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Morgan Dempsey Large Cap Value ETF (MDLV) Institutional Ownership

$30.57 +0.07 (+0.23%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Morgan Dempsey Large Cap Value ETF (BATS:MDLV)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$8.01M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$288.88K
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MDLV Institutional Buying and Selling by Quarter

Morgan Dempsey Large Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2026 Private Advisor Group LLC8,590$259K0.0%-14.9%0.886%
2/18/2026Beacon Pointe Advisors LLC377,970$10.72M0.1%+4.8%30.981%
2/18/2026OLD Mission Capital LLC8,034$228K0.0%N/A0.659%
2/16/2026Morgan Dempsey Capital Management LLC34,103$967K0.5%+8.8%2.795%
1/26/2026 Diversified Management Inc.89,609$2.54M0.6%N/A7.345%
1/12/2026 Thrive Wealth Management LLC7,279$206K0.0%-46.9%0.597%
11/17/2025Susquehanna International Group LLP14,729$412K0.0%+56.2%1.259%
11/17/2025Morgan Dempsey Capital Management LLC31,347$878K0.4%+62.9%2.679%
11/13/2025 Private Advisor Group LLC15,488$434K0.0%+28.1%1.324%
11/5/2025 Envestnet Asset Management Inc.507,384$14.21M0.0%+14.1%43.366%
10/7/2025 Thrive Wealth Management LLC13,710$384K0.1%N/A1.172%
8/13/2025Beacon Pointe Advisors LLC265,592$7.16M0.1%+12.7%27.381%
8/1/2025 Envestnet Asset Management Inc.444,528$11.99M0.0%+10.3%45.828%
7/29/2025Morgan Dempsey Capital Management LLC19,247$519K0.2%-10.5%1.984%
5/5/2025Private Advisor Group LLC12,428$337K0.0%+3.2%1.480%
4/29/2025Envestnet Asset Management Inc.403,049$10.94M0.0%+17.9%47.982%
2/14/2025Beacon Pointe Advisors LLC189,575$4.90M0.1%+27.3%47.394%
2/13/2025Envestnet Asset Management Inc.341,875$8.83M0.0%+51.7%85.469%
2/5/2025Morgan Dempsey Capital Management LLC162,402$4.19M1.7%+73.8%40.601%
2/3/2025Private Advisor Group LLC12,043$311K0.0%-14.1%3.011%
8/8/2024Envestnet Asset Management Inc.199,511$4.96M0.0%+5.1%49.878%
8/6/2024Morgan Dempsey Capital Management LLC70,616$1.76M0.6%-11.3%17.654%
2/8/2024Beacon Pointe Advisors LLC38,498$928K0.0%+21.9%0.000%
1/24/2024Morgan Dempsey Capital Management LLC119,894$2.89M0.9%+42.9%0.000%
1/9/2024MCIA Inc342,300$8.35M2.8%+13.8%0.000%
11/13/2023MCIA Inc300,816$6.80M2.5%-40.9%0.000%
10/20/2023Morgan Dempsey Capital Management LLC83,902$1.93M0.6%-85.6%0.000%
7/26/2023MCIA Inc509,403$12.42M4.7%N/A0.000%
7/26/2023Morgan Dempsey Capital Management LLC580,911$13.88M4.0%N/A0.000%


MDLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MDLV shares?

During the previous two years, the following institutional investors and hedge funds held shares of Morgan Dempsey Large Cap Value ETF shares: Envestnet Asset Management Inc. ($14.21M), Beacon Pointe Advisors LLC ($10.72M), Diversified Management Inc. ($2.54M), Morgan Dempsey Capital Management LLC ($967K), Susquehanna International Group LLP ($412K), Private Advisor Group LLC ($259K), and OLD Mission Capital LLC ($228K).Learn more on Morgan Dempsey Large Cap Value ETF's institutional investors.

Which institutional investors have been buying Morgan Dempsey Large Cap Value ETF's stock?

The following institutional investors have purchased Morgan Dempsey Large Cap Value ETF's stock in the last 24 months: Envestnet Asset Management Inc. ($291.65K), Diversified Management Inc. ($89.61K), Beacon Pointe Advisors LLC ($87.96K), Morgan Dempsey Capital Management LLC ($83.82K), Thrive Wealth Management LLC ($13.71K), OLD Mission Capital LLC ($8.03K), and Susquehanna International Group LLP ($5.30K).

How much institutional buying is happening at Morgan Dempsey Large Cap Value ETF?

Institutional investors have bought a total of 286,510 shares in the last 24 months. This purchase volume represents approximately $8.01M in transactions.

Which of Morgan Dempsey Large Cap Value ETF's major shareholders have been selling company stock?

The following institutional investors have sold Morgan Dempsey Large Cap Value ETF stock in the last 24 months: Thrive Wealth Management LLC ($6.43K), Morgan Dempsey Capital Management LLC ($2.25K), and Private Advisor Group LLC ($1.50K).

How much institutional selling is happening at Morgan Dempsey Large Cap Value ETF?

Institutional investors have sold a total of 10,185 shares in the last 24 months. This volume of shares sold represents approximately $288.88K in transactions.


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This page (BATS:MDLV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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