MDLV institutional holders
EA SERIES TRUST · 13F, 2026Q2
| Managers holding | 11 |
|---|---|
| Shares held | 1,233,303 |
| Reported value | $37.9m |
| Quarter flows | 4 new, 3 added, 3 trimmed, 2 exited |
Top 11 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 573,565 | $17.6m | 0.0% |
| Beacon Pointe Advisors, LLC | 489,664 | $15.0m | 0.1% |
| DIVERSIFIED MANAGEMENT INC | 96,481 | $3.0m | 0.6% |
| MIRAE ASSET SECURITIES (USA) INC. | 20,000 | $614,150 | 0.0% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 18,021 | $553,387 | 0.2% |
| Atria Investments, Inc | 8,263 | $253,736 | 0.0% |
| GOLDMAN SACHS GROUP INC | 7,953 | $244,217 | 0.0% |
| GTS SECURITIES LLC | 7,685 | $235,991 | 0.0% |
| JPMORGAN CHASE & CO | 5,454 | $168,583 | 0.0% |
| EP Wealth Advisors, LLC | 5,213 | $160,078 | 0.0% |
| UBS Group AG | 1,004 | $30,830 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("MDLV"). MDLV price history · All 13F data