HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing FXO Share Count | ||||
| Coppell Advisory Solutions LLC | 308 | 2,768 | +2,460 | +798.70% |
| Global Retirement Partners LLC | 854 | 6,406 | +5,552 | +650.12% |
| Change Path LLC | 5,586 | 24,098 | +18,512 | +331.40% |
| VitalStone Financial LLC | 277 | 1,182 | +905 | +326.71% |
| Cetera Advisor Networks LLC | 54,564 | 114,352 | +59,788 | +109.57% |
| Proequities Inc. | 1,278 | 2,391 | +1,113 | +87.09% |
| Stratos Wealth Partners LTD. | 11,621 | 19,600 | +7,979 | +68.66% |
| Koshinski Asset Management Inc. | 21,247 | 32,775 | +11,528 | +54.26% |
| Baird Financial Group Inc. | 10,437 | 14,022 | +3,585 | +34.35% |
| MML Investors Services LLC | 93,832 | 125,875 | +32,043 | +34.15% |
| AE Wealth Management LLC | 5,718 | 7,388 | +1,670 | +29.21% |
| Gateway Wealth Partners LLC | 5,473 | 6,657 | +1,184 | +21.63% |
| O Shaughnessy Asset Management LLC | 1,728 | 2,101 | +373 | +21.59% |
| Comerica Bank | 15,429 | 17,429 | +2,000 | +12.96% |
| Vestmark Advisory Solutions Inc. | 102,056 | 109,568 | +7,512 | +7.36% |
| Resources Investment Advisors LLC. | 17,829 | 19,030 | +1,201 | +6.74% |
| Lakeview Capital Partners LLC | 5,846 | 6,197 | +351 | +6.00% |
| Park Avenue Securities LLC | 7,384 | 7,770 | +386 | +5.23% |
| J.W. Cole Advisors Inc. | 9,469 | 9,959 | +490 | +5.17% |
| We Are One Seven LLC | 12,482 | 13,104 | +622 | +4.98% |
| RPg Family Wealth Advisory LLC | 10,160 | 10,655 | +495 | +4.87% |
| Navellier & Associates Inc | 84,493 | 88,600 | +4,107 | +4.86% |
| HF Advisory Group LLC | 14,516 | 14,989 | +473 | +3.26% |
| Janney Montgomery Scott LLC | 119,772 | 123,113 | +3,341 | +2.79% |
| Pensionmark Financial Group LLC | 9,428 | 9,637 | +209 | +2.22% |
| Daymark Wealth Partners LLC | 28,325 | 28,795 | +470 | +1.66% |
| UBS Group AG | 435,122 | 440,187 | +5,065 | +1.16% |
| D.A. Davidson & CO. | 82,845 | 83,670 | +825 | +1.00% |
| Benjamin Edwards Inc. | 1,113 | 1,123 | +10 | +0.90% |
| Lincoln National Corp | 49,510 | 49,914 | +404 | +0.82% |
| Cetera Advisors LLC | 53,464 | 53,831 | +367 | +0.69% |
| Independent Advisor Alliance | 104,083 | 104,758 | +675 | +0.65% |
| Sunbelt Securities Inc. | 692 | 696 | +4 | +0.58% |
| Financial Freedom LLC | 9,482 | 9,529 | +47 | +0.50% |
| Certified Advisory Corp | 24,050 | 24,144 | +94 | +0.39% |
| Security Financial Services INC. | 8,030 | 8,047 | +17 | +0.21% |
| Fortress Wealth Group LLC | 6,536 | 6,543 | +7 | +0.11% |
| Stephens Inc. AR | 9,559 | 9,566 | +7 | +0.07% |
| SignalPoint Asset Management LLC | 21,127 | 21,128 | +1 | +0.00% |
| 13F Filers Reporting New Positions In FXO | ||||
| Principal Securities Inc. | 0 | 7,271 | +7,271 | +100% |
| Huntington National Bank | 0 | 68 | +68 | +100% |
| Jones Financial Companies Lllp | 0 | 11 | +11 | +100% |
| Goldman Sachs Group Inc. | 0 | 12,534 | +12,534 | +100% |
| Focus Financial Network Inc. ADV | 0 | 7,069 | +7,069 | +100% |
| Smithfield Trust Co. | 0 | 3,483 | +3,483 | +100% |
| Renaissance Technologies LLC | 0 | 9,500 | +9,500 | +100% |
| Two Sigma Investments LP | 0 | 7,400 | +7,400 | +100% |
| Farmers & Merchants Investments Inc. | 0 | 94 | +94 | +100% |
| GTS Securities LLC | 0 | 6,644 | +6,644 | +100% |
| Advisory Services Network LLC | 0 | 918 | +918 | +100% |
