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Institutional Holders of FXL

There is a long list of 216 institutional holders of FXL within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of FXL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-FXL table below, the initial column indicates the name of each top institutional holder of FXL, with a link to that fund's top holdings. The next columns indicate the amount of FXL stock held by each of the institutional holders of FXL, followed by the FXL position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley889,644$113,937 12/31/2023
     FXL889,644$113,937 12/31/2023
Wells Fargo & Company MN686,543$87,926 12/31/2023
     FXL686,543$87,926 12/31/2023
LPL Financial LLC468,892$60,051 12/31/2023
     FXL468,892$60,051 12/31/2023
Raymond James & Associates244,160$32,918 03/31/2024
     FXL244,160$32,918 03/31/2024
RVW Wealth LLC184,274$24,844 03/31/2024
     FXL184,274$24,844 03/31/2024
UBS Group AG184,037$23,570 12/31/2023
     FXL184,037$23,570 12/31/2023
Envestnet Asset Management Inc.183,425$23,491 12/31/2023
     FXL183,425$23,491 12/31/2023
Raymond James Financial Services Advisors Inc.171,341$23,100 03/31/2024
     FXL171,341$23,100 03/31/2024
Bank of America Corp DE173,248$22,188 12/31/2023
     FXL173,248$22,188 12/31/2023
Truist Financial Corp162,166$20,769 12/31/2023
     FXL162,166$20,769 12/31/2023
Advisor Group Holdings Inc.132,107$16,943 12/31/2023
     FXL132,107$16,943 12/31/2023
Genesee Capital Advisors LLC124,611$16,800 03/31/2024
     FXL124,611$16,800 03/31/2024
Vestmark Advisory Solutions Inc.128,735$16,487 12/31/2023
     FXL128,735$16,487 12/31/2023
Commonwealth Equity Services LLC125,069$16,018 12/31/2023
     FXL125,069$16,018 12/31/2023
Janney Montgomery Scott LLC116,661$14,941 12/31/2023
     FXL116,661$14,941 12/31/2023
J Arnold Wealth Management Co112,612$14,422 12/31/2023
     FXL112,612$14,422 12/31/2023
MAI Capital Management109,713$14,051 12/31/2023
     FXL109,713$14,051 12/31/2023
Stifel Financial Corp98,182$12,575 12/31/2023
     FXL98,182$12,575 12/31/2023
Ameriprise Financial Inc.87,917$11,258 12/31/2023
     FXL87,917$11,258 12/31/2023
GWM Advisors LLC73,115$9,509 12/31/2023
     FXL73,115$9,509 12/31/2023
Cambridge Investment Research Advisors Inc.59,039$7,960 03/31/2024
     FXL59,039$7,960 03/31/2024
Choice Wealth Advisors LLC58,108$7,834 03/31/2024
     FXL58,108$7,834 03/31/2024
Royal Bank of Canada59,673$7,643 12/31/2023
     FXL59,673$7,643 12/31/2023
Kowal Investment Group LLC52,469$7,074 03/31/2024
     FXL52,469$7,074 03/31/2024
Virtue Capital Management LLC50,693$6,222 12/31/2023
     FXL50,693$6,222 12/31/2023
D.A. Davidson & CO.47,394$6,070 12/31/2023
     FXL47,394$6,070 12/31/2023
Cetera Advisors LLC40,891$5,237 12/31/2023
     FXL40,891$5,237 12/31/2023
Socha Financial Group LLC35,904$4,598 12/31/2023
     FXL35,904$4,598 12/31/2023
IHT Wealth Management LLC34,737$4,449 12/31/2023
     FXL34,737$4,449 12/31/2023
Triton Wealth Management PLLC33,790$4,304 03/31/2024
     FXL33,790$4,304 03/31/2024
Kestra Private Wealth Services LLC32,074$4,108 12/31/2023
     FXL32,074$4,108 12/31/2023
Navellier & Associates Inc31,492$4,033 12/31/2023
     FXL31,492$4,033 12/31/2023
Susquehanna International Group LLP30,462$3,901 12/31/2023
     FXL30,462$3,901 12/31/2023
IronBridge Private Wealth LLC29,734$3,808 12/31/2023
     FXL29,734$3,808 12/31/2023
Strategic Blueprint LLC27,796$3,747 03/31/2024
     FXL27,796$3,747 03/31/2024
Goldman Sachs Group Inc.28,910$3,703 12/31/2023
     FXL28,910$3,703 12/31/2023
Concurrent Investment Advisors LLC27,730$3,551 12/31/2023
     FXL27,730$3,551 12/31/2023
Cetera Investment Advisers26,914$3,447 12/31/2023
     FXL26,914$3,447 12/31/2023
Coppell Advisory Solutions LLC26,768$3,428 12/31/2023
     FXL26,768$3,428 12/31/2023
Win Advisors Inc.21,989$2,965 03/31/2024
     FXL21,989$2,965 03/31/2024
Spire Wealth Management21,773$2,935 03/31/2024
     FXL21,773$2,935 03/31/2024
Hallmark Capital Management Inc.22,759$2,915 12/31/2023
     FXL22,759$2,915 12/31/2023
Jane Street Group LLC22,407$2,870 12/31/2023
     FXL22,407$2,870 12/31/2023
AE Wealth Management LLC21,054$2,769 12/31/2023
     FXL21,054$2,769 12/31/2023
Schrum Private Wealth Management LLC20,522$2,628 12/31/2023
     FXL20,522$2,628 12/31/2023
Two Sigma Advisers LP19,300$2,472 12/31/2023
     FXL19,300$2,472 12/31/2023
US Bancorp DE17,883$2,290 12/31/2023
     FXL17,883$2,290 12/31/2023
MTM Investment Management LLC16,342$2,203 03/31/2024
     FXL16,342$2,203 03/31/2024
Baird Financial Group Inc.16,493$2,112 12/31/2023
     FXL16,493$2,112 12/31/2023
Stephens Inc. AR16,265$2,083 12/31/2023
     FXL16,265$2,083 12/31/2023

See All: Funds Holding FXL
See Details: Top 10 Hedge Funds Holding FXL
Also See: FXL Holdings Changes

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