Who Owns Sound Equity Dividend Income ETF (DIVY)?Hedge Fund & Institutional Holders
Institutional Holders
11
as of Q4 2025
Total Institutional Value
$2.2818000257000762e+27T
% of Float Held
—
QoQ Change in Holders
+4 / -3
Price History
DIVY — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New Position | +3K | +$76.0M |
| Farther Finance Advisors, LLC | Increased | +41 | +$2.7M |
| Key Capital Management, INC | New Position | +3K | +$66K |
| JANE STREET GROUP, LLC | New Position | +16K | +$0 |
| AE Wealth Management LLC | New Position | +719 | +$0 |
| Atria Investments, Inc | Increased | +2K | +$-821.8M |
DIVY — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Sound Income Strategies, LLC | Decreased | -47K | -$105.4M |
| UBS Group AG | Decreased | -2K | -$48.5M |
| FLOW TRADERS U.S. LLC | Closed Position | -8K | -$200K |
| Virtu Financial LLC | Decreased | -3K | -$71K |
| Strategic Wealth Partners, Ltd. | Closed Position | -175 | -$4K |
| MORGAN STANLEY | Closed Position | -1 | -$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | 845,975 | $22.8B | 1.08% | Share |
| 2 | Farther Finance Advisors, LLC | 9,762 | $257.0M | 0.00% | Share |
| 3 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,900 | $76.0M | 0.01% | Share |
| 4 | UBS Group AG | 684 | $18.0M | 0.00% | Share |
| 5 | UBS Group AG | 180 | $4.0M | 0.00% | Share |
| 6 | Virtu Financial LLC | 18,378 | $484K | 0.02% | Share |
| 7 | Key Capital Management, INC | 2,509 | $66K | 0.07% | Share |
| 8 | HARBOUR INVESTMENTS, INC. | 160 | $4K | 0.00% | Share |
| 9 | AE Wealth Management LLC | 719 | $0 | 0.00% | Share |
| 10 | Atria Investments, Inc | 33,267 | $0 | 0.00% | Share |
| 11 | JANE STREET GROUP, LLC | 16,018 | $0 | 0.00% | Share |
DIVY Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 10 | $23.2B | +1 |
| Q3 2025 | 9 | $24.1B | -3 |
| Q2 2025 | 12 | $28.3B | -2 |
| Q1 2025 | 14 | $26.3B | +1 |
| Q4 2024 | 13 | $32.4B | +4 |
| Q3 2024 | 9 | $35.5B | -1 |
| Q2 2024 | 10 | $37.2B | +5 |
| Q1 2024 | 5 | $30.2B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 11 institutional investors hold DIVY (Sound Equity Dividend Income ETF). The largest holder is Sound Income Strategies, LLC with $22.8B in shares. This quarter, 4 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own DIVY?
As of Q4 2025, 11 institutional investors report holding DIVY (Sound Equity Dividend Income ETF) in their 13F filings.
Who is the largest institutional holder of DIVY?
The largest institutional holder of DIVY is Sound Income Strategies, LLC with $22.8B in shares.
Is institutional ownership of DIVY increasing or decreasing?
This quarter, 4 institutions opened new positions in DIVY and 3 closed their positions.