Who Owns MDIV?
Multi-Asset Diversified Income Index Fund — Institutional Ownership & 13F Holdings
$16.50
-0.06 (-0.36%)
Market Cap
$411.0M
Shares Outstanding
23,875,449
Institutional Holders
101
Total Inst. Value
$168.6M
% of Float Held
—
QoQ Holder Change
+37
Institutional data as of Q1 2025
New Positions
26
Closed Positions
12
Increased
34
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $39.9M | 688,084 |
| 2 | Flaharty Asset Management, LLC | $25.7M | 1,571,532 |
| 3 | MORGAN STANLEY | $14.1M | 860,279 |
| 4 | AMERIPRISE FINANCIAL INC | $10.2M | 622,649 |
| 5 | BANK OF AMERICA CORP /DE/ | $8.9M | 542,625 |
| 6 | WELLS FARGO & COMPANY/MN | $7.0M | 425,262 |
| 7 | ROYAL BANK OF CANADA | $5.4M | 330,822 |
| 8 | HARBOUR INVESTMENTS, INC. | $5.2M | 318,997 |
| 9 | RAYMOND JAMES FINANCIAL INC | $4.6M | 281,492 |
| 10 | Cetera Investment Advisers | $4.2M | 255,021 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +650K | $39.9M |
| Flaharty Asset Management, LLC | +101K | $25.7M |
| MORGAN STANLEY | +16K | $14.1M |
| AMERIPRISE FINANCIAL INC | +13K | $10.2M |
| WELLS FARGO & COMPANY/MN | +59K | $7.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Ameritas Advisory Services, LLC | -28K | $370K |
| RAYMOND JAMES FINANCIAL INC | -22K | $4.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -17K | $322K |
| Capital Investment Advisory Services, LLC | -11K | $3.6M |
| UBS Group AG | -10K | $1.2M |
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Frequently Asked Questions
How many institutional investors hold MDIV?
As of Q1 2025, 101 institutional investors report holding MDIV (Multi-Asset Diversified Income Index Fund) in their 13F filings.
Which hedge fund owns the most MDIV?
The largest institutional holder of MDIV is JONES FINANCIAL COMPANIES LLLP with $39.9M in shares.
Are institutions buying or selling MDIV?
This quarter, 26 institutions opened new positions in MDIV and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.