Ballast Small/Mid Cap ETF (MGMT) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for MGMT. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Consolidated Planning | 685,108 | $35M | INCREASED |
| Raymond James Financial | 225,715 | $12M | INCREASED |
| Rockefeller Capital Management | 201,381 | $10M | DECREASED |
| Hedeker Wealth | 169,432 | $9M | INCREASED |
| Englebert Financial Advisers | 168,140 | $9M | DECREASED |
Full institutional holdings, insider history, and congressional trades for Ballast Small/Mid Cap ETF on SentiSense.