Multi-Asset Diversified Income Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 1.53 M | $25.26 M | 44.08% | 6.17% |
| MORGAN STANLEY | 08/13/2026 | 1.32 M | $21.89 M | 7.78% | 5.35% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 646.45 K | $10.68 M | -1.14% | 2.61% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 576.40 K | $9.53 M | 2.15% | 2.33% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 543.42 K | $8.98 M | 11.66% | 2.19% |
| ROYAL BANK OF CANADA | 08/14/2026 | 424.85 K | $7.02 M | 1.28% | 1.71% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 381.97 K | $6.31 M | 3.40% | 1.54% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 301.45 K | $4.98 M | 4.72% | 1.22% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 272.65 K | $4.51 M | -2.16% | 1.10% |
| ROCKPORT WEALTH LLC | 07/27/2026 | 271.94 K | $4.49 M | 5.75% | 1.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 246.82 K | $4.08 M | -2.34% | 1.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 199.78 K | $3.30 M | 3.59% | 0.81% |
| TOTAL CLARITY WEALTH MANAGEMENT, INC. | 07/23/2026 | 173.96 K | $2.87 M | 47.53% | 0.70% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 166.78 K | $2.76 M | 4.52% | 0.67% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 163.43 K | $2.70 M | 0.07% | 0.66% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 07/23/2026 | 130.92 K | $2.16 M | -7.23% | 0.53% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 124.99 K | $2.07 M | 29.05% | 0.50% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 122.31 K | $2.02 M | 48.69% | 0.49% |
| HARVEST INVESTMENT SERVICES, LLC | 08/14/2026 | 117.35 K | $1.94 M | 1.78% | 0.47% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 117.22 K | $1.94 M | -11.29% | 0.47% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 95.71 K | $1.58 M | -2.74% | 0.39% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 95.58 K | $1.58 M | 590.43% | 0.39% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 85.55 K | $1.41 M | 3.45% | 0.35% |
| ELEVATED CAPITAL ADVISORS, LLC | 08/03/2026 | 70.99 K | $1.17 M | 1.56% | 0.29% |
| UBS GROUP AG | 08/13/2026 | 65.36 K | $1.08 M | -6.97% | 0.26% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 07/23/2026 | 62.49 K | $1.03 M | 0.48% | 0.25% |
| WELLINGTON SHIELDS & CO., LLC | 08/10/2026 | 62.08 K | $1.03 M | 79.27% | 0.25% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 61.66 K | $1.02 M | -8.66% | 0.25% |
| TCFG INVESTMENT ADVISORS, LLC | 07/17/2026 | 58.01 K | $958.62 K | -0.04% | 0.23% |
| FORTIS GROUP ADVISORS, LLC | 07/24/2026 | 54.91 K | $907.34 K | 4.13% | 0.22% |
| PSI ADVISORS, LLC | 08/03/2026 | 50.83 K | $839.92 K | 15.78% | 0.21% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 07/22/2026 | 50.52 K | $834.80 K | -8.54% | 0.20% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 46.86 K | $774.00 K | -2.89% | 0.19% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 08/06/2026 | 46.31 K | $765.23 K | -10.03% | 0.19% |
| CITADEL ADVISORS LLC | 09/02/2026 | 45.96 K | $759.54 K | -1.07% | 0.19% |
| TRUEWEALTH ADVISORS, LLC | 07/08/2026 | 44.86 K | $741.39 K | -0.39% | 0.18% |
| PROACTIVE WEALTH STRATEGIES LLC | 08/10/2026 | 43.26 K | $714.86 K | 0.00% | 0.17% |
| SIGMA PLANNING CORP | 08/07/2026 | 43.13 K | $712.69 K | -1.11% | 0.17% |
| FREEDOM FINANCIAL PARTNERS LLC | 08/06/2026 | 37.77 K | $624.14 K | 0.72% | 0.15% |
| INTRUA FINANCIAL, LLC | 07/24/2026 | 35.53 K | $587.12 K | 1.40% | 0.14% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 34.36 K | $567.71 K | -0.73% | 0.14% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 33.95 K | $565.66 K | 42.38% | 0.14% |
| LARSON FINANCIAL GROUP LLC | 08/14/2026 | 33.62 K | $555.55 K | 0.00% | 0.14% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 33.45 K | $553.68 K | 20.80% | 0.14% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 07/31/2026 | 24.69 K | $408.04 K | 100.00% | 0.10% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 19.36 K | $319.89 K | -3.07% | 0.08% |
| RPG FAMILY WEALTH ADVISORY, LLC | 08/05/2026 | 18.70 K | $309.02 K | -13.63% | 0.08% |
| KEYSTONE FINANCIAL GROUP | 07/29/2026 | 16.50 K | $272.66 K | 0.37% | 0.07% |
| HIGHPOINT ADVISOR GROUP LLC | 08/05/2026 | 15.94 K | $263.35 K | -24.14% | 0.06% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 15.29 K | $252.74 K | 1.67% | 0.06% |
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Multi-Asset Diversified Income Index Fund institutional Ownership - FAQ's
During the previous two years, 157 institutional investors and hedge funds held shares of Multi-Asset Diversified Income Index Fund. The most heavily invested institutionals were:
LPL Financial LLC: 1.53 M
MORGAN STANLEY: 1.32 M
AMERIPRISE FINANCIAL INC: 646,449
BANK OF AMERICA CORP /DE/: 576,403
HARBOUR INVESTMENTS, INC.: 543,420
ROYAL BANK OF CANADA: 424,849
38.26% of Multi-Asset Diversified Income Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.68 M shares in the last 24 months. This purchase volume represents approximately $209.14 M in transactions.