Who Owns Morgan Dempsey Large Cap Value ETF (MDLV)?Hedge Fund & Institutional Holders
Institutional Holders
10
as of Q4 2025
Total Institutional Value
$9.67000227000206e+26T
% of Float Held
—
QoQ Change in Holders
+3 / -1
Price History
MDLV — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | New Position | +8K | +$227.0M |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | Increased | +3K | +$89.3M |
| UBS Group AG | New Position | +655 | +$18.0M |
| DIVERSIFIED MANAGEMENT INC | New Position | +90K | +$2.5M |
| GTS SECURITIES LLC | Increased | +17K | +$-337.1M |
| Beacon Pointe Advisors, LLC | Increased | +17K | +$-10.1B |
MDLV — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Atria Investments, Inc | Decreased | -7K | -$699.4M |
| Private Advisor Group, LLC | Decreased | -5K | -$433.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -6K | -$412.4M |
| Thrive Wealth Management, LLC | Decreased | -6K | -$177.9M |
| MORGAN STANLEY | Closed Position | -7K | -$191K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 34,103 | $967.0M | 0.47% | Share |
| 2 | OLD MISSION CAPITAL LLC | 8,034 | $227.0M | 0.01% | Share |
| 3 | Thrive Wealth Management, LLC | 7,279 | $206.0M | 0.03% | Share |
| 4 | UBS Group AG | 655 | $18.0M | 0.00% | Share |
| 5 | Beacon Pointe Advisors, LLC | 377,970 | $10.0M | 0.07% | Share |
| 6 | DIVERSIFIED MANAGEMENT INC | 89,609 | $2.5M | 0.59% | Share |
| 7 | GTS SECURITIES LLC | 29,027 | $0 | 0.00% | Share |
| 8 | Atria Investments, Inc | 18,087 | $0 | 0.00% | Share |
| 9 | Private Advisor Group, LLC | 10,091 | $0 | 0.00% | Share |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,342 | $0 | 0.00% | Share |
MDLV Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 10 | $1.4B | +2 |
| Q3 2025 | 8 | $13.2B | +2 |
| Q2 2025 | 6 | $13.3B | +1 |
| Q1 2025 | 5 | $18.6B | -1 |
| Q4 2024 | 6 | $18.7B | +0 |
| Q3 2024 | 6 | $6.8T | +0 |
| Q2 2024 | 6 | $5.4T | +0 |
| Q1 2024 | 6 | $5.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 10 institutional investors hold MDLV (Morgan Dempsey Large Cap Value ETF). The largest holder is MORGAN DEMPSEY CAPITAL MANAGEMENT LLC with $967.0M in shares. This quarter, 3 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own MDLV?
As of Q4 2025, 10 institutional investors report holding MDLV (Morgan Dempsey Large Cap Value ETF) in their 13F filings.
Who is the largest institutional holder of MDLV?
The largest institutional holder of MDLV is MORGAN DEMPSEY CAPITAL MANAGEMENT LLC with $967.0M in shares.
Is institutional ownership of MDLV increasing or decreasing?
This quarter, 3 institutions opened new positions in MDLV and 1 closed their positions.