Who Owns FIXD
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in FIXD.
Who crossed 5% of FIXD →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| PARK NATIONAL CORP /OH/Com739.5K shadded | $30.5M |
| CoreCap Advisors, LLCETF198.2K shadded | $8.2M |
| Capital Planning LLCExchange Traded Fund90.2K shadded | $3.7M |
| Farther Finance Advisors, LLCETF52.5K shtrimmed | $2.2M |
| INSPIRION WEALTH ADVISORS, LLCSMITH OPPORT FXD22.6K shtrimmed | $933.8K |
| Sound Income Strategies, LLCSMITH OPPORT FXD10.7K shtrimmed | $444.1K |
| Cooper Financial GroupSMITH OPPORT FXD7K shadded | $289.4K |
| First Heartland Consultants, Inc.TCW OPPORTUNIS6.1K shtrimmed | $251.3K |
| TrueWealth Advisors, LLCSMITH OPPORT FXD5.6K shtrimmed | $230.7K |
| GK Wealth Management LLCSMITH OPPORT FXD1.4K sh— | $58.4K |
| AMERICAN NATIONAL BANK & TRUSTSMITH OPPORT FXD198 shheld | $8.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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