Sound Equity Dividend IncomeDIVYETF
13F holders, Q3 2025 (September 30)11holders +1
3new positions
2sold out
$25.71avg. 13F price*
At the end of Q3 2025, 11 institutions reported holding Sound Equity Dividend Income (DIVY) in their 13F filings, up 1 from Q2 2025. 3 opened new positions and 2 sold out. The largest holders were Sound Income Strategies, LLC ($22.9M), Atria Investments, Inc ($822K) and Virtu Financial LLC ($555K).
- Company
- Sound Equity Dividend Income
- Filed as
- TIDAL TRUST I (Q3 2025)
- CUSIP
- 886364793
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $205K |
| Exits | 2 | $661K |
All 13F filers, Q2 2025 → Q3 2025: 27,544 shares bought and 102,957 shares sold, net −75,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Sound Income Strategies, LLC | 1.25% | Reduce -7.9% | 893,005 | $22.9M |
| Atria Investments, Inc | 0.01% | Add +34.2% | 31,419 | $822K |
| Virtu Financial LLC | 0.03% | Add +49.9% | 21,231 | $555K |
| Farther Finance Advisors, LLC | 0.00% | Add +91.0% | 9,721 | $254K |
| Flow Traders U.S. LLC | 0.01% | New | 7,653 | $200K |
| UBS Group AG | 0.00% | Reduce -19.1% | 2,695 | $70K |
| AE Wealth Management LLC | 0.00% | Add +0.3% | 712 | $19K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 175 | $5K |
| Harbour Investments, Inc. | 0.00% | No change | 160 | $4K |
| Cwm, LLC | 0.00% | No change | 130 | $3K |
| Morgan Stanley | 0.00% | New | 1 | $35 |
"% of holder's portfolio" is DIVY's weight in each manager's 13F, not the share of Sound Equity Dividend Income the manager owns.