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 11 institutions that hold shares in the stock, with a total of 1.01 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%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
27,155
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
19,801
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,506
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
262
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
160
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
47
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 87.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|