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Invesco Currencyshares Swiss (FXF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares29,720 from 29,720
Change0 (0%)
Value$3.1M (-$108.9K)
Filed 2026-11-03
Fiduciary Family Office, LLC
UNCHANGED
Shares21,960 from 21,960
Change0 (0%)
Value$2.3M (-$80.4K)
Filed 2026-11-04
NewSquare Capital LLC
INCREASED
Shares20,804 from 19,585
Change+1,219 (+6%)
Value$2.2M (+$56.7K)
Filed 2026-11-06
Cornerstone Wealth Management, LLC
INCREASED
Shares13,868 from 13,294
Change+574 (+4%)
Value$1.5M (+$11.8K)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares12,934 from 23,301
Change-10,367 (-44%)
Value$1.4M (-$1.2M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares12,288 from 14,986
Change-2,698 (-18%)
Value$1.3M (-$339.2K)
Filed 2026-11-02
Pekin Hardy Strauss, Inc.
DECREASED
Shares7,900 from 8,425
Change-525 (-6%)
Value$832.6K (-$86.2K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares5,520 from 5,370
Change+150 (+3%)
Value$581.8K (-$3.9K)
Filed 2026-11-03
Carret Asset Management, LLC
UNCHANGED
Shares4,630 from 4,630
Change0 (0%)
Value$488.0K (-$17.0K)
Filed 2026-11-04
Baker Ellis Asset Management LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$474.3K (-$16.5K)
Filed 2026-10-14
3Edge Asset Management, LP
UNCHANGED
Shares4,386 from 4,386
Change0 (0%)
Value$462.2K (-$16.1K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares4,086 from 4,084
Change+2 (+0%)
Value$430.6K (-$14.7K)
Filed 2026-11-02
Clearstead Advisors, LLC
UNCHANGED
Shares2,933 from 2,933
Change0 (0%)
Value$309.1K (-$10.7K)
Filed 2026-11-06
North Capital, Inc.
UNCHANGED
Shares2,638 from 2,638
Change0 (0%)
Value$278.9K (-$8.8K)
Filed 2026-10-16
James Investment Research, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$263.5K (-$9.2K)
Filed 2026-10-22
Fifth Third Bancorp
UNCHANGED
Shares1,852 from 1,852
Change0 (0%)
Value$195.2K (-$6.8K)
Filed 2026-11-05
Private Trust Co NA
NEW
Shares1,550
Change+1,550
Value$163.4K
Filed 2026-10-20
Key FInancial Inc
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$126.5K (-$4.4K)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares1,065 from 2,065
Change-1,000 (-48%)
Value$112.2K (-$113.0K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares845 from 797
Change+48 (+6%)
Value$89.1K (+$2.1K)
Filed 2026-10-08
Trust Co of Vermont
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$60.0K (-$2.1K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$58.4K (-$1.6K)
Filed 2026-10-16
Fairman Group, LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$54.8K (-$1.9K)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares518
Change+518
Value$54.6K
Filed 2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$52.7K (-$1.8K)
Filed 2026-11-06
Spire Wealth Management
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$18.4K (-$641)
Filed 2026-10-30
Roxbury Financial LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$14.5K (-$505)
Filed 2026-10-01
IFP Advisors, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.5K (-$366)
Filed 2026-10-16
Allworth Financial LP
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$8.1K ($0)
Filed 2026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$4.7K (-$165)
Filed 2026-10-20
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$2.0K (-$70)
Filed 2026-10-23
Canton Hathaway, LLC
NEW
Shares1
Change+1
Value$105
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 3,545
Change-3,545 (-100%)
Value$0 (-$387.0K)
Filed 2026-11-02
Haven Private, LLC
CLOSED
Shares0 from 2,684
Change-2,684 (-100%)
Value$0 (-$292.7K)
Filed 2026-10-27
Hengehold Capital Management LLC
CLOSED
Shares0 from 2,424
Change-2,424 (-100%)
Value$0 (-$264.3K)
Filed 2026-10-16
Brooklyn FI, LLC
CLOSED
Shares0 from 898
Change-898 (-100%)
Value$0 (-$97.1K)
Filed 2026-11-05
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 435
Change-435 (-100%)
Value$0 (-$47.4K)
Filed 2026-11-03
Sterling Capital Management LLC
CLOSED
Shares0 from 414
Change-414 (-100%)
Value$0 (-$45.1K)
Filed 2026-10-22
NBT Bank, N.A.
