Who Owns MDLV?
Morgan Dempsey Large Cap Value ETF — Institutional Ownership & 13F Holdings
$30.16
+0.15 (+0.50%)
Market Cap
$38.7M
Shares Outstanding
1,252,922
Institutional Holders
5
Total Inst. Value
$7.6M
% of Float Held
—
QoQ Holder Change
-1
Institutional data as of Q1 2025
New Positions
1
Closed Positions
2
Increased
3
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | $6.4M | 235,639 |
| 2 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $584K | 21,500 |
| 3 | Private Advisor Group, LLC | $337K | 12,428 |
| 4 | GTS SECURITIES LLCNew | $320K | 11,792 |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $11K | 403,049 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Beacon Pointe Advisors, LLC | +46K | $6.4M |
| Private Advisor Group, LLC | +385 | $337K |
| GTS SECURITIES LLCNew | +12K | $320K |
| ENVESTNET ASSET MANAGEMENT INC | +61K | $11K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | -141K | $584K |
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Frequently Asked Questions
How many institutional investors hold MDLV?
As of Q1 2025, 5 institutional investors report holding MDLV (Morgan Dempsey Large Cap Value ETF) in their 13F filings.
Which hedge fund owns the most MDLV?
The largest institutional holder of MDLV is Beacon Pointe Advisors, LLC with $6.4M in shares.
Are institutions buying or selling MDLV?
This quarter, 1 institutions opened new positions in MDLV and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.