Invesco CurrencyShares Swiss Franc Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 111.20 K | $12.41 M | 10.97% | 3.19% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 01/15/2026 | 101.59 K | $11.34 M | 0.24% | 2.92% |
| DAVID R. RAHN & ASSOCIATES INC. | 02/11/2026 | 83.80 K | $9.35 M | 440.93% | 2.41% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 68.59 K | $7.65 M | 0.29% | 1.97% |
| CIBC WORLD MARKET INC. | 02/10/2026 | 58.44 K | $6.52 M | -25.52% | 1.68% |
| MONECO ADVISORS, LLC | 02/04/2026 | 45.81 K | $5.11 M | 66.44% | 1.32% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 42.55 K | $4.75 M | 1.20% | 1.22% |
| CITADEL ADVISORS LLC | 02/17/2026 | 40.70 K | $4.54 M | -27.71% | 1.17% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 33.92 K | $3.79 M | -52.49% | 0.97% |
| JANE STREET GROUP, LLC | 02/12/2026 | 32.80 K | $3.66 M | 100.00% | 0.94% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 31.70 K | $3.54 M | 419.67% | 0.91% |
| CITADEL ADVISORS LLC | 02/17/2026 | 25.30 K | $2.82 M | -9.32% | 0.73% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 01/29/2026 | 24.30 K | $2.71 M | 0.00% | 0.70% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 22.98 K | $2.56 M | 88.41% | 0.66% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 22.88 K | $2.55 M | 276.44% | 0.66% |
| 02/13/2026 | 21.55 K | $2.41 M | 100.00% | 0.62% | |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 02/13/2026 | 18.80 K | $2.10 M | -1.24% | 0.54% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 18.49 K | $2.06 M | -0.45% | 0.53% |
| NEWSQUARE CAPITAL LLC | 02/17/2026 | 17.73 K | $1.98 M | -9.37% | 0.51% |
| OPPENHEIMER & CO INC | 02/02/2026 | 16.33 K | $1.82 M | 84.74% | 0.47% |
| SONOMA PRIVATE WEALTH LLC | 02/17/2026 | 16.25 K | $1.81 M | 3.50% | 0.47% |
| UBS GROUP AG | 01/29/2026 | 15.65 K | $1.75 M | 35.34% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 15.24 K | $1.70 M | 242.05% | 0.44% |
| LPL FINANCIAL LLC | 02/11/2026 | 14.30 K | $1.60 M | 1.59% | 0.41% |
| PURE FINANCIAL ADVISORS, LLC | 02/04/2026 | 13.50 K | $1.51 M | 0.00% | 0.39% |
| PEKIN HARDY STRAUSS, INC. | 01/30/2026 | 10.24 K | $1.14 M | 68.14% | 0.29% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 9.16 K | $1.02 M | 11.42% | 0.26% |
| JANE STREET GROUP, LLC | 02/12/2026 | 7.90 K | $881.64 K | 163.33% | 0.23% |
| HAVEN PRIVATE, LLC | 02/12/2026 | 7.54 K | $841.46 K | -8.77% | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 6.81 K | $759.90 K | 0.00% | 0.20% |
| JAMES INVESTMENT RESEARCH INC | 01/29/2026 | 6.59 K | $735.56 K | -4.99% | 0.19% |
| ROYAL BANK OF CANADA | 02/17/2026 | 5.86 K | $654.00 K | 27.14% | 0.17% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 5.64 K | $628.87 K | -4.57% | 0.16% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 5.42 K | $605.21 K | 145.27% | 0.16% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 5.29 K | $590.48 K | 100.00% | 0.15% |
| RFG ADVISORY, LLC | 02/03/2026 | 5.13 K | $572.51 K | 0.65% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 4.89 K | $545.01 K | 22.03% | 0.14% |
| CARRET ASSET MANAGEMENT, LLC | 02/17/2026 | 4.63 K | $516.71 K | 0.00% | 0.13% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 4.56 K | $508.90 K | -0.09% | 0.13% |
| BAKER ELLIS ASSET MANAGEMENT LLC | 01/21/2026 | 4.50 K | $502.20 K | 0.00% | 0.13% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 4.44 K | $495.50 K | 100.00% | 0.13% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 4.18 K | $466.71 K | -23.80% | 0.12% |
| CREATIVE PLANNING | 02/17/2026 | 4.09 K | $456.78 K | -28.08% | 0.12% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 3.98 K | $444.48 K | -3.04% | 0.11% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 3.61 K | $402.88 K | 0.00% | 0.10% |
| WELLSPRING FINANCIAL ADVISORS, LLC | 02/11/2026 | 3.50 K | $390.58 K | 0.00% | 0.10% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 3.40 K | $379.44 K | -23.08% | 0.10% |
| COLONY GROUP, LLC | 02/13/2026 | 3.39 K | $378.55 K | -33.58% | 0.10% |
| 17 CAPITAL PARTNERS, LLC | 02/13/2026 | 2.90 K | $323.98 K | 100.00% | 0.08% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 2.80 K | $312.26 K | 9.38% | 0.08% |
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Invesco CurrencyShares Swiss Franc Trust institutional Ownership - FAQ's
During the previous two years, 110 institutional investors and hedge funds held shares of Invesco CurrencyShares Swiss Franc Trust. The most heavily invested institutionals were:
HENGEHOLD CAPITAL MANAGEMENT LLC: 102,183
ENVESTNET ASSET MANAGEMENT INC: 97,660
HighTower Advisors, LLC: 42,852
OPPENHEIMER & CO INC: 31,415
UBS Group AG: 26,079
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors: 17,394
28.00% of Invesco CurrencyShares Swiss Franc Trust stock is owned by institutional investors.
Institutional investors have bought a total of 1.25 M shares in the last 24 months. This purchase volume represents approximately $141.87 M in transactions.