Sound Equity Dividend IncomeDIVYETF
13F holders, Q1 2025 (March 31)15holders +1
2new positions
1sold out
$25.61avg. 13F price*
At the end of Q1 2025, 15 institutions reported holding Sound Equity Dividend Income (DIVY) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Sound Income Strategies, LLC ($23.6M), Orion Porfolio Solutions, LLC ($531K) and Orion Portfolio Solutions, LLC ($531K).
- Company
- Sound Equity Dividend Income
- Filed as
- TIDAL ETF TR (Q1 2025)
- CUSIP
- 886364793
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $274K |
| Exits | 1 | $8K |
All 13F filers, Q4 2024 → Q1 2025: 20,355 shares bought and 41,994 shares sold, net −21,639 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Sound Income Strategies, LLC | 1.40% | Add +0.3% | 923,272 | $23.6M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -39.7% | 20,724 | $531K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -39.7% | 20,724 | $531K |
| International Assets Investment Management, LLC | 0.04% | Add +1.3% | 18,075 | $463K |
| Atria Investments, Inc | 0.01% | Reduce -33.7% | 18,001 | $461K |
| Virtu Financial LLC | 0.02% | Add +46.5% | 17,886 | $458K |
| Schorn Wealth LLC | 0.11% | Reduce -24.7% | 13,264 | $340K |
| Jane Street Group, LLC | 0.00% | New | 10,601 | $271K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -14.2% | 5,620 | $143K |
| UBS Group AG | 0.00% | Add +730.2% | 1,428 | $37K |
| AE Wealth Management LLC | 0.00% | No change | 710 | $18K |
| Bogart Wealth, LLC | 0.00% | No change | 262 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 160 | $4K |
| Kiker Wealth Management, LLC | 0.00% | New | 82 | $2K |
| Morgan Stanley | 0.00% | No change | 1 | $30 |
"% of holder's portfolio" is DIVY's weight in each manager's 13F, not the share of Sound Equity Dividend Income the manager owns.