Sound Equity Dividend Income (DIVY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Sound Income Strategies, LLC

DECREASED

Shares738,831 from 757,697

Change-18,866 (-2%)

Value$21.8M (-$135.6K)

Filed 2026-10-09

Atria Investments, Inc

INCREASED

Shares49,775 from 36,772

Change+13,003 (+35%)

Value$1.4M (+$378.5K)

Filed 2026-10-15

Key Capital Management, Inc

INCREASED

Shares28,872 from 3,061

Change+25,811 (+843%)

Value$890.3K (+$801.5K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares8,556 from 8,535

Change+21 (+0%)

Value$248.4K (+$839)

Filed 2026-10-08

Hilton Head Capital Partners, LLC

UNCHANGED

Shares1,049 from 1,049

Change0 (0%)

Value$30.5K (+$29)

Filed 2026-10-23

Latitude Advisors, LLC

NEW

Shares421

Change+421

Value$12.2K

Filed 2026-10-27

International Assets Investment Management, LLC

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$7.3K)

Filed 2026-11-02

Susquehanna International Group, LLP

N/A

Shares— from 15,349

Change-15,349 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 13,348

Change-13,348 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 9,629

Change-9,629 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,203

Change-9,203 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 729

Change-729 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 663

Change-663 (-100%)

Value—

N/A

Shares— from 418

Change-418 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 253

Change-253 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 160

Change-160 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 2

Change-2 (-100%)

Value—

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Sound Income Strategies, LLC	DECREASED	738,831	757,697	-18,866	-2%	$22.0M	$21.8M	-$135.6K	2026-10-09
Atria Investments, Inc	INCREASED	49,775	36,772	+13,003	+35%	$1.1M	$1.4M	+$378.5K	2026-10-15
Key Capital Management, Inc	INCREASED	28,872	3,061	+25,811	+843%	$88.8K	$890.3K	+$801.5K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	8,556	8,535	+21	+0%	$247.5K	$248.4K	+$839	2026-10-08
Hilton Head Capital Partners, LLC	UNCHANGED	1,049	1,049	0	0%	$30.4K	$30.5K	+$29	2026-10-23
Latitude Advisors, LLC	NEW	421	—	+421	—	—	$12.2K	—	2026-10-27
International Assets Investment Management, LLC	CLOSED	0	250	-250	-100%	$7.3K	$0	-$7.3K	2026-11-02
Susquehanna International Group, LLP	N/A	—	15,349	-15,349	-100%	$445.2K	—	—	—
Jane Street Group, LLC	N/A	—	13,348	-13,348	-100%	$387.1K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	9,629	-9,629	-100%	$279.3K	—	—	—
Citadel Advisors LLC	N/A	—	9,203	-9,203	-100%	$266.9K	—	—	—
AE Wealth Management LLC	N/A	—	729	-729	-100%	$21.2K	—	—	—
BFC Planning, Inc.	N/A	—	663	-663	-100%	$19.2K	—	—	—
UBS Group AG	N/A	—	418	-418	-100%	$12.1K	—	—	—
JPMorgan Chase & Co	N/A	—	253	-253	-100%	$7.4K	—	—	—
Harbour Investments, Inc.	N/A	—	160	-160	-100%	$4.6K	—	—	—
Vanguard Advisers Inc	N/A	—	2	-2	-100%	$59	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$31	—	—	—

Showing 18 of 18 institutions