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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -1

Price History

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

MDIV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+6K+$8.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+411K+$6.0B
Rockport Wealth LLCNew Position+257K+$4.0B
Elevation Capital Advisory, LLCNew Position+175K+$2.7B
Capital Investment Advisory Services, LLCNew Position+169K+$2.6B
COTTONWOOD CAPITAL ADVISORS, LLCNew Position+67K+$1.0B
JONES FINANCIAL COMPANIES LLLPNew Position+65K+$1.0B
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+61K+$958.0M
Cornerstone Wealth Management, LLCNew Position+57K+$891.0M
Endowment Wealth Management, Inc.New Position+50K+$783.0M
Freedom Financial Partners LLCNew Position+36K+$560.0M
Intrua Financial, LLCNew Position+35K+$550.0M
Wellington Shields & Co., LLCNew Position+14K+$220.0M
Fortis Group Advisors, LLCIncreased+9K+$177.3M
D.A. DAVIDSON & CO.New Position+11K+$169.0M

MDIV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-285K-$20.7B
AMERIPRISE FINANCIAL INCDecreased-833K-$14.0B
Cetera Investment AdvisersDecreased-27K-$5.4B
&PARTNERSDecreased-3K-$1.1B
WELLS FARGO & COMPANY/MNDecreased-38K-$1.1B
Private Advisor Group, LLCDecreased-3K-$860.2M
Larson Financial Group LLCDecreased-400-$555.3M
Aptus Capital Advisors, LLCDecreased-2K-$326.8M
NewEdge Advisors, LLCDecreased-758-$268.7M
Prospera Financial Services IncDecreased-3K-$266.5M
StoneX Group Inc.Decreased-5K-$245.2M
Snowden Capital Advisors LLCDecreased-601-$189.3M
Icon Wealth Advisors, LLCClosed Position-8K-$129.0M
TrueWealth Advisors, LLCDecreased-6K-$115.6M
UBS Group AGDecreased-6K-$115.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERIPRISE FINANCIAL INC663,886$10.0B0.00%Share
2STIFEL FINANCIAL CORP582,651$9.0B0.01%Share
3ROYAL BANK OF CANADA398,135$6.0B0.00%Share
4COMMONWEALTH EQUITY SERVICES, LLC411,449$6.0B0.01%Share
5BANK OF AMERICA CORP /DE/363,222$5.0B0.00%Share
6Rockport Wealth LLC256,715$4.0B0.78%Share
7WELLS FARGO & COMPANY/MN205,065$3.0B0.00%Share
8BANK OF AMERICA CORP /DE/194,405$3.0B0.00%Share
9RAYMOND JAMES FINANCIAL INC199,875$3.0B0.00%Share
10Elevation Capital Advisory, LLC174,590$2.7B1.12%Share
11Capital Investment Advisory Services, LLC168,535$2.6B0.19%Share
12OSAIC HOLDINGS, INC.149,348$2.0B0.00%Share
13Rockefeller Capital Management L.P.180,203$2.0B0.00%Share
14Total Clarity Wealth Management, Inc.115,486$1.8B0.44%Share
15Elevated Capital Advisors, LLC69,535$1.1B0.25%Share
16COTTONWOOD CAPITAL ADVISORS, LLC66,765$1.0B0.75%Share
17UBS Group AG66,392$1.0B0.00%Share
18JONES FINANCIAL COMPANIES LLLP64,572$1.0B0.00%Share
19WELLS FARGO & COMPANY/MN73,997$1.0B0.00%Share
20INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC60,973$958.0M0.07%Share
21TCFG WEALTH MANAGEMENT, LLC57,311$900.0M0.35%Share
22Cornerstone Wealth Management, LLC56,694$891.0M0.05%Share
23Fortis Group Advisors, LLC53,747$872.0M0.15%Share
24Endowment Wealth Management, Inc.49,868$783.0M0.36%Share
25TrueWealth Advisors, LLC48,001$754.0M0.20%Share
26Sigma Planning Corp44,304$696.0M0.02%Share
27Jaffetilchin Investment Partners, LLC39,274$617.0M0.04%Share
28Freedom Financial Partners LLC35,666$560.0M0.20%Share
29PSI Advisors, LLC35,132$552.0M0.14%Share
30Intrua Financial, LLC34,989$550.0M0.06%Share
31Stratos Wealth Partners, LTD.21,983$345.0M0.00%Share
32RPg Family Wealth Advisory, LLC20,450$321.0M0.07%Share
33Keystone Financial Group16,091$252.0M0.02%Share
34Second Line Capital, LLC15,805$248.0M0.05%Share
35Farther Finance Advisors, LLC15,310$240.0M0.00%Share
36Wellington Shields & Co., LLC14,025$220.0M0.05%Share
37COMERICA BANK11,741$184.0M0.00%Share
38D.A. DAVIDSON & CO.10,775$169.0M0.00%Share
39Huntleigh Advisors, Inc.10,228$160.0M0.03%Share
40Newbridge Financial Services Group, Inc.2,536$39.0M0.01%Share
41Geneos Wealth Management Inc.2,515$39.0M0.00%Share
42Realta Investment Advisors2,425$38.0M0.01%Share
43Founders Financial Alliance, LLC2,312$36.0M0.01%Share
44US BANCORP \DE\1,800$28.0M0.00%Share
45UBS Group AG1,138$17.0M0.00%Share
46LPL Financial LLC1,006,366$15.0M0.00%Share
47Pinnacle Bancorp, Inc.1,000$15.0M0.00%Share
48MORGAN STANLEY863,177$13.0M0.00%Share
49COMERICA BANK695$10.0M0.00%Share
50HARBOUR INVESTMENTS, INC.418,547$6.6M0.13%Share

MDIV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202595$76.0B+34
Q3 202561$101.0B-30
Q2 202591$116.1B-11
Q1 2025102$169.3B+15
Q4 202487$1.5T+22
Q3 202465$25.0T-4
Q2 202469$13.1T+5
Q1 202464$5.4T—

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As of Q4 2025, 50 institutional investors hold MDIV (Multi-Asset Diversified Income Index Fund). The largest holder is AMERIPRISE FINANCIAL INC with $10.0B in shares. This quarter, 13 institutions opened new positions and 1 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 AMERIPRISE FINANCIAL INC with $10.0B in shares.

Is institutional ownership of MDIV increasing or decreasing?

This quarter, 13 institutions opened new positions in MDIV and 1 closed their positions.