Who Owns Morgan Dempsey Large Cap Value ETF (MDLV)?Hedge Fund & Institutional Holders

$30.36+0.13 (+0.44%)Financial ServicesBATS

Institutional Holders

10

as of Q4 2025

Total Institutional Value

$100002541967227.2T

% of Float Held

—

QoQ Change in Holders

+3 / -1

Price History

$24.52$26.19$27.86$29.53$31.20Sep 24Jun 25Mar 26

MDLV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
DIVERSIFIED MANAGEMENT INCNew Position+90K+$2.5M
OLD MISSION CAPITAL LLCNew Position+8K+$227K
UBS Group AGNew Position+655+$18K
GTS SECURITIES LLCIncreased+17K+$-337.1M
MORGAN DEMPSEY CAPITAL MANAGEMENT LLCIncreased+3K+$-876.8M
Beacon Pointe Advisors, LLCIncreased+17K+$-10.1B

MDLV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Atria Investments, IncDecreased-7K-$699.4M
Private Advisor Group, LLCDecreased-5K-$433.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-6K-$412.4M
Thrive Wealth Management, LLCDecreased-6K-$383.7M
MORGAN STANLEYClosed Position-7K-$191.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Beacon Pointe Advisors, LLC377,970$10.0M0.07%Share
2DIVERSIFIED MANAGEMENT INC89,609$2.5M0.59%Share
3MORGAN DEMPSEY CAPITAL MANAGEMENT LLC34,103$967K0.47%Share
4OLD MISSION CAPITAL LLC8,034$227K0.01%Share
5Thrive Wealth Management, LLC7,279$206K0.03%Share
6UBS Group AG655$18K0.00%Share
7GTS SECURITIES LLC29,027$00.00%Share
8Atria Investments, Inc18,087$00.00%Share
9Private Advisor Group, LLC10,091$00.00%Share
10SUSQUEHANNA INTERNATIONAL GROUP, LLP8,342$00.00%Share

MDLV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202510$14.0M+2
Q3 20258$13.4B+2
Q2 20256$13.3B+1
Q1 20255$18.6B-1
Q4 20246$18.4B+0
Q3 20246$6.8T+0
Q2 20246$5.4T+0
Q1 20246$5.2T—

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As of Q4 2025, 10 institutional investors hold MDLV (Morgan Dempsey Large Cap Value ETF). The largest holder is Beacon Pointe Advisors, LLC with $10.0M in shares. This quarter, 3 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own MDLV?

As of Q4 2025, 10 institutional investors report holding MDLV (Morgan Dempsey Large Cap Value ETF) in their 13F filings.

Who is the largest institutional holder of MDLV?

The largest institutional holder of MDLV is Beacon Pointe Advisors, LLC with $10.0M in shares.

Is institutional ownership of MDLV increasing or decreasing?

This quarter, 3 institutions opened new positions in MDLV and 1 closed their positions.