Sound Equity Dividend IncomeDIVYETF
13F holders, Q2 2025 (June 30)10holders −5
2new positions
6sold out
1famous investor
$25.59avg. 13F price*
At the end of Q2 2025, 10 institutions reported holding Sound Equity Dividend Income (DIVY) in their 13F filings, down 5 from Q1 2025. 2 opened new positions and 6 sold out. The largest holders were Sound Income Strategies, LLC ($24.8M), Atria Investments, Inc ($599K) and Citadel Advisors ($367K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sound Equity Dividend Income
- Filed as
- TIDAL TRUST I (Q2 2025)
- CUSIP
- 886364793
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $370K |
| Exits | 6 | $1.3M |
All 13F filers, Q1 2025 → Q2 2025: 67,999 shares bought and 55,770 shares sold, net +12,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Sound Income Strategies, LLC | 1.42% | Add +5.0% | 969,498 | $24.8M |
| Atria Investments, Inc | 0.01% | Add +30.0% | 23,405 | $599K |
| Citadel Advisors | 0.00% | New | 14,336 | $367K |
| Virtu Financial LLC | 0.02% | Reduce -20.8% | 14,164 | $362K |
| Schorn Wealth LLC | 0.10% | Reduce -13.4% | 11,492 | $294K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.4% | 5,089 | $130K |
| UBS Group AG | 0.00% | Add +133.3% | 3,331 | $85K |
| AE Wealth Management LLC | 0.00% | No change | 710 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 160 | $4K |
| Cwm, LLC | 0.00% | New | 130 | $3K |
"% of holder's portfolio" is DIVY's weight in each manager's 13F, not the share of Sound Equity Dividend Income the manager owns.