MGMT

Ballast Small/mid Cap ETF

+$5.9M

Net Activity

Institutions Holding

48

Popularity Rank

#6101

Avg Weight

0.59%

Total Value

$124.6M

Ownership Trend

48 institutions currently hold MGMT, with 26 net buyers and 13 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

13

Net Buying Institutions

26

Key Holders

Key Holders

Top 5 by Value

CA
CPC Advisors, LLC
$30.4M
RC
Rockefeller Capital Management L.P.
$9.6M
EF
Englebert Financial Advisers, LLC
$7.7M
HW
Hedeker Wealth, LLC
$7.3M
FC
First City Capital Management, Inc.
$6.6M

Top 5 by Conviction

EF
Englebert Financial Advisers, LLC
8.76%
CA
CPC Advisors, LLC
4.94%
FC
First City Capital Management, Inc.
3.49%
CA
Commerce Advisors, LLC
2.19%
HW
Hedeker Wealth, LLC
1.55%
View all 48 holding institutions

Quarterly Activity

Recent Activity

+$100.8M

Total Buy Value

$22.6M

Total Sell Value

New buy6
Trim11
Add20
Sold out2

26

Net Buyers

13

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding BALLAST SMALL/MID CAP ETF (MGMT)?
Major stakeholders currently include CPC Advisors, LLC ($30.4M), Rockefeller Capital Management L.P. ($9.6M), Englebert Financial Advisers, LLC ($7.7M). Based on the latest 13F filings, there are a total of 48 tracked investment funds and institutions maintaining positions in MGMT.
What is the overall institutional sentiment toward MGMT recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $5.9M, driven by 26 managers accumulating shares while 13 reduced their exposure.
Which institutions have been selling or reducing their MGMT positions?
In the latest period, 11 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $22.6M.
Are there any notable investors adding MGMT to their portfolios?
Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 20 existing holders added to their shares. The total reported buy value for the quarter amounted to $100.8M.

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