| Monument Capital Management | 0 | 14,541 | +14,541 | +100% |
| Prime Capital Investment Advisors LLC | 0 | 5,179 | +5,179 | +100% |
| O Dell Group LLC | 0 | 1,294 | +1,294 | +100% |
| Venture Visionary Partners LLC | 0 | 5,200 | +5,200 | +100% |
| Petix & Botte Co | 0 | 4,672 | +4,672 | +100% |
| International Assets Investment Management LLC | 0 | 44,570 | +44,570 | +100% |
| WMG Financial Advisors LLC | 0 | 4,725 | +4,725 | +100% |
| Fortitude Family Office LLC | 0 | 1,821 | +1,821 | +100% |
| Register Financial Advisors LLC | 0 | 4,840 | +4,840 | +100% |
| Envestnet Portfolio Solutions Inc. | 0 | 4,768 | +4,768 | +100% |
| Tidemark LLC | 0 | 1,634 | +1,634 | +100% |
| Northwest Financial Advisors | 0 | 1,763 | +1,763 | +100% |
| Caitlin John LLC | 0 | 116 | +116 | +100% |
| 1858 Wealth Management LLC | 0 | 14,382 | +14,382 | +100% |
| Planning Capital Management Corp | 0 | 1,600 | +1,600 | +100% |
| Creekmur Asset Management LLC | 0 | 48 | +48 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| JPMorgan Chase & Co. | 870 | 870 | UNCH | 0.00% |
| Horizon Bancorp Inc. IN | 2,285 | 2,285 | UNCH | 0.00% |
| First Financialcorp IN | 4,490 | 4,490 | UNCH | 0.00% |
| Blair William & Co. IL | 10,895 | 10,895 | UNCH | 0.00% |
| Bank of Montreal Can | 1,860 | 1,860 | UNCH | 0.00% |
| WASHINGTON TRUST Co | 548 | 548 | UNCH | 0.00% |
| Raymond James Trust N.A. | 6,081 | 6,081 | UNCH | 0.00% |
| Whittier Trust Co. | 35 | 35 | UNCH | 0.00% |
| AlphaMark Advisors LLC | 350 | 350 | UNCH | 0.00% |
| Westside Investment Management Inc. | 364 | 364 | UNCH | 0.00% |
| Gradient Investments LLC | 169 | 169 | UNCH | 0.00% |
| Bartlett & Co. LLC | 1,210 | 1,210 | UNCH | 0.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 2,266 | 2,266 | UNCH | 0.00% |
| MCF Advisors LLC | 400 | 400 | UNCH | 0.00% |
| Argent Trust Co | 10,000 | 10,000 | UNCH | 0.00% |
| Aptus Capital Advisors LLC | 32 | 32 | UNCH | 0.00% |
| Vishria Bird Financial Group LLC | 14,511 | 14,511 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 5,628 | 5,628 | UNCH | 0.00% |
| Tsfg LLC | 107 | 107 | UNCH | 0.00% |
| Key Financial Inc | 53 | 53 | UNCH | 0.00% |
| Live Oak Investment Partners | 612 | 612 | UNCH | 0.00% |
| MTM Investment Management LLC | 4,221 | 4,221 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 521 | 521 | UNCH | 0.00% |
| Addison Advisors LLC | 1,180 | 1,180 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 46 | 46 | UNCH | 0.00% |
| Ronald Blue Trust Inc. | 6,890 | 6,890 | UNCH | 0.00% |
| Newbridge Financial Services Group Inc. | 98 | 98 | UNCH | 0.00% |
| Guardian Wealth Advisors LLC NC | 32 | 32 | UNCH | 0.00% |
| Provence Wealth Management Group | 500 | 500 | UNCH | 0.00% |
| Impact Partnership Wealth LLC | 3,340 | 3,340 | UNCH | 0.00% |
| Bartlett & CO. Wealth Management LLC | 1,210 | 1,210 | UNCH | 0.00% |
| 13F Filers Decreasing FXO Share Count | ||||
| Farther Finance Advisors LLC | 2,500 | 522 | -1,978 | -79.12% |
| Regal Investment Advisors LLC | 150,219 | 39,538 | -110,681 | -73.68% |
| Susquehanna International Group LLP | 121,411 | 32,656 | -88,755 | -73.10% |
| Kestra Advisory Services LLC | 160,127 | 63,877 | -96,250 | -60.11% |
| Private Advisor Group LLC | 46,219 | 18,604 | -27,615 | -59.75% |
| Sigma Planning Corp | 19,652 | 7,928 | -11,724 | -59.66% |
