MDLV EA SERIES TRUST
FollowMORG DEM LAR ETF (fund)
9 managers (9 13F filers) reported a position in MDLV shares at 2025-09-30, 987,183 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 4
- Added
- 5
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 987,183
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 507,384 | $14.2M | <0.01% | +62,856 | 13F-HRTimelineGroup |
| Beacon Pointe Advisors, LLC | 360,651 | $10.1M | 0.09% | +95,059 | 13F-HRTimeline |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 31,347 | $878K | 0.39% | +12,100 | 13F-HRTimeline |
| Atria Investments, Inc | 24,978 | $699K | 0.01% | new | 13F-HRTimeline |
| Private Advisor Group, LLC | 15,488 | $434K | <0.01% | +3,394 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 14,729 | $412K | <0.01% | +5,300 | 13F-HRTimelineGroup |
| Thrive Wealth Management, LLC | 13,710 | $384K | 0.06% | new | 13F-HRTimeline |
| GTS SECURITIES LLC | 12,041 | $337K | 0.01% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 6,855 | $192K | <0.01% | new | 13F-HR/ATimelineGroup |