75 tracked 13F filers disclose a position in MDIV as of the latest SEC 13F filings, a combined $131.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $19.9M | 1.2M | ▲+42% Added · +366K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $17.2M | 1.1M | ▲+5.4% Added · +55K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $10.6M | 654K | ▼−1.6% Reduced · −11K sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $9.1M | 564K | ▲+1.2% Added · +7K sh | Q1 2026 | |
| 5 | HARBOUR INVESTMENTS, INC. | $7.9M | 487K | ▲+16% Added · +68K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $6.8M | 419K | ▲+2.4% Added · +10K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $6.0M | 369K | ▲+45% Added · +115K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $4.7M | 288K | ▲+3.1% Added · +9K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $4.5M | 279K | ▼−9.8% Reduced · −30K sh | Q1 2026 | |
| 10 | Rockport Wealth LLC | $4.5M | 272K | ▲+5.8% Added · +15K sh | Q2 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 253K | ▼−39% Reduced · −159K sh | Q1 2026 | |
| 12 | Rockefeller Capital Management L.P. | $3.1M | 193K | ▲+7.0% Added · +13K sh | Q1 2026 | |
| 13 | Total Clarity Wealth Management, Inc. | $2.9M | 174K | ▲+48% Added · +56K sh | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $2.6M | 160K | ▼−6.2% Reduced · −11K sh | Q1 2026 | |
| 15 | Capital Investment Advisory Services, LLC | $2.2M | 131K | ▼−7.2% Reduced · −10K sh | Q2 2026 | |
| 16 | Kestra Advisory Services, LLC | $1.9M | 117K | ▼−11% Reduced · −15K sh | Q2 2026 | |
| 17 | Harvest Investment Services, LLC | $1.9M | 115K | ▼−2.7% Reduced · −3K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 97K | ▲+154% Added · +59K sh | Q1 2026 | |
| 19 | &PARTNERS | $1.3M | 83K | ▲+24% Added · +16K sh | Q1 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $1.3M | 82K | ▲+27% Added · +18K sh | Q1 2026 | |
| 21 | UBS Group AG | $1.1M | 70K | ▲+4.0% Added · +3K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $1.1M | 67K | ▼−88% Reduced · −515K sh | Q1 2026 | |
| 23 | COTTONWOOD CAPITAL ADVISORS, LLC | $1.0M | 62K | ▲+0.5% Added · +297 sh | Q2 2026 | |
| 24 | TCFG Investment Advisors, LLC | $959K | 58K | ▼~0% Reduced · −24 sh | Q2 2026 | |
| 25 | Fortis Group Advisors, LLC | $907K | 55K | ▲+4.1% Added · +2K 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, 3 funds opened a new position in MDIV and 14 added to an existing one, while 12 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 30 funds | $12.0B |
| NVIDIA CORPNVDA | 30 funds | $10.7B |
| MICROSOFT CORPMSFT | 30 funds | $8.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $6.1B |
| ALPHABET INC-CL AGOOGL | 30 funds | $5.3B |
| BROADCOM INCAVGO | 30 funds | $4.3B |
| JPMORGAN CHASE & COJPM | 30 funds | $4.0B |
| ALPHABET INC-CL CGOOG | 30 funds | $3.5B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $3.5B |
| VANGUARD VALUE ETFVTV | 30 funds | $3.3B |
| ISHARES CORE U.S. AGGREGATEAGG | 30 funds | $3.0B |
| JOHNSON & JOHNSONJNJ | 30 funds | $2.5B |
Ranked by how many of MDIV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.