Skip to content

MDLV EA SERIES TRUST

Follow

MORG 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.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC507,384$14.2M<0.01%+62,85613F-HRTimelineGroup
Beacon Pointe Advisors, LLC360,651$10.1M0.09%+95,05913F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC31,347$878K0.39%+12,10013F-HRTimeline
Atria Investments, Inc24,978$699K0.01%new13F-HRTimeline
Private Advisor Group, LLC15,488$434K<0.01%+3,39413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,729$412K<0.01%+5,30013F-HRTimelineGroup
Thrive Wealth Management, LLC13,710$384K0.06%new13F-HRTimeline
GTS SECURITIES LLC12,041$337K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,855$192K<0.01%new13F-HR/ATimelineGroup