17 institutions reported holding $32.1M of SOUND ENHANCED FIXED INCOME ETF (SDEF) in SEC 13F filings for 2026-03-31. Largest institutional holders: Sound Income Strategies, LLC ($29.4M), Foundations Investment Advisors, LLC ($1.1M), Atria Investments, Inc ($537,933), Farther Finance Advisors, LLC ($219,506), COMMONWEALTH EQUITY SERVICES, LLC ($212,120). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $29.4M | 1.7M | Trimmed |
| 2 | Foundations Investment Advisors, LLC | $1.1M | 64,822 | Trimmed |
| 3 | Atria Investments, Inc | $537,933 | 31,257 | Added |
| 4 | Farther Finance Advisors, LLC | $219,506 | 12,740 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $212,120 | 12,325 | Trimmed |
| 6 | JANE STREET GROUP, LLC | $199,361 | 11,584 | Trimmed |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $174,010 | 10,111 | New |
| 8 | OSAIC HOLDINGS, INC. | $138,108 | 8,025 | Added |
| 9 | Key Capital Management, INC | $87,496 | 5,084 | Added |
| 10 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $9,477 | 550 | Hold |
| 11 | DELTA ASSET MANAGEMENT LLC/TN | $7,400 | 430 | Hold |
| 12 | UBS Group AG | $5,645 | 328 | Added |
| 13 | AE Wealth Management LLC | $5,014 | 291 | New |
| 14 | PMV Capital Advisers, LLC | $1,599 | 93 | New |
| 15 | MORGAN STANLEY | $40 | 2 | New |
| 16 | ASSETMARK, INC | $0 | 0 | Exited |
| 17 | Larson Financial Group LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31