DIVD EA SERIES TRUST
FollowALTRIUS GBL DIV (fund)
11 managers (11 13F filers) reported a position in DIVD shares at 2025-09-30, 223,591 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 1
- Added
- 5
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 223,591
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 126,253 | $4.66M | 1.06% | +12,202 | 13F-HRTimeline |
| LM Advisors LLC | 40,641 | $1.5M | 0.22% | +9,114 | 13F-HRTimeline |
| One Wealth Management Investment & Advi… | 13,018 | $480K | 0.56% | -369 | 13F-HRTimeline |
| Advisory Services Network, LLC | 12,601 | $465K | 0.01% | -477 | 13F-HRTimeline |
| Harpswell Capital Advisors, LLC | 12,000 | $443K | 0.42% | 13F-HRTimeline | |
| CAPITAL ADVISORY GROUP ADVISORY SERVICE… | 8,740 | $322K | 0.1% | +2,018 | 13F-HRTimeline |
| Global View Capital Management LLC | 7,277 | $268K | 0.06% | new | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 1,585 | $58.5K | <0.01% | +8 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 999 | $37K | <0.01% | -13,802 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 475 | $17.5K | <0.01% | +462 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 2 | $96 | <0.01% | 0 | 13F-HR/ATimelineGroup |