CUSIP 02072L656ALTRIUS GBL DIVDIVDQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Altrius Capital Management Inc | 155.2K | $5.98M |
| 2 | One Wealth Management Investment & Advisory Services, LLC | 13.0K | $501.6K |
| 3 | Global View Capital Management LLC | 12.3K | $472.1K |
| 4 | Advisory Services Network, LLC | 12.1K | $466.3K |
| 5 | Harpswell Capital Advisors, LLC | 10.0K | $385.4K |
| 6 | Capital Advisory Group Advisory Services, LLC | 8.9K | $344.0K |
| 7 | Royal Bank Of Canada | 5.0K | $193.0K |
| 8 | Harbour Investments, Inc. | 1.6K | $61.6K |
| 9 | Lm Advisors LLC | 1.7K | $44.5K |
| 10 | Morgan Stanley | 2 | $78 |