Sound Equity Dividend IncomeDIVYETF
13F holders, Q4 2025 (December 31)10holders −1
2new positions
4sold out
$26.92avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding Sound Equity Dividend Income (DIVY) in their 13F filings, down 1 from Q3 2025. 2 opened new positions and 4 sold out. The largest holders were Sound Income Strategies, LLC ($22.8M), Atria Investments, Inc ($877K) and Virtu Financial LLC ($484K).
- Company
- Sound Equity Dividend Income
- Filed as
- TIDAL TRUST I (Q4 2025)
- CUSIP
- 886364793
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $499K |
| Exits | 4 | $208K |
All 13F filers, Q3 2025 → Q4 2025: 20,814 shares bought and 59,673 shares sold, net −38,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Sound Income Strategies, LLC | 1.08% | Reduce -5.3% | 845,975 | $22.8M |
| Atria Investments, Inc | 0.01% | Add +5.9% | 33,267 | $877K |
| Virtu Financial LLC | 0.02% | Reduce -13.4% | 18,378 | $484K |
| Jane Street Group, LLC | 0.00% | New | 16,018 | $422K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.4% | 9,762 | $257K |
| International Assets Investment Management, LLC | 0.01% | New | 2,900 | $76K |
| Key Capital Management, INC | 0.07% | — | 2,509 | $66K |
| UBS Group AG | 0.00% | Reduce -67.9% | 864 | $23K |
| AE Wealth Management LLC | 0.00% | Add +1.0% | 719 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 160 | $4K |
"% of holder's portfolio" is DIVY's weight in each manager's 13F, not the share of Sound Equity Dividend Income the manager owns.