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Funds Holding MDIV

On this page, we present all of the funds holding MDIV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MDIV, with a link to that fund's top holdings. The next columns indicate the amount of MDIV stock held by each of the funds holding MDIV, followed by the MDIV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 98 funds holding MDIV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Flaharty Asset Management LLC. For more details on the positions held by Flaharty Asset Management LLC (or by any of the other funds holding MDIV), click the fund name in the "Holder" column of the funds-holding-MDIV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Flaharty Asset Management LLC1,546,350$24,200 12/31/2023
     MDIV1,546,350$24,200 12/31/2023
Ameriprise Financial Inc.987,240$15,450 12/31/2023
     MDIV987,240$15,450 12/31/2023
Morgan Stanley804,708$12,594 12/31/2023
     MDIV804,708$12,594 12/31/2023
LPL Financial LLC770,285$12,055 12/31/2023
     MDIV770,285$12,055 12/31/2023
GeoWealth Management LLC536,830$8,401 12/31/2023
     MDIV536,830$8,401 12/31/2023
Bank of America Corp DE441,968$6,917 12/31/2023
     MDIV441,968$6,917 12/31/2023
Cetera Advisor Networks LLC404,087$6,324 12/31/2023
     MDIV404,087$6,324 12/31/2023
Commonwealth Equity Services LLC321,577$5,033 12/31/2023
     MDIV321,577$5,033 12/31/2023
Wells Fargo & Company MN318,982$4,992 12/31/2023
     MDIV318,982$4,992 12/31/2023
Royal Bank of Canada298,101$4,665 12/31/2023
     MDIV298,101$4,665 12/31/2023
Harbour Investments Inc.259,195$4,056 12/31/2023
     MDIV259,195$4,056 12/31/2023
Capital Investment Advisory Services LLC240,954$3,771 12/31/2023
     MDIV240,954$3,771 12/31/2023
UBS Group AG237,258$3,713 12/31/2023
     MDIV237,258$3,713 12/31/2023
StoneX Group Inc.198,962$3,114 12/31/2023
     MDIV198,962$3,114 12/31/2023
Advisor Group Holdings Inc.195,121$3,054 12/31/2023
     MDIV195,121$3,054 12/31/2023
Raymond James Financial Services Advisors Inc.160,768$2,539 03/31/2024
     MDIV160,768$2,539 03/31/2024
SILVER OAK SECURITIES Inc128,442$2,010 12/31/2023
     MDIV128,442$2,010 12/31/2023
Harvest Investment Services LLC117,636$1,841 12/31/2023
     MDIV117,636$1,841 12/31/2023
Raymond James & Associates111,750$1,765 03/31/2024
     MDIV111,750$1,765 03/31/2024
Cambridge Investment Research Advisors Inc.104,938$1,657 03/31/2024
     MDIV104,938$1,657 03/31/2024
Kestra Advisory Services LLC102,398$1,603 12/31/2023
     MDIV102,398$1,603 12/31/2023
Janney Montgomery Scott LLC101,639$1,591 12/31/2023
     MDIV101,639$1,591 12/31/2023
Cottonwood Capital Advisors LLC93,209$1,459 12/31/2023
     MDIV93,209$1,459 12/31/2023
TrueWealth Advisors LLC80,968$1,278 03/31/2024
     MDIV80,968$1,278 03/31/2024
Elevated Capital Advisors LLC79,952$1,262 03/31/2024
     MDIV79,952$1,262 03/31/2024
Jaffetilchin Investment Partners LLC62,445$977 12/31/2023
     MDIV62,445$977 12/31/2023
Susquehanna International Group LLP62,412$977 12/31/2023
     MDIV62,412$977 12/31/2023
Stifel Financial Corp61,001$955 12/31/2023
     MDIV61,001$955 12/31/2023
Rockefeller Capital Management L.P.60,537$947 12/31/2023
     MDIV60,537$947 12/31/2023
Lido Advisors LLC57,804$905 12/31/2023
     MDIV57,804$905 12/31/2023
Atria Wealth Solutions Inc.57,435$899 12/31/2023
     MDIV57,435$899 12/31/2023
Cornerstone Wealth Management LLC56,014$884 03/31/2024
     MDIV56,014$884 03/31/2024
Private Advisor Group LLC55,248$865 12/31/2023
     MDIV55,248$865 12/31/2023
Wealth Enhancement Advisory Services LLC49,276$778 03/31/2024
     MDIV49,276$778 03/31/2024
AE Wealth Management LLC48,499$754 12/31/2023
     MDIV48,499$754 12/31/2023
Larson Financial Group LLC43,444$680 12/31/2023
     MDIV43,444$680 12/31/2023
HighTower Advisors LLC42,431$667 12/31/2023
     MDIV42,431$667 12/31/2023
Sigma Planning Corp40,293$631 12/31/2023
     MDIV40,293$631 12/31/2023
Authentikos Wealth Advisory LLC39,960$625 12/31/2023
     MDIV39,960$625 12/31/2023
Endowment Wealth Management Inc.36,439$570 12/31/2023
     MDIV36,439$570 12/31/2023
Ameritas Advisory Services LLC33,915$525 12/31/2023
     MDIV33,915$525 12/31/2023
Coastal Investment Advisors Inc.28,700$453 03/31/2024
     MDIV28,700$453 03/31/2024
Atomi Financial Group Inc.28,752$450 12/31/2023
     MDIV28,752$450 12/31/2023
