ETF Holders

Who owns DIVY?

Bond

Sound Equity Income ETF · Sound

16 institutions reported holding DIVY, worth $24.8M, in Form 13F filings for June 30, 2026.

13F holders
16
Institutional value
$24.8M
Change from prior quarter
+1.4%
+$340K, with price moves
New and sold-out firms
1 / 3
4 added, 7 trimmed

Top 10 institutional holders of DIVY

FirmLocationValueSharesChange
Sound Income Strategies, LLCFt Lauderdale, FL$22.0M757,697−32,547 shares
Atria Investments, IncCharlotte, NC$1.1M36,772+304 shares
Susquehanna International Group, LLPBala Cynwyd, PA$445K15,349+3,556 shares
Jane Street Group, LLCNew York, NY$387K13,348New position
Foundations Investment Advisors, LLCPhoenix, AZ$279K9,629−2,510 shares
Citadel Advisors LLCMiami, FL$267K9,203−2,004 shares
Farther Finance Advisors, LLCSan Francisco, CA$248K8,535−823 shares
Key Capital Management, INCHendersonville, Tn 37075, TN$89K3,061−2,659 shares
Hilton Head Capital Partners, LLCHilton Head Island, SC$30K1,049No change
AE Wealth Management LLCTopeka, KS$21K729+6 shares
6 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns DIVY?

16 institutional managers reported holding DIVY in Form 13F filings for June 30, 2026, worth $24.8M in total. The largest reported position was held by Sound Income Strategies, LLC, at $22.0M.

Did institutions buy or sell DIVY last quarter?

Reported 13F value rose 1.4% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 3 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is DIVY ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.