Who owns Altrius Global Dividend ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DIVD from SEC Form 13F filings across 13 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 13 institutions disclosed 297,635 shares of Altrius Global Dividend ETF worth $10.2M — about 69.4% of shares outstanding; the largest disclosed holder is Altrius Capital Management Inc. Source: SEC Form 13F filings, parsed by EvidInvest.
13
13F holders
$10.2M
value, 2026 filers
69.4%
of shares outstanding (297,635 sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DIVD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Altrius Capital Management Inc | 154,469 | $6.6M | 1.2% | 36% | -6.2% |
| 2 | LM Advisors LLC | 57,158 | $2,431 | 0.3% | 13.3% | +2589.8% |
| 3 | Global View Capital Management LLC | 43,011 | $1.8M | 0.4% | 10% | +109.1% |
| 4 | Advisory Services Network, LLC | 12,101 | $514,712 | 0.0% | 2.8% | 0.0% |
| 5 | LPL Financial LLC | 10,390 | $441,935 | 0.0% | 2.4% | 0.0% |
| 6 | Harpswell Capital Advisors, LLC | 10,000 | $425,347 | 0.3% | 2.3% | 0.0% |
| 7 | One Wealth Management Investment & Advisory Services, LLCNEW | 8,064 | $343,000 | 0.4% | 1.9% | new |
| 8 | HARBOUR INVESTMENTS, INC. | 1,624 | $69,062 | 0.0% | 0.4% | +1.1% |
| 9 | UBS Group AGNEW | 297 | $12,633 | 0.0% | 0.1% | new |
| 10 | ROYAL BANK OF CANADA | 244 | $10,000 | 0.0% | 0.1% | -89.6% |
| 11 | FIDUCIARY FINANCIAL ADVISORSNEW | 175 | $7,444 | 0.0% | 0% | new |
| 12 | Institute for Wealth Management, LLC.NEW | 100 | $4,254 | 0.0% | 0% | new |
| 13 | MORGAN STANLEY | 2 | $93 | 0.0% | 0% | +100.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.