MDIV Institutional Ownership
Multi-Asset Diversified Income Index Fund
1W: -0.9%
1M: -5.1%
3M: -4.2%
YTD: +1.5%
1Y: +0.6%
3Y: +27.2%
5Y: +28.2%
$15.88
+0.15 (+0.95%)
Weekly Expected Move ±1.0%
$16
$16
$16
$16
$16
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MDIV
101
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
156M
Total Invested
8
New Positions
41
Increased
41
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (109 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,528,693 | 24M | +467,675 | +44.1% | 54Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,324,867 | 21M | +95,635 | +7.8% | 56Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC | 646,449 | 10M | -7,462 | -1.1% | 16Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 576,403 | 9M | +12,120 | +2.1% | 15Q | SEC ↗ |
| 5 | HARBOUR INVESTMENTS, INC. | 543,420 | 9M | +56,757 | +11.7% | 17Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 424,849 | 7M | +5,374 | +1.3% | 56Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 381,966 | 6M | +12,548 | +3.4% | 7Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 301,453 | 5M | +13,588 | +4.7% | 54Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 272,651 | 4M | -6,022 | -2.2% | 14Q | SEC ↗ |
| 10 | Rockport Wealth LLC | 271,939 | 4M | +14,790 | +5.8% | 10Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 246,823 | 4M | -5,904 | -2.3% | 35Q | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 199,775 | 3M | +6,917 | +3.6% | 25Q | SEC ↗ |
| 13 | Total Clarity Wealth Management, Inc. | 173,956 | 3M | +56,046 | +47.5% | 5Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 166,781 | 3M | +7,206 | +4.5% | 26Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 163,426 | 3M | +120 | +0.1% | 53Q | SEC ↗ |
| 16 | Capital Investment Advisory Services, | 130,920 | 2M | -10,200 | -7.2% | 31Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 124,986 | 2M | +28,134 | +29.0% | 31Q | SEC ↗ |
| 18 | JONES FINANCIAL COMPANIES LLLP | 122,308 | 2M | +40,051 | +48.7% | 11Q | SEC ↗ |
| 19 | Harvest Investment Services, LLC | 117,347 | 2M | +2,056 | +1.8% | 31Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC | 117,215 | 2M | -14,919 | -11.3% | 24Q | SEC ↗ |
| 21 | WEDBUSH SECURITIES INC | 95,709 | 2M | -2,693 | -2.7% | 30Q | SEC ↗ |
| 22 | Ameritas Advisory Services, LLC | 95,576 | 2M | +81,733 | +590.4% | 19Q | SEC ↗ |
| 23 | &PARTNERS | 85,549 | 1M | +2,853 | +3.4% | 5Q | SEC ↗ |
| 24 | Elevated Capital Advisors, LLC | 70,994 | 1M | +1,088 | +1.6% | 16Q | SEC ↗ |
| 25 | UBS Group AG | 65,358 | 1M | -4,897 | -7.0% | 47Q | SEC ↗ |
| 26 | COTTONWOOD CAPITAL ADVISORS, LLC | 62,493 | 992K | +297 | +0.5% | 19Q | SEC ↗ |
| 27 | Wellington Shields & Co., LLC | 62,080 | 986K | +27,450 | +79.3% | 3Q | SEC ↗ |
| 28 | STIFEL FINANCIAL CORP | 61,655 | 979K | -5,843 | -8.7% | 49Q | SEC ↗ |
| 29 | TCFG WEALTH MANAGEMENT, LLC | 58,034 | 922K | +723 | +1.3% | 7Q | SEC ↗ |
| 30 | TCFG Investment Advisors, LLC | 58,010 | 921K | -24 | -0.0% | 2Q | SEC ↗ |
| 31 | Fortis Group Advisors, LLC | 54,907 | 872K | +2,179 | +4.1% | 5Q | SEC ↗ |
| 32 | PSI Advisors, LLC | 50,827 | 807K | +6,927 | +15.8% | 16Q | SEC ↗ |
| 33 | Cornerstone Wealth Management, LLC | 50,517 | 802K | -4,717 | -8.5% | 14Q | SEC ↗ |
| 34 | Janney Montgomery Scott LLC | 46,862 | 744K | -1,394 | -2.9% | 52Q | SEC ↗ |
| 35 | Endowment Wealth Management, Inc. | 46,308 | 735K | -5,163 | -10.0% | 14Q | SEC ↗ |
| 36 | CITADEL ADVISORS LLC | 45,963 | 730K | -498 | -1.1% | 3Q | SEC ↗ |
| 37 | TrueWealth Advisors, LLC | 44,864 | 712K | -175 | -0.4% | 16Q | SEC ↗ |
| 38 | Proactive Wealth Strategies LLC | 43,260 | 687K | — | +0.0% | 8Q | SEC ↗ |
