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 | 02/11/2026 | 1.01 M | $15.82 M | -22.09% | 4.11% |
| MORGAN STANLEY | 02/13/2026 | 863.21 K | $13.57 M | 2.07% | 3.56% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 664.86 K | $10.39 M | -55.60% | 2.74% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 582.65 K | $9.16 M | 3.11% | 2.40% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 557.63 K | $8.77 M | 1.06% | 2.30% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 418.55 K | $6.58 M | 8.05% | 1.71% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 411.45 K | $6.47 M | -41.31% | 1.70% |
| ROYAL BANK OF CANADA | 02/17/2026 | 409.70 K | $6.44 M | 11.51% | 1.69% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 308.84 K | $4.85 M | -7.96% | 1.27% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 279.06 K | $4.39 M | -12.06% | 1.15% |
| ROCKPORT WEALTH LLC | 02/06/2026 | 256.72 K | $4.04 M | 5.65% | 1.06% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 253.96 K | $3.99 M | 7.18% | 1.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 180.20 K | $2.83 M | 13.07% | 0.74% |
| ELEVATION CAPITAL ADVISORY, LLC | 01/26/2026 | 174.59 K | $2.74 M | 100.00% | 0.72% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 170.10 K | $2.67 M | 11.90% | 0.70% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 01/21/2026 | 168.54 K | $2.65 M | -7.12% | 0.69% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 164.25 K | $2.58 M | -0.93% | 0.68% |
| HARVEST INVESTMENT SERVICES, LLC | 02/17/2026 | 118.49 K | $1.86 M | 7.69% | 0.49% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 116.86 K | $1.84 M | -3.69% | 0.48% |
| TOTAL CLARITY WEALTH MANAGEMENT, INC. | 02/02/2026 | 115.49 K | $1.82 M | 5.51% | 0.48% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 95.10 K | $1.50 M | 17.92% | 0.39% |
| ELEVATED CAPITAL ADVISORS, LLC | 01/27/2026 | 69.54 K | $1.09 M | 0.28% | 0.29% |
| UBS GROUP AG | 01/29/2026 | 67.53 K | $1.06 M | -7.83% | 0.28% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 66.86 K | $1.05 M | -4.58% | 0.28% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 01/14/2026 | 66.77 K | $1.05 M | -0.17% | 0.28% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 64.57 K | $1.02 M | -3.08% | 0.27% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 60.97 K | $958.49 K | 25.45% | 0.25% |
| TCFG WEALTH MANAGEMENT, LLC | 02/13/2026 | 57.31 K | $900.94 K | -5.81% | 0.24% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 02/05/2026 | 56.69 K | $891.22 K | -2.06% | 0.23% |
| FORTIS GROUP ADVISORS, LLC | 02/06/2026 | 53.75 K | $872.13 K | 21.08% | 0.22% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 50.79 K | $798.34 K | -5.30% | 0.21% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 02/09/2026 | 49.87 K | $783.93 K | 3.21% | 0.21% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 50.29 K | $791.00 K | -4.34% | 0.21% |
| TRUEWEALTH ADVISORS, LLC | 01/07/2026 | 48.00 K | $754.58 K | -11.47% | 0.20% |
| SIGMA PLANNING CORP | 01/30/2026 | 44.30 K | $696.46 K | -10.59% | 0.18% |
| 02/19/2026 | 41.82 K | $657.40 K | 100.00% | 0.17% | |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 01/15/2026 | 39.27 K | $617.38 K | -4.52% | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 38.06 K | $598.26 K | -10.64% | 0.16% |
| FREEDOM FINANCIAL PARTNERS LLC | 01/06/2026 | 35.67 K | $560.66 K | 2.60% | 0.15% |
| INTRUA FINANCIAL, LLC | 02/05/2026 | 34.99 K | $550.03 K | 8.94% | 0.14% |
| PSI ADVISORS, LLC | 02/09/2026 | 35.13 K | $552.27 K | 5.91% | 0.14% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 34.22 K | $537.92 K | -1.16% | 0.14% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 32.03 K | $503.54 K | 0.34% | 0.13% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 26.88 K | $424.59 K | 35.49% | 0.11% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 21.98 K | $345.59 K | 0.40% | 0.09% |
| PROACTIVE WEALTH STRATEGIES LLC | 02/05/2026 | 21.63 K | $340.02 K | 0.15% | 0.09% |
| RPG FAMILY WEALTH ADVISORY, LLC | 02/13/2026 | 20.45 K | $321.47 K | 0.00% | 0.08% |
| IFP ADVISORS, INC | 02/06/2026 | 20.22 K | $317.84 K | 0.50% | 0.08% |
| CITADEL ADVISORS LLC | 02/17/2026 | 19.26 K | $302.75 K | 100.00% | 0.08% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 18.50 K | $290.75 K | -7.61% | 0.08% |
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Multi-Asset Diversified Income Index Fund institutional Ownership - FAQ's
During the previous two years, 160 institutional investors and hedge funds held shares of Multi-Asset Diversified Income Index Fund. The most heavily invested institutionals were:
Rockport Wealth LLC: 257,149
COMMONWEALTH EQUITY SERVICES, LLC: 252,727
Cambridge Investment Research Advisors, Inc.: 163,306
Capital Investment Advisory Services, LLC: 141,120
Kestra Advisory Services, LLC: 132,134
Total Clarity Wealth Management, Inc.: 117,910
36.39% of Multi-Asset Diversified Income Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.26 M shares in the last 24 months. This purchase volume represents approximately $202.20 M in transactions.