Who owns FIXD
Which tracked institutional funds hold FIXD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FIXD company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
54 tracked funds added or opened FIXD while 50 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FIXD’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes FIXD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in FIXD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 320 tracked filers holding FIXD, 168 increased or opened the position and 157 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FIXD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- LexAurum Advisors, LLC$10M
- FIFTH THIRD BANCORP$3M
- OLD MISSION CAPITAL LLC$2M
- PARK AVENUE SECURITIES LLC$2M
- GOLDMAN SACHS GROUP INC$2M
- Independent Advisor Alliance$1M
Full exits 9
- LeClair Wealth Partners LLC$18M
- AXXCESS WEALTH MANAGEMENT, LLC$17M
- Opes Wealth Management LLC$9M
- Pine Valley Investments Ltd Liability Co$6M
- Coppell Advisory Solutions LLC$5M
- COMERICA BANK$3M
Largest adds
- LPL Financial LLC$39M
- JANE STREET GROUP, LLC$17M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$16M
- Geneos Wealth Management Inc.$12M
- HighTower Advisors, LLC$8M
- PARK NATIONAL CORP /OH/$7M
Largest trims
- AMERIPRISE FINANCIAL INC$44M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$29M
- NewEdge Advisors, LLC$28M
- Atria Investments, Inc$19M
- Mariner, LLC$19M
- RAYMOND JAMES FINANCIAL INC$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 8,906,859 | $388M | 14.6% | 2026-Q1 |
| LPL Financial LLC added | 8,092,909 | $353M | 13.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 5,954,859 | $260M | 9.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,816,876 | $123M | 4.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,312,968 | $101M | 3.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,261,190 | $99M | 3.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,640,667 | $72M | 2.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,537,064 | $67M | 2.5% | 2026-Q1 |
| UBS Group AG added | 1,535,593 | $67M | 2.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,200,067 | $52M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 945,688 | $41M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 915,602 | $40M | 1.5% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 856,734 | $37M | 1.4% | 2026-Q1 |
| Commonwealth Financial Services, LLC added | 784,257 | $34M | 1.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 764,931 | $33M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 759,099 | $33M | 1.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 739,524 | $32M | 1.2% | 2026-Q1 |
| &PARTNERS added | 731,650 | $32M | 1.2% | 2026-Q1 |
| GDS Wealth Management added | 685,735 | $30M | 1.1% | 2026-Q1 |
| Arax Advisory Partners added | 638,957 | $28M | 1.0% | 2026-Q1 |
| Great Lakes Retirement, Inc. added | 638,192 | $28M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 571,263 | $25M | 0.9% | 2026-Q1 |
| Baird Financial Group, Inc. added | 538,337 | $23M | 0.9% | 2026-Q1 |
| Prospera Financial Services Inc added | 535,827 | $23M | 0.9% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ added | 489,876 | $21M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 459,424 | $20M | 0.8% | 2026-Q1 |
| TCP Asset Management, LLC added | 421,943 | $18M | 0.7% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 419,909 | $18M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 406,943 | $18M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 393,924 | $17M | 0.6% | 2026-Q1 |
| Alpha Financial Advisors, LLC trimmed | 380,905 | $17M | 0.6% | 2026-Q1 |
| Dominguez Wealth Management Solutions, Inc. added | 327,078 | $14M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 250,504 | $11M | 0.4% | 2026-Q1 |
| Triumph Capital Management trimmed | 233,818 | $10M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 230,370 | $10M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 230,133 | $10M | 0.4% | 2026-Q1 |
| LexAurum Advisors, LLC trimmed | 225,414 | $10M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 223,334 | $10M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 219,005 | $10M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 208,402 | $9M | 0.3% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 206,779 | $9M | 0.3% | 2026-Q1 |
