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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: 3
Total Value: $475,953
Total Shares: 16,227

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 3 13F filers · Δ vs Jun 30, 2023
Top Holder
94.3%
Sep 2022 → Sep 2023 · range 36.8% – 100.0%
+57.5 pts
Top 5
100.0%
Sep 2022 → Sep 2023 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2022 → Sep 2023 · range 100.0% – 100.0%
0.0 pts
HHI
8,915
Sep 2022 → Sep 2023 · range 2,609 – 10,000
Highly concentrated+6,306

Quarterly Activity

vs Jun 30, 2023
New
1
Increased
0
Decreased
1
Sold Out
4
Unchanged
1
Holder count: -3
Institutional value: -75.1%
Shares held: -75.0%

Top Buyers

vs Jun 30, 2023
No qualifying movers this quarter.

Top Sellers

vs Jun 30, 2023
Institution Sold Now Holds Open
ROYAL BANK OF CANADA −14,474 804

Top New Positions

vs Jun 30, 2023
Institution Acquired Value (USD) Open
UBS Group AG 123 $3,607

Top Sold-Out Positions

vs Jun 30, 2023
Institution Previously Held Last Value (USD) Open
Altrius Capital Management Inc 23,848 $703,229
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,145 $210,691
Avior Wealth Management, LLC 3,310 $97,605
PROEQUITIES, INC. 0 $0
Filter: New 1 Increased 0 Reduced 1 Sold out 4 Unchanged 1
Showing 3 of 3
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
AlphaCore Capital LLC DIVD $448,764 94.29% 15,300
ROYAL BANK OF CANADA DIVD $23,582 4.95% 804
UBS Group AG DIVD $3,607 0.76% 123