FXED Institutional Ownership & Shareholders
SOUND ENHANCED FIXED INCOME (FXED) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $31.00M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Sound Income Strategies, Llc is currently the largest disclosed institutional shareholder of FXED tracked by InsiderSet, reporting ownership valued at approximately $29.21M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $29.09M, representing an estimated loss of -0.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed FXED value among the investors covered in this analysis. Major shareholders include Sound Income Strategies, Llc, Atria Investments, Inc, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in SOUND ENHANCED FIXED INCOME (FXED).
This page ranks the largest institutional FXED shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
12
Total Reported Value
$31.00M
Largest Holder
Sound Income Strategies, Llc
Largest Position
$29.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sound Income Strategies, Llc | 1.30% | 1,760,737 | $29,210,621 | $29,089,136 | -$121,485 | -0.42% | |
| Atria Investments, Inc | 0.01% | 31,951 | $527,671 | $527,862 | +$191 | +0.04% | |
| Citadel Advisors Llc | 0.00% | 17,766 | $311,431 | $293,512 | -$17,919 | -5.75% | |
| Foundations Investment Advisors, Llc | 0.00% | 15,454 | $270,895 | $255,316 | -$15,579 | -5.75% | |
| Jane Street Group, Llc | 0.00% | 12,974 | $227,429 | $214,343 | -$13,086 | -5.75% | |
| Farther Finance Advisors, Llc | 0.00% | 12,717 | $210,024 | $210,098 | +$74 | +0.04% | |
| Osaic Holdings, Inc. | 0.00% | 6,925 | $121,393 | $114,408 | -$6,985 | -5.75% | |
| Key Capital Management, Inc | 0.04% | 4,314 | $75,623 | $71,272 | -$4,351 | -5.75% | |
| Latitude Advisors, Llc | 0.01% | 2,409 | $39,779 | $39,799 | +$20 | +0.05% | |
| Delta Asset Management Llc/Tn | 0.00% | 430 | $7,538 | $7,104 | -$434 | -5.76% | |
| Ubs Group Ag | 0.00% | 10 | $175 | $165 | -$10 | -5.59% | |
| Morgan Stanley | 0.00% | 1 | $32 | $17 | -$15 | -48.37% |
Frequently asked questions about FXED
Who are the largest institutional holders of FXED?
The largest institutional holders of FXED reported in the latest SEC Form 13F filings include Sound Income Strategies, Llc, Atria Investments, Inc, Citadel Advisors Llc, Foundations Investment Advisors, Llc, and Jane Street Group, Llc. InsiderSet ranks institutional holders by their latest reported FXED position.
What is FXED institutional ownership?
This page tracks FXED positions reported by institutional investment managers through SEC Form 13F. SOUND ENHANCED FIXED INCOME (FXED) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FXED?
InsiderSet currently tracks 12 institutional managers reporting FXED holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FXED shareholders.
How much FXED stock do institutions own?
Institutional investment managers disclosed approximately $31.00M in FXED holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FXED institutional ownership last updated?
The latest FXED institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FXED holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FXED position after the reporting date.
Are institutions buying or selling FXED?
Institutional buying and selling can be analyzed by comparing FXED positions across consecutive 13F reporting periods. InsiderSet's FXED Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FXED ownership changes.
How has FXED institutional ownership changed over time?
InsiderSet tracks FXED institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.