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Sound Enhanced Fixed Income (FXED)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sound Income Strategies, LLC
DECREASED
Shares1,760,737 from 1,794,841
Change-34,104 (-2%)
Value$29.2M (-$2.3M)
Filed 2026-10-09
Key Capital Management, Inc
INCREASED
Shares44,882 from 4,314
Change+40,568 (+940%)
Value$739.9K (+$664.3K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares31,951 from 30,043
Change+1,908 (+6%)
Value$527.7K (+$1.0K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares12,717 from 12,705
Change+12 (+0%)
Value$210.0K (-$12.7K)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares2,409
Change+2,409
Value$39.8K
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$9.6K)
Filed 2026-11-02
Citadel Advisors LLC
N/A
Shares— from 17,766
Change-17,766 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 15,454
Change-15,454 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,974
Change-12,974 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 6,925
Change-6,925 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 430
Change-430 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 295
Change-295 (-100%)
Value—
UBS Group AG
N/A
Shares— from 10
Change-10 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Sound Income Strategies, LLC
DECREASED1,760,7371,794,841-34,104-2%$31.5M$29.2M-$2.3M2026-10-09
Key Capital Management, Inc
INCREASED44,8824,314+40,568+940%$75.6K$739.9K+$664.3K2026-11-03
Atria Investments, Inc
INCREASED31,95130,043+1,908+6%$526.6K$527.7K+$1.0K2026-10-15
Farther Finance Advisors, LLC
INCREASED12,71712,705+12+0%$222.7K$210.0K-$12.7K2026-10-08
Latitude Advisors, LLC
NEW2,409—+2,409——$39.8K—2026-10-27
International Assets Investment Management, LLC
CLOSED0550-550-100%$9.6K$0-$9.6K2026-11-02
Citadel Advisors LLC
N/A—17,766-17,766-100%$311.4K———
Foundations Investment Advisors, LLC
N/A—15,454-15,454-100%$270.9K———
Jane Street Group, LLC
N/A—12,974-12,974-100%$227.4K———
Osaic Holdings, Inc.
N/A—6,925-6,925-100%$121.4K———
BFC Planning, Inc.
N/A—1,574-1,574-100%$27.6K———
Delta Asset Management LLC
N/A—430-430-100%$7.5K———
AE Wealth Management LLC
N/A—295-295-100%$5.2K———
UBS Group AG
N/A—10-10-100%$175———
Morgan Stanley
N/A—1-1-100%$32———
Showing 15 of 15 institutions