| IFP Advisors, Inc added | 206,631 | $9M | 0.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 199,500 | $9M | 0.3% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 189,770 | $8M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 189,328 | $8M | 0.3% | 2026-Q1 |
| Landmark Wealth Management, LLC added | 187,923 | $8M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 176,872 | $8M | 0.3% | 2026-Q1 |
| RFG Advisory, LLC added | 165,228 | $7M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 152,623 | $7M | 0.3% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 728,542 | $6M | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC added | 137,923 | $6M | 0.2% | 2026-Q1 |
| ERn Financial, LLC added | 136,327 | $6M | 0.2% | 2026-Q1 |
| Larson Financial Group LLC trimmed | 122,787 | $5M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 122,716 | $5M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 116,259 | $5M | 0.2% | 2026-Q1 |
| Randall & Associates Wealth Management trimmed | 116,551 | $5M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 114,224 | $5M | 0.2% | 2026-Q1 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV added | 112,254 | $5M | 0.2% | 2026-Q1 |
| Darwin Wealth Management, LLC added | 112,043 | $5M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 108,003 | $5M | 0.2% | 2026-Q1 |
| Retirement Planning Group, LLC added | 107,088 | $5M | 0.2% | 2026-Q1 |
| Family Capital Management, Inc. added | 106,151 | $5M | 0.2% | 2026-Q1 |
| Sequent Planning LLC trimmed | 103,951 | $5M | 0.2% | 2026-Q1 |
| Keystone Wealth Services, LLC added | 103,251 | $5M | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 101,987 | $4M | 0.2% | 2026-Q1 |
| Capital Planning LLC trimmed | 101,089 | $4M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 95,471 | $4M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC added | 94,907 | $4M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 93,364 | $4M | 0.2% | 2026-Q1 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 91,888 | $4M | 0.2% | 2026-Q1 |
| BCGM Wealth Management, LLC added | 88,165 | $4M | 0.1% | 2026-Q1 |
| World Investment Advisors trimmed | 84,939 | $4M | 0.1% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 84,498 | $4M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 84,497 | $4M | 0.1% | 2026-Q1 |
| Westside Investment Management, Inc. added | 83,910 | $4M | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 79,153 | $3M | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 75,469 | $3M | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 75,145 | $3M | 0.1% | 2026-Q1 |
| FAGAN ASSOCIATES, INC. trimmed | 74,831 | $3M | 0.1% | 2026-Q1 |
| CFO4Life Group, LLC trimmed | 73,699 | $3M | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 73,099 | $3M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 73,036 | $3M | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 70,905 | $3M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 70,111 | $3M | 0.1% | 2026-Q1 |
| Long Run Wealth Advisors, LLC added | 934,083 | $41M | 1.5% | 2025-Q1 stale |
| Elios Financial Group Inc. trimmed | 471,877 | $21M | 0.8% | 2025-Q2 stale |
| SNS Financial Group, LLC added | 449,845 | $20M | 0.7% | 2025-Q1 stale |
| O'Connor Financial Group LLC trimmed | 421,266 | $18M | 0.7% | 2025-Q1 stale |
| LeClair Wealth Partners LLC trimmed | 398,454 | $18M | 0.7% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 377,162 | $17M | 0.6% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 298,695 | $13M | 0.5% | 2025-Q2 stale |
| Opes Wealth Management LLC added | 210,085 | $9M | 0.4% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co trimmed | 131,631 | $6M | 0.2% | 2025-Q4 stale |
| Virtue Capital Management, LLC trimmed | 126,298 | $6M | 0.2% | 2025-Q1 stale |
| Coppell Advisory Solutions LLC added | 114,874 | $5M | 0.2% | 2025-Q4 stale |
| SUMMIT WEALTH GROUP LLC / CO new | 9,737 | $5M | 0.2% | 2025-Q3 stale |
| First Horizon Advisors, Inc. added | 92,917 | $4M | 0.2% | 2025-Q2 stale |
| EP Wealth Advisors, LLC new | 76,810 | $3M | 0.1% | 2025-Q2 stale |
| Visionary Wealth Advisors trimmed | 75,656 | $3M | 0.1% | 2025-Q2 stale |
| COMERICA BANK added | 70,913 | $3M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.