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Funds Holding FXZ

On this page, we present all of the funds holding FXZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding FXZ, with a link to that fund's top holdings. The next columns indicate the amount of FXZ stock held by each of the funds holding FXZ, followed by the FXZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 139 funds holding FXZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wells Fargo & Company MN. For more details on the positions held by Wells Fargo & Company MN (or by any of the other funds holding FXZ), click the fund name in the "Holder" column of the funds-holding-FXZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wells Fargo & Company MN641,741$44,254 12/31/2023
     FXZ641,741$44,254 12/31/2023
Morgan Stanley431,284$29,741 12/31/2023
     FXZ431,284$29,741 12/31/2023
LPL Financial LLC348,306$24,019 12/31/2023
     FXZ348,306$24,019 12/31/2023
Bank of America Corp DE282,720$19,496 12/31/2023
     FXZ282,720$19,496 12/31/2023
UBS Group AG210,597$14,523 12/31/2023
     FXZ210,597$14,523 12/31/2023
Raymond James & Associates199,428$13,753 12/31/2023
     FXZ199,428$13,753 12/31/2023
Ameriprise Financial Inc.132,409$9,121 12/31/2023
     FXZ132,409$9,121 12/31/2023
Raymond James Financial Services Advisors Inc.128,278$8,846 12/31/2023
     FXZ128,278$8,846 12/31/2023
Royal Bank of Canada114,849$7,919 12/31/2023
     FXZ114,849$7,919 12/31/2023
Stifel Financial Corp104,002$7,172 12/31/2023
     FXZ104,002$7,172 12/31/2023
Cornerstone Planning Group LLC102,991$7,102 12/31/2023
     FXZ102,991$7,102 12/31/2023
Cetera Advisors LLC95,877$6,612 12/31/2023
     FXZ95,877$6,612 12/31/2023
Cambridge Investment Research Advisors Inc.73,019$5,035 12/31/2023
     FXZ73,019$5,035 12/31/2023
Advisor Group Holdings Inc.60,425$4,168 12/31/2023
     FXZ60,425$4,168 12/31/2023
Baird Financial Group Inc.59,041$4,071 12/31/2023
     FXZ59,041$4,071 12/31/2023
Benjamin F. Edwards & Company Inc.57,472$3,963 12/31/2023
     FXZ57,472$3,963 12/31/2023
Envestnet Asset Management Inc.57,115$3,939 12/31/2023
     FXZ57,115$3,939 12/31/2023
Janney Montgomery Scott LLC56,567$3,901 12/31/2023
     FXZ56,567$3,901 12/31/2023
FOCUS Wealth Advisors LLC52,824$3,768 03/31/2024
     FXZ52,824$3,768 03/31/2024
Goldman Sachs Group Inc.50,000$3,448 12/31/2023
     FXZ50,000$3,448 12/31/2023
Etfidea LLC49,234$3,395 12/31/2023
     FXZ49,234$3,395 12/31/2023
Truist Financial Corp44,725$3,084 12/31/2023
     FXZ44,725$3,084 12/31/2023
Susquehanna International Group LLP43,005$2,966 12/31/2023
     FXZ43,005$2,966 12/31/2023
MML Investors Services LLC39,228$2,705 12/31/2023
     FXZ39,228$2,705 12/31/2023
Purus Wealth Management LLC33,630$2,399 03/31/2024
     FXZ33,630$2,399 03/31/2024
Commonwealth Equity Services LLC34,531$2,381 12/31/2023
     FXZ34,531$2,381 12/31/2023
