Morgan Dempsey Large Cap Value ETF
Limited financial coverage for MDLV.
Not enough data to compute a meaningful composite — typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available stats still render below.
Price Chart
About the company
This actively managed exchange-traded fund (ETF) aims to achieve its investment goals by investing in dividend-distributing companies that its sub-adviser, Morgan Dempsey Capital Management, LLC, deems to be attractively valued. Normally, at least 80% of the fund's net assets will be allocated to equity securities of large-capitalization companies, specifically defined as firms with a market capitalization exceeding $25 billion.
- IPO
- 2023
- HQ
- Milwaukee, WI, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $39.58M
- Div Yield
- 2.68%
- 52W High
- $32.17
- 52W Low
- $27.37
- 50D MA
- $31.33
- 200D MA
- $30.67
- Beta
- 0.41
- RSI (14)
- 43
- Avg Volume
- 9.04K
No earnings-call transcripts are available for MDLV yet.
- Free Float
- 0.0%
- Shares Outstanding
- 1.30M
- Float Shares
- 0
of shares held by institutions
9 13F filers
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Envestnet Asset Management Inc | 573.57K | ▲ 21.38K |
| Beacon Pointe Advisors, LLC | 489.66K | ▲ 44.25K |
| Mirae Asset Securities (Usa) Inc. | 20.00K | ▲ 20.00K |
| Morgan Dempsey Capital Management LLC | 18.02K | ▼ 9.07K |
| Atria Investments, Inc | 8.26K | ▲ 8.26K |
| Goldman Sachs Group Inc | 7.95K | 0 |
| Gts Securities LLC | 7.68K | ▼ 7.82K |
| Jpmorgan Chase & Co | 5.45K | ▲ 5.45K |
| Ep Wealth Advisors, LLC | 5.21K | ▲ 5.21K |
| Ubs Group AG | 1.00K | ▼ 439 |
Our MDLV coverage
Recent articles, reports, and earnings notes.
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