BALLAST SMALL/MID CAP ETF (MGMT) Institutional Ownership and Insiders Activity
BALLAST SMALL/MID CAP ETF (MGMT) is widely held by institutional investors, with 49 firms reporting positions valued at approximately $127.08M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Cpc Advisors, Llc is the largest disclosed holder, reporting approximately $33.59M in MGMT holdings in its latest filing.
Institutional Holders
49
Total Reported Value
$127.08M
Largest Holder
Cpc Advisors, Llc
Largest Position
$33.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
7
Funds Exiting Positions
5
Top Institutional Owners
View allInvestorReported Balance
- Cpc Advisors, Llc$33.59M
- Raymond James Financial Inc$11.50M
- Rockefeller Capital Management L.P.$10.26M
- Hedeker Wealth, Llc$8.95M
- Englebert Financial Advisers, Llc$7.92M
MGMT News
All news- First City Capital Management: Significant ETF Purchases and Stable Holdings in Q2 2026
Jul 15, 2026 · valut.ai