
Altrius Global Dividend is an exchange-traded fund on NASDAQ. As of Q3 2025, 11 institutional investors hold shares in this ETF, with total holdings valued at $8.2M. Altrius Capital Management Inc is the largest holder with a position valued at $4.7M.
Overview of institutional ownership in DIVD as of Q3 2025
Institutions with the largest positions in DIVD as of Q3 2025
| Institution | Position Value |
|---|---|
Altrius Capital Management Inc RIA/Wealth | $4.7M 1.26% of portfolio |
L LM Advisors LLC RIA/Wealth | $1.5M 0.19% of portfolio |
$480.1K 0.56% of portfolio | |
A Advisory Services Network, LLC RIA/Wealth | $464.7K 0.01% of portfolio |
Harpswell Capital Advisors, LLC Fund of Funds | $442.5K 0.42% of portfolio |
$322.3K 0.10% of portfolio | |
Global View Capital Management LLC RIA/Wealth | $268.4K 0.07% of portfolio |
HARBOUR INVESTMENTS, INC. RIA/Wealth | $58.5K 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $36.8K 0.00% of portfolio |
UBS Group AG Institution | $17.5K 0.00% of portfolio |
Institutional buying and selling activity for DIVD in Q3 2025
| Institution | Net Bought |
|---|---|
Altrius Capital Management Inc RIA/Wealth | +$450.0K +12.2K shares |
Harpswell Capital Advisors, LLC Fund of Funds | +$442.5K +12.0K shares |
L LM Advisors LLC RIA/Wealth | +$336.1K +9.1K shares |
Global View Capital Management LLC RIA/Wealth | +$268.4K +7.3K shares |
+$74.4K +2.0K shares | |
R ROYAL BANK OF CANADA Institution | +$36.8K +-13.8K shares |
UBS Group AG Institution | +$17.0K +462.0 shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | +$295.1 +8.0 shares |
| Institution | Net Sold |
|---|---|
V Virtu Financial LLC Institution | −$534.3K −15.0K shares |
A Advisory Services Network, LLC RIA/Wealth | −$17.6K −477.0 shares |
−$13.6K −369.0 shares |
Institutions that initiated new positions or completely exited DIVD in Q3 2025
| Institution | Position Value |
|---|---|
Harpswell Capital Advisors, LLC Fund of Funds | $442.5K 12.0K shares |
Global View Capital Management LLC RIA/Wealth | $268.4K 7.3K shares |
| Institution | Previous Position |
|---|---|
V Virtu Financial LLC Institution | $534.3K 15.0K shares |
Institutions with the largest Call and Put options positions in DIVD as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with DIVD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Altrius Capital Management Inc RIA/Wealth | 1.26% $4.7M |
0.56% $480.1K | |
Harpswell Capital Advisors, LLC Fund of Funds | 0.42% $442.5K |
L LM Advisors LLC RIA/Wealth | 0.19% $1.5M |
0.10% $322.3K | |
Global View Capital Management LLC RIA/Wealth | 0.07% $268.4K |
A Advisory Services Network, LLC RIA/Wealth | 0.01% $464.7K |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $58.5K |
R ROYAL BANK OF CANADA Institution | 0.00% $36.8K |
UBS Group AG Institution | 0.00% $17.5K |
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