FXED

Sound Enhanced Fixed IncomeETF
UnclassifiedUSCUSIP 886364819◍ Confluence graph
Tracked 13F Holders
13
-9 QoQ
13F Value (tracked)
$34.1M
13F Moves · latest Q
1 added
4 trimmed
Recent Filings
0

Who owns FXED?

13 tracked 13F filers

13 tracked 13F filers disclose a position in FXED as of the latest SEC 13F filings, a combined $34.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Sound Income Strategies, LLC
$31.5M
1.8M
+5.2%
Added · +88K sh
Q2 2026
2FOUNDATIONS INVESTMENT ADVISORS, LLC
$1.1M
65K
−0.2%
Reduced · −128 sh
Q1 2026
3Atria Investments, Inc
$527K
30K
−3.9%
Reduced · −1K sh
Q2 2026
4Farther Finance Advisors, LLC
$220K
13K
−0.9%
Reduced · −117 sh
Q1 2026
5COMMONWEALTH EQUITY SERVICES, LLC
$212K
12K
−17%
Reduced · −2K sh
Q1 2026
6JANE STREET GROUP, LLC
$199K
12K
−28%
Reduced · −5K sh
Q1 2026
7SUSQUEHANNA INTERNATIONAL GROUP, LLP
$174K
10K
−63%
Reduced · −17K sh
Q1 2026
8OSAIC HOLDINGS, INC.
$138K
8K
+2.5%
Added · +200 sh
Q1 2026
9Key Capital Management, INC
$76K
4K
−15%
Reduced · −770 sh
Q2 2026
10INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
$10K
550
Held
Q2 2026
11UBS Group AG
$6K
328
27×
Added · +316 sh
Q1 2026
12AE Wealth Management LLC
$5K
291
New
+291 sh
Q1 2026
13MORGAN STANLEY
$40
2
New
+2 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FXED being bought or sold by institutions?

Last quarter, 0 funds opened a new position in FXED and 1 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
0
funds
Added
1
funds
Reduced
4
funds
Exited
0
funds

Funds that own FXED also own

CompanyCo-held byCombined value
VANGUARD MEGA CAP GROWTH ETFMGK5 funds$3.1B
VANGUARD S&P 500 ETFVOO5 funds$2.5B
VANGUARD MEGA CAP VALUE ETFMGV5 funds$2.3B
NVIDIA CORPNVDA5 funds$1.5B
APPLE INCAAPL5 funds$1.1B
PIMCO ENHANCED SHORT MATURITMINT5 funds$1.1B
MICROSOFT CORPMSFT5 funds$1.0B
ALPHABET INC-CL AGOOGL5 funds$943.9M
VANGUARD SMALL-CAP VALUE ETFVBR5 funds$909.0M
ISHARES CORE MSCI EAFE ETFIEFA5 funds$857.7M
ISHARES CORE MSCI EMERGINGIEMG5 funds$855.5M
VANGUARD MID-CAP VALUE ETFVOE5 funds$809.6M

Ranked by how many of FXED's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

4 funds-2 since Q3 2024
0713Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $32.1M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in FXED

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FXED/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FXED.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FXED. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.