DIVY

Sound Equity Dividend Income$30.27 3.08%
UnclassifiedUSCUSIP 886364793· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
12
+5 QoQ
13F Value (tracked)
$24.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)3 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$30.27 3.08%5Y +28.2%
$21.99$24.21$26.43$28.66$30.8820212022202320242025202622222232234433222232
Hover for who · click for detailEnd-of-day closing prices52w $24.94 – $30.27
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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.

Top institutional holders

12 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Sound Income Strategies, LLC
$21.8M
790K
−6.6%
Reduced · −56K sh
Q1 2026
2Atria Investments, Inc
$1.0M
36K
+9.6%
Added · +3K sh
Q1 2026
3FOUNDATIONS INVESTMENT ADVISORS, LLC
$334K
12K
New
+12K sh
Q1 2026
4SUSQUEHANNA INTERNATIONAL GROUP, LLP
$324K
12K
New
+12K sh
Q1 2026
5CITADEL ADVISORS LLC
$308K
11K
New
+11K sh
Q1 2026
6Farther Finance Advisors, LLC
$258K
9K
−4.1%
Reduced · −404 sh
Q1 2026
7UBS Group AG
$34K
1K
+42%
Added · +359 sh
Q1 2026
8AE Wealth Management LLC
$20K
723
+0.6%
Added · +4 sh
Q1 2026
9HARBOUR INVESTMENTS, INC.
$4K
160
Held
Q1 2026
10JPMORGAN CHASE & CO
$3K
110
New
+110 sh
Q1 2026
11VANGUARD ADVISERS INC
$56
2
New
+2 sh
Q1 2026
12MORGAN STANLEY
$41
1
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.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
1
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

12 funds+4 since Q3 2024
0612Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $24.0M

Funds that own DIVY also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA4 funds$3.6B
ISHARES CORE S&P 500 ETFIVV4 funds$3.0B
AMAZON.COM INCAMZN4 funds$1.9B
SS SPDR DOW JONES INDUS AVGDIA4 funds$1.6B
MICRON TECHNOLOGY INCMU4 funds$1.6B
APPLE INCAAPL4 funds$1.6B
TAIWAN SEMICONDUCTOR-SP ADRTSM4 funds$1.4B
MICROSOFT CORPMSFT4 funds$1.2B
META PLATFORMS INC-CLASS AMETA4 funds$1.2B
BROADCOM INCAVGO4 funds$1.1B
ALPHABET INC-CL AGOOGL4 funds$990.5M
TESLA INCTSLA4 funds$849.4M

Ranked by how many of DIVY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

Browse more

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. Every panel above is one call to the Arkolith API & MCP server.