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 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 02072L656 · Q4 2024 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-SHORT

  • VALUE-TRACE $0.5M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-SHORT 1Q history

Read with: Ownership concentration guide - EA SERIES TRUST ALTRIUS GBL DIV's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

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%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among EA SERIES TRUST ALTRIUS GBL DIV's reported holders for Q4 2024, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2024

New positions (2)

AlphaCore Capital LLC $450K
LM Advisors LLC $667

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.

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.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.