19 institutions reported holding $24.8M of SOUND EQUITY DIVIDEND INCOME ETF (DIVY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sound Income Strategies, LLC ($22.0M), Atria Investments, Inc ($1.1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($445,167), JANE STREET GROUP, LLC ($387,132), Foundations Investment Advisors, LLC ($279,275). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sound Income Strategies, LLC | $22.0M | 757,697 | Trimmed |
| 2 | Atria Investments, Inc | $1.1M | 36,772 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $445,167 | 15,349 | Added |
| 4 | JANE STREET GROUP, LLC | $387,132 | 13,348 | New |
| 5 | Foundations Investment Advisors, LLC | $279,275 | 9,629 | Trimmed |
| 6 | CITADEL ADVISORS LLC | $266,915 | 9,203 | Trimmed |
| 7 | Farther Finance Advisors, LLC | $247,540 | 8,535 | Trimmed |
| 8 | Key Capital Management, INC | $88,778 | 3,061 | Trimmed |
| 9 | Hilton Head Capital Partners, LLC | $30,424 | 1,049 | Hold |
| 10 | AE Wealth Management LLC | $21,152 | 729 | Added |
| 11 | UBS Group AG | $12,123 | 418 | Trimmed |
| 12 | JPMORGAN CHASE & CO | $7,372 | 253 | Added |
| 13 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7,300 | 250 | Trimmed |
| 14 | HARBOUR INVESTMENTS, INC. | $4,640 | 160 | Hold |
| 15 | VANGUARD GROUP INC | $59 | 2 | Hold |
| 16 | MORGAN STANLEY | $31 | 1 | Hold |
| 17 | Virtu Financial LLC | $0 | 0 | Exited |
| 18 | Legacy Wealth Managment, LLC/ID | $0 | 0 | Exited |
| 19 | PMV Capital Advisers, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30