Who owns Multi-Asset Diversified Income Index Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MDIV from SEC Form 13F filings across 87 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 87 institutions disclosed 9.5M shares of Multi-Asset Diversified Income Index Fund worth $151.7M — about 38.3% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
87
13F holders
$151.7M
value, 2026 filers
38.3%
of shares outstanding (9.5M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MDIV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.5M | $25.3M | 0.0% | 6.2% | +44.1% |
| 2 | MORGAN STANLEY | 1.3M | $21.9M | 0.0% | 5.3% | +7.8% |
| 3 | AMERIPRISE FINANCIAL INC | 646,449 | $10.7M | 0.0% | 2.6% | -1.1% |
| 4 | BANK OF AMERICA CORP /DE/ | 576,403 | $9.5M | 0.0% | 2.3% | +2.1% |
| 5 | HARBOUR INVESTMENTS, INC. | 543,420 | $9.0M | 0.1% | 2.2% | +11.7% |
| 6 | ROYAL BANK OF CANADA | 424,849 | $7.0M | 0.0% | 1.7% | +1.3% |
| 7 | RAYMOND JAMES FINANCIAL INC | 381,966 | $6.3M | 0.0% | 1.5% | +3.4% |
| 8 | WELLS FARGO & COMPANY/MN | 301,453 | $5.0M | 0.0% | 1.2% | +4.7% |
| 9 | Cetera Investment Advisers | 272,651 | $4.5M | 0.0% | 1.1% | -2.2% |
| 10 | Rockport Wealth LLC | 271,939 | $4.5M | 0.8% | 1.1% | +5.8% |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 246,823 | $4.1M | 0.0% | 1% | -2.3% |
| 12 | Rockefeller Capital Management L.P. | 199,775 | $3.3M | 0.0% | 0.8% | +3.6% |
| 13 | Total Clarity Wealth Management, Inc. | 173,956 | $2.9M | 0.6% | 0.7% | +47.5% |
| 14 | OSAIC HOLDINGS, INC. | 166,781 | $2.8M | 0.0% | 0.7% | +4.5% |
| 15 | Cambridge Investment Research Advisors, Inc. | 163,426 | $2,701 | 0.0% | 0.7% | +0.1% |
| 16 | Capital Investment Advisory Services, LLC | 130,920 | $2.2M | 0.1% | 0.5% | -7.2% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 124,986 | $2.1M | 0.0% | 0.5% | +29.0% |
| 18 | JONES FINANCIAL COMPANIES LLLP | 122,308 | $2.0M | 0.0% | 0.5% | +48.7% |
| 19 | Harvest Investment Services, LLC | 117,347 | $1.9M | 0.3% | 0.5% | +1.8% |
| 20 | Kestra Advisory Services, LLC | 117,215 | $1.9M | 0.0% | 0.5% | -11.3% |
| 21 | WEDBUSH SECURITIES INC | 95,709 | $1,582 | 0.0% | 0.4% | -2.7% |
| 22 | Ameritas Advisory Services, LLC | 95,576 | $1.6M | 0.0% | 0.4% | +590.4% |
| 23 | &PARTNERS | 85,549 | $1.4M | 0.0% | 0.3% | +3.4% |
| 24 | Elevated Capital Advisors, LLC | 70,994 | $1.2M | 0.3% | 0.3% | +1.6% |
| 25 | UBS Group AG | 65,358 | $1.1M | 0.0% | 0.3% | -7.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.