Ballast Small/Mid Cap ETF (MGMT)
ETF ยท NYSE Arca
Ballast Small/Mid Cap ETF (MGMT) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 30, 2020.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- November 30, 2020
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 53 institutions reported holding MGMT, with 2.8 million shares worth $142.0 million in aggregate. The largest reported holder was Consolidated Planning, with 685,108 shares worth $34.9 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Consolidated Planning | 685,108 | $35M | Added 1.54% |
| Raymond James Financial | 225,715 | $12M | Added 88.73% |
| Rockefeller Capital Management | 201,381 | $10M | Reduced 5.77% |
| Hedeker Wealth | 169,432 | $9M | Added 4.36% |
| Englebert Financial Advisers | 168,140 | $9M | Reduced 1.53% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is MGMT?
Ballast Small/Mid Cap ETF (MGMT) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 30, 2020.
Who are the largest institutional holders of MGMT?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of MGMT were Consolidated Planning, Raymond James Financial and Rockefeller Capital Management.
How many institutions own MGMT?
53 institutions reported a position in MGMT for the quarter ended June 30, 2026, worth $142.0 million in total.
Did institutions buy or sell MGMT last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for MGMT.
Every reported institutional holder, plus insider and congressional trades in MGMT, on SentiSense.