EP Wealth Advisors’s Morgan Dempsey Large Cap Value ETF MDLV Stock Holding History

EP Wealth Advisors’s Portfolio MDLV Stock Details MDLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$160K	Buy	+5,213	New	+$160K	﹤0.01%	1571

Other funds holding MDLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

MDCM

Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $233M AUM 24.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EP Wealth Advisors's MDLV Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Morgan Dempsey Large Cap Value ETF (MDLV) in Q2 2026: 5,213 shares worth $160K. The stake represents ﹤0.01% of the portfolio and ranks #1571 among its holdings.

11 funds tracked by Wall St. Rank hold MDLV as of Q2 2026.

EP Wealth Advisors held 5,213 shares of Morgan Dempsey Large Cap Value ETF worth $160K as of Q2 2026.
Morgan Dempsey Large Cap Value ETF was a new EP Wealth Advisors position in Q2 2026.
Morgan Dempsey Large Cap Value ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1571 holding.
11 funds tracked by Wall St. Rank held Morgan Dempsey Large Cap Value ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.