Who owns MDLV?
Morgan Dempsey Large Cap Value ETF
11 institutions reported holding MDLV, worth $37.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MDLV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $17.6M | 573,565 | +21,384 shares |
| Beacon Pointe Advisors, LLC | Newport Beach, CA | $15.0M | 489,664 | +44,250 shares |
| Diversified Management Inc. | Milwaukee, WI | $3.0M | 96,481 | +5,202 shares |
| Mirae Asset Securities (USA) Inc. | New York, NY | $614K | 20,000 | New position |
| Morgan Dempsey Capital Management LLC | Milwaukee, WI | $553K | 18,021 | −9,071 shares |
| Atria Investments, Inc | Charlotte, NC | $254K | 8,263 | New position |
| Goldman Sachs Group Inc. | New York, NY | $244K | 7,953 | No change |
| GTS Securities LLC | New York, NY | $236K | 7,685 | −7,822 shares |
| JPMorgan Chase & Co | New York, NY | $169K | 5,454 | New position |
| EP Wealth Advisors, LLC | Torrance, CA | $160K | 5,213 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MDLV?
11 institutional managers reported holding MDLV in Form 13F filings for June 30, 2026, worth $37.9M in total. The largest reported position was held by Envestnet Asset Management Inc., at $17.6M.
Did institutions buy or sell MDLV last quarter?
Reported 13F value rose 8.4% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MDLV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.