| Northwestern Mutual Wealth Management Co. | 784 | 319 | -465 | -59.31% |
| Great Valley Advisor Group Inc. | 25,282 | 12,773 | -12,509 | -49.48% |
| Flow Traders U.S. LLC | 23,441 | 11,857 | -11,584 | -49.42% |
| GWM Advisors LLC | 4,758 | 2,530 | -2,228 | -46.83% |
| Citadel Advisors LLC | 37,339 | 21,124 | -16,215 | -43.43% |
| Bellevue Asset Management LLC | 4,198 | 2,545 | -1,653 | -39.38% |
| Spire Wealth Management | 39,194 | 23,984 | -15,210 | -38.81% |
| Ameritas Advisory Services LLC | 16,429 | 11,108 | -5,321 | -32.39% |
| Tower Research Capital LLC TRC | 96,383 | 67,028 | -29,355 | -30.46% |
| Capital Investment Advisory Services LLC | 2,321 | 1,629 | -692 | -29.81% |
| Citigroup Inc. | 8,784 | 6,174 | -2,610 | -29.71% |
| Integrated Wealth Concepts LLC | 12,590 | 8,890 | -3,700 | -29.39% |
| EPG Wealth Management LLC | 355 | 258 | -97 | -27.32% |
| TrueWealth Advisors LLC | 11,217 | 8,269 | -2,948 | -26.28% |
| Ameriprise Financial Inc. | 228,808 | 174,682 | -54,126 | -23.66% |
| Clearwater Capital Advisors LLC | 10,764 | 8,273 | -2,491 | -23.14% |
| National Asset Management Inc. | 12,600 | 9,903 | -2,697 | -21.40% |
| FMR LLC | 945 | 761 | -184 | -19.47% |
| Cedar Brook Financial Partners LLC | 10,162 | 8,282 | -1,880 | -18.50% |
| Secure Asset Management LLC | 58,164 | 47,545 | -10,619 | -18.26% |
| Raymond James & Associates | 353,558 | 289,737 | -63,821 | -18.05% |
| Cetera Investment Advisers | 39,271 | 32,221 | -7,050 | -17.95% |
| Stifel Financial Corp | 206,091 | 170,694 | -35,397 | -17.18% |
| Apeiron RIA LLC | 7,507 | 6,223 | -1,284 | -17.10% |
| Advisor Group Holdings Inc. | 163,436 | 136,334 | -27,102 | -16.58% |
| Private Trust Co. NA | 5,774 | 4,818 | -956 | -16.56% |
| Wealthsource Partners LLC | 6,350 | 5,350 | -1,000 | -15.75% |
| Ballew Advisors Inc | 34,206 | 28,845 | -5,361 | -15.67% |
| Equitable Holdings Inc. | 11,508 | 9,758 | -1,750 | -15.21% |
| DB Wealth Management Group LLC | 30,565 | 25,956 | -4,609 | -15.08% |
| HighTower Advisors LLC | 86,328 | 73,592 | -12,736 | -14.75% |
| Crumly & Associates Inc. | 99,083 | 84,546 | -14,537 | -14.67% |
| Royal Bank of Canada | 157,872 | 136,099 | -21,773 | -13.79% |
| Oppenheimer & Co. Inc. | 12,017 | 10,360 | -1,657 | -13.79% |
| LexAurum Advisors LLC | 7,797 | 6,746 | -1,051 | -13.48% |
| Prospera Financial Services Inc | 31,393 | 27,202 | -4,191 | -13.35% |
| Truist Financial Corp | 117,008 | 101,497 | -15,511 | -13.26% |
| SFI Advisors LLC | 112,191 | 97,334 | -14,857 | -13.24% |
| Cutter & CO Brokerage Inc. | 21,231 | 18,440 | -2,791 | -13.15% |
| SeaCrest Wealth Management LLC | 9,119 | 8,126 | -993 | -10.89% |
| CWM LLC | 8,719 | 7,819 | -900 | -10.32% |
| Avantax Advisory Services Inc. | 6,006 | 5,390 | -616 | -10.26% |
| The PNC Financial Services Group Inc. | 9,811 | 8,869 | -942 | -9.60% |
| Wells Fargo & Company MN | 1,657,447 | 1,503,208 | -154,239 | -9.31% |
| Wagner Wealth Management LLC | 29,961 | 27,179 | -2,782 | -9.29% |
| Creative Planning | 44,709 | 41,017 | -3,692 | -8.26% |
| Level Four Advisory Services LLC | 7,723 | 7,122 | -601 | -7.78% |
| Bank of America Corp DE | 509,255 | 472,112 | -37,143 | -7.29% |
| Trilogy Capital Inc. | 6,008 | 5,588 | -420 | -6.99% |
| Eudaimonia Partners LLC | 6,032 | 5,627 | -405 | -6.71% |
