MGMT

Ballast Small/mid Cap ETF$48.46 1.62%
UnclassifiedUSCUSIP 90470L550· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
27
+3 QoQ
13F Value (tracked)
$48.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)4 adding · 4 trimming
Insider net (180d)$0

Price & smart-money activity

$48.46 1.62%5Y +35.1%
$27.09$33.23$39.37$45.51$51.6520212022202320242025202622224253524522464855
Hover for who · click for detailEnd-of-day closing prices52w $38.45 – $50.03
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Use MGMT data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns MGMT

This stock page is the Follow view. The Build view lets your agent query MGMT owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MGMT"
Ask your agent
Use Arkolith to show who owns MGMT,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

27 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Rockefeller Capital Management L.P.
$9.6M
214K
+2.1%
Added · +4K sh
Q1 2026
2Dakota Wealth Management
$6.6M
145K
−2.2%
Reduced · −3K sh
Q1 2026
3RAYMOND JAMES FINANCIAL INC
$5.4M
120K
+14%
Added · +15K sh
Q1 2026
4Equitable Holdings, Inc.
$4.1M
91K
New
+91K sh
Q1 2026
5HighTower Advisors, LLC
$3.6M
81K
−25%
Reduced · −27K sh
Q1 2026
6ENVESTNET ASSET MANAGEMENT INC
$3.6M
79K
+0.8%
Added · +638 sh
Q1 2026
7Waverly Advisors, LLC
$2.7M
60K
−24%
Reduced · −19K sh
Q1 2026
8Steward Partners Investment Advisory, LLC
$2.2M
49K
+24%
Added · +10K sh
Q1 2026
9HB Wealth Management, LLC
$1.8M
41K
+790%
Added · +36K sh
Q1 2026
10Argent Trust Co
$1.7M
39K
+5.5%
Added · +2K sh
Q1 2026
11BENJAMIN EDWARDS INC
$1.2M
27K
+0.8%
Added · +213 sh
Q1 2026
12NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$1.1M
25K
Held
Q1 2026
13SUSQUEHANNA INTERNATIONAL GROUP, LLP
$902K
20K
+33%
Added · +5K sh
Q1 2026
14Krilogy Financial LLC
$670K
14K
−8.5%
Reduced · −1K sh
Q1 2026
15Pure Financial Advisors, LLC
$609K
14K
−3.9%
Reduced · −547 sh
Q1 2026
16Verdence Capital Advisors LLC
$570K
13K
New
+13K sh
Q1 2026
17STIFEL FINANCIAL CORP
$502K
11K
−89%
Reduced · −94K sh
Q1 2026
18Sanctuary Advisors, LLC
$334K
7K
Held
Q1 2026
19SAPIENT CAPITAL LLC
$276K
6K
New
+6K sh
Q1 2026
20LPL Financial LLC
$218K
5K
−15%
Reduced · −853 sh
Q1 2026
21FIFTH THIRD BANCORP
$164K
4K
New
+4K sh
Q1 2026
22MORGAN STANLEY
$63K
1K
+408%
Added · +1K sh
Q1 2026
23UBS Group AG
$16K
346
−25%
Reduced · −116 sh
Q1 2026
24OSAIC HOLDINGS, INC.
$14K
300
−23%
Reduced · −89 sh
Q1 2026
25JPMORGAN CHASE & CO
$4K
99
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
3
funds
Added
1
funds
Reduced
4
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

28 funds+20 since Q2 2022
01428Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $51.8M

Share classes

Class13F holdersValue held
OAIMmc30 funds$201.9M
MGMTthis pagemc28 funds$51.8M
OACPmc19 funds$152.6M
OALCmc18 funds$123.0M
OAEMmc17 funds$46.8M
ABEQETFs13 funds$90.4M
OASCcs8 funds$52.0M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own MGMT also own

CompanyCo-held byCombined value
SS SPDR S&P 500 ETF TRUST-USSPY14 funds$4.2B
NVIDIA CORPNVDA14 funds$4.1B
MICROSOFT CORPMSFT14 funds$4.0B
VANGUARD TOTAL STOCK MKT ETFVTI14 funds$3.6B
ISHARES CORE S&P 500 ETFIVV14 funds$3.2B
ALPHABET INC-CL AGOOGL14 funds$2.9B
ELI LILLY & COLLY14 funds$2.4B
BROADCOM INCAVGO14 funds$2.1B
VANGUARD DIVIDEND APPREC ETFVIG14 funds$2.1B
VANGUARD S&P 500 ETFVOO14 funds$2.0B
JPMORGAN CHASE & COJPM14 funds$1.9B
META PLATFORMS INC-CLASS AMETA14 funds$1.7B

Ranked by how many of MGMT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MGMT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.