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DIVY · Sound Equity Dividend Income ETF ETF

Alerts for DIVY
$31.09 -0.10 (-0.32%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 1
Total Value: $266,914
Total Shares: 9,203

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 1 13F filers · Δ vs Dec 31, 2025
Top Holder
100.0%
Jun 2023 → Jun 2026 · range 47.0% – 100.0%
+53.0 pts
Top 5
100.0%
Jun 2023 → Jun 2026 · range 95.3% – 100.0%
0.0 pts
Top 10
100.0%
Jun 2023 → Jun 2026 · range 99.9% – 100.0%
0.0 pts
HHI
10,000
Jun 2023 → Jun 2026 · range 3,418 – 10,000
Highly concentrated+6,582

Quarterly Activity

vs Dec 31, 2025
New
1
Increased
0
Decreased
0
Sold Out
5
Unchanged
0
Holder count: -4
Institutional value: -85.7%
Shares held: -87.0%

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Showing 1 of 1
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Holder Value (USD) % of 13F Shares Open