Sound Equity Dividend IncomeDIVYETF
13F holders, Q2 2024 (June 30)10holders +4
4new positions
0sold out
$25.15avg. 13F price*
At the end of Q2 2024, 10 institutions reported holding Sound Equity Dividend Income (DIVY) in their 13F filings, up 4 from Q1 2024. 4 opened new positions and 0 sold out. The largest holders were Sound Income Strategies, LLC ($22.0M), Schorn Wealth LLC ($691K) and Atria Investments, Inc ($605K).
- Company
- Sound Equity Dividend Income
- Filed as
- TIDAL ETF TR (Q2 2024)
- CUSIP
- 886364793
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $878K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 69,932 shares bought and 6,726 shares sold, net +63,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Sound Income Strategies, LLC | 1.54% | Add +4.0% | 875,121 | $22.0M |
| Schorn Wealth LLC | 0.25% | Reduce -19.7% | 27,474 | $691K |
| Atria Investments, Inc | 0.01% | New | 24,043 | $605K |
| Old Mission Capital LLC | 0.01% | Add +14.4% | 11,922 | $300K |
| International Assets Investment Management, LLC | 0.02% | New | 10,472 | $263K |
| UBS Group AG | 0.00% | New | 370 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 262 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 160 | $4K |
| Morgan Stanley | 0.00% | No change | 1 | $32 |
| FMR LLC | 0.00% | New | 1 | $25 |
"% of holder's portfolio" is DIVY's weight in each manager's 13F, not the share of Sound Equity Dividend Income the manager owns.