Morgan Dempsey Large Cap Value ETF (MDLV) Institutional Ownership $27.72 +0.18 (+0.65%) As of 10/17/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Morgan Dempsey Large Cap Value ETF (NYSEARCA:MDLV)Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$9.82MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$111.89K Get MDLV Insider Trade Alerts Want to know when executives and insiders are buying or selling Morgan Dempsey Large Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data MDLV Institutional Buying and Selling by Quarter Morgan Dempsey Large Cap Value ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails10/7/2025 Thrive Wealth Management LLC13,710$384K0.1%N/A1.172% 8/13/2025Beacon Pointe Advisors LLC265,592$7.16M0.1%+12.7%27.381% 8/1/2025Envestnet 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% (Data available from 1/1/2016 forward) 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. ($11.99M), MCIA Inc ($8.35M), Beacon Pointe Advisors LLC ($7.16M), Morgan Dempsey Capital Management LLC ($519K), and Thrive Wealth Management LLC ($384K), Private Advisor Group LLC ($337K).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. ($228.79K), Morgan Dempsey Capital Management LLC ($104.96K), Beacon Pointe Advisors LLC ($77.56K), MCIA Inc ($41.48K), Thrive Wealth Management LLC ($13.71K), and Private Advisor Group LLC ($385.00). How much institutional buying is happening at Morgan Dempsey Large Cap Value ETF? Institutional investors have bought a total of 372,870 shares in the last 24 months. This purchase volume represents approximately $9.82M 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: Morgan Dempsey Capital Management LLC ($2.25K), and Private Advisor Group LLC ($1.98K). How much institutional selling is happening at Morgan Dempsey Large Cap Value ETF? Institutional investors have sold a total of 4,233 shares in the last 24 months. This volume of shares sold represents approximately $111.89K in transactions. 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