FXF institutional holders

Invesco CurrencyShares Swiss Franc Trust · 92 reporting institutions · $90.8M reported value

Funds that can replace FXF · FXF return decomposition

Institutional holdings

Institutions reporting FXF, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$10.7M23,1852026-06-30
Susquehanna International Group, LLP$10M02026-06-30
CIBC World Market Inc.$7.1M02026-06-30
Hightower Advisors, LLC$4.7M1,0462026-06-30
Wells Fargo & Company/mn$3.9M02026-06-30
Ashton Thomas Private Wealth, LLC$3.2M962026-06-30
Jane Street Group, LLC$2.9M02026-06-30
UBS Group AG$2.6M02026-06-30
Lpl Financial LLC$2.5M23,4582026-06-30
Fiduciary Family Office, LLC$2.4M22026-06-30
Ridge Creek Global, Inc$2.3M22026-06-30
Captrust Financial Advisors$2.2M9622026-06-30
Newsquare Capital, LLC$2.1M62026-06-30
Envestnet Pmc$2.1M602026-06-30
Transamerica Financial Advisors, LLC$2M1,0972026-06-30
Wolverine Trading, LLC$1.8M02025-09-30
Osaic Holdings, Inc.$1.8M02026-06-30
Citadel Advisors LLC$1.7M02026-06-30
Sonoma Private Wealth LLC$1.7M32026-06-30
Commonwealth Equity Services, LLC$1.6M2,8632026-06-30
Pure Financial Advisors, LLC$1.5M882026-06-30
Cornerstone Wealth Management, LLC$1.4M02026-06-30
Beacon Pointe Advisors, LLC$1.3M4662026-06-30
Bank of America Corp /de$1.3M02026-06-30
Pekin Hardy Strauss, Inc.$918.8K82026-06-30
Qube Research & Technologies Ltd$871.4K02026-06-30
Pfg Investments, LLC$833.2K02026-06-30
Wealthspire Advisors, LLC$757K2372026-06-30
Stratos Wealth Partners, Ltd.$598.5K3862026-06-30
Rfg Advisory, LLC$585.6K1912026-06-30
Carret Asset Management, LLC$504.9K112026-06-30
Mai Capital Management$497.3K3082026-06-30
Baker Ellis Asset Management LLC$490.7K52026-06-30
3edge Asset Management, LP$478.3K152026-06-30
Royal Bank of Canada$474K02026-06-30
Focus Partners Wealth$470.2K1,0482026-06-30
Cetera Investment Advisers$469.3K10,3702026-06-30
Creative Planning$445.4K1,1712026-06-30
17 Capital Partners, LLC$436.2K42026-06-30
Raymond James Financial Inc$421.2K02026-06-30
Bank of Montreal /can$393.7K02026-06-30
Wellspring Financial Advisors, LLC$381.7K92026-06-30
Blair William & Co/il$344.5K3292026-06-30
Two Sigma Securities, LLC$331.2K02026-06-30
Clearstead; Clearstead Advisory Solutions$319.9K642026-06-30
Cerity Partners LLC$294.2K7772026-06-30
Haven Private, LLC$292.7K62026-06-30
North Capital, Inc.$287.7K102026-06-30
Presidio Capital Management, LLC$275.9K92026-06-30
James Investment Research Inc$272.6K82026-06-30
Rockefeller Capital Management LP$267.8K3462026-06-30
Evercore Wealth Management, LLC$267.2K02026-06-30
MML Investors Services, LLC$266.3K5,1202026-06-30
Hcm Wealth Advisors$264.3K92026-06-30
US Bancorp$225.2K02026-06-30
Dakota Wealth Management$224.4K02026-06-30
Carr Financial Group Corp$218.1K62026-06-30
Corient Private Wealth LP$218.1K6742026-06-30
Fifth Third Bancorp$202K02026-06-30
Brown Brothers Harriman Mutual Fund Advisory Department$163.6K02026-06-30
Key Financial, Inc.$130.9K82026-06-30
National Bank of Canada /fi$126.9K02026-06-30
Federation Des Caisses Desjardins Du Quebec$113.2K02026-06-30
Brooklyn Fi, LLC$97.1K152026-06-30
Farther Finance Advisors, LLC$86.9K3342026-06-30
Trust Co of Vermont$62.1K02026-06-30
TD Waterhouse Canada Inc.$60K02026-06-30
Fairman Group, LLC$56.7K162026-06-30
PNC Financial Services Group, Inc.$54.5K02026-06-30
Jones Financial Companies LLLP$49K02026-06-30
Lfa - Lugano Financial Advisors SA$47.4K02026-06-30
Sterling Capital Management LLC$45.1K332026-06-30
Comerica Bank$39.6K02025-12-31
Nbt Bank, N.A.$27.3K02026-06-30
Advisornet Wealth Partners$24.2K582026-06-30
Integrated Wealth Concepts LLC$21.8K4802026-06-30
Huntington National Bank$21.2K02026-06-30
Spire Wealth Management$19.1K32026-06-30
Roxbury Financial LLC$15K22026-06-30
Cwm, LLC$14.4K6672026-03-31
Fmr LLC$12.6K02026-06-30
Ifp Advisors, Inc$10.9K3182026-06-30
Allworth Financial, LP$8.1K3172026-06-30
Sunbelt Securities, Inc.$5.2K632026-03-31
Physician Wealth Advisors, Inc.$4.9K92026-06-30
Steward Partners Investment Advisory, LLC$4.5K4812026-06-30
Flow Traders U.S. LLC$4.4K02026-06-30
Aventura Private Wealth, LLC$2.7K32026-06-30
Bradley & Co. Private Wealth Management, LLC$2.1K22026-06-30
Cambridge Investment Research Advisors, Inc.$1.1K3,9402026-03-31
Hrt Financial LP$69102026-06-30
Harbour Investments, Inc.$5452472026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30