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$27.3K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 222
Change-222 (-100%)
Value$0 (-$24.2K)
Filed 2026-10-15
Morgan Stanley
N/A
Shares— from 98,299
Change-98,299 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 92,123
Change-92,123 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 64,858
Change-64,858 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 43,254
Change-43,254 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 40,076
Change-40,076 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 35,602
Change-35,602 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 26,605
Change-26,605 (-100%)
Value—
UBS Group AG
N/A
Shares— from 23,838
Change-23,838 (-100%)
Value—
Ridge Creek Global, Inc
N/A
Shares— from 20,736
Change-20,736 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 20,206
Change-20,206 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,922
Change-18,922 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 18,143
Change-18,143 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 16,268
Change-16,268 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,511
Change-15,511 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 15,359
Change-15,359 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 13,499
Change-13,499 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,010
Change-12,010 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 11,582
Change-11,582 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 7,991
Change-7,991 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,640
Change-7,640 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,942
Change-6,942 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,342
Change-6,342 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,488
Change-5,488 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,303
Change-4,303 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,862
Change-3,862 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,610
Change-3,610 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,159
Change-3,159 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 3,037
Change-3,037 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,442
Change-2,442 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,058
Change-2,058 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,163
Change-1,163 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 450
Change-450 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 194
Change-194 (-100%)
Value—
FMR LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Ashton Thomas Private Wealth, LLC
UNCHANGED29,72029,72000%$3.2M$3.1M-$108.9K2026-11-03
Fiduciary Family Office, LLC
UNCHANGED21,96021,96000%$2.4M$2.3M-$80.4K2026-11-04
NewSquare Capital LLC
INCREASED20,80419,585+1,219+6%$2.1M$2.2M+$56.7K2026-11-06
Cornerstone Wealth Management, LLC
INCREASED13,86813,294+574+4%$1.4M$1.5M+$11.8K2026-11-04
LPL Financial LLC
DECREASED12,93423,301-10,367-44%$2.5M$1.4M-$1.2M2026-11-06
Commonwealth Equity Services, LLC
DECREASED12,28814,986-2,698-18%$1.6M$1.3M-$339.2K2026-11-02
Pekin Hardy Strauss, Inc.
DECREASED7,9008,425-525-6%$918.8K$832.6K-$86.2K2026-11-02
RFG Advisory, LLC
INCREASED5,5205,370+150+3%$585.6K$581.8K-$3.9K2026-11-03
Carret Asset Management, LLC
UNCHANGED4,6304,63000%$504.9K$488.0K-$17.0K2026-11-04
Baker Ellis Asset Management LLC
UNCHANGED4,5004,50000%$490.7K$474.3K-$16.5K2026-10-14
3Edge Asset Management, LP
UNCHANGED4,3864,38600%$478.3K$462.2K-$16.1K2026-10-30
Creative Planning
INCREASED4,0864,084+2+0%$445.4K$430.6K-$14.7K2026-11-02
Clearstead Advisors, LLC
UNCHANGED2,9332,93300%$319.9K$309.1K-$10.7K2026-11-06
North Capital, Inc.
UNCHANGED2,6382,63800%$287.7K$278.9K-$8.8K2026-10-16
James Investment Research, Inc.
UNCHANGED2,5002,50000%$272.6K$263.5K-$9.2K2026-10-22
Fifth Third Bancorp
UNCHANGED1,8521,85200%$202.0K$195.2K-$6.8K2026-11-05
Private Trust Co NA
NEW1,550—+1,550——$163.4K—2026-10-20
Key FInancial Inc
UNCHANGED1,2001,20000%$130.9K$126.5K-$4.4K2026-11-02
US Bancorp \de\
DECREASED1,0652,065-1,000-48%$225.2K$112.2K-$113.0K2026-11-05
Farther Finance Advisors, LLC
INCREASED845797+48+6%$86.9K$89.1K+$2.1K2026-10-08
Trust Co of Vermont
UNCHANGED56956900%$62.1K$60.0K-$2.1K2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED55055000%$60.0K$58.4K-$1.6K2026-10-16
Fairman Group, LLC
UNCHANGED52052000%$56.7K$54.8K-$1.9K2026-10-26
Ascentis Independent Advisors
NEW518—+518——$54.6K—2026-11-03
PNC Financial Services Group, Inc.
UNCHANGED50050000%$54.5K$52.7K-$1.8K2026-11-06
Spire Wealth Management
UNCHANGED17517500%$19.1K$18.4K-$6412026-10-30
Roxbury Financial LLC
UNCHANGED13813800%$15.0K$14.5K-$5052026-10-01
IFP Advisors, Inc
UNCHANGED10010000%$10.9K$10.5K-$3662026-10-16
Allworth Financial LP
UNCHANGED747400%$8.1K$8.1K$02026-11-06
Physician Wealth Advisors, Inc.
UNCHANGED454500%$4.9K$4.7K-$1652026-10-20
Bradley & Co. Private Wealth Management, LLC
UNCHANGED191900%$2.1K$2.0K-$702026-10-23
Canton Hathaway, LLC
NEW1—+1——$105—2026-10-23
Cambridge Investment Research Advisors, Inc.
