MDIV — Multi-Asset Diversified Income Index Fund Institutional Holders · Q3 2026
Who owns Multi-Asset Diversified Income Index Fund (MDIV)? 3 institutions reported holding $907,208 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: TrueWealth Advisors, LLC ($628,642), Farther Finance Advisors, LLC ($265,566), CX Institutional ($13,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueWealth Advisors, LLC | $628,642 | 39,725 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $265,566 | 16,781 | Added |
| 3 | CX Institutional | $13,000 | 820 | Added |
Source: SEC Form 13F filings · as of 2026-09-30