IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Morgan Dempsey LC Value ETF (MDLV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Diversified Management Inc
INCREASED
Shares100,481 from 96,481
Change+4,000 (+4%)
Value$3.0M (+$47.4K)
Filed 2026-10-08
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$614.2K)
Filed 2026-10-15
Atria Investments, Inc
CLOSED
Shares0 from 8,263
Change-8,263 (-100%)
Value$0 (-$253.7K)
Filed 2026-10-15
Envestnet Asset Management Inc
N/A
Shares— from 573,565
Change-573,565 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 489,664
Change-489,664 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 18,021
Change-18,021 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,953
Change-7,953 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 7,685
Change-7,685 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,454
Change-5,454 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,213
Change-5,213 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
Status
Diversified Management Inc
INCREASED100,48196,481+4,000+4%$3.0M$3.0M+$47.4K2026-10-08
Mirae Asset Securities (USA) Inc.
CLOSED020,000-20,000-100%$614.2K$0-$614.2K2026-10-15
Atria Investments, Inc
CLOSED08,263-8,263-100%$253.7K$0-$253.7K2026-10-15
Envestnet Asset Management Inc
N/A—573,565-573,565-100%$17.6M———
Beacon Pointe Advisors, LLC
N/A—489,664-489,664-100%$15.0M———
Morgan Dempsey Capital Management LLC
N/A—18,021-18,021-100%$553.4K———
Goldman Sachs Group Inc
N/A—7,953-7,953-100%$244.2K———
GTS Securities LLC
N/A—7,685-7,685-100%$236.0K———
JPMorgan Chase & Co
N/A—5,454-5,454-100%$168.6K———
EP Wealth Advisors, LLC
N/A—5,213-5,213-100%$160.1K———
UBS Group AG
N/A—1,004-1,004-100%$30.8K———
Showing 11 of 11 institutions