Among active 13F managers last quarter, 6 opened and 19 added, while 15 reduced; the largest holder to move was Harbour Investments, Inc. (+16%).
90 tracked 13F filers disclose a position in MDIV as of the latest SEC 13F filings, a combined $138.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.2M | $19.9M | ▲+42% Added · +366K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 1.1M | $17.2M | ▲+5.4% Added · +55K sh | Q1 2026 | |
| 3 | Ameriprise Financial Inc | 654K | $10.6M | ▼−1.6% Reduced · −11K sh | Q1 2026 | |
| 4 | Bank Of America Corp | 564K | $9.1M | ▲+1.2% Added · +7K sh | Q1 2026 | |
| 5 | Harbour Investments, Inc. | 487K | $7.9M | ▲+16% Added · +68K sh | Q1 2026 | |
| 6 | Royal Bank Of Canada | 419K | $6.8M | ▲+2.4% Added · +10K sh | Q1 2026 | |
| 7 | Raymond James Financial Inc | 369K | $6.0M | ▲+45% Added · +115K sh | Q1 2026 | |
| 8 | Wells Fargo & Company | 288K | $4.7M | ▲+3.1% Added · +9K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | 279K | $4.5M | ▼−9.8% Reduced · −30K sh | Q1 2026 | |
| 10 | Rockport Wealth LLC | 272K | $4.5M | ▲+5.8% Added · +15K sh | Q2 2026 | |
| 11 | Commonwealth Equity Services, LLC | 253K | $4.1M | ▼−39% Reduced · −159K sh | Q1 2026 | |
| 12 | Rockefeller Capital Management L.P. | 193K | $3.1M | ▲+7.0% Added · +13K sh | Q1 2026 | |
| 13 | Total Clarity Wealth Management, Inc. | 174K | $2.9M | ▲+48% Added · +56K sh | Q2 2026 | |
| 14 | Osaic Holdings, Inc. | 160K | $2.6M | ▼−6.2% Reduced · −11K sh | Q1 2026 | |
| 15 | Capital Investment Advisory Services, LLC | 131K | $2.2M | ▼−7.2% Reduced · −10K sh | Q2 2026 | |
| 16 | Harvest Investment Services, LLC | 117K | $1.9M | ▲+1.8% Added · +2K sh | Q2 2026 | |
| 17 | Kestra Advisory Services, LLC | 117K | $1.9M | ▼−11% Reduced · −15K sh | Q2 2026 | |
| 18 | Envestnet Asset Management Inc | 97K | $1.6M | ▲+154% Added · +59K sh | Q1 2026 | |
| 19 | Ameritas Advisory Services, LLC | 96K | $1.6M | ▲+590% Added · +82K sh | Q2 2026 | |
| 20 | &Partners | 86K | $1.4M | ▲+3.4% Added · +3K sh | Q2 2026 | |
| 21 | Jones Financial Companies LLLP | 82K | $1.3M | ▲+27% Added · +18K sh | Q1 2026 | |
| 22 | Elevated Capital Advisors, LLC | 71K | $1.2M | ▲+1.6% Added · +1K sh | Q2 2026 | |
| 23 | UBS Group AG | 70K | $1.1M | ▲+4.0% Added · +3K sh | Q1 2026 | |
| 24 | Stifel Financial Corp | 67K | $1.1M | ▼−88% Reduced · −515K sh | Q1 2026 | |
| 25 | Cottonwood Capital Advisors, LLC | 62K | $1.0M | ▲+0.5% Added · +297 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in MDIV and 19 added to an existing one, while 15 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 48 funds | $6.4B |
| Nvidia CorpNVDA | 48 funds | $5.9B |
| Amazon.com IncAMZN | 48 funds | $4.5B |
| Microsoft CorpMSFT | 48 funds | $3.5B |
| Alphabet Inc-CL AGOOGL | 47 funds | $2.3B |
| Alphabet Inc-CL CGOOG | 47 funds | $2.2B |
| Tesla IncTSLA | 47 funds | $1.3B |
| Chevron CorpCVX | 47 funds | $1.0B |
| Broadcom IncAVGO | 46 funds | $2.4B |
| JPMorgan Chase & CoJPM | 46 funds | $1.7B |
| Vanguard S&P 500 ETFVOO | 46 funds | $1.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 46 funds | $1.4B |
Ranked by how many of MDIV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MDIV.
No filings captured for this ticker in the live stream yet.
Connected entities for MDIV
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MDIV/capital-change-brief"
Use Arkolith's capital_change_brief for MDIV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MDIV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.