DIVY

Sound Equity Dividend Income Cross-source read$30.42 0.46%
UnclassifiedCUSIP 886364793· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 added and 6 reduced; the largest holder to move was Sound Income Strategies, LLC (−4.1%). No recent Form 4 insider filings for DIVY.

Tracked 13F holders
15
5 in Q2 2026 filings
13F value (tracked)
$24.4M
Smart-money readBearish
Net sellingNet buying
Funds · active managers, latest 13F
1 adding · 6 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean out and no leg opposes.

Price & smart-money activity

$30.42 0.46%5Y +22.4%
$21.15$23.86$26.57$29.28$31.9920212022202320242025202632222223223452333223533
Hover for who · click for detailEnd-of-day closing prices52w $24.94 – $31.35

Who owns DIVY?

15 tracked 13F filers · ranked by shares held

15 tracked 13F filers disclose a position in DIVY as of the latest SEC 13F filings, a combined $24.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Sound Income Strategies, LLC758K
$22.0M
−4.1%
Reduced · −33K sh
Q2 2026
2Atria Investments, Inc37K
$1.1M
+0.8%
Added · +304 sh
Q2 2026
3Susquehanna International Group, LLP12K
$324K
New
+12K sh
Q1 2026
4Foundations Investment Advisors, LLC10K
$279K
−21%
Reduced · −3K sh
Q2 2026
5Farther Finance Advisors, LLC9K
$258K
−4.1%
Reduced · −404 sh
Q1 2026
6Citadel Advisors LLC9K
$267K
−18%
Reduced · −2K sh
Q2 2026
7Key Capital Management, INC3K
$89K
−46%
Reduced · −3K sh
Q2 2026
8UBS Group AG1K
$34K
+42%
Added · +359 sh
Q1 2026
9Hilton Head Capital Partners, LLC1K
$30K
Held
Q2 2026
10AE Wealth Management LLC723
$20K
+0.6%
Added · +4 sh
Q1 2026
11International Assets Investment Management, LLC250
$7K
−86%
Reduced · −2K sh
Q2 2026
12Harbour Investments, Inc.160
$4K
Held
Q1 2026
13JPMorgan Chase & Co110
$3K
New
+110 sh
Q1 2026
14Vanguard Advisers Inc2
$59
Held
Q2 2026
15Morgan Stanley1
$41
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DIVY being bought or sold by institutions?

Last quarter, 1 fund added to an existing position in DIVY, while 6 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Added
1
added to an existing position
Reduced
6
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own DIVY also own

CompanyCo-held byTheir position there
Ishares Core S&P 500 ETFIVV9 funds$14.6B
Nvidia CorpNVDA9 funds$3.1B
Amazon.com IncAMZN9 funds$3.0B
Apple IncAAPL9 funds$2.9B
Microsoft CorpMSFT9 funds$1.9B
Alphabet Inc-CL AGOOGL9 funds$1.4B
Eli Lilly & CoLLY9 funds$1.4B
Broadcom IncAVGO9 funds$1.3B
Warner Bros Discovery IncWBD9 funds$1.2B
Alphabet Inc-CL CGOOG9 funds$1.1B
Advanced Micro DevicesAMD9 funds$1.0B
Abbvie IncABBV9 funds$951.4M

Ranked by how many of DIVY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DIVY.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
36
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

5 tracked filers in Q2 2026 filingsstill filing
0815Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $23.2M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
GRNYmc308 funds$1.8B
SPUSmc89 funds$215.1M
SPSKmc64 funds$120.3M
SFYmc63 funds$329.8M
NANCmc53 funds$8.0M
RISRUIT EXCHANGE TRADED51 funds$149.3M
JSTCcommon44 funds$127.1M
HFGMUNLIMITED HFGM31 funds$95.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for DIVY

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Ask your agent what changed in DIVY

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DIVY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DIVY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DIVY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.