Who Owns Multi-Asset Diversified Income Index Fund (MDIV)?Hedge Fund & Institutional Holders

$16.33-0.01 (-0.09%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5000130001000088e+171T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$14.96$15.46$15.95$16.45$16.94Aug 24May 25Mar 26

MDIV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+411K+$6.0M
Rockport Wealth LLCNew Position+257K+$4.0M
Elevation Capital Advisory, LLCNew Position+175K+$2.7M
Capital Investment Advisory Services, LLCNew Position+169K+$2.6M
COTTONWOOD CAPITAL ADVISORS, LLCNew Position+67K+$1.0M
JONES FINANCIAL COMPANIES LLLPNew Position+65K+$1.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+61K+$958K
Cornerstone Wealth Management, LLCNew Position+57K+$891K
Endowment Wealth Management, Inc.New Position+50K+$783K
Sanctuary Advisors, LLCNew Position+47K+$754K
TMB Capital Partners, LLCNew Position+42K+$657K
Freedom Financial Partners LLCNew Position+36K+$560K
Intrua Financial, LLCNew Position+35K+$550K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+27K+$424K
Proactive Wealth Strategies LLCNew Position+22K+$340K

MDIV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
AMERIPRISE FINANCIAL INCDecreased-833K-$24.0B
LPL Financial LLCDecreased-285K-$20.7B
Cetera Investment AdvisersDecreased-27K-$5.4B
WELLS FARGO & COMPANY/MNDecreased-38K-$5.1B
Kestra Advisory Services, LLCDecreased-4K-$1.9B
UBS Group AGDecreased-6K-$1.2B
&PARTNERSDecreased-3K-$1.1B
TCFG WEALTH MANAGEMENT, LLCDecreased-4K-$975.1M
TrueWealth Advisors, LLCDecreased-6K-$868.9M
Private Advisor Group, LLCDecreased-3K-$860.2M
Sigma Planning CorpDecreased-5K-$794.1M
Jaffetilchin Investment Partners, LLCDecreased-2K-$659.1M
Larson Financial Group LLCDecreased-400-$555.3M
Aptus Capital Advisors, LLCDecreased-2K-$326.8M
Second Line Capital, LLCDecreased-2K-$285.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC1,006,366$15.0M0.00%Share
2MORGAN STANLEY863,177$13.0M0.00%Share
3AMERIPRISE FINANCIAL INC663,886$10.0M0.00%Share
4STIFEL FINANCIAL CORP582,651$9.0M0.01%Share
5HARBOUR INVESTMENTS, INC.418,547$6.6M0.13%Share
6ROYAL BANK OF CANADA398,135$6.0M0.00%Share
7COMMONWEALTH EQUITY SERVICES, LLC411,449$6.0M0.01%Share
8BANK OF AMERICA CORP /DE/363,222$5.0M0.00%Share
9Rockport Wealth LLC256,715$4.0M0.78%Share
10Cetera Investment Advisers308,842$4.0M0.00%Share
11BANK OF AMERICA CORP /DE/194,405$3.0M0.00%Share
12WELLS FARGO & COMPANY/MN205,065$3.0M0.00%Share
13RAYMOND JAMES FINANCIAL INC199,875$3.0M0.00%Share
14Elevation Capital Advisory, LLC174,590$2.7M1.12%Share
15Capital Investment Advisory Services, LLC168,535$2.6M0.19%Share
16Cambridge Investment Research Advisors, Inc.164,248$2.0M0.01%Share
17OSAIC HOLDINGS, INC.149,348$2.0M0.00%Share
18Rockefeller Capital Management L.P.180,203$2.0M0.00%Share
19Harvest Investment Services, LLC118,486$1.9M0.35%Share
20Total Clarity Wealth Management, Inc.115,486$1.8M0.44%Share
21Elevated Capital Advisors, LLC69,535$1.1M0.25%Share
22COTTONWOOD CAPITAL ADVISORS, LLC66,765$1.0M0.75%Share
23UBS Group AG66,392$1.0M0.00%Share
24WEDBUSH SECURITIES INC95,100$1.0M0.03%Share
25Kestra Advisory Services, LLC116,858$1.0M0.00%Share
26JONES FINANCIAL COMPANIES LLLP64,572$1.0M0.00%Share
27&PARTNERS66,859$1.0M0.01%Share
28WELLS FARGO & COMPANY/MN73,997$1.0M0.00%Share
29INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC60,973$958K0.07%Share
30TCFG WEALTH MANAGEMENT, LLC57,311$900K0.35%Share
31Cornerstone Wealth Management, LLC56,694$891K0.05%Share
32Fortis Group Advisors, LLC53,747$872K0.15%Share
33Endowment Wealth Management, Inc.49,868$783K0.36%Share
34TrueWealth Advisors, LLC48,001$754K0.20%Share
35Sigma Planning Corp44,304$696K0.02%Share
36TMB Capital Partners, LLC41,819$657K0.22%Share
37Jaffetilchin Investment Partners, LLC39,274$617K0.04%Share
38Freedom Financial Partners LLC35,666$560K0.20%Share
39PSI Advisors, LLC35,132$552K0.14%Share
40Intrua Financial, LLC34,989$550K0.06%Share
41WEALTH ENHANCEMENT ADVISORY SERVICES, LLC26,879$424K0.00%Share
42Stratos Wealth Partners, LTD.21,983$345K0.00%Share
43Proactive Wealth Strategies LLC21,630$340K0.13%Share
44RPg Family Wealth Advisory, LLC20,450$321K0.07%Share
45TRUIST FINANCIAL CORP18,495$290K0.00%Share
46Sanctuary Advisors, LLC15,592$254K0.00%Share
47Sanctuary Advisors, LLC15,592$254K0.00%Share
48Keystone Financial Group16,091$252K0.02%Share
49Second Line Capital, LLC15,805$248K0.05%Share
50Sanctuary Advisors, LLC15,609$246K0.00%Share

MDIV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202595$124.3M+34
Q3 202561$127.1B-30
Q2 202591$135.6B-11
Q1 2025102$188.4B+15
Q4 202487$6.7T+22
Q3 202465$76.8T-4
Q2 202469$71.7T+5
Q1 202464$72.2T—

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As of Q4 2025, 50 institutional investors hold MDIV (Multi-Asset Diversified Income Index Fund). The largest holder is LPL Financial LLC with $15.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own MDIV?

As of Q4 2025, 50 institutional investors report holding MDIV (Multi-Asset Diversified Income Index Fund) in their 13F filings.

Who is the largest institutional holder of MDIV?

The largest institutional holder of MDIV is LPL Financial LLC with $15.0M in shares.

Is institutional ownership of MDIV increasing or decreasing?

This quarter, 15 institutions opened new positions in MDIV and 0 closed their positions.