Morgan Dempsey Lc Value ETF
$31.86+0.1%
+$2.8M
Net Activity
+6.50% total shares
Institutions Holding
11
Popularity Rank
#9853
Avg Weight
0.09%
Total Value
$37.9M
11 institutions currently hold MDLV, with 7 net buyers and 5 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
5
Net Buying Institutions
7
Top 5 by Value
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Across its top 11 institutional holders, MDLV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 31/100).
MDLV ranks #9853 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
11 institutions disclose a position in MDLV, but none treat it as a major bet — even Diversified Management Inc, its most concentrated holder, allocates just 0.6% of its own portfolio to it.
Beacon Pointe Advisors, LLC has added to its MDLV position for two straight quarters, increasing it by $4.3M to reach $15.0M today.
Gts Securities LLC has trimmed its MDLV position for two straight quarters, cutting it by $587.4K while still holding $236.0K.
MDLV is up 0.1% today, and institutions have been net buyers of $2.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$3.4M
Total Buy Value
$1.0M
Total Sell Value
7
Net Buyers
5
Net Sellers
MDLV
Q2 2026
Top 5 Institutional Movers
+$1.6M
+$956.4K
+$614.2K
-$263.8K
-$259.1K
MDLV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
02072L482
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,114
Total reported value
$649.2B
Held by 4114 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,113
Total reported value
$279.5B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,111
Total reported value
$712.5B
Held by 4111 institutions — one of the most-tracked stocks on AlphaSMO
Access MDLV's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/MDLVCLI
npx alphasmo stocks get MDLVFull API & MCP documentation →