SOUND ENHANCED FIXED INCOME (FXED) Institutional Ownership Changes & 13F Activity
SOUND ENHANCED FIXED INCOME (FXED). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sound Income Strategies, Llc, Foundations Investment Advisors, Llc, Atria Investments, Inc, Jane Street Group, Llc, and Commonwealth Equity Services, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | Buy | +7,825 | — | 7,825 | $140.14K | Q4 2025 | Feb 17, 2026 |
| Jane Street Group, Llc | Buy | +16,189 | — | 16,189 | $289.94K | Q4 2025 | Feb 12, 2026 |
| Commonwealth Equity Services, Llc | Buy | +14,817 | — | 14,817 | $265.37K | Q4 2025 | Feb 12, 2026 |
| Foundations Investment Advisors, Llc | Buy | +64,950 | — | 64,950 | $1.16M | Q4 2025 | Feb 10, 2026 |
| Delta Asset Management Llc/Tn | Buy | +430 | — | 430 | $7.70K | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group Llc | Buy | +5 | — | 5 | $90.00 | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | Buy | +27,688 | — | 27,688 | $495.89K | Q4 2025 | Feb 05, 2026 |
| International Assets Investment Management, Llc | Buy | +550 | — | 550 | $9.85K | Q4 2025 | Feb 03, 2026 |
| Ubs Group Ag | Buy | +12 | — | 12 | $215.00 | Q4 2025 | Jan 29, 2026 |
| Key Capital Management, Inc | Buy | +1,169 | — | 1,169 | $20.94K | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, Llc | Buy | +12,857 | — | 12,857 | $230.26K | Q4 2025 | Jan 23, 2026 |
| Assetmark, Inc | Buy | +183 | — | 183 | $3.28K | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, Llc | Buy | +1,773,016 | — | 1,773,016 | $32.10M | Q4 2025 | Jan 21, 2026 |
Frequently asked questions about FXED activity
Which institutional owners are buying FXED?
Institutional owners buying FXED include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FXED activity?
"Buy" means an investor increased their reported position in FXED compared to the prior reporting period. This reflects growing exposure to SOUND ENHANCED FIXED INCOME (FXED) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FXED increasing?
Institutional interest in FXED can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.