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DIVD · Altrius Global Dividend ETF ETF

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$44.93 -0.30 (-0.65%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 4
Total Value: $768,831
Total Shares: 26,063

Institutional Ownership Trend

3 quarters

Holder Concentration

Across 4 13F filers · Δ vs Dec 31, 2022
Top Holder
87.2%
Sep 2022 → Mar 2023 · range 87.2% – 100.0%
−12.3 pts
Top 5
100.0%
Sep 2022 → Mar 2023 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2022 → Mar 2023 · range 100.0% – 100.0%
0.0 pts
HHI
7,771
Sep 2022 → Mar 2023 · range 7,771 – 10,000
Highly concentrated−2,133

Quarterly Activity

vs Dec 31, 2022
New
1
Increased
1
Decreased
1
Sold Out
0
Unchanged
1
Holder count: +1
Institutional value: +26.4%
Shares held: +22.8%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
Altrius Capital Management Inc +1,619 22,736

Top Sellers

vs Dec 31, 2022
Institution Sold Now Holds Open
UBS Group AG −85 17

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
Avior Wealth Management, LLC 3,310 $97,641

Top Sold-Out Positions

vs Dec 31, 2022
No fully closed positions this quarter.
Filter: New 1 Increased 1 Reduced 1 Sold out 0 Unchanged 1
Showing 4 of 4
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Altrius Capital Management Inc DIVD $670,689 87.23% 22,736
Avior Wealth Management, LLC DIVD $97,641 12.70% 3,310
UBS Group AG DIVD $501 0.07% 17
PROEQUITIES, INC. DIVD $0 0.00% 0