DIVD EA SERIES TRUST
FollowALTRIUS GBL DIV (fund)
10 managers (10 13F filers) reported a position in DIVD shares at 2025-12-31, 219,777 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 0
- Added
- 5
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 219,777
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 155,162 | $5.98M | 1.27% | +28,909 | 13F-HRTimeline |
| One Wealth Management Investment & Advi… | 13,018 | $502K | 0.55% | 0 | 13F-HRTimeline |
| Global View Capital Management LLC | 12,252 | $472K | 0.09% | +4,975 | 13F-HRTimeline |
| Advisory Services Network, LLC | 12,101 | $466K | 0.01% | -500 | 13F-HRTimeline |
| Harpswell Capital Advisors, LLC | 10,000 | $385K | 0.31% | -2,000 | 13F-HRTimeline |
| CAPITAL ADVISORY GROUP ADVISORY SERVICE… | 8,927 | $344K | 0.1% | +187 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 5,002 | $193K | <0.01% | +4,003 | 13F-HRTimelineGroup |
| HARBOUR INVESTMENTS, INC. | 1,598 | $61.6K | <0.01% | +13 | 13F-HRTimeline |
| LM Advisors LLC | 1,715 | $44.5K | 0.85% | -38,926 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 2 | $78 | <0.01% | 0 | 13F-HR/ATimelineGroup |