| 39 | Sigma Planning Corp | 43,128 | 685K | -483 | -1.1% | 47Q | SEC ↗ |
| 40 | Freedom Financial Partners LLC | 37,770 | 600K | +271 | +0.7% | 7Q | SEC ↗ |
| 41 | Jaffetilchin Investment Partners, LLC | 36,990 | 587K | -2,284 | -5.8% | 21Q | SEC ↗ |
| 42 | Intrua Financial, LLC | 35,529 | 564K | +491 | +1.4% | 11Q | SEC ↗ |
| 43 | HighTower Advisors, LLC | 34,355 | 546K | -251 | -0.7% | 18Q | SEC ↗ |
| 44 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 33,950 | 539K | +10,106 | +42.4% | 12Q | SEC ↗ |
| 45 | Larson Financial Group LLC | 33,619 | 534K | — | +0.0% | 20Q | SEC ↗ |
| 46 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 33,451 | 531K | +5,760 | +20.8% | 7Q | SEC ↗ |
| 47 | INTEGRITY ALLIANCE, LLC. NEW | 24,692 | 392K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Stratos Wealth Partners, LTD. | 19,357 | 307K | -614 | -3.1% | 47Q | SEC ↗ |
| 49 | RPg Family Wealth Advisory, LLC | 18,700 | 297K | -2,950 | -13.6% | 11Q | SEC ↗ |
| 50 | Keystone Financial Group | 16,499 | 262K | +61 | +0.4% | 8Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| INTEGRITY ALLIANCE, LLC. | 24,692 | 392K |
| Flaharty Asset Management, LLC | 11,579 | 184K |
| COLUMBIA ADVISORY PARTNERS LLC | 10,884 | 173K |
| Summit Financial, LLC | 10,523 | 167K |
| Global Retirement Partners, LLC | 7,778 | 124K |
| Wellington Shields Capital Manageme | 3,000 | 48K |
| AMERIFLEX GROUP, INC. | 2,561 | 41K |
| Steward Partners Investment Advisor | 513 | 8K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Elevation Capital Advisory, LLC | 79,459 | 1M |
| Independent Advisor Alliance | 43,110 | 685K |
| TMB Capital Partners, LLC | 41,656 | 661K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 32,537 | 517K |
| Concurrent Investment Advisors, LLC | 13,187 | 209K |
| PFG Investments, LLC | 10,735 | 170K |
| StoneX Group Inc. | 10,145 | 161K |
| MAI Capital Management | 5,584 | 89K |
| Western Wealth Management, LLC | 3,012 | 48K |
| CITIGROUP INC | 2,000 | 32K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,739 | 28K |
| Advisory Services Network, LLC | 1,691 | 27K |
| Allworth Financial LP | 900 | 14K |
| EverSource Wealth Advisors, LLC | 196 | 3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 109 | 2K |
| Keating Financial Advisory Services | 47 | 1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 0K |
| Tower Research Capital LLC (TRC) | 10 | 0K |
| Blue Trust, Inc. | 10 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +467,675 | +44.1% | 1,528,693 |
| MORGAN STANLEY | +95,635 | +7.8% | 1,324,867 |
| Ameritas Advisory Services, LLC | +81,733 | +590.4% | 95,576 |
| HARBOUR INVESTMENTS, INC. | +56,757 | +11.7% | 543,420 |
| Total Clarity Wealth Management, In | +56,046 | +47.5% | 173,956 |
| JONES FINANCIAL COMPANIES LLLP | +40,051 | +48.7% | 122,308 |
| ENVESTNET ASSET MANAGEMENT INC | +28,134 | +29.0% | 124,986 |
| Wellington Shields & Co., LLC | +27,450 | +79.3% | 62,080 |
| Rockport Wealth LLC | +14,790 | +5.8% | 271,939 |
| WELLS FARGO & COMPANY/MN | +13,588 | +4.7% | 301,453 |
| RAYMOND JAMES FINANCIAL INC | +12,548 | +3.4% | 381,966 |
| BANK OF AMERICA CORP /DE | +12,120 | +2.1% | 576,403 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +10,106 | +42.4% | 33,950 |
| OSAIC HOLDINGS, INC. | +7,206 | +4.5% | 166,781 |
| PSI Advisors, LLC | +6,927 | +15.8% | 50,827 |
| Rockefeller Capital Management L.P. | +6,917 | +3.6% | 199,775 |
| INTERNATIONAL ASSETS INVESTMENT MAN | +5,760 | +20.8% | 33,451 |
| ROYAL BANK OF CANADA | +5,374 | +1.3% | 424,849 |
| Arax Advisory Partners | +3,100 | +1033.3% | 3,400 |
| &PARTNERS | +2,853 | +3.4% | 85,549 |