Security record · archived quarter
FXZ
name pending profile ingest
34Tracked holders
+2Δ holders
2.38MShares held
$181.08MReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow +30.0% ·
net new positions +5.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | 0 | 2.72M | $216.37M | +1 | −2 |
| Q1 2026 | 34 | +2 | 2.38M | $181.08M | +2 | — |
| Q4 2025 | 32 | -1 | 1.63M | $105.96M | — | −1 |
| Q3 2025 | 6 | 0 | 260.45K | $16.04M | — | — |
| Q2 2025 | 3 | -1 | 9.21K | $524,681 | — | −1 |
| Q1 2025 | 2 | -1 | 62.18K | $3.45M | — | −1 |
| Q4 2024 | 3 | 0 | 61.32K | $3.48M | — | — |
| Q3 2024 | 3 | +1 | 57.96K | $3.89M | +1 | — |
| Q2 2024 | 2 | — | 42.66K | $2.77M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 451.99K | +31.9% | $34.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 385.16K | +277.6% | $29.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 306.94K | +60.0% | $23.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 261.88K | +48.8% | $19.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | UBS Group AG | 133.09K | +140.9% | $10.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 104.07K | -3.3% | $7.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 94.91K | +14.0% | $7.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 78.81K | +18.1% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Truist Financial Corp | 75.55K | +63.9% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 70.14K | +27.0% | $5.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 57.51K | +37.1% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 56.87K | -1.2% | $4.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 50.00K | -20.9% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 42.52K | +34.9% | $3.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 41.08K | -44.5% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 39.11K | +124.8% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Stifel Financial Corp | 36.29K | -20.1% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 26.29K | +0.5% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 12.67K | New | $965,352 | 0.0% | New | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 11.01K | +72.4% | $811,579 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Creative Planning | 8.81K | +0.2% | $671,410 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 7.96K | -42.2% | $606,869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 6.58K | +0.5% | $501,843 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 5.62K | — | $415,593 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | Pnc Financial Services Group, Inc. | 3.35K | +0.2% | $255,500 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cwm, Llc | 2.90K | -4.9% | $220,716 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 2.86K | +43.0% | $217,884 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 889 | 0.0% | $67,751 | 0.0% | Held | 4 | SEC ↗ |
| 29 | Franklin Resources Inc | 750 | New | $57,158 | 0.0% | New | 1 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 292 | -16.3% | $22,253 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 136 | -22.3% | $10,334 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 75 | 0.0% | $5,716 | 0.0% | Held | 4 | SEC ↗ |
| 33 | Assetmark, Inc | 43 | 0.0% | $3,277 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 13 | -59.4% | $991 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $965,352 | 0.0% |
| Franklin Resources Inc | $57,158 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 112 holders, 3.18M shares, $234.03M 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: Q1 2026 ·
Methodology ·
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