DIVD EA SERIES TRUST
FollowALTRIUS GBL DIV (fund)
10 managers (10 13F filers) reported a position in DIVD shares at 2026-03-31, 236,403 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 1
- Added
- 4
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 236,403
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 164,684 | $6.76M | 1.34% | +9,522 | 13F-HRTimeline |
| Global View Capital Management LLC | 20,574 | $844K | 0.22% | +8,322 | 13F-HRTimeline |
| One Wealth Management Investment & Advi… | 12,568 | $516K | 0.62% | -450 | 13F-HRTimeline |
| Advisory Services Network, LLC | 12,101 | $496K | 0.01% | 0 | 13F-HRTimeline |
| LPL Financial LLC | 10,390 | $426K | <0.01% | new | 13F-HRTimeline |
| Harpswell Capital Advisors, LLC | 10,000 | $410K | 0.31% | 0 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 2,354 | $97K | <0.01% | -2,648 | 13F-HRTimelineGroup |
| HARBOUR INVESTMENTS, INC. | 1,606 | $65.9K | <0.01% | +8 | 13F-HRTimeline |
| LM Advisors LLC | 2,125 | $51.8K | 0.86% | +410 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $64 | <0.01% | -1 | 13F-HRTimelineGroup |