DIVD EA SERIES TRUST
FollowALTRIUS GBL DIV (fund)
13 managers (13 13F filers) reported a position in DIVD shares at 2026-06-30, 297,635 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 3
- Added
- 4
- Reduced
- 3
- Sold out
- 0
- Shares held by filers
- 297,635
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Altrius Capital Management Inc | 154,469 | $6.57M | 1.25% | -10,215 | 13F-HRTimeline |
| LM Advisors LLC | 57,158 | $2.43M | 0.28% | +55,033 | 13F-HRTimeline |
| Global View Capital Management LLC | 43,011 | $1.83M | 0.38% | +22,437 | 13F-HRTimeline |
| Advisory Services Network, LLC | 12,101 | $515K | 0.01% | 0 | 13F-HRTimeline |
| LPL Financial LLC | 10,390 | $442K | <0.01% | 0 | 13F-HRTimeline |
| Harpswell Capital Advisors, LLC | 10,000 | $425K | 0.27% | 0 | 13F-HRTimeline |
| One Wealth Management Investment & Advi… | 8,064 | $343K | 0.36% | -4,504 | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 1,624 | $69.1K | <0.01% | +18 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 297 | $12.6K | <0.01% | new | 13F-HRTimelineGroup |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 244 | $10K | <0.01% | -2,110 | 13F-HRTimelineGroup |
| FIDUCIARY FINANCIAL ADVISORS | 175 | $7.44K | <0.01% | new | 13F-HRTimeline |
| Institute for Wealth Management, LLC. | 100 | $4.25K | <0.01% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 2 | $93 | <0.01% | +1 | 13F-HRTimelineGroup |