Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
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Equity / ALTRIUS GBL DIV
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Number of holders
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11
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Total 13F shares, excl. options
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145K
-
Shares change
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+9.78K
-
Total reported value, excl. options
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$5.03M
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Value change
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+$342K
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Number of buys
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5
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Number of sells
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-6
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Price
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$34.60
Significant Holders of EA SERIES TRUST - ALTRIUS GBL DIV (DIVD) as of Q1 2025
13 filings reported holding DIVD - EA SERIES TRUST - ALTRIUS GBL DIV as of Q1 2025.
EA SERIES TRUST - ALTRIUS GBL DIV (DIVD) has 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 145K shares
.
Largest 10 shareholders include Altrius Capital Management Inc (36.1K shares), LM Advisors LLC (26K shares), Advisory Services Network, LLC (17.5K shares), One Wealth Management Investment & Advisory Services, LLC (15.9K shares), TOWNSQUARE CAPITAL LLC (15.5K shares), AlphaCore Capital LLC (14.3K shares), Virtu Financial LLC (8.04K shares), Capital Advisory Group Advisory Services, LLC (6.88K shares), ROYAL BANK OF CANADA (3.6K shares), and HARBOUR INVESTMENTS, INC. (1.56K shares).
This table shows the top 11 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.