Skip to main content
Equibles
FXF logo

FXF

Invesco CurrencyShares Swiss Franc Trust
$109.47 +0.60 (+0.55%) At close · Jul 15
Shares
4,600,000

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 94
Total Value: $133,504,769
Total Shares: 1,209,337

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 96 13F filers
Top Holder
7.8%
Jun 2023 → Mar 2026 · range 7.8% – 56.0%
of institutional value
Top 5
33.8%
Jun 2023 → Mar 2026 · range 33.8% – 74.8%
of institutional value
Top 10
52.9%
Jun 2023 → Mar 2026 · range 52.9% – 90.2%
of institutional value
HHI
373
Jun 2023 → Mar 2026 · range 373 – 3,275
Broadly held
Showing 98 of 98
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $11,423,570 8.56% 103,465
Mega ENVESTNET ASSET MANAGEMENT INC $10,782,640 8.08% 97,660
Large Steward Partners Investment Advisory, LLC $7,632,201 5.72% 69,126
Large CIBC WORLD MARKET INC. $7,126,303 5.34% 64,544
Mega WELLS FARGO & COMPANY/MN $6,059,962 4.54% 54,886
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $5,343,844 4.00% 48,400
Small MONECO ADVISORS, LLC $5,075,989 3.80% 45,974
Large HighTower Advisors, LLC $4,731,289 3.54% 42,852
Mega JANE STREET GROUP, LLC $4,477,346 3.35% 40,552
Mid OPPENHEIMER & CO INC $3,468,530 2.60% 31,415
Large NATIONAL BANK OF CANADA /FI/ Bank $3,220,218 2.41% 29,166
Mega BANK OF AMERICA CORP /DE/ Bank $3,062,662 2.29% 27,739
Mega UBS Group AG $2,879,382 2.16% 26,079
Mid Ashton Thomas Private Wealth, LLC $2,682,631 2.01% 24,297
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,604,681 1.95% 23,591
Mega RAYMOND JAMES FINANCIAL INC $2,548,262 1.91% 23,080
Mega CITADEL ADVISORS LLC $2,432,332 1.82% 22,030
Small FIDUCIARY FAMILY OFFICE, LLC Family Office $2,424,603 1.82% 21,960
Micro Ridge Creek Global, Inc $2,371,938 1.78% 21,483
Small Ameritas Advisory Services, LLC $2,329,982 1.75% 21,103
Mega LPL Financial LLC $2,286,259 1.71% 20,707
Large CAPTRUST FINANCIAL ADVISORS $2,193,184 1.64% 19,864
Small Transamerica Financial Advisors, LLC $2,089,509 1.57% 18,925
Small NewSquare Capital LLC $2,046,228 1.53% 18,533
Large OSAIC HOLDINGS, INC. $1,848,704 1.38% 16,744
Mega CITADEL ADVISORS LLC $1,755,519 1.31% 15,900
Micro Sonoma Private Wealth LLC $1,713,452 1.28% 15,519
Mid Pure Financial Advisors, LLC $1,490,424 1.12% 13,499
Large COMMONWEALTH EQUITY SERVICES, LLC $1,383,106 1.04% 12,527
Small Cornerstone Wealth Management, LLC $1,252,049 0.94% 11,340
Mid Beacon Pointe Advisors, LLC $1,217,270 0.91% 11,025
Small FLOW TRADERS U.S. LLC $1,166,040 0.87% 10,561
Large Mariner, LLC $1,133,248 0.85% 10,264
Large Cambridge Investment Research Advisors, Inc. $1,064,904 0.80% 9,645
Large NOMURA ASSET MANAGEMENT CO LTD $982,649 0.74% 8,900
Small Pekin Hardy Strauss, Inc. $964,983 0.72% 8,740
Mega ROYAL BANK OF CANADA Bank $860,314 0.64% 7,792
Mid PFG Investments, LLC $860,093 0.64% 7,790
Micro Haven Private, LLC $748,358 0.56% 6,778
Small JAMES INVESTMENT RESEARCH, INC. $707,838 0.53% 6,411
Mid GFS Advisors, LLC $704,967 0.53% 6,385
Large HRT FINANCIAL LP $649,983 0.49% 5,887
