Sound Equity Dividend IncomeDIVYETF
13F holders, Q1 2026 (March 31)18holders +8
8new positions
1sold out
1famous investor
$27.52avg. 13F price*
At the end of Q1 2026, 18 institutions reported holding Sound Equity Dividend Income (DIVY) in their 13F filings, up 8 from Q4 2025. 8 opened new positions and 1 sold out. The largest holders were Sound Income Strategies, LLC ($21.8M), Atria Investments, Inc ($1.0M) and Foundations Investment Advisors, LLC ($334K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sound Equity Dividend Income
- Filed as
- TIDAL TRUST I (Q1 2026)
- CUSIP
- 886364793
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.0M |
| Exits | 1 | $422K |
All 13F filers, Q4 2025 → Q1 2026: 43,346 shares bought and 83,681 shares sold, net −40,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Sound Income Strategies, LLC | 1.05% | Reduce -6.6% | 790,244 | $21.8M |
| Atria Investments, Inc | 0.01% | Add +9.6% | 36,468 | $1.0M |
| Foundations Investment Advisors, LLC | 0.00% | New | 12,139 | $334K |
| Susquehanna International Group, LLP | 0.00% | New | 11,793 | $324K |
| Citadel Advisors | 0.00% | New | 11,207 | $308K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.1% | 9,358 | $258K |
| Virtu Financial LLC | 0.01% | Reduce -56.5% | 8,000 | $220K |
| Key Capital Management, INC | 0.10% | Add +128.0% | 5,720 | $157K |
| International Assets Investment Management, LLC | 0.00% | Reduce -39.7% | 1,750 | $48K |
| UBS Group AG | 0.00% | Add +41.5% | 1,223 | $34K |
| Hilton Head Capital Partners, LLC | 0.02% | New | 1,049 | $29K |
| AE Wealth Management LLC | 0.00% | Add +0.6% | 723 | $20K |
| Legacy Wealth Managment, LLC | 0.00% | New | 243 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 160 | $4K |
| JPMorgan Chase & Co. | 0.00% | New | 110 | $3K |
| PMV Capital Advisers, LLC | 0.00% | New | 29 | $786 |
| Vanguard Advisers Inc. | 0.00% | — | 2 | $56 |
| Morgan Stanley | 0.00% | New | 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.