Sound Equity Dividend IncomeDIVYETF
13F holders, Q3 2024 (September 30)10holders
3new positions
3sold out
$27.03avg. 13F price*
At the end of Q3 2024, 10 institutions reported holding Sound Equity Dividend Income (DIVY) in their 13F filings, unchanged from Q2 2024. 3 opened new positions and 3 sold out. The largest holders were Sound Income Strategies, LLC ($24.0M), Atria Investments, Inc ($731K) and Schorn Wealth LLC ($602K).
- Company
- Sound Equity Dividend Income
- Filed as
- TIDAL ETF TR (Q3 2024)
- CUSIP
- 886364793
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.2M |
| Exits | 3 | $563K |
All 13F filers, Q2 2024 → Q3 2024: 60,803 shares bought and 27,909 shares sold, net +32,894 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Sound Income Strategies, LLC | 1.54% | Add +1.3% | 886,800 | $24.0M |
| Atria Investments, Inc | 0.01% | Add +12.5% | 27,059 | $731K |
| Schorn Wealth LLC | 0.20% | Reduce -18.9% | 22,283 | $602K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 19,801 | $535K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 19,801 | $535K |
| Farther Finance Advisors, LLC | 0.01% | New | 6,506 | $176K |
| Bogart Wealth, LLC | 0.00% | No change | 262 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 160 | $4K |
| UBS Group AG | 0.00% | Reduce -87.3% | 47 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $39 |
"% of holder's portfolio" is DIVY's weight in each manager's 13F, not the share of Sound Equity Dividend Income the manager owns.