CLOSED03,545-3,545-100%$387.0K$0-$387.0K2026-11-02
Haven Private, LLC
CLOSED02,684-2,684-100%$292.7K$0-$292.7K2026-10-27
Hengehold Capital Management LLC
CLOSED02,424-2,424-100%$264.3K$0-$264.3K2026-10-16
Brooklyn FI, LLC
CLOSED0898-898-100%$97.1K$0-$97.1K2026-11-05
LFA - Lugano Financial Advisors SA
CLOSED0435-435-100%$47.4K$0-$47.4K2026-11-03
Sterling Capital Management LLC
CLOSED0414-414-100%$45.1K$0-$45.1K2026-10-22
NBT Bank, N.A.
CLOSED0250-250-100%$27.3K$0-$27.3K2026-10-21
AdvisorNet Financial, Inc
CLOSED0222-222-100%$24.2K$0-$24.2K2026-10-15
Morgan Stanley
N/A—98,299-98,299-100%$10.7M———
Susquehanna International Group, LLP
N/A—92,123-92,123-100%$10.0M———
CIBC World Market Inc.
N/A—64,858-64,858-100%$7.1M———
HighTower Advisors, LLC
N/A—43,254-43,254-100%$4.7M———
Flow Traders U.S. LLC
N/A—40,076-40,076-100%$4.4M———
Wells Fargo & Company
N/A—35,602-35,602-100%$3.9M———
Jane Street Group, LLC
N/A—26,605-26,605-100%$2.9M———
UBS Group AG
N/A—23,838-23,838-100%$2.6M———
Ridge Creek Global, Inc
N/A—20,736-20,736-100%$2.3M———
Captrust Financial Advisors
N/A—20,206-20,206-100%$2.2M———
Envestnet Asset Management Inc
N/A—18,922-18,922-100%$2.1M———
Transamerica Financial Advisors, LLC
N/A—18,143-18,143-100%$2.0M———
Osaic Holdings, Inc.
N/A—16,268-16,268-100%$1.8M———
Citadel Advisors LLC
N/A—15,511-15,511-100%$1.7M———
Sonoma Private Wealth LLC
N/A—15,359-15,359-100%$1.7M———
Pure Financial Advisors, LLC
N/A—13,499-13,499-100%$1.5M———
Beacon Pointe Advisors, LLC
N/A—12,010-12,010-100%$1.3M———
Bank of America Corp
N/A—11,582-11,582-100%$1.3M———
Qube Research & Technologies Ltd
N/A—7,991-7,991-100%$871.4K———
PFG Investments, LLC
N/A—7,640-7,640-100%$833.2K———
Wealthspire Advisors, LLC
N/A—6,942-6,942-100%$757.0K———
HRT Financial LP
N/A—6,342-6,342-100%$691.0K———
Stratos Wealth Partners, Ltd.
N/A—5,488-5,488-100%$598.5K———
MAI Capital Management
N/A—4,560-4,560-100%$497.3K———
Royal Bank of Canada
N/A—4,347-4,347-100%$474.0K———
Focus Partners Wealth
N/A—4,312-4,312-100%$470.2K———
Cetera Investment Advisers
N/A—4,303-4,303-100%$469.3K———
17 Capital Partners, LLC
N/A—4,000-4,000-100%$436.2K———
Raymond James Financial Inc
N/A—3,862-3,862-100%$421.2K———
Bank of Montreal
N/A—3,610-3,610-100%$393.7K———
Wellspring Financial Advisors, LLC
N/A—3,500-3,500-100%$381.7K———
Blair William & Co
N/A—3,159-3,159-100%$344.5K———
Two Sigma Securities, LLC
N/A—3,037-3,037-100%$331.2K———
Cerity Partners LLC
N/A—2,698-2,698-100%$294.2K———
Presidio Capital Management, LLC
N/A—2,530-2,530-100%$275.9K———
Rockefeller Capital Management L.P.
N/A—2,456-2,456-100%$267.8K———
Evercore Wealth Management, LLC
N/A—2,450-2,450-100%$267.2K———
MML Investors Services, LLC
N/A—2,442-2,442-100%$266.3K———
Dakota Wealth Management
N/A—2,058-2,058-100%$224.4K———
Carr Financial Group Corp
N/A—2,000-2,000-100%$218.1K———
Brown Brothers Harriman & Co
N/A—1,500-1,500-100%$163.6K———
National Bank of Canada
N/A—1,163-1,163-100%$126.9K———
Federation des caisses Desjardins du Quebec
N/A—1,038-1,038-100%$113.2K———
Jones Financial Companies Lllp
N/A—450-450-100%$49.0K———
Huntington National Bank
N/A—194-194-100%$21.2K———
FMR LLC
N/A—116-116-100%$12.6K———
Steward Partners Investment Advisory, LLC
N/A—41-41-100%$4.5K———
Aventura Private Wealth, LLC
N/A—25-25-100%$2.7K———
Harbour Investments, Inc.
N/A—5-5-100%$545———
Showing 89 of 89 institutions