DIVY Institutional Ownership & Shareholders
SOUND EQUITY DIVIDEND INCOME (DIVY) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $25.07M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Sound Income Strategies, Llc is currently the largest disclosed institutional shareholder of DIVY tracked by InsiderSet, reporting ownership valued at approximately $21.84M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $23.33M, representing an estimated gain of +6.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DIVY value among the investors covered in this analysis. Major shareholders include Sound Income Strategies, Llc, Atria Investments, Inc, Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in SOUND EQUITY DIVIDEND INCOME (DIVY).
This page ranks the largest institutional DIVY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
15
Total Reported Value
$25.07M
Largest Holder
Sound Income Strategies, Llc
Largest Position
$21.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sound Income Strategies, Llc | 0.97% | 738,831 | $21,839,850 | $23,332,283 | +$1,492,433 | +6.83% | |
| Atria Investments, Inc | 0.01% | 49,775 | $1,445,002 | $1,571,895 | +$126,893 | +8.78% | |
| Susquehanna International Group, Llp | 0.00% | 15,349 | $445,167 | $484,721 | +$39,554 | +8.89% | |
| Jane Street Group, Llc | 0.00% | 13,348 | $387,132 | $421,530 | +$34,398 | +8.89% | |
| Foundations Investment Advisors, Llc | 0.00% | 9,629 | $279,275 | $304,084 | +$24,809 | +8.88% | |
| Citadel Advisors Llc | 0.00% | 9,203 | $266,915 | $290,631 | +$23,716 | +8.89% | |
| Farther Finance Advisors, Llc | 0.00% | 8,556 | $248,379 | $270,198 | +$21,819 | +8.78% | |
| Key Capital Management, Inc | 0.05% | 3,061 | $88,778 | $96,666 | +$7,888 | +8.89% | |
| Hilton Head Capital Partners, Llc | 0.02% | 1,049 | $30,453 | $33,127 | +$2,674 | +8.78% | |
| Latitude Advisors, Llc | 0.00% | 421 | $12,230 | $13,295 | +$1,065 | +8.71% | |
| Ubs Group Ag | 0.00% | 418 | $12,123 | $13,200 | +$1,077 | +8.89% | |
| Jpmorgan Chase & Co | 0.00% | 253 | $7,372 | $7,990 | +$618 | +8.38% | |
| Harbour Investments, Inc. | 0.00% | 160 | $4,640 | $5,053 | +$413 | +8.90% | |
| Vanguard Advisers Inc | 0.00% | 2 | $59 | $63 | +$4 | +7.05% | |
| Morgan Stanley | 0.00% | 1 | $31 | $32 | +$1 | +1.87% |
Frequently asked questions about DIVY
Who are the largest institutional holders of DIVY?
The largest institutional holders of DIVY reported in the latest SEC Form 13F filings include Sound Income Strategies, Llc, Atria Investments, Inc, Susquehanna International Group, Llp, Jane Street Group, Llc, and Foundations Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported DIVY position.
What is DIVY institutional ownership?
This page tracks DIVY positions reported by institutional investment managers through SEC Form 13F. SOUND EQUITY DIVIDEND INCOME (DIVY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DIVY?
InsiderSet currently tracks 15 institutional managers reporting DIVY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DIVY shareholders.
How much DIVY stock do institutions own?
Institutional investment managers disclosed approximately $25.07M in DIVY holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DIVY institutional ownership last updated?
The latest DIVY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DIVY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DIVY position after the reporting date.
Are institutions buying or selling DIVY?
Institutional buying and selling can be analyzed by comparing DIVY positions across consecutive 13F reporting periods. InsiderSet's DIVY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DIVY ownership changes.
How has DIVY institutional ownership changed over time?
InsiderSet tracks DIVY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.