Altrius Global Dividend ETF (DIVD)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Institutional Trends (8 Quarters)

No trend data available for this metric.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

37th percentile

5 buying4 selling

+1

New

-1

Closed

+17K

Net shares

Ownership Concentration

Top 5: 98.4%Top 10: 105.6%

Altrius Capital Management73.6%

Global View Capital Management9.2%

One Wealth Management Investment & Advisory Services,5.6%

Advisory Services Network,5.4%

LPL Financial4.6%

Others (4)1.6%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 0.12%Avg weight: 0.33%Max: 1.34%High conviction (>1%): 1

Altrius Capital Management

Global View Capital Management

One Wealth Management Investment & Advisory Services,

Advisory Services Network,

LPL Financial

Harpswell Capital Advisors,

Crowding AnalysisModerate

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

37th percentile

5 buying4 selling

+1

New

-1

Closed

+17K

Net shares

Ownership Concentration

Top 5: 98.4%Top 10: 105.6%

Altrius Capital Management73.6%

Global View Capital Management9.2%

One Wealth Management Investment & Advisory Services,5.6%

Advisory Services Network,5.4%

LPL Financial4.6%

Others (4)1.6%

Crowding AnalysisModerate

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

37th percentile

5 buying4 selling

+1

New

-1

Closed

+17K

Net shares

Ownership Concentration

Top 5: 98.4%Top 10: 105.6%

Altrius Capital Management73.6%

Global View Capital Management9.2%

One Wealth Management Investment & Advisory Services,5.6%

Advisory Services Network,5.4%

LPL Financial4.6%

Others (4)1.6%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2022-09

$19,627

DIVD · +96%

$21,966

S&P 500 · +120%

−$2,339

behind the index

Total return (5Y)

+96%

S&P 500

+120%

vs. market

-23%

underperformed

Annualized

19.7%

mkt 23.3%

Volatility

12%

annualized

Beta

0.11

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

DIVDS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

DIVD (solid)S&P 500 (outline)Green = positive year, red = negative. Number = DIVD's return.

Beat the market

3 / 5 yrs

60% win rate

Best year

+26%

2025

Worst year

+3%

2024

Worst drawdown

-7%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -7%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position