Multi-Asset Diversified Income Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 1.50 M | $24.02 M | -2.66% | 5.48% |
| LPL FINANCIAL LLC | 11/12/2025 | 1.29 M | $20.72 M | 7.92% | 4.73% |
| MORGAN STANLEY | 11/14/2025 | 845.74 K | $13.57 M | -2.01% | 3.09% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 701.09 K | $11.25 M | -0.26% | 2.56% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 565.07 K | $9.06 M | 830.06% | 2.07% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 551.79 K | $8.85 M | 3.93% | 2.02% |
| HARBOUR INVESTMENTS, INC. | 11/12/2025 | 387.36 K | $6.21 M | 7.48% | 1.42% |
| ROYAL BANK OF CANADA | 11/14/2025 | 367.39 K | $5.89 M | 6.61% | 1.34% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 335.57 K | $5.38 M | 24.44% | 1.23% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 317.34 K | $5.09 M | -10.25% | 1.16% |
| ROCKPORT WEALTH LLC | 10/31/2025 | 242.98 K | $3.90 M | 3.66% | 0.89% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 236.96 K | $3.80 M | -15.41% | 0.87% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 11/05/2025 | 181.46 K | $2.91 M | -9.67% | 0.66% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 165.79 K | $2.66 M | 10.61% | 0.61% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 159.38 K | $2.56 M | 5.23% | 0.58% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 152.01 K | $2.46 M | 9.92% | 0.56% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 121.34 K | $1.95 M | -5.50% | 0.44% |
| HARVEST INVESTMENT SERVICES, LLC | 11/17/2025 | 110.03 K | $1.76 M | 2.71% | 0.40% |
| TOTAL CLARITY WEALTH MANAGEMENT, INC. | 11/12/2025 | 109.46 K | $1.76 M | 92.71% | 0.40% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 80.65 K | $1.29 M | -2.31% | 0.30% |
| UBS GROUP AG | 11/13/2025 | 73.27 K | $1.18 M | -0.26% | 0.27% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 70.07 K | $1.12 M | 45.84% | 0.26% |
| ELEVATED CAPITAL ADVISORS, LLC | 11/13/2025 | 69.34 K | $1.11 M | -4.09% | 0.25% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 10/22/2025 | 66.88 K | $1.07 M | 0.43% | 0.24% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 66.63 K | $1.07 M | 15.90% | 0.24% |
| TCFG WEALTH MANAGEMENT, LLC | 11/21/2025 | 60.85 K | $975.98 K | -0.83% | 0.22% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 11/04/2025 | 57.88 K | $928.47 K | 0.08% | 0.21% |
| TRUEWEALTH ADVISORS, LLC | 10/15/2025 | 54.22 K | $869.64 K | 1.63% | 0.20% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 53.63 K | $860.19 K | -0.27% | 0.20% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 52.57 K | $843.00 K | 3.08% | 0.19% |
| SIGMA PLANNING CORP | 11/10/2025 | 49.55 K | $794.81 K | -2.43% | 0.18% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 48.61 K | $773.30 K | 2.97% | 0.18% |
| ENDOWMENT WEALTH MANAGEMENT, INC. | 11/06/2025 | 48.32 K | $775.04 K | 24.80% | 0.18% |
| FORTIS GROUP ADVISORS, LLC | 11/07/2025 | 44.39 K | $694.70 K | -13.12% | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 42.59 K | $683.11 K | -5.78% | 0.16% |
| JAFFETILCHIN INVESTMENT PARTNERS, LLC | 11/13/2025 | 41.13 K | $659.77 K | -1.89% | 0.15% |
| FREEDOM FINANCIAL PARTNERS LLC | 10/20/2025 | 34.76 K | $557.57 K | 2.75% | 0.13% |
| LARSON FINANCIAL GROUP LLC | 11/14/2025 | 34.62 K | $555.29 K | -6.02% | 0.13% |
| PSI ADVISORS, LLC | 11/12/2025 | 33.17 K | $532.08 K | 0.98% | 0.12% |
| INTRUA FINANCIAL, LLC | 10/29/2025 | 32.12 K | $515.16 K | 25.97% | 0.12% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 31.92 K | $512.05 K | -0.28% | 0.12% |
| AMERITAS ADVISORY SERVICES, LLC | 11/06/2025 | 22.39 K | $359.06 K | 0.80% | 0.08% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 21.90 K | $351.23 K | -1.52% | 0.08% |
| PROACTIVE WEALTH STRATEGIES LLC | 11/06/2025 | 21.60 K | $346.43 K | 40.25% | 0.08% |
| RPG FAMILY WEALTH ADVISORY, LLC | 11/12/2025 | 20.45 K | $328.02 K | 0.00% | 0.07% |
| APTUS CAPITAL ADVISORS, LLC | 11/12/2025 | 20.38 K | $326.85 K | -0.45% | 0.07% |
| IFP ADVISORS, INC | 02/06/2026 | 20.12 K | $322.71 K | -2.66% | 0.07% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 20.02 K | $321.10 K | -14.08% | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 19.84 K | $316.23 K | 0.37% | 0.07% |
| HRT FINANCIAL LP | 11/14/2025 | 18.68 K | $299.00 K | 100.00% | 0.07% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Multi-Asset Diversified Income Index Fund institutional Ownership - FAQ's
During the previous two years, 117 institutional investors and hedge funds held shares of Multi-Asset Diversified Income Index Fund. The most heavily invested institutionals were:
Rockport Wealth LLC: 256,715
Capital Investment Advisory Services, LLC: 168,535
Elevated Capital Advisors, LLC: 69,535
COTTONWOOD CAPITAL ADVISORS, LLC: 66,765
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 60,973
Sigma Planning Corp: 44,304
36.27% of Multi-Asset Diversified Income Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 12.15 M shares in the last 24 months. This purchase volume represents approximately $200.52 M in transactions.