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-Q2 13F filings (latest filed 2026-09-02). 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
55 tracked funds added or opened FIXD while 58 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 302 tracked filers holding FIXD, 148 increased or opened the position and 168 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 2026-Q1 and 2026-Q2 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 6
- LeClair Wealth Partners LLC$18M
- AXXCESS WEALTH MANAGEMENT, LLC$10M
- Quadrature Capital Ltd$901K
- Dynamic Advisor Solutions LLC$743K
- Providence First Trust Co$725K
- StoneX Group Inc.$514K
Full exits 20
- HighTower Advisors, LLC$72M
- Cambridge Investment Research Advisors, Inc.$33M
- Thrivent Financial for Lutherans$32M
- Janney Montgomery Scott LLC$10M
- Betterment LLC$3M
- CWM, LLC$3M
Largest adds
- NewEdge Advisors, LLC$40M
- Steward Partners Investment Advisory, LLC$20M
- CITADEL ADVISORS LLC$19M
- MORGAN STANLEY$16M
- Vise Technologies, Inc.$7M
- PARK NATIONAL CORP /OH/$6M
Largest trims
- WELLS FARGO & COMPANY/MN$52M
- LPL Financial LLC$37M
- RAYMOND JAMES FINANCIAL INC$28M
- Commonwealth Financial Services, LLC$27M
- AMERIPRISE FINANCIAL INC$26M
- Alpha Financial Advisors, LLC$16M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 9,271,481 | $404M | 17.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 7,240,550 | $316M | 13.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 4,756,148 | $207M | 8.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,317,649 | $101M | 4.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,169,904 | $95M | 4.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,710,220 | $75M | 3.2% | 2026-Q2 |
| UBS Group AG trimmed | 1,531,195 | $67M | 2.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,519,654 | $66M | 2.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,236,235 | $54M | 2.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,073,904 | $47M | 2.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 943,810 | $41M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 940,552 | $41M | 1.8% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 887,302 | $39M | 1.7% | 2026-Q2 |
| &PARTNERS added | 819,967 | $35M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 807,975 | $35M | 1.5% | 2026-Q2 |
| GDS Wealth Management added | 783,681 | $34M | 1.5% | 2026-Q2 |
| Arax Advisory Partners added | 723,246 | $32M | 1.4% | 2026-Q2 |
| Great Lakes Retirement, Inc. added | 654,829 | $29M | 1.2% | 2026-Q2 |
| PARK NATIONAL CORP /OH/ added | 630,782 | $28M | 1.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 602,672 | $26M | 1.1% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 526,865 | $23M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 514,423 | $22M | 1.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 500,399 | $22M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 485,591 | $21M | 0.9% | 2026-Q2 |
| TCP Asset Management, LLC added | 469,114 | $20M | 0.9% | 2026-Q2 |
| Per Stirling Capital Management, LLC. added | 421,122 | $18M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 416,157 | $18M | 0.8% | 2026-Q2 |
| LeClair Wealth Partners LLC added | 410,941 | $18M | 0.8% | 2026-Q2 |
| Dominguez Wealth Management Solutions, Inc. added | 343,382 | $15M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 276,076 | $12M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 264,896 | $12M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 257,271 | $11M | 0.5% | 2026-Q2 |
| LexAurum Advisors, LLC added | 243,516 | $11M | 0.5% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 236,958 | $10M | 0.4% | 2026-Q2 |
| Triumph Capital Management trimmed | 228,135 | $10M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 224,844 | $10M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 223,997 | $10M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 217,678 | $9M | 0.4% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 216,753 | $9M | 0.4% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 202,601 | $9M | 0.4% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC trimmed | 187,558 | $8M | 0.4% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 184,718 | $8M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 179,003 | $8M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 176,885 | $8M | 0.3% | 2026-Q2 |
| Vise Technologies, Inc. added | 174,742 | $8M | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 171,321 | $7M | 0.3% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 169,238 | $7M | 0.3% | 2026-Q2 |
| CoreCap Advisors, LLC added | 155,430 | $7M | 0.3% | 2026-Q2 |
| Commonwealth Financial Services, LLC trimmed | 153,627 | $7M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 146,459 | $6M | 0.3% | 2026-Q2 |
| ERn Financial, LLC added | 143,214 | $6M | 0.3% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co trimmed | 131,498 | $6M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 128,531 | $6M | 0.2% | 2026-Q2 |
| Randall & Associates Wealth Management added | 120,096 | $5M | 0.2% | 2026-Q2 |
| ASSETMARK, INC added | 119,121 | $5M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 116,949 | $5M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 116,154 | $5M | 0.2% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 115,714 | $5M | 0.2% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC added | 115,002 | $5M | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC added | 114,822 | $5M | 0.2% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 113,881 | $5M | 0.2% | 2026-Q2 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV added | 113,161 | $5M | 0.2% | 2026-Q2 |
| Darwin Wealth Management, LLC added | 112,766 | $5M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 111,362 | $5M | 0.2% | 2026-Q2 |
| Family Capital Management, Inc. added | 110,383 | $5M | 0.2% | 2026-Q2 |
| Keystone Wealth Services, LLC added | 108,343 | $5M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 106,045 | $5M | 0.2% | 2026-Q2 |
| BCGM Wealth Management, LLC added | 92,775 | $4M | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 90,997 | $4M | 0.2% | 2026-Q2 |
| Capital Planning LLC trimmed | 89,683 | $4M | 0.2% | 2026-Q2 |
| World Investment Advisors added | 85,391 | $4M | 0.2% | 2026-Q2 |
| Core Wealth Partners LLC added | 84,881 | $4M | 0.2% | 2026-Q2 |
| Westside Investment Management, Inc. added | 83,950 | $4M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 79,764 | $3M | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 78,368 | $3M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 76,889 | $3M | 0.1% | 2026-Q2 |
| FSB PREMIER WEALTH MANAGEMENT, INC. trimmed | 76,868 | $3M | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 76,856 | $3M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 76,137 | $3M | 0.1% | 2026-Q2 |
| CFO4Life Group, LLC added | 75,387 | $3M | 0.1% | 2026-Q2 |
| Atria Investments, Inc trimmed | 74,298 | $3M | 0.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC trimmed | 73,931 | $3M | 0.1% | 2026-Q2 |
| FAGAN ASSOCIATES, INC. trimmed | 72,531 | $3M | 0.1% | 2026-Q2 |
| Cannon Financial Strategists, Inc. added | 72,459 | $3M | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 68,686 | $3M | 0.1% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 68,556 | $3M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 63,124 | $3M | 0.1% | 2026-Q2 |
| Larson Financial Group LLC trimmed | 62,598 | $3M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 62,412 | $3M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 60,450 | $3M | 0.1% | 2026-Q2 |
| Harvest Investment Services, LLC added | 59,492 | $3M | 0.1% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. trimmed | 56,809 | $2M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 56,618 | $2M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 55,635 | $2M | 0.1% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC added | 55,625 | $2M | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 54,847 | $2M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 54,585 | $2M | 0.1% | 2026-Q2 |
| NewSquare Capital LLC added | 52,982 | $2M | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 51,870 | $2M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 50,926 | $2M | 0.1% | 2026-Q2 |
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.