Who owns MDIV?
Multi-Asset Diversified Income Index Fund
86 institutions reported holding MDIV, worth $159.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MDIV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $25.3M | 1,528,693 | +467,675 shares |
| Morgan Stanley | New York, NY | $21.9M | 1,324,867 | +95,635 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $10.7M | 646,449 | −7,462 shares |
| Bank of America Corp. | Charlotte, NC | $9.5M | 576,403 | +12,120 shares |
| Harbour Investments, Inc. | Madison, WI | $9.0M | 543,420 | +56,757 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $7.0M | 424,849 | +5,374 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $6.3M | 381,966 | +12,548 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $5.4M | 326,852 | +163,546 shares |
| Wells Fargo & Company | San Francisco, CA | $5.0M | 301,453 | +13,588 shares |
| Cetera Investment Advisers | Schaumburg, IL | $4.5M | 272,651 | −6,022 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MDIV?
86 institutional managers reported holding MDIV in Form 13F filings for June 30, 2026, worth $159.6M in total. The largest reported position was held by LPL Financial LLC, at $25.3M.
Did institutions buy or sell MDIV last quarter?
Reported 13F value rose 12.4% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MDIV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.