Cetera Advisor Networks LLC31,843$2,196 12/31/2023
     FXZ31,843$2,196 12/31/2023
Rockefeller Capital Management L.P.30,943$2,134 12/31/2023
     FXZ30,943$2,134 12/31/2023
GTS Securities LLC27,315$1,884 12/31/2023
     FXZ27,315$1,884 12/31/2023
HighTower Advisors LLC27,025$1,864 12/31/2023
     FXZ27,025$1,864 12/31/2023
Harbour Investments Inc.23,751$1,638 12/31/2023
     FXZ23,751$1,638 12/31/2023
Meitav Dash Investments Ltd.19,308$1,331 12/31/2023
     FXZ19,308$1,331 12/31/2023
DB Wealth Management Group LLC15,988$1,103 12/31/2023
     FXZ15,988$1,103 12/31/2023
Two Sigma Investments LP15,087$1,040 12/31/2023
     FXZ15,087$1,040 12/31/2023
International Assets Investment Management LLC14,306$1,023 03/31/2024
     FXZ14,306$1,023 03/31/2024
Kesler Norman & Wride LLC13,390$955 03/31/2024
     FXZ13,390$955 03/31/2024
Flow Traders U.S. LLC13,847$955 12/31/2023
     FXZ13,847$955 12/31/2023
AE Wealth Management LLC13,978$926 12/31/2023
     FXZ13,978$926 12/31/2023
Citadel Advisors LLC13,200$910 12/31/2023
     FXZ13,200$910 12/31/2023
Monterey Private Wealth Inc.12,161$868 03/31/2024
     FXZ12,161$868 03/31/2024
HFG Advisors Inc.11,854$846 03/31/2024
     FXZ11,854$846 03/31/2024
Quad Cities Investment Group LLC11,647$831 03/31/2024
     FXZ11,647$831 03/31/2024
Private Advisor Group LLC11,167$770 12/31/2023
     FXZ11,167$770 12/31/2023
GWM Advisors LLC11,112$766 12/31/2023
     FXZ11,112$766 12/31/2023
J.W. Cole Advisors Inc.10,833$747 12/31/2023
     FXZ10,833$747 12/31/2023
Apollon Financial LLC10,627$733 12/31/2023
     FXZ10,627$733 12/31/2023
Capital Wealth Alliance LLC10,241$706 12/31/2023
     FXZ10,241$706 12/31/2023
Kestra Advisory Services LLC10,142$699 12/31/2023
     FXZ10,142$699 12/31/2023
NBC Securities Inc.9,503$677 03/31/2024
     FXZ9,503$677 03/31/2024
Green Harvest Asset Management LLC9,542$658 12/31/2023
     FXZ9,542$658 12/31/2023
Barometer Capital Management Inc.9,400$648 12/31/2023
     FXZ9,400$648 12/31/2023
Arbor Capital Management Inc. ADV9,329$643 12/31/2023
     FXZ9,329$643 12/31/2023
Stonebridge Financial Planning Group LLC8,898$614 12/31/2023
     FXZ8,898$614 12/31/2023
Equitable Holdings Inc.8,733$602 12/31/2023
     FXZ8,733$602 12/31/2023
Csenge Advisory Group8,653$597 12/31/2023
     FXZ8,653$597 12/31/2023
Creative Financial Designs Inc. ADV8,450$583 12/31/2023
     FXZ8,450$583 12/31/2023
ROI Financial Advisors LLC8,076$557 12/31/2023
     FXZ8,076$557 12/31/2023
First Heartland Consultants Inc.8,054$555 12/31/2023
     FXZ8,054$555 12/31/2023
Oppenheimer & Co. Inc.7,137$492 12/31/2023
     FXZ7,137$492 12/31/2023
CoreCap Advisors LLC6,993$482 12/31/2023
     FXZ6,993$482 12/31/2023
WMG Financial Advisors LLC6,842$472 12/31/2023
     FXZ6,842$472 12/31/2023
RPg Family Wealth Advisory LLC6,779$467 12/31/2023
     FXZ6,779$467 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,774$467 12/31/2023
