Who owns Sound Equity Dividend Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DIVY from SEC Form 13F filings across 16 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 16 institutions disclosed 856,456 shares of Sound Equity Dividend Income ETF worth $24.8M — about 89.7% of shares outstanding; the largest disclosed holder is Sound Income Strategies, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
16
13F holders
$24.8M
value, 2026 filers
89.7%
of shares outstanding (856,456 sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DIVY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | 757,697 | $22.0M | 1.0% | 79.3% | -4.1% |
| 2 | Atria Investments, Inc | 36,772 | $1.1M | 0.0% | 3.8% | +0.8% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,349 | $445,167 | 0.0% | 1.6% | +30.2% |
| 4 | JANE STREET GROUP, LLCNEW | 13,348 | $387,132 | 0.0% | 1.4% | new |
| 5 | Foundations Investment Advisors, LLC | 9,629 | $279,275 | 0.0% | 1% | -20.7% |
| 6 | CITADEL ADVISORS LLC | 9,203 | $266,915 | 0.0% | 1% | -17.9% |
| 7 | Farther Finance Advisors, LLC | 8,535 | $247,540 | 0.0% | 0.9% | -8.8% |
| 8 | Key Capital Management, INC | 3,061 | $88,778 | 0.0% | 0.3% | -46.5% |
| 9 | Hilton Head Capital Partners, LLC | 1,049 | $30,424 | 0.0% | 0.1% | 0.0% |
| 10 | AE Wealth Management LLC | 729 | $21,152 | 0.0% | 0.1% | +0.8% |
| 11 | UBS Group AG | 418 | $12,123 | 0.0% | 0% | -65.8% |
| 12 | JPMORGAN CHASE & CONEW | 253 | $7,372 | 0.0% | 0% | new |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 250 | $7,300 | 0.0% | 0% | -85.7% |
| 14 | HARBOUR INVESTMENTS, INC. | 160 | $4,640 | 0.0% | 0% | 0.0% |
| 15 | VANGUARD ADVISERS INC | 2 | $59 | 0.0% | 0% | 0.0% |
| 16 | MORGAN STANLEY | 1 | $31 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.