BALLAST SMALL/MID CAP ETF (MGMT) Institutional Ownership Changes & 13F Activity

BALLAST SMALL/MID CAP ETF (MGMT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Commerce Advisors, Llc, Gts Securities Llc, Rockefeller Capital Management L.P., and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+2,937+3.7%82,202$4.19MQ2 2026Sep 23, 2026
Citadel Advisors LlcBuy+12,026—12,026$612.85KQ2 2026Sep 02, 2026
Pure Financial Advisors, LlcBuy+122+0.9%13,629$694.54KQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+106,116+88.7%225,715$11.50MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+25,495—25,495$1.30MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+10,060—10,060$512.00KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-2,573-4.3%57,215$2.92MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+286—286$14.45KQ2 2026Aug 14, 2026
Rockefeller Capital Management L.P.Sell-12,326-5.8%201,381$10.26MQ2 2026Aug 13, 2026
Morgan StanleySell-790-57.0%596$30.37KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-165-0.3%49,148$2.50MQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+6,493—6,493$328.97KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-560-5.0%10,575$538.90KQ2 2026Aug 12, 2026
Dakota Wealth ManagementSell-402-0.3%145,061$7.39MQ2 2026Aug 07, 2026
Blackrock, Inc.Buy+249—249$12.68KQ2 2026Aug 07, 2026
Lpl Financial LlcSell-249-5.1%4,593$234.06KQ2 2026Aug 07, 2026
Frontier Asset Management, LlcSell-3,459-40.0%5,194$264.67KQ2 2026Aug 06, 2026
Verabank, N.A.Sell-3,335-44.0%4,238$215.97KQ2 2026Aug 06, 2026
Heritage Trust CoBuy+1,609+12.1%14,886$758.59KQ2 2026Aug 06, 2026
Vann Equity Management LlcSell-3,274-42.7%4,386$223.51KQ2 2026Aug 05, 2026
Janney Montgomery Scott LlcBuy+1,196+3.5%35,785$1.82MQ2 2026Aug 05, 2026
Commerce Advisors, LlcBuy+74,347+128.6%132,153$6.73MQ2 2026Aug 04, 2026
Hedeker Wealth, LlcBuy+7,072+4.4%169,432$8.63MQ2 2026Aug 04, 2026
Weaver Consulting GroupBuy+5,770+4.0%149,938$7.64MQ2 2026Jul 29, 2026
Verdence Capital Advisors LlcBuy+832+6.6%13,465$686.18KQ2 2026Jul 29, 2026
Krilogy Financial LlcSell-1,903-13.4%12,326$628.12KQ2 2026Jul 27, 2026
Cpc Advisors, LlcBuy+10,420+1.5%685,108$34.91MQ2 2026Jul 24, 2026
Benjamin Edwards IncSell-209-0.8%26,963$1.37MQ2 2026Jul 24, 2026
Cape Investment Advisory, Inc.Buy+197+0.2%81,430$4.15MQ2 2026Jul 23, 2026
Englebert Financial Advisers, LlcSell-2,613-1.5%168,140$8.57MQ2 2026Jul 22, 2026
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Frequently asked questions about MGMT activity

  • Which institutional owners are buying MGMT?

    Institutional owners buying MGMT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MGMT activity?

    "Buy" means an investor increased their reported position in MGMT compared to the prior reporting period. This reflects growing exposure to BALLAST SMALL/MID CAP ETF (MGMT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MGMT increasing?

    Institutional interest in MGMT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

MGMT Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet