Ballast Small/mid Cap ETF
$50.96+0.2%
+$11.7M
Net Activity
+2.40% total shares
Institutions Holding
54
Popularity Rank
#5966
Avg Weight
0.52%
Total Value
$144.1M
54 institutions currently hold MGMT, with 25 net buyers and 20 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
20
Net Buying Institutions
25
Top 5 by Value
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Across its top 20 institutional holders, MGMT's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 19/100).
MGMT ranks #5966 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
MGMT is a top-conviction position for Englebert Financial Advisers, LLC — at 8.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in MGMT belongs to CPC Advisors, LLC, but the position matters far more to Englebert Financial Advisers, LLC, who has 8.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Raymond James Financial Inc has added to its MGMT position for two straight quarters, increasing it by $6.9M to reach $11.5M today.
HighTower Advisors, LLC has trimmed its MGMT position for two straight quarters, cutting it by $2.7M while still holding $2.1M.
MGMT is up 0.2% today, and institutions have been net buyers of $11.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$16.0M
Total Buy Value
$14.9M
Total Sell Value
25
Net Buyers
20
Net Sellers
MGMT
Q2 2026
Top 5 Institutional Movers
+$6.1M
+$4.5M
+$4.1M
-$4.1M
+$3.6M
MGMT does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
90470L550
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,583
Total reported value
$528.9B
Held by 4583 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Access MGMT's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/MGMTCLI
npx alphasmo stocks get MGMT