MDLV EA SERIES TRUST
FollowMORG DEM LAR ETF (fund)
9 managers (9 13F filers) reported a position in MDLV shares at 2026-03-31, 1,158,045 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 3
- Added
- 3
- Reduced
- 3
- Sold out
- 4
- Shares held by filers
- 1,158,045
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 552,181 | $16.7M | <0.01% | new | 13F-HRTimelineGroup |
| Beacon Pointe Advisors, LLC | 445,414 | $13.4M | 0.07% | +67,444 | 13F-HRTimeline |
| DIVERSIFIED MANAGEMENT INC | 91,279 | $2.75M | 0.47% | +1,670 | 13F-HRTimeline |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 27,092 | $817K | 0.37% | -7,011 | 13F-HRTimeline |
| GTS SECURITIES LLC | 15,507 | $468K | 0.02% | -13,520 | 13F-HRTimeline |
| Private Advisor Group, LLC | 8,590 | $259K | <0.01% | -1,501 | 13F-HRTimeline |
| HRT FINANCIAL LP | 8,586 | $258K | <0.01% | new | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 7,953 | $240K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 1,443 | $43.5K | <0.01% | +788 | 13F-HRTimelineGroup |