Institutional Ownership Tidal ETF Tr Sound Equity Inco (SDEI)
This table provides information about the institutional ownership of Tidal ETF Tr Sound Equity Inco (SDEI). We have compiled data on the 14 institutions that hold shares in the stock, with a total of 1.04 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
920,757
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
34,345
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 73.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
27,155
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
17,847
shares
|
$0
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
17,622
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 20.92%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
12,213
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
6,552
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
710
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
308
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
262
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
172
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 265.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
160
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|