FXF

Invesco CurrencyShares Swiss Franc Trust
$112.38-0.85 (-0.76%)TechnologyNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.1119810159383798e+215B

Total Value

$1.20001133793517e+167T

% of Float

Price History

$96.74$101.55$106.36$111.17$115.98Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY111,198$12.0M0.00%Share
2HENGEHOLD CAPITAL MANAGEMENT LLC101,593$11.3M0.95%Share
3AVALON CAPITAL MANAGEMENT83,796$9.4M2.24%Share
4RAYMOND JAMES FINANCIAL INC67,981$7.0M0.00%Share
5CIBC WORLD MARKET INC.58,439$6.0M0.01%Share
6MONECO ADVISORS, LLC45,813$5.1M0.41%Share
7HighTower Advisors, LLC42,546$4.0M0.00%Share
8CITADEL ADVISORS LLC40,700$4.0M0.00%Call
9SUSQUEHANNA INTERNATIONAL GROUP, LLP31,700$3.0M0.00%Call
10JANE STREET GROUP, LLC32,798$3.0M0.00%Share
11Ashton Thomas Private Wealth, LLC24,297$2.7M0.07%Share
12Ridge Creek Global, Inc21,553$2.4M2.02%Share
13Transamerica Financial Advisors, LLC18,802$2.1M0.18%Share
14CITADEL ADVISORS LLC25,300$2.0M0.00%Put
15WELLS FARGO & COMPANY/MN24,716$2.0M0.00%Share
16ENVESTNET ASSET MANAGEMENT INC22,978$2.0M0.00%Share
17CAPTRUST FINANCIAL ADVISORS18,493$2.0M0.00%Share
18NewSquare Capital LLC17,725$2.0M0.17%Share
19OPPENHEIMER & CO INC16,333$1.8M0.03%Share
20Sonoma Private Wealth LLC16,254$1.8M2.19%Share
21UBS Group AG15,487$1.7M0.00%Share
22Pure Financial Advisors, LLC13,499$1.5M0.02%Share
23Pekin Hardy Strauss, Inc.10,240$1.1M0.11%Share
24LPL Financial LLC14,295$1.0M0.00%Share
25WELLS FARGO & COMPANY/MN9,200$1.0M0.00%Share
26Cambridge Investment Research Advisors, Inc.9,158$1.0M0.00%Share
27BANK OF AMERICA CORP /DE/11,283$1.0M0.00%Share
28Haven Private, LLC7,540$841K0.37%Share
29JAMES INVESTMENT RESEARCH, INC.6,591$735K0.08%Share
30PFG Investments, LLC5,635$628K0.03%Share
31Stratos Wealth Partners, LTD.5,291$590K0.01%Share
32RFG Advisory, LLC5,130$572K0.01%Share
33CARRET ASSET MANAGEMENT, LLC4,630$516K0.05%Share
34Baker Ellis Asset Management LLC4,500$502K0.06%Share
35Corient Private Wealth LLC3,983$444K0.00%Share
36Wellspring Financial Advisors, LLC3,500$390K0.03%Share
3717 CAPITAL PARTNERS, LLC2,903$323K0.17%Share
38Cornerstone Wealth Management, LLC2,503$279K0.01%Share
39EVERGREEN CAPITAL MANAGEMENT LLC2,194$244K0.01%Share
40Markin Asset Management, LP2,149$239K0.26%Share
41Carr Financial Group Corp2,000$223K0.06%Share
42Dakota Wealth Management1,850$206K0.00%Share
43Compound Planning, Inc.1,810$201K0.01%Share
44FIFTH THIRD BANCORP1,500$167K0.00%Share
45NVWM, LLC1,334$148K0.03%Share
46Key FInancial Inc1,200$133K0.02%Share
47US BANCORP \DE\1,065$118K0.00%Share
48US BANCORP \DE\1,000$111K0.00%Share
49ARMSTRONG ADVISORY GROUP, INC381$42K0.00%Share
50COMERICA BANK355$39K0.00%Share