Who Owns DIVY?
Sound Equity Dividend Income ETF — Institutional Ownership & 13F Holdings
$27.84
+0.00 (+0.00%)
Market Cap
$30.1M
Shares Outstanding
982,199
Institutional Holders
14
Total Inst. Value
$26.7M
% of Float Held
—
QoQ Holder Change
+9
Institutional data as of Q1 2025
New Positions
3
Closed Positions
2
Increased
4
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $23.6M | 923,272 |
| 2 | Orion Portfolio Solutions, LLC | $876K | 34,345 |
| 3 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $463K | 18,075 |
| 4 | Atria Investments, Inc | $461K | 18,001 |
| 5 | Virtu Financial LLC | $458K | 17,886 |
| 6 | Fiduciary Planning LLCNew | $340K | 13,264 |
| 7 | JANE STREET GROUP, LLCNew | $271K | 10,601 |
| 8 | Farther Finance Advisors, LLC | $143K | 5,620 |
| 9 | UBS Group AG | $37K | 1,428 |
| 10 | AE Wealth Management LLC | $18K | 710 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Sound Income Strategies, LLC | +3K | $23.6M |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | +228 | $463K |
| Virtu Financial LLC | +6K | $458K |
| Fiduciary Planning LLCNew | +13K | $340K |
| JANE STREET GROUP, LLCNew | +11K | $271K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Atria Investments, Inc | -9K | $461K |
| Farther Finance Advisors, LLC | -932 | $143K |
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Frequently Asked Questions
How many institutional investors hold DIVY?
As of Q1 2025, 14 institutional investors report holding DIVY (Sound Equity Dividend Income ETF) in their 13F filings.
Which hedge fund owns the most DIVY?
The largest institutional holder of DIVY is Sound Income Strategies, LLC with $23.6M in shares.
Are institutions buying or selling DIVY?
This quarter, 3 institutions opened new positions in DIVY and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.