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DIVY Institutional Ownership

Sound Equity Dividend Income ETF
1W: -1.0% 1M: -5.7% 3M: -0.9% YTD: +10.7% 1Y: +13.0% 3Y: +33.4% 5Y: +46.0%
$29.29
+0.07 (+0.26%)
 
Weekly Expected Move ±1.4%
$28 $29 $29 $30 $30
ETF NYSE · AUM $28.0M

Institutional Ownership — DIVY

19
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
25M
Total Invested
1
New Positions
4
Increased
10
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (19 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Sound Income Strategies, LLC 757,697 22M -32,547 -4.1% 22Q SEC ↗
2 Atria Investments, Inc 36,772 1M +304 +0.8% 9Q SEC ↗
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP 15,349 450K +3,556 +30.2% 2Q SEC ↗
4 JANE STREET GROUP, LLC NEW 13,348 391K — +0.0% 1Q SEC ↗
5 Foundations Investment Advisors, LLC 9,629 282K -2,510 -20.7% 2Q SEC ↗
6 CITADEL ADVISORS LLC 9,203 270K -2,004 -17.9% 2Q SEC ↗
7 Farther Finance Advisors, LLC 8,535 250K -823 -8.8% 8Q SEC ↗
8 Key Capital Management, INC 3,061 90K -2,659 -46.5% 3Q SEC ↗
9 Hilton Head Capital Partners, LLC 1,049 31K — +0.0% 2Q SEC ↗
10 AE Wealth Management LLC 729 21K +6 +0.8% 7Q SEC ↗
11 UBS Group AG 418 12K -805 -65.8% 9Q SEC ↗
12 JPMORGAN CHASE & CO 253 7K +143 +130.0% 2Q SEC ↗
13 INTERNATIONAL ASSETS INVESTMENT MANAGE 250 7K -1,500 -85.7% 3Q SEC ↗
14 HARBOUR INVESTMENTS, INC. 160 5K — +0.0% 15Q SEC ↗
15 VANGUARD ADVISERS INC 2 0K — +0.0% 2Q SEC ↗
16 MORGAN STANLEY 1 0K — +0.0% 2Q SEC ↗
17 Legacy Wealth Managment, LLC/ID 0 0K -243 -100.0% 1Q SEC ↗
18 PMV Capital Advisers, LLC 0 0K -29 -100.0% 1Q SEC ↗
19 Virtu Financial LLC 0 0K -8,000 -100.0% 6Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
JANE STREET GROUP, LLC 13,348 391K
Sold Out (3)
HolderPrev SharesPrev Value
Virtu Financial LLC 8,000 234K
Legacy Wealth Managment, LLC/ID 243 7K
PMV Capital Advisers, LLC 29 1K
Biggest Increases (4)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +3,556 +30.2% 15,349
Atria Investments, Inc +304 +0.8% 36,772
JPMORGAN CHASE & CO +143 +130.0% 253
AE Wealth Management LLC +6 +0.8% 729
Biggest Decreases (7)
HolderReducedChange %Total Shares
Sound Income Strategies, LLC -32,547 -4.1% 757,697
Key Capital Management, INC -2,659 -46.5% 3,061
Foundations Investment Advisors, LL -2,510 -20.7% 9,629
CITADEL ADVISORS LLC -2,004 -17.9% 9,203
INTERNATIONAL ASSETS INVESTMENT MAN -1,500 -85.7% 250
Farther Finance Advisors, LLC -823 -8.8% 8,535
UBS Group AG -805 -65.8% 418

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms