13 institutions reported holding $12.7M of ALTRIUS GLOBAL DIVIDEND ETF (DIVD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Altrius Capital Management Inc ($6.6M), LM Advisors LLC ($2.4M), Global View Capital Management LLC ($1.8M), Advisory Services Network, LLC ($514,712), LPL Financial LLC ($441,935). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Altrius Capital Management Inc | $6.6M | 154,469 | Trimmed |
| 2 | LM Advisors LLC | $2.4M | 57,158 | Added |
| 3 | Global View Capital Management LLC | $1.8M | 43,011 | Added |
| 4 | Advisory Services Network, LLC | $514,712 | 12,101 | Hold |
| 5 | LPL Financial LLC | $441,935 | 10,390 | Hold |
| 6 | Harpswell Capital Advisors, LLC | $425,347 | 10,000 | Hold |
| 7 | One Wealth Management Investment & Advisory Services, LLC | $343,000 | 8,064 | Trimmed |
| 8 | HARBOUR INVESTMENTS, INC. | $69,062 | 1,624 | Added |
| 9 | UBS Group AG | $12,633 | 297 | New |
| 10 | Royal Bank of Canada | $10,000 | 244 | Trimmed |
| 11 | ACTION POINT FINANCIAL PLANNING, LLC | $7,444 | 175 | New |
| 12 | Institute for Wealth Management, LLC. | $4,254 | 100 | New |
| 13 | MORGAN STANLEY | $93 | 2 | Added |
Source: SEC Form 13F filings · as of 2026-06-30