     FXZ6,774$467 12/31/2023
Spire Wealth Management7,155$467 12/31/2023
     FXZ7,155$467 12/31/2023
Willner & Heller LLC6,692$461 12/31/2023
     FXZ6,692$461 12/31/2023
Southland Equity Partners LLC6,313$450 03/31/2024
     FXZ6,313$450 03/31/2024
Schrum Private Wealth Management LLC6,230$430 12/31/2023
     FXZ6,230$430 12/31/2023
MONECO Advisors LLC6,063$418 12/31/2023
     FXZ6,063$418 12/31/2023
Stratos Wealth Partners LTD.5,818$415 03/31/2024
     FXZ5,818$415 03/31/2024
Clarus Wealth Advisors5,440$386 03/31/2024
     FXZ5,440$386 03/31/2024
Yarger Wealth Strategies LLC5,509$380 12/31/2023
     FXZ5,509$380 12/31/2023
Marshall Wace LLP5,306$366 12/31/2023
     FXZ5,306$366 12/31/2023
Cetera Investment Advisers5,062$349 12/31/2023
     FXZ5,062$349 12/31/2023
Belpointe Asset Management LLC5,000$345 12/31/2023
     FXZ5,000$345 12/31/2023
Fortis Capital Advisors LLC5,000$345 12/31/2023
     FXZ5,000$345 12/31/2023
Steward Partners Investment Advisory LLC4,942$341 12/31/2023
     FXZ4,942$341 12/31/2023
SignalPoint Asset Management LLC4,596$328 03/31/2024
     FXZ4,596$328 03/31/2024
Kestra Private Wealth Services LLC4,693$324 12/31/2023
     FXZ4,693$324 12/31/2023
Farther Finance Advisors LLC4,388$303 12/31/2023
     FXZ4,388$303 12/31/2023
Petix & Botte Co4,320$298 12/31/2023
     FXZ4,320$298 12/31/2023
Arkadios Wealth Advisors4,252$293 12/31/2023
     FXZ4,252$293 12/31/2023
The PNC Financial Services Group Inc.4,078$281 12/31/2023
     FXZ4,078$281 12/31/2023
Banco Santander S.A.4,060$280 12/31/2023
     FXZ4,060$280 12/31/2023
Atlas Brown Inc.3,903$278 03/31/2024
     FXZ3,903$278 03/31/2024
Regal Investment Advisors LLC4,035$278 12/31/2023
     FXZ4,035$278 12/31/2023
National Asset Management Inc.4,011$277 12/31/2023
     FXZ4,011$277 12/31/2023
Avantax Advisory Services Inc.3,788$261 12/31/2023
     FXZ3,788$261 12/31/2023
Geneos Wealth Management Inc.3,685$254 12/31/2023
     FXZ3,685$254 12/31/2023
Aurora Private Wealth Inc.3,369$232 12/31/2023
     FXZ3,369$232 12/31/2023
Apeiron RIA LLC3,233$231 03/31/2024
     FXZ3,233$231 03/31/2024
Pacific Sun Financial Corp3,325$229 12/31/2023
     FXZ3,325$229 12/31/2023
We Are One Seven LLC3,207$221 12/31/2023
     FXZ3,207$221 12/31/2023
Empirical Asset Management LLC3,177$219 12/31/2023
     FXZ3,177$219 12/31/2023
Eagle Strategies LLC3,094$213 12/31/2023
     FXZ3,094$213 12/31/2023
Ameritas Advisory Services LLC2,974$200 12/31/2023
     FXZ2,974$200 12/31/2023
IFP Advisors Inc2,551$176 12/31/2023
     FXZ2,551$176 12/31/2023
Impact Partnership Wealth LLC2,451$169 12/31/2023
     FXZ2,451$169 12/31/2023
Parallel Advisors LLC2,240$154 12/31/2023
     FXZ2,240$154 12/31/2023
Financial Advisory Service Inc.2,010$139 12/31/2023
     FXZ2,010$139 12/31/2023
Fifth Third Bancorp2,000$138 12/31/2023
     FXZ2,000$138 12/31/2023
Comerica Bank1,989$137 12/31/2023
     FXZ1,989$137 12/31/2023
