FXED Institutional Ownership
Sound Enhanced Fixed Income ETF
1W: -1.0%
1M: -3.6%
3M: -5.1%
YTD: -6.6%
1Y: -9.7%
3Y: +10.9%
5Y: +1.3%
$16.58
+0.09 (+0.55%)
Weekly Expected Move ±1.3%
$16
$16
$17
$17
$17
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FXED
16
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
33M
Total Invested
1
New Positions
3
Increased
10
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (18 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | 1,794,841 | 30M | +88,296 | +5.2% | 22Q | SEC ↗ |
| 2 | Atria Investments, Inc | 30,043 | 498K | -1,214 | -3.9% | 9Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC NEW | 17,766 | 295K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Foundations Investment Advisors, LLC | 15,454 | 256K | -49,368 | -76.2% | 5Q | SEC ↗ |
| 5 | JANE STREET GROUP, LLC | 12,974 | 215K | +1,390 | +12.0% | 7Q | SEC ↗ |
| 6 | Farther Finance Advisors, LLC | 12,705 | 211K | -35 | -0.3% | 8Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 6,925 | 115K | -1,100 | -13.7% | 5Q | SEC ↗ |
| 8 | Key Capital Management, INC | 4,314 | 72K | -770 | -15.1% | 3Q | SEC ↗ |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 550 | 9K | — | +0.0% | 3Q | SEC ↗ |
| 10 | DELTA ASSET MANAGEMENT LLC/TN | 430 | 7K | — | +0.0% | 15Q | SEC ↗ |
| 11 | AE Wealth Management LLC | 295 | 5K | +4 | +1.4% | 2Q | SEC ↗ |
| 12 | UBS Group AG | 10 | 0K | -318 | -97.0% | 3Q | SEC ↗ |
| 13 | MORGAN STANLEY | 1 | 0K | -1 | -50.0% | 2Q | SEC ↗ |
| 14 | Larson Financial Group LLC | 0 | 0K | -5 | -100.0% | 1Q | SEC ↗ |
| 15 | ASSETMARK, INC | 0 | 0K | -183 | -100.0% | 2Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 0 | 0K | -12,325 | -100.0% | 7Q | SEC ↗ |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -10,111 | -100.0% | 1Q | SEC ↗ |
| 18 | PMV Capital Advisers, LLC | 0 | 0K | -93 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 17,766 | 295K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 12,325 | 204K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,111 | 168K |
| ASSETMARK, INC | 183 | 3K |
| PMV Capital Advisers, LLC | 93 | 2K |
| Larson Financial Group LLC | 5 | 0K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Sound Income Strategies, LLC | +88,296 | +5.2% | 1,794,841 |
| JANE STREET GROUP, LLC | +1,390 | +12.0% | 12,974 |
| AE Wealth Management LLC | +4 | +1.4% | 295 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Foundations Investment Advisors, LL | -49,368 | -76.2% | 15,454 |
| Atria Investments, Inc | -1,214 | -3.9% | 30,043 |
| OSAIC HOLDINGS, INC. | -1,100 | -13.7% | 6,925 |
| Key Capital Management, INC | -770 | -15.1% | 4,314 |
| UBS Group AG | -318 | -97.0% | 10 |
| Farther Finance Advisors, LLC | -35 | -0.3% | 12,705 |
| MORGAN STANLEY | -1 | -50.0% | 1 |