EA SERIES TRUST

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MDLV·02072L482·US·ETF

MDLV (EA SERIES TRUST) is held by 6 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($17.6M), Beacon Pointe Advisors, LLC ($15M), GOLDMAN SACHS GROUP INC ($244,217). Net institutional sentiment: Mixed.

6

Holders

(1 Elite)

$33.3M

Total Value

57% (7)

Consensus

4 buying - 3 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)68

Insider (Form 4)32

Activist (13D/13G)44

Congressional (STOCK Act)52

Holder Quality

88

★★★★★

Elite

86

★★★★

Strong

16

★★★

Solid

54

★★

Below

39

★

Weak

Held by 6 funds

1 elite

Who's Trading

Source dates: Price Oct 16, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for MDLV.

Top Holders

Top Holders (6)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	573,565(+3.9%)	$17.6M	0.0%	+3.56%	29
Beacon Pointe Advisors, LLC	Increased	489,664(+9.9%)	$15M	0.1%	+14.84%	31
GOLDMAN SACHS GROUP INC	Unchanged	7,953	$244,217	0.0%	+3.65%	0
JPMORGAN CHASE & CO	New	5,454	$168,583	0.0%	+1.24%	35
EP Wealth Advisors, LLC	New	5,213	$160,078	0.0%	+1.24%	31
UBS Group AG	Decreased	1,004(-30.4%)	$30,830	0.0%	+6.91%	0
HRT FINANCIAL LP	Exited	0(-100.0%)	$258,000	0.0%	+2.39%	0
Private Advisor Group, LLC	Exited	0(-100.0%)	$259,120	0.0%	+25.07%	0

MDLVEA SERIES TRUST

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer