Multi-Asset Diversified Income Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 1.23 M | $19.88 M | 42.40% | 5.12% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.06 M | $17.16 M | 5.43% | 4.42% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 653.91 K | $10.57 M | -1.65% | 2.72% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 564.28 K | $9.12 M | 1.19% | 2.35% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 486.66 K | $7.87 M | 16.27% | 2.03% |
| ROYAL BANK OF CANADA | 05/15/2026 | 419.48 K | $6.78 M | 2.39% | 1.75% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 369.42 K | $5.97 M | 45.46% | 1.54% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 287.87 K | $4.65 M | 3.15% | 1.20% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 278.67 K | $4.51 M | -9.77% | 1.16% |
| ROCKPORT WEALTH LLC | 05/05/2026 | 257.15 K | $4.16 M | 0.17% | 1.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 252.73 K | $4.09 M | -38.58% | 1.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 192.86 K | $3.12 M | 7.02% | 0.80% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 163.31 K | $2.64 M | -0.57% | 0.68% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 159.58 K | $2.58 M | -6.19% | 0.66% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 05/05/2026 | 141.12 K | $2.28 M | -16.27% | 0.59% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 132.13 K | $2.14 M | 13.07% | 0.55% |
| TOTAL CLARITY WEALTH MANAGEMENT, INC. | 04/17/2026 | 117.91 K | $1.91 M | 2.10% | 0.49% |
| HARVEST INVESTMENT SERVICES, LLC | 05/15/2026 | 115.29 K | $1.86 M | -2.70% | 0.48% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 98.40 K | $1.59 M | 3.47% | 0.41% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 96.85 K | $1.57 M | 154.49% | 0.40% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 82.70 K | $1.33 M | 23.69% | 0.34% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 82.26 K | $1.32 M | 27.39% | 0.34% |
| ELEVATION CAPITAL ADVISORY, LLC | 05/08/2026 | 79.46 K | $1.28 M | -54.49% | 0.33% |
| UBS GROUP AG | 05/05/2026 | 70.26 K | $1.14 M | 4.04% | 0.29% |
| ELEVATED CAPITAL ADVISORS, LLC | 04/30/2026 | 69.91 K | $1.13 M | 0.53% | 0.29% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 67.50 K | $1.09 M | -88.42% | 0.28% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 04/17/2026 | 62.20 K | $1.01 M | -6.84% | 0.26% |
| TCFG WEALTH MANAGEMENT, LLC | 04/24/2026 | 58.03 K | $938.42 K | 1.26% | 0.24% |
| 05/06/2026 | 58.03 K | $938.42 K | 100.00% | 0.24% | |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 04/24/2026 | 55.23 K | $893.12 K | -2.58% | 0.23% |
| FORTIS GROUP ADVISORS, LLC | 05/08/2026 | 52.73 K | $880.55 K | -1.90% | 0.22% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 05/08/2026 | 51.47 K | $832.28 K | 3.21% | 0.21% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 48.26 K | $780.00 K | -4.05% | 0.20% |
| CITADEL ADVISORS LLC | 05/15/2026 | 46.46 K | $751.27 K | 141.24% | 0.19% |
| TRUEWEALTH ADVISORS, LLC | 04/09/2026 | 45.04 K | $728.28 K | -6.17% | 0.19% |
| PSI ADVISORS, LLC | 05/15/2026 | 43.90 K | $709.87 K | 24.96% | 0.18% |
| SIGMA PLANNING CORP | 05/04/2026 | 43.61 K | $705.18 K | -1.56% | 0.18% |
| PROACTIVE WEALTH STRATEGIES LLC | 04/29/2026 | 43.26 K | $699.50 K | 100.00% | 0.18% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 43.11 K | $697.09 K | 100.00% | 0.18% |
| 05/08/2026 | 41.66 K | $673.58 K | -0.39% | 0.17% | |
| FREEDOM FINANCIAL PARTNERS LLC | 04/16/2026 | 37.50 K | $606.48 K | 5.14% | 0.16% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 05/13/2026 | 36.99 K | $598.13 K | -5.82% | 0.15% |
| INTRUA FINANCIAL, LLC | 04/23/2026 | 35.04 K | $566.56 K | 0.14% | 0.15% |
| WELLINGTON SHIELDS & CO., LLC | 05/04/2026 | 34.63 K | $559.97 K | 146.92% | 0.14% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 34.61 K | $559.59 K | 8.04% | 0.14% |
| LARSON FINANCIAL GROUP LLC | 05/15/2026 | 33.62 K | $543.62 K | -1.75% | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 32.54 K | $526.12 K | 100.00% | 0.14% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 27.69 K | $447.73 K | -54.58% | 0.12% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 27.63 K | $446.83 K | -45.59% | 0.12% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 23.84 K | $387.23 K | -11.29% | 0.10% |
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Multi-Asset Diversified Income Index Fund institutional Ownership - FAQ's
During the previous two years, 152 institutional investors and hedge funds held shares of Multi-Asset Diversified Income Index Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.23 M
LPL Financial LLC: 1.06 M
AMERIPRISE FINANCIAL INC: 653,911
BANK OF AMERICA CORP /DE/: 564,283
HARBOUR INVESTMENTS, INC.: 486,663
ROYAL BANK OF CANADA: 419,475
37.06% of Multi-Asset Diversified Income Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 11.91 M shares in the last 24 months. This purchase volume represents approximately $196.38 M in transactions.