172 tracked 13F filers disclose a position in FXR as of the latest SEC 13F filings, a combined $455.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $74.2M | 909K | ▼−25% Reduced · −298K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $69.1M | 847K | ▼−40% Reduced · −574K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $42.6M | 522K | ▼−14% Reduced · −83K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $33.3M | 408K | ▼−17% Reduced · −86K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $32.3M | 395K | ▲+8.8% Added · +32K sh | Q1 2026 | |
| 6 | UBS Group AG | $17.2M | 211K | ▼−30% Reduced · −89K sh | Q1 2026 | |
| 7 | TRUIST FINANCIAL CORP | $12.9M | 159K | ▼−3.3% Reduced · −5K sh | Q1 2026 | |
| 8 | D.A. DAVIDSON & CO. | $14.4M | 158K | ▲+29% Added · +35K sh | Q2 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $8.5M | 104K | ▲+77% Added · +45K sh | Q1 2026 | |
| 10 | Baird Financial Group, Inc. | $8.3M | 101K | ▼−2.7% Reduced · −3K sh | Q1 2026 | |
| 11 | Modern Wealth Management, LLC | $8.0M | 97K | ▼−0.6% Reduced · −628 sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $7.4M | 90K | ▼−12% Reduced · −13K sh | Q1 2026 | |
| 13 | Virtue Capital Management, LLC | $7.0M | 77K | ▼−6.0% Reduced · −5K sh | Q2 2026 | |
| 14 | Monument Capital Management | $5.8M | 64K | ▼−0.1% Reduced · −59 sh | Q2 2026 | |
| 15 | BENJAMIN EDWARDS INC | $5.6M | 62K | ▲+51% Added · +21K sh | Q2 2026 | |
| 16 | ROYAL BANK OF CANADA | $4.9M | 60K | ▼−56% Reduced · −77K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 57K | ▼−13% Reduced · −8K sh | Q1 2026 | |
| 18 | BNP PARIBAS FINANCIAL MARKETS | $4.1M | 50K | ▲New +50K sh | Q1 2026 | |
| 19 | ASSETMARK, INC | $4.2M | 46K | ▲191× Added · +46K sh | Q2 2026 | |
| 20 | PGIM Custom Harvest LLC | $3.2M | 39K | ▼−3.5% Reduced · −1K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $3.1M | 38K | ▲+2.2% Added · +842 sh | Q1 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 34K | ▼−25% Reduced · −11K sh | Q1 2026 | |
| 23 | Crumly & Associates Inc. | $3.1M | 34K | —Held | Q2 2026 | |
| 24 | Rockefeller Capital Management L.P. | $2.7M | 33K | ▲+0.7% Added · +242 sh | Q1 2026 | |
| 25 | NewEdge Advisors, LLC | $3.0M | 33K | ▲+16% Added · +5K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in FXR and 16 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 91 funds | $50.1B |
| APPLE INCAAPL | 91 funds | $41.6B |
| MICROSOFT CORPMSFT | 91 funds | $33.0B |
| AMAZON.COM INCAMZN | 91 funds | $23.6B |
| ALPHABET INC-CL CGOOG | 91 funds | $14.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 91 funds | $3.6B |
| ABBVIE INCABBV | 90 funds | $5.0B |
| ALPHABET INC-CL AGOOGL | 89 funds | $19.2B |
| META PLATFORMS INC-CLASS AMETA | 89 funds | $11.7B |
| ELI LILLY & COLLY | 89 funds | $9.1B |
| BROADCOM INCAVGO | 88 funds | $17.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 88 funds | $7.0B |
Ranked by how many of FXR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CIBRmc | 770 funds | $5.6B |
| SKYYmc | 386 funds | $942.9M |
| FXLcs | 262 funds | $873.2M |
| FXHcs | 234 funds | $436.9M |
| FXOcs | 203 funds | $629.0M |
| FGDcs | 201 funds | $787.9M |
| FXUcs | 185 funds | $580.8M |
| FXRthis pagecs | 172 funds | $455.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FXR
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FXR/capital-change-brief"
Use Arkolith's capital_change_brief for FXR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FXR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.