Stock ownership · SEC 13F · Q4 2024

EA SERIES TRUST ALTRIUS GBL DIV

Who owns EA SERIES TRUST ALTRIUS GBL DIV (CUSIP 02072L656)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$451K
Reported value
2
Institutions
100%
Top-5 share

The verdict

As of Q4 2024, 2 institutions report $451K in EA SERIES TRUST ALTRIUS GBL DIV positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it
$451K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2024; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$451K

Institutional 13F value

Institutions

2

Reporting holders

Top-5 concentration

100%

Held by 5 largest

New buyers

2

Opened Q4 2024

Concentrated ownership

Top-5 holder concentration

0%100%100%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2024

Top Institutional Holders

# Institution Shares Value Share of reported
1 AlphaCore Capital LLC 14,300 $450K 99.9%
2 LM Advisors LLC 21,185 $667 0.1%

Latest Quarter Activity · Q4 2024

New positions (2)

What the data says about EA SERIES TRUST ALTRIUS GBL DIV

This stock’s institutional ownership is top-heavy, concentrated in a small set of large positions.

  • Watch how this position’s holder count and value trend next quarter for accumulation or distribution signs. Biggest movers
  • Put EA SERIES TRUST ALTRIUS GBL DIV in context against the broader universe of widely-held stocks. Most-held stocks
  • 13F filings omit shorts, cash and most derivatives, so know what is missing before you rely on this. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold EA SERIES TRUST ALTRIUS GBL DIV?
EA SERIES TRUST ALTRIUS GBL DIV is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2024.
What is the total institutional value of EA SERIES TRUST ALTRIUS GBL DIV?
Institutions report $451K of EA SERIES TRUST ALTRIUS GBL DIV as of Q4 2024.
How concentrated is ownership of EA SERIES TRUST ALTRIUS GBL DIV?
The top five institutional holders account for 100% of the reported institutional value in EA SERIES TRUST ALTRIUS GBL DIV, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of EA SERIES TRUST ALTRIUS GBL DIV?
AlphaCore Capital LLC is the largest reported holder of EA SERIES TRUST ALTRIUS GBL DIV with $450K across 14,300 shares as of Q4 2024.
Where does this EA SERIES TRUST ALTRIUS GBL DIV data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.