Sound Equity Dividend Income is an exchange-traded fund on ARCA. As of Q3 2025, 11 institutional investors hold shares in this ETF, with total holdings valued at $24.9M. Sound Income Strategies, LLC is the largest holder with a position valued at $22.9M.
Overview of institutional ownership in DIVY as of Q3 2025
Institutions with the largest positions in DIVY as of Q3 2025
| Institution | Position Value |
|---|---|
Sound Income Strategies, LLC RIA/Wealth | $22.9M 1.25% of portfolio |
A ATRIA INVESTMENTS LLC Institution | $821.8K 0.01% of portfolio |
V Virtu Financial LLC Institution | $555.3K 0.03% of portfolio |
Farther Finance Advisors, LLC RIA/Wealth | $254.3K 0.00% of portfolio |
F FLOW TRADERS U.S. LLC Institution | $200.2K 0.01% of portfolio |
UBS Group AG Institution | $70.5K 0.00% of portfolio |
AE Wealth Management LLC RIA/Wealth | $18.6K 0.00% of portfolio |
Strategic Wealth Partners, Ltd. RIA/Wealth | $4.6K 0.00% of portfolio |
HARBOUR INVESTMENTS, INC. RIA/Wealth | $4.2K 0.00% of portfolio |
CWM, LLC RIA/Wealth | $3.4K 0.00% of portfolio |
Institutional buying and selling activity for DIVY in Q3 2025
| Institution | Net Bought |
|---|---|
A ATRIA INVESTMENTS LLC Institution | +$209.6K +8.0K shares |
F FLOW TRADERS U.S. LLC Institution | +$200.2K +7.7K shares |
V Virtu Financial LLC Institution | +$184.8K +7.1K shares |
Farther Finance Advisors, LLC RIA/Wealth | +$121.2K +4.6K shares |
Strategic Wealth Partners, Ltd. RIA/Wealth | +$4.6K +175.0 shares |
AE Wealth Management LLC RIA/Wealth | +$52.3 +2.0 shares |
MORGAN STANLEY RIA/Wealth | +$35.0 +1.0 shares |
| Institution | Net Sold |
|---|---|
Sound Income Strategies, LLC RIA/Wealth | −$2.0M −76.5K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$366.9K −14.3K shares |
F Fiduciary Planning LLC Institution | −$294.1K −11.5K shares |
UBS Group AG Institution | −$16.6K −636.0 shares |
Institutions that initiated new positions or completely exited DIVY in Q3 2025
| Institution | Position Value |
|---|---|
F FLOW TRADERS U.S. LLC Institution | $200.2K 7.7K shares |
Strategic Wealth Partners, Ltd. RIA/Wealth | $4.6K 175.0 shares |
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $366.9K 14.3K shares |
F Fiduciary Planning LLC Institution | $294.1K 11.5K shares |
Institutions with the largest Call and Put options positions in DIVY as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with DIVY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Sound Income Strategies, LLC RIA/Wealth | 1.25% $22.9M |
V Virtu Financial LLC Institution | 0.03% $555.3K |
F FLOW TRADERS U.S. LLC Institution | 0.01% $200.2K |
A ATRIA INVESTMENTS LLC Institution | 0.01% $821.8K |
Farther Finance Advisors, LLC RIA/Wealth | 0.00% $254.3K |
Strategic Wealth Partners, Ltd. RIA/Wealth | 0.00% $4.6K |
AE Wealth Management LLC RIA/Wealth | 0.00% $18.6K |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $4.2K |
UBS Group AG Institution | 0.00% $70.5K |
CWM, LLC RIA/Wealth | 0.00% $3.4K |
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