Mid Stratos Wealth Partners, LTD. $591,687 0.44% 5,359
Mid RFG Advisory, LLC $585,598 0.44% 5,370
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $563,091 0.42% 5,100
Small CARRET ASSET MANAGEMENT, LLC $511,198 0.38% 4,630
Mid MAI Capital Management $503,469 0.38% 4,560
Small Baker Ellis Asset Management LLC $496,845 0.37% 4,500
Small 3EDGE Asset Management, LP $484,258 0.36% 4,386
Large Cetera Investment Advisers $470,236 0.35% 4,259
Large Creative Planning $467,807 0.35% 4,237
Mega JANE STREET GROUP, LLC $452,681 0.34% 4,100
Mega BANK OF MONTREAL /CAN/ Bank $409,621 0.31% 3,710
Mid Wellspring Financial Advisors, LLC $386,435 0.29% 3,500
Large Focus Partners Wealth $374,510 0.28% 3,392
Small 17 CAPITAL PARTNERS, LLC $373,958 0.28% 3,387
Large BLAIR WILLIAM & CO/IL $348,785 0.26% 3,159
Mid Clearstead Advisors, LLC $347,129 0.26% 3,144
Large Cerity Partners LLC $297,886 0.22% 2,698
Micro North Capital, Inc. $287,673 0.22% 2,638
Large MML INVESTORS SERVICES, LLC $277,349 0.21% 2,512
Small Presidio Capital Management, LLC $275,896 0.21% 2,530
Mid Evercore Wealth Management, LLC $270,504 0.20% 2,450
Large Rockefeller Capital Management L.P. $267,854 0.20% 2,426
Small HENGEHOLD CAPITAL MANAGEMENT LLC $264,337 0.20% 2,424
Mid EVERGREEN CAPITAL MANAGEMENT LLC $242,239 0.18% 2,194
Large US BANCORP \DE\ Bank $227,996 0.17% 2,065
Large Corient Private Wealth LLC $220,820 0.17% 2,000
Small Carr Financial Group Corp $220,820 0.17% 2,000
Large FIFTH THIRD BANCORP Bank $204,479 0.15% 1,852
Large BROWN BROTHERS HARRIMAN & CO $165,615 0.12% 1,500
Small Key Financial Inc $132,492 0.10% 1,200
Large Federation des caisses Desjardins du Quebec $130,725 0.10% 1,184
Mid Western Wealth Management, LLC $126,419 0.09% 1,145
Mid Advisory Services Network, LLC $120,346 0.09% 1,090
Mid Farther Finance Advisors, LLC $94,952 0.07% 860
Mid HARBOUR INVESTMENTS, INC. $66,135 0.05% 599
Large TD Waterhouse Canada Inc. $60,725 0.05% 550
Micro Fairman Group, LLC $57,413 0.04% 520
Mega PNC FINANCIAL SERVICES GROUP, INC. $55,205 0.04% 500
Mid Sterling Capital Management LLC $45,709 0.03% 414
Micro Scarborough Advisors, LLC $34,779 0.03% 315
Mid NBT BANK N A /NY Bank $27,602 0.02% 250
Small AdvisorNet Financial, Inc $24,511 0.02% 222
Large HUNTINGTON NATIONAL BANK Bank $21,419 0.02% 194
Mid Parallel Advisors, LLC $20,425 0.02% 185
Mid Spire Wealth Management $19,083 0.01% 175
Micro Roxbury Financial LLC $15,048 0.01% 138
Large CWM, LLC $14,353 0.01% 130
Mega BNP PARIBAS ARBITRAGE, SA $13,249 0.01% 120
Mid IFP Advisors, Inc $11,041 0.01% 100
Mega FMR LLC $5,410 0.00% 49
Small Sunbelt Securities, Inc. Broker-Dealer $5,189 0.00% 47
Small Physician Wealth Advisors, Inc. $4,968 0.00% 45
Mid Allworth Financial LP $4,085 0.00% 37
Small Aventura Private Wealth, LLC $2,726 0.00% 25
Small Bradley & Co. Private Wealth Management, LLC $2,097 0.00% 19
Mid MATHER GROUP, LLC. $441 0.00% 4
Key facts CIK 1353615 CUSIP 46138R108 13F (30d) 7 filings 7 filers

Report a Problem

Category
Description
Email (optional, for follow-up)