Qube Research & Technologies Ltd1,898$131 12/31/2023
     FXZ1,898$131 12/31/2023
NewSquare Capital LLC1,740$120 12/31/2023
     FXZ1,740$120 12/31/2023
CWM LLC1,509$108 03/31/2024
     FXZ1,509$108 03/31/2024
Householder Group Estate & Retirement Specialist LLC1,203$83 12/31/2023
     FXZ1,203$83 12/31/2023
Fortitude Family Office LLC1,145$82 03/31/2024
     FXZ1,145$82 03/31/2024
Planning Capital Management Corp950$66 12/31/2023
     FXZ950$66 12/31/2023
Private Trust Co. NA781$54 12/31/2023
     FXZ781$54 12/31/2023
Coppell Advisory Solutions LLC745$51 12/31/2023
     FXZ745$51 12/31/2023
FMR LLC605$42 12/31/2023
     FXZ605$42 12/31/2023
Armstrong Advisory Group Inc.563$39 03/31/2024
     FXZ563$39 03/31/2024
Creekmur Asset Management LLC430$30 12/31/2023
     FXZ430$30 12/31/2023
Piscataqua Savings Bank390$28 03/31/2024
     FXZ390$28 03/31/2024
First Horizon Advisors Inc.377$26 12/31/2023
     FXZ377$26 12/31/2023
Baystate Wealth Management LLC351$24 12/31/2023
     FXZ351$24 12/31/2023
BlackRock Inc.339$23 12/31/2023
     FXZ339$23 12/31/2023
Signaturefd LLC339$23 12/31/2023
     FXZ339$23 12/31/2023
Wagner Wealth Management LLC310$21 12/31/2023
     FXZ310$21 12/31/2023
VitalStone Financial LLC291$20 12/31/2023
     FXZ291$20 12/31/2023
Mather Group LLC.271$19 03/31/2024
     FXZ271$19 03/31/2024
Principal Securities Inc.274$19 12/31/2023
     FXZ274$19 12/31/2023
Register Financial Advisors LLC227$16 03/31/2024
     FXZ227$16 03/31/2024
Capital Investment Advisory Services LLC225$16 12/31/2023
     FXZ225$16 12/31/2023
Global Retirement Partners LLC228$15 12/31/2023
     FXZ228$15 12/31/2023
Northwestern Mutual Wealth Management Co.210$14 12/31/2023
     FXZ210$14 12/31/2023
WFA Asset Management Corp171$12 03/31/2024
     FXZ171$12 03/31/2024
Proequities Inc.150$10 12/31/2023
     FXZ150$10 12/31/2023
US Bancorp DE125$9 12/31/2023
     FXZ125$9 12/31/2023
Advisory Services Network LLC132$9 12/31/2023
     FXZ132$9 12/31/2023
Tower Research Capital LLC TRC 111$8 12/31/2023
     FXZ111$8 12/31/2023
Westside Investment Management Inc.92$7 03/31/2024
     FXZ92$7 03/31/2024
Transamerica Financial Advisors Inc.85$6 12/31/2023
     FXZ85$6 12/31/2023
Newbridge Financial Services Group Inc.60$4 12/31/2023
     FXZ60$4 12/31/2023
Blair William & Co. IL46$3 12/31/2023
     FXZ46$3 12/31/2023
Benjamin Edwards Inc.43$3 12/31/2023
     FXZ43$3 12/31/2023
Ronald Blue Trust Inc.40$3 12/31/2023
     FXZ40$3 12/31/2023
Hexagon Capital Partners LLC16$1 03/31/2024
     FXZ16$1 03/31/2024
DHJJ Financial Advisors Ltd.10$1 03/31/2024
     FXZ10$1 03/31/2024
JPMorgan Chase & Co.1$0 12/31/2023
     FXZ1$0 12/31/2023
Raleigh Capital Management Inc.3$0 12/31/2023
     FXZ3$0 12/31/2023

See Summary: Institutional Holders of FXZ
See Details: Top 10 Hedge Funds Holding FXZ
Also See: FXZ Holdings Changes

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