Who owns FXED?
Sound Enhanced Fixed Income ETF · Sound
13 institutions reported holding FXED, worth $33.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FXED
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Sound Income Strategies, LLC | Ft Lauderdale, FL | $31.5M | 1,794,841 | +88,296 shares |
| Atria Investments, Inc | Charlotte, NC | $527K | 30,043 | −1,214 shares |
| Citadel Advisors LLC | Miami, FL | $311K | 17,766 | New position |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $271K | 15,454 | −49,368 shares |
| Jane Street Group, LLC | New York, NY | $227K | 12,974 | +1,390 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $223K | 12,705 | −35 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $121K | 6,925 | −1,100 shares |
| Key Capital Management, INC | Hendersonville, Tn 37075, TN | $76K | 4,314 | −770 shares |
| International Assets Investment Management, LLC | Orlando, FL | $10K | 550 | No change |
| Delta Asset Management LLC | Memphis, TN | $8K | 430 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FXED?
13 institutional managers reported holding FXED in Form 13F filings for June 30, 2026, worth $33.2M in total. The largest reported position was held by Sound Income Strategies, LLC, at $31.5M.
Did institutions buy or sell FXED last quarter?
Reported 13F value rose 3.5% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FXED ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.