MULTI-ASSET DIVERSIFIED INCOME INDEX FUND

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MDIV·33738R100·US·ETF·Unknown - Unknown

MDIV (MULTI-ASSET DIVERSIFIED INCOME INDEX FUND) is held by 33 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($25.3M), MORGAN STANLEY ($21.9M), AMERIPRISE FINANCIAL INC ($10.7M). Net institutional sentiment: Mixed.

33

Holders

(4 Elite)

$113.8M

Total Value

56% (34)

Consensus

19 buying - 15 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)42

Insider (Form 4)52

Activist (13D/13G)62

Congressional (STOCK Act)30

Holder Quality

37

★★★★★

Elite

57

★★★★

Strong

45

★★★

Solid

83

★★

Below

74

★

Weak

Held by 33 funds

4 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for MDIV.

Top Holders

Top Holders (33)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	1.5M(+44.1%)	$25.3M	0.0%	+21.28%	39
MORGAN STANLEY	Increased	1.3M(+7.8%)	$21.9M	0.0%	+16.31%	31
AMERIPRISE FINANCIAL INC	Decreased	646,449(-1.1%)	$10.7M	0.0%	+21.17%	0
BANK OF AMERICA CORP /DE/	Increased	576,403(+2.1%)	$9.5M	0.0%	+15.90%	28
ROYAL BANK OF CANADA	Increased	424,849(+1.3%)	$7M	0.0%	+15.07%	28
RAYMOND JAMES FINANCIAL INC	Increased	381,966(+3.4%)	$6.3M	0.0%	+12.96%	28
WELLS FARGO & COMPANY/MN	Increased	301,453(+4.7%)	$5M	0.0%	+29.55%	28
Cetera Investment Advisers	Decreased	272,651(-2.2%)	$4.5M	0.0%	+21.03%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	246,823(-2.3%)	$4.1M	0.0%	+28.79%	0
Rockefeller Capital Management L.P.	Increased	199,775(+3.6%)	$3.3M	0.0%	+16.81%	27
OSAIC HOLDINGS, INC.	Increased	166,781(+4.5%)	$2.8M	0.0%	+59.95%	27
ENVESTNET ASSET MANAGEMENT INC	Increased	124,986(+29.1%)	$2.1M	0.0%	+9.69%	33
JONES FINANCIAL COMPANIES LLLP	Increased	122,308(+48.7%)	$2M	0.0%	+10.36%	36
Kestra Advisory Services, LLC	Decreased	117,215(-11.3%)	$1.9M	0.0%	+32.81%	0
&PARTNERS	Increased	85,549(+3.5%)	$1.4M	0.0%	+12.46%	26
UBS Group AG	Decreased	65,358(-7.0%)	$1.1M	0.0%	+52.51%	0
STIFEL FINANCIAL CORP	Decreased	61,655(-8.7%)	$1M	0.0%	+14.72%	0
CITADEL ADVISORS LLC	Decreased	45,963(-1.1%)	$759,539	0.0%	+9.38%	0
HighTower Advisors, LLC	Decreased	34,355(-0.7%)	$567,711	0.0%	+30.54%	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	33,950(+42.4%)	$565,661	0.0%	+20.18%	33

Showing 1-20 of 36

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MDIVMULTI-ASSET DIVERSIFIED INCOME INDEX FUND

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer