MDLV EA SERIES TRUST
FollowMORG DEM LAR ETF (fund)
10 managers (10 13F filers) reported a position in MDLV shares at 2025-12-31, 583,197 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 2
- Added
- 3
- Reduced
- 4
- Sold out
- 2
- Shares held by filers
- 583,197
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 377,970 | $10.7M | 0.08% | +17,319 | 13F-HRTimeline |
| DIVERSIFIED MANAGEMENT INC | 89,609 | $2.54M | 0.59% | 13F-HRTimeline | |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 34,103 | $967K | 0.47% | +2,756 | 13F-HRTimeline |
| GTS SECURITIES LLC | 29,027 | $823K | 0.03% | +16,986 | 13F-HRTimeline |
| Atria Investments, Inc | 18,087 | $513K | 0.01% | -6,891 | 13F-HRTimeline |
| Private Advisor Group, LLC | 10,091 | $286K | <0.01% | -5,397 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 8,342 | $237K | <0.01% | -6,387 | 13F-HRTimelineGroup |
| OLD MISSION CAPITAL LLC | 8,034 | $228K | 0.01% | new | 13F-HRTimeline |
| Thrive Wealth Management, LLC | 7,279 | $206K | 0.03% | -6,431 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 655 | $18.6K | <0.01% | new | 13F-HRTimelineGroup |