| Morgan Stanley | 2,124,596 | 1,999,125 | -125,471 | -5.91% |
| National Bank of Canada FI | 21,780 | 20,610 | -1,170 | -5.37% |
| Founders Financial Alliance LLC | 1,784 | 1,695 | -89 | -4.99% |
| NBC Securities Inc. | 15,953 | 15,158 | -795 | -4.98% |
| Cambridge Investment Research Advisors Inc. | 82,917 | 78,866 | -4,051 | -4.89% |
| LPL Financial LLC | 1,392,186 | 1,325,822 | -66,364 | -4.77% |
| Kestra Private Wealth Services LLC | 16,698 | 15,928 | -770 | -4.61% |
| Commonwealth Equity Services LLC | 145,523 | 138,853 | -6,670 | -4.58% |
| IFP Advisors Inc | 5,526 | 5,280 | -246 | -4.45% |
| Raymond James Financial Services Advisors Inc. | 318,612 | 304,922 | -13,690 | -4.30% |
| Financial Advocates Investment Management | 7,082 | 6,789 | -293 | -4.14% |
| Western Wealth Management LLC | 44,451 | 42,630 | -1,821 | -4.10% |
| Sargent Investment Group LLC | 6,150 | 5,900 | -250 | -4.07% |
| Jacobi Capital Management LLC | 27,444 | 26,375 | -1,069 | -3.90% |
| Benjamin F. Edwards & Company Inc. | 18,039 | 17,357 | -682 | -3.78% |
| Envestnet Asset Management Inc. | 109,183 | 105,550 | -3,633 | -3.33% |
| Schrum Private Wealth Management LLC | 26,573 | 25,718 | -855 | -3.22% |
| TFG Advisers LLC | 5,830 | 5,682 | -148 | -2.54% |
| Pacific Sun Financial Corp | 34,575 | 33,725 | -850 | -2.46% |
| Steward Partners Investment Advisory LLC | 26,914 | 26,283 | -631 | -2.34% |
| US Bancorp DE | 1,483 | 1,449 | -34 | -2.29% |
| Southland Equity Partners LLC | 11,500 | 11,239 | -261 | -2.27% |
| Rockefeller Capital Management L.P. | 55,677 | 54,428 | -1,249 | -2.24% |
| GPS Wealth Strategies Group LLC | 11,858 | 11,595 | -263 | -2.22% |
| CoreCap Advisors LLC | 8,888 | 8,712 | -176 | -1.98% |
| Harbour Investments Inc. | 26,158 | 25,681 | -477 | -1.82% |
| Choice Wealth Advisors LLC | 38,322 | 37,735 | -587 | -1.53% |
| Larson Financial Group LLC | 348 | 343 | -5 | -1.44% |
| PFG Advisors | 7,583 | 7,491 | -92 | -1.21% |
| MAI Capital Management | 9,979 | 9,892 | -87 | -0.87% |
| Kesler Norman & Wride LLC | 26,814 | 26,691 | -123 | -0.46% |
| BNP Paribas Arbitrage SA | 50,243 | 50,190 | -53 | -0.11% |
| 13F Filers Exiting FXO | ||||
| Paragon Private Wealth Management LLC | 14,069 | 0 | -14,069 | -100.00% |
| IronBridge Private Wealth LLC | 96,560 | 0 | -96,560 | -100.00% |
| Privium Fund Management UK Ltd | 30,490 | 0 | -30,490 | -100.00% |
| Purus Wealth Management LLC | 5,508 | 0 | -5,508 | -100.00% |
| Kingsview Wealth Management LLC | 9,602 | 0 | -9,602 | -100.00% |
| Savior LLC | 871 | 0 | -871 | -100.00% |
| Coastal Investment Advisors Inc. | 2,009 | 0 | -2,009 | -100.00% |
| Outlook Wealth Advisors LLC | 9,521 | 0 | -9,521 | -100.00% |
| RVW Wealth LLC | 1,168 | 0 | -1,168 | -100.00% |
| Fulcrum Equity Management | 6,886 | 0 | -6,886 | -100.00% |
| CX Institutional | 5,868 | 0 | -5,868 | -100.00% |
| Global Trust Asset Management LLC | 459 | 0 | -459 | -100.00% |
| Jane Street Group LLC | 73,928 | 0 | -73,928 | -100.00% |
| Modera Wealth Management LLC | 28,617 | 0 | -28,617 | -100.00% |
| Transamerica Financial Advisors Inc. | 229 | 0 | -229 | -100.00% |
| Two Sigma Securities LLC | 9,107 | 0 | -9,107 | -100.00% |
| Credit Suisse AG | 30,490 | 0 | -30,490 | -100.00% |
See Summary: Institutional Holders of FXO
See Details: Top 10 Hedge Funds Holding FXO
