESTNET ASSET MANAGEMENT INC

57K

51K

55K

64K

67K

79K

$6M

IronBridge Private Wealth, LLC

—

76K

$6M

TRUIST FINANCIAL CORP

42K

35K

37K

45K

46K

76K

$6M

RAYMOND JAMES FINANCIAL INC

99K

68K

58K

55K

70K

$5M

ROYAL BANK OF CANADA

50K

66K

45K

30K

42K

58K

$4M

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	113	3,192,819	—	$243M
2025-Q4	92	1,999,324	—	$130M
2025-Q3	96	2,156,560	—	$133M
2025-Q2	94	2,274,578	—	$130M
2025-Q1	104	2,495,966	—	$138M
2024-Q4	120	2,825,229

Short interest has its own tab now — open SI →

FXZ☆

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

Top holders

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

Institutional footprint by quarter

FXZ