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Security record

FXA

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
16Tracked holders
+1Δ holders
201.06KShares held
$13.79MReported value
+1New positions
−0Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +6.7% · share flow +2.8% · net new positions +6.2% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 16 +1 201.06K $13.79M +1 —
Q1 2026 16 0 195.69K $13.38M +2 −2
Q4 2025 16 0 202.65K $13.40M — —
Q3 2025 2 0 36.86K $2.41M +1 −1
Q2 2025 1 0 4.18K $272,781 — —
Q1 2025 1 0 5.75K $355,967 — —
Q4 2024 1 0 16.47K $1.01M — —
Q3 2024 1 0 12.58K $861,730 — —
Q2 2024 1 — 16.55K $1.09M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Cibc World Market Inc. 124.39K +2.1% $8.53M 0.0% ▲ Add 3 SEC ↗
2 Morgan Stanley ✦ 18.61K -5.0% $1.28M 0.0% ▼ Trim 4 SEC ↗ ×2
3 UBS Group AG 12.58K +0.5% $862,630 0.0% ▲ Add 3 SEC ↗ ×2
4 Royal Bank Of Canada 8.82K -4.7% $605,000 0.0% ▼ Trim 3 SEC ↗
5 Citadel Advisors ✦ 7.60K +33.2% $521,114 0.0% ▲ Add 2 SEC ↗
6 Hrt Financial Lp 7.50K New $514,000 0.0% New 1 SEC ↗
7 Commonwealth Equity Services, Llc 5.91K +9.4% $405,350 0.0% ▲ Add 3 SEC ↗
8 Cetera Investment Advisers 4.12K 0.0% $282,879 0.0% Held 3 SEC ↗
9 Bank Of America Corp /De/ 3.41K -50.2% $234,052 0.0% ▼ Trim 3 SEC ↗
10 Envestnet Asset Management Inc 3.19K +6.0% $218,485 0.0% ▲ Add 3 SEC ↗
11 Wells Fargo & Company/Mn 2.56K -2.6% $175,525 0.0% ▼ Trim 3 SEC ↗ ×2
12 Simplex Trading, Llc 1.29K -64.8% $88,807 0.0% ▼ Trim 2 SEC ↗
13 Osaic Holdings, Inc. 524 +3.0% $36,015 0.0% ▲ Add 3 SEC ↗
14 Rockefeller Capital Management L.P. 360 0.0% $24,688 0.0% Held 3 SEC ↗
15 Group One Trading Llc 172 -3.9% $11,795 0.0% ▼ Trim 3 SEC ↗
16 Fidelity (FMR) ✦ 15 0.0% $1,010 0.0% Held 4 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Hrt Financial Lp $514,000 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 26 holders, 375.03K shares, $25.64M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API