Sound Equity Dividend IncomeDIVYETF
13F holders, Q4 2024 (December 31)14holders +4
4new positions
0sold out
$25.50avg. 13F price*
At the end of Q4 2024, 14 institutions reported holding Sound Equity Dividend Income (DIVY) in their 13F filings, up 4 from Q3 2024. 4 opened new positions and 0 sold out. The largest holders were Sound Income Strategies, LLC ($23.5M), Orion Porfolio Solutions, LLC ($876K) and Orion Portfolio Solutions, LLC ($876K).
- Company
- Sound Equity Dividend Income
- Filed as
- TIDAL ETF TR (Q4 2024)
- CUSIP
- 886364793
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $791K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 94,390 shares bought and 4,661 shares sold, net +89,729 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Sound Income Strategies, LLC | 1.45% | Add +3.8% | 920,757 | $23.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +73.5% | 34,345 | $876K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +73.5% | 34,345 | $876K |
| Atria Investments, Inc | 0.01% | Add +0.3% | 27,155 | $692K |
| International Assets Investment Management, LLC | 0.04% | New | 17,847 | $454K |
| Schorn Wealth LLC | 0.15% | Reduce -20.9% | 17,622 | $449K |
| Virtu Financial LLC | 0.02% | New | 12,213 | $311K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.7% | 6,552 | $167K |
| AE Wealth Management LLC | 0.00% | New | 710 | $18K |
| Bank of America Corp. | 0.00% | New | 308 | $8K |
| Bogart Wealth, LLC | 0.00% | No change | 262 | $7K |
| UBS Group AG | 0.00% | Add +266.0% | 172 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 160 | $4K |
| Morgan Stanley | 0.00% | No change | 1 | $41 |
"% of holder's portfolio" is DIVY's weight in each manager's 13F, not the share of Sound Equity Dividend Income the manager owns.