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This page summarizes the FXD holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2025 period, comparing share count change from 9/30/2025 to 12/31/2025.
Share count is compared over these two periods to provide an indication of whether FXD is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 9/30/2025
Share Count | 12/31/2025
Share Count | Change | % Change |
|---|
| 13F Filers Increasing FXD Share Count |
|---|
| Northwestern Mutual Wealth Management Co. |
262 |
501,876 |
+501,614 |
+191455.73% |
| Geneos Wealth Management Inc. |
170 |
322 |
+152 |
+89.41% |
| Truist Financial Corp |
43,802 |
48,193 |
+4,391 |
+10.02% |
| Benjamin Edwards Inc. |
26,461 |
26,908 |
+447 |
+1.69% |
| Topsail Wealth Management LLC |
2,308 |
2,339 |
+31 |
+1.34% |
| 13F Filers Reporting New Positions In FXD |
|---|
| Wealth Enhancement Advisory Services LLC |
0 |
4,108 |
+4,108 |
+100% |
| Sound Income Strategies LLC |
0 |
1,699 |
+1,699 |
+100% |
| RMG Wealth Management LLC |
0 |
486 |
+486 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Brown Lisle Cummings Inc. |
35 |
35 |
UNCH |
0.00% |
| US Bancorp DE |
219 |
219 |
UNCH |
0.00% |
| Stephens Inc. AR |
13,998 |
13,998 |
UNCH |
0.00% |
| NBC Securities Inc. |
368 |
368 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
545 |
545 |
UNCH |
0.00% |
| Signaturefd LLC |
400 |
400 |
UNCH |
0.00% |
| Sequoia Financial Advisors LLC |
8,073 |
8,073 |
UNCH |
0.00% |
| Mascoma Wealth Management LLC |
177 |
177 |
UNCH |
0.00% |
| AE Wealth Management LLC |
403 |
403 |
UNCH |
0.00% |
| Ballew Advisors Inc |
3,632 |
3,632 |
UNCH |
0.00% |
| Coastal Investment Advisors Inc. |
1 |
1 |
UNCH |
0.00% |
| TruWealth Advisors LLC |
3,265 |
3,265 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
5 |
5 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
465 |
465 |
UNCH |
0.00% |
| Newbridge Financial Services Group Inc. |
315 |
315 |
UNCH |
0.00% |
| City State Bank |
425 |
425 |
UNCH |
0.00% |
| Farther Finance Advisors LLC |
11,034 |
11,034 |
UNCH |
0.00% |
| GAMMA Investing LLC |
269 |
269 |
UNCH |
0.00% |
| Quest 10 Wealth Builders Inc. |
64 |
64 |
UNCH |
0.00% |
| Nova Wealth Management Inc. |
85 |
85 |
UNCH |
0.00% |
| Morey & Quinn Wealth Partners LLC |
5,028 |
5,028 |
UNCH |
0.00% |
| Park Square Financial Group LLC |
134 |
134 |
UNCH |
0.00% |
| Broadwater Capital Management LLC |
47 |
47 |
UNCH |
0.00% |
| 13F Filers Decreasing FXD Share Count |
|---|
| Global Retirement Partners LLC |
156 |
37 |
-119 |
-76.28% |
| CX Institutional |
3,543 |
1,377 |
-2,166 |
-61.13% |
| CoreCap Advisors LLC |
2,202 |
1,522 |
-680 |
-30.88% |
| Oppenheimer & Co. Inc. |
4,217 |
3,358 |
-859 |
-20.37% |
| UBS Group AG |
55,003 |
50,226 |
-4,777 |
-8.68% |
| International Assets Investment Management LLC |
3,313 |
3,111 |
-202 |
-6.10% |
| The PNC Financial Services Group Inc. |
6,618 |
6,328 |
-290 |
-4.38% |
| Comerica Bank |
2,394 |
2,327 |
-67 |
-2.80% |
| Nilsine Partners LLC |
9,670 |
9,464 |
-206 |
-2.13% |
| Stratos Wealth Partners LTD. |
4,607 |
4,509 |
-98 |
-2.13% |
| Retirement Planning Group |
10,143 |
9,960 |
-183 |
-1.80% |
| IFP Advisors Inc |
2,159 |
2,128 |
-31 |
-1.44% |
| CWM LLC |
994 |
980 |
-14 |
-1.41% |
| Cambridge Investment Research Advisors Inc. |
11,971 |
11,877 |
-94 |
-0.79% |
| Cottonwood Capital Advisors LLC |
22,072 |
22,055 |
-17 |
-0.08% |
| 13F Filers Exiting FXD |
|---|
| Kiker Wealth Management LLC |
15 |
0 |
-15 |
-100.00% |
| Ameritas Advisory Services LLC |
925 |
0 |
-925 |
-100.00% |
| Natural Investments LLC |
2,054 |
0 |
-2,054 |
-100.00% |
| Larson Financial Group LLC |
86 |
0 |
-86 |
-100.00% |
| Kestra Private Wealth Services LLC |
6,242 |
0 |
-6,242 |
-100.00% |
| Allworth Financial LP |
756 |
0 |
-756 |
-100.00% |
| AdvisorNet Financial Inc |
15 |
0 |
-15 |
-100.00% |
| Navellier & Associates Inc |
22,913 |
0 |
-22,913 |
-100.00% |
See Summary: Institutional Holders of FXD
See Details: Top 10 Hedge Funds Holding FXD
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