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Altrius Global Dividend ETF (DIVD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Altrius Capital Management Inc
INCREASED
Shares166,226 from 154,469
Change+11,757 (+8%)
Value$7.1M (+$520.6K)
Filed 2026-11-05
Global View Capital Management LLC
INCREASED
Shares104,276 from 43,011
Change+61,265 (+142%)
Value$4.4M (+$2.6M)
Filed 2026-10-28
LPL Financial LLC
UNCHANGED
Shares10,390 from 10,390
Change0 (0%)
Value$443.2K (+$1.3K)
Filed 2026-11-06
Harpswell Capital Advisors, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$426.6K (+$1.2K)
Filed 2026-10-09
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$4.3K)
Filed 2026-11-06
LM Advisors LLC
N/A
Shares— from 57,158
Change-57,158 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,101
Change-12,101 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 8,064
Change-8,064 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
UBS Group AG
N/A
Shares— from 297
Change-297 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 244
Change-244 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 175
Change-175 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Altrius Capital Management Inc
INCREASED166,226154,469+11,757+8%$6.6M$7.1M+$520.6K2026-11-05
Global View Capital Management LLC
INCREASED104,27643,011+61,265+142%$1.8M$4.4M+$2.6M2026-10-28
LPL Financial LLC
UNCHANGED10,39010,39000%$441.9K$443.2K+$1.3K2026-11-06
Harpswell Capital Advisors, LLC
UNCHANGED10,00010,00000%$425.3K$426.6K+$1.2K2026-10-09
Institute for Wealth Management, Llc.
CLOSED0100-100-100%$4.3K$0-$4.3K2026-11-06
LM Advisors LLC
N/A—57,158-57,158-100%$2.4M———
Advisory Services Network, LLC
N/A—12,101-12,101-100%$514.7K———
One Wealth Management Investment & Advisory Services, LLC
N/A—8,064-8,064-100%$343.0K———
Harbour Investments, Inc.
N/A—1,624-1,624-100%$69.1K———
UBS Group AG
N/A—297-297-100%$12.6K———
Royal Bank of Canada
N/A—244-244-100%$10.0K———
Fiduciary Financial Advisors
N/A—175-175-100%$7.4K———
Morgan Stanley
N/A—2-2-100%$93———
Showing 13 of 13 institutions