Who owns DIVD?
Altrius Global Dividend ETF
13 institutions reported holding DIVD, worth $12.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DIVD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Altrius Capital Management Inc | New Bern, NC | $6.6M | 154,469 | −10,215 shares |
| LM Advisors LLC | San Diego, CA | $2.4M | 57,158 | +55,033 shares |
| Global View Capital Management LLC | Waukesha, WI | $1.8M | 43,011 | +22,437 shares |
| Advisory Services Network, LLC | Atlanta, GA | $515K | 12,101 | No change |
| LPL Financial LLC | Fort Mill, SC | $442K | 10,390 | No change |
| Harpswell Capital Advisors, LLC | Yarmouth, ME | $425K | 10,000 | No change |
| One Wealth Management Investment & Advisory Services, LLC | Boca Raton, FL | $343K | 8,064 | New position |
| Harbour Investments, Inc. | Madison, WI | $69K | 1,624 | +18 shares |
| UBS Group AG | Zurich, Switzerland | $13K | 297 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $10K | 244 | −2,110 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DIVD?
13 institutional managers reported holding DIVD in Form 13F filings for June 30, 2026, worth $12.7M in total. The largest reported position was held by Altrius Capital Management Inc, at $6.6M.
Did institutions buy or sell DIVD last quarter?
Reported 13F value rose 38.4% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DIVD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.