IFP Advisors Inc27,521$431 12/31/2023
     MDIV27,521$431 12/31/2023
Wedbush Securities Inc.27,108$424 12/31/2023
     MDIV27,108$424 12/31/2023
RPg Family Wealth Advisory LLC20,450$320 12/31/2023
     MDIV20,450$320 12/31/2023
Cetera Investment Advisers19,686$308 12/31/2023
     MDIV19,686$308 12/31/2023
International Assets Investment Management LLC18,881$298 03/31/2024
     MDIV18,881$298 03/31/2024
Keystone Financial Group18,920$296 12/31/2023
     MDIV18,920$296 12/31/2023
Newbridge Financial Services Group Inc.17,446$275 03/31/2024
     MDIV17,446$275 03/31/2024
Stratos Wealth Partners LTD.17,300$273 03/31/2024
     MDIV17,300$273 03/31/2024
Comerica Bank17,143$268 12/31/2023
     MDIV17,143$268 12/31/2023
Cetera Advisors LLC16,750$262 12/31/2023
     MDIV16,750$262 12/31/2023
Arbor Capital Management Inc. ADV16,395$256 12/31/2023
     MDIV16,395$256 12/31/2023
GWM Advisors LLC15,631$245 12/31/2023
     MDIV15,631$245 12/31/2023
PSI Advisors LLC15,077$238 03/31/2024
     MDIV15,077$238 03/31/2024
Citadel Advisors LLC14,805$232 12/31/2023
     MDIV14,805$232 12/31/2023
Dynamic Advisor Solutions LLC14,005$221 03/31/2024
     MDIV14,005$221 03/31/2024
Baird Financial Group Inc.13,050$204 12/31/2023
     MDIV13,050$204 12/31/2023
Envestnet Asset Management Inc.12,973$203 12/31/2023
     MDIV12,973$203 12/31/2023
Cherry Creek Investment Advisors Inc.12,687$200 03/31/2024
     MDIV12,687$200 03/31/2024
National Asset Management Inc.12,699$199 12/31/2023
     MDIV12,699$199 12/31/2023
L.M. Kohn & Company10,750$170 03/31/2024
     MDIV10,750$170 03/31/2024
Global Retirement Partners LLC7,778$123 03/31/2024
     MDIV7,778$123 03/31/2024
Farther Finance Advisors LLC6,395$100 12/31/2023
     MDIV6,395$100 12/31/2023
Geneos Wealth Management Inc.5,500$86 12/31/2023
     MDIV5,500$86 12/31/2023
Advisory Services Network LLC5,161$81 12/31/2023
     MDIV5,161$81 12/31/2023
EPG Wealth Management LLC5,216$80 12/31/2023
     MDIV5,216$80 12/31/2023
DB Wealth Management Group LLC4,352$68 12/31/2023
     MDIV4,352$68 12/31/2023
NBC Securities Inc.4,178$65 03/31/2024
     MDIV4,178$65 03/31/2024
The PNC Financial Services Group Inc.3,813$60 12/31/2023
     MDIV3,813$60 12/31/2023
Spire Wealth Management3,233$51 03/31/2024
     MDIV3,233$51 03/31/2024
Aptus Capital Advisors LLC2,572$40 12/31/2023
     MDIV2,572$40 12/31/2023
Guardian Wealth Advisors LLC NC2,572$40 12/31/2023
     MDIV2,572$40 12/31/2023
Founders Financial Alliance LLC2,437$38 12/31/2023
     MDIV2,437$38 12/31/2023
Citigroup Inc.2,000$31 12/31/2023
     MDIV2,000$31 12/31/2023
US Bancorp DE1,800$28 12/31/2023
     MDIV1,800$28 12/31/2023
Bellevue Asset Management LLC1,703$27 12/31/2023
     MDIV1,703$27 12/31/2023
National Bank of Canada FI1,543$24 12/31/2023
     MDIV1,543$24 12/31/2023
Tradition Wealth Management LLC1,564$24 12/31/2023
     MDIV1,564$24 12/31/2023
Indiana Trust & Investment Management CO1,165$18 03/31/2024
     MDIV1,165$18 03/31/2024
Jones Financial Companies Lllp1,096$17 12/31/2023
     MDIV1,096$17 12/31/2023
ICA Group Wealth Management LLC1,083$17 12/31/2023
     MDIV1,083$17 12/31/2023
Pinnacle Bank1,000$16 03/31/2024
     MDIV1,000$16 03/31/2024
Benjamin F. Edwards & Company Inc.922$14 12/31/2023
     MDIV922$14 12/31/2023
Proequities Inc.608$10 12/31/2023
     MDIV608$10 12/31/2023
Archer Investment Corp648$10 12/31/2023
     MDIV648$10 12/31/2023
Beacon Capital Management LLC518$8 12/31/2023
     MDIV518$8 12/31/2023
Castleview Partners LLC441$7 12/31/2023
     MDIV441$7 12/31/2023
Principal Securities Inc.397$6 12/31/2023
     MDIV397$6 12/31/2023
Bank of Montreal Can400$6 12/31/2023
     MDIV400$6 12/31/2023
AlphaMark Advisors LLC200$3 03/31/2024
     MDIV200$3 03/31/2024
Oakworth Capital Inc.215$3 03/31/2024
     MDIV215$3 03/31/2024
Stephens Consulting LLC200$3 03/31/2024
     MDIV200$3 03/31/2024
Smartleaf Asset Management LLC212$3 12/31/2023
     MDIV212$3 12/31/2023
DHJJ Financial Advisors Ltd.30$0 03/31/2024
     MDIV30$0 03/31/2024
JPMorgan Chase & Co.16$0 12/31/2023
     MDIV16$0 12/31/2023
FMR LLC1$0 12/31/2023
     MDIV1$0 12/31/2023
Tower Research Capital LLC TRC 28$0 12/31/2023
     MDIV28$0 12/31/2023

See Summary: Institutional Holders of MDIV
See Details: Top 10 Hedge Funds Holding MDIV
Also See: MDIV Holdings Changes

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