FT MULTI-ASSET DIVERS INC MDIV
$16.61
+0.4% 52w: $14.60 – $16.61
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data14.6015.6116.61
Jun 20, 2025 Jul 2, 2026
Institutional holders
95
+1 QoQ
13F value
$143.8M
+3.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MDIV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.2M | $19.9M | 0.0% | +42.4% |
| LPL Financial LLC | Bank broker | 1.1M | $17.2M | 0.0% | +5.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 653.9K | $10.6M | 0.0% | -1.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 564.3K | $9.1M | 0.0% | +1.2% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 486.7K | $7.9M | 0.1% | +16.3% |
| ROYAL BANK OF CANADA | Bank broker | 419.5K | $6.8M | 0.0% | +2.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 369.4K | $6.0M | 0.0% | +45.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 287.9K | $4.7M | 0.0% | +3.2% |
| Cetera Investment Advisers | Wealth advisor | 278.7K | $4.5M | 0.0% | -9.8% |
| Rockport Wealth LLC | Wealth advisor | 257.1K | $4.2M | 0.8% | +0.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 252.7K | $4.1M | 0.0% | -38.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 192.9K | $3.1M | 0.0% | +7.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 163.3K | $2.6M | 0.0% | -0.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 159.6K | $2.6M | 0.0% | -6.2% |
| Capital Investment Advisory Services, LLC | Wealth advisor | 141.1K | $2.3M | 0.2% | -16.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 132.1K | $2.1M | 0.0% | +13.1% |
| Total Clarity Wealth Management, Inc. | Wealth advisor | 117.9K | $1.9M | 0.4% | +2.1% |
| Harvest Investment Services, LLC | Other | 115.3K | $1.9M | 0.3% | -2.7% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 98.4K | $1.6M | 0.0% | +3.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 96.9K | $1.6M | 0.0% | +154.5% |
| &PARTNERS | Diversified mechanical | 82.7K | $1.3M | 0.0% | +23.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 82.3K | $1.3M | 0.0% | +27.4% |
| Elevation Capital Advisory, LLC | Wealth advisor | 79.5K | $1.3M | 0.5% | -54.5% |
| UBS Group AG | Bank broker | 70.3K | $1.1M | 0.0% | +4.0% |
| Elevated Capital Advisors, LLC | Wealth advisor | 69.9K | $1.1M | 0.3% | +0.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 67.5K | $1.1M | 0.0% | -88.4% |
| COTTONWOOD CAPITAL ADVISORS, LLC | Wealth advisor | 62.2K | $1.0M | 0.7% | -6.8% |
| TCFG WEALTH MANAGEMENT, LLC | Wealth advisor | 58.0K | $938K | 0.4% | +1.3% |
| TCFG Investment Advisors, LLC | Wealth advisor | 58.0K | $938K | 0.4% | — |
| Cornerstone Wealth Management, LLC | Wealth advisor | 55.2K | $893K | 0.0% | -2.6% |
| Fortis Group Advisors, LLC | Wealth advisor | 52.7K | $881K | 0.1% | -1.9% |
| Endowment Wealth Management, Inc. | Wealth advisor | 51.5K | $832K | 0.4% | +3.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 48.3K | $780K | 0.0% | -4.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 46.5K | $751K | 0.0% | +141.2% |
| TrueWealth Advisors, LLC | Wealth advisor | 45.0K | $728K | 0.2% | -6.2% |
| PSI Advisors, LLC | Wealth advisor | 43.9K | $710K | 0.2% | +25.0% |
| Sigma Planning Corp | Wealth advisor | 43.6K | $705K | 0.0% | -1.6% |
| Proactive Wealth Strategies LLC | Wealth advisor | 43.3K | $700K | 0.1% | +100.0% |
| Independent Advisor Alliance | Wealth advisor | 43.1K | $697K | 0.0% | New |
| TMB Capital Partners, LLC | Other | 41.7K | $674K | 0.2% | -0.4% |
| Freedom Financial Partners LLC | Wealth advisor | 37.5K | $606K | 0.2% | +5.1% |
| Jaffetilchin Investment Partners, LLC | Wealth advisor | 37.0K | $598K | 0.0% | -5.8% |
| Intrua Financial, LLC | Wealth advisor | 35.0K | $567K | 0.1% | +0.1% |
| Wellington Shields & Co., LLC | Other | 34.6K | $560K | 0.1% | +146.9% |
| HighTower Advisors, LLC | Diversified mechanical | 34.6K | $560K | 0.0% | +8.0% |
| Larson Financial Group LLC | Wealth advisor | 33.6K | $544K | 0.0% | -1.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 32.5K | $526K | 0.0% | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 27.7K | $448K | 0.0% | -54.6% |
| Private Advisor Group, LLC | Wealth advisor | 27.6K | $447K | 0.0% | -45.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 23.8K | $387K | 0.0% | -11.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.