Sound Equity Dividend Income (DIVY)

CUSIP: 886364793 | NYSE | 39 institutional holders

Institutional Holders — Q3 2026

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1.0% of portfolio$21.8M

0.0% of portfolio$1.4M

0.3% of portfolio$890.3K

0.0% of portfolio$248.4K

0.0% of portfolio$30.5K

0.0% of portfolio$12.2K

				Style	Turnover	Location	Filed
Sound Income Strategies, LLC	738,831	$21.8M	1.0%	Yield	Medium	Ft Lauderdale, FL	2026-10-09
Atria Investments, Inc	49,775	$1.4M	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Key Capital Management, Inc	28,872	$890.3K	0.3%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Farther Finance Advisors, LLC	8,556	$248.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Hilton Head Capital Partners, LLC	1,049	$30.5K	0.0%	Core	Medium	Hilton Head Island, SC	2026-10-23
Latitude Advisors, LLC	421	$12.2K	0.0%	ETF	Low	Yorkville, IL	2026-10-27