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Ballast Small/Mid Cap ETF (MGMT) Institutional Ownership

Ballast Small/Mid Cap ETF logo
$49.88 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Ballast Small/Mid Cap ETF (NYSEARCA:MGMT)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$3.61M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$465.99K
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Skip Chart & View Institutional Buying and Selling Data

MGMT Institutional Buying and Selling by Quarter

Ballast Small/Mid Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2026 Miller Global Investments LLC14,303$729K0.6%-1.9%0.397%
4/22/2026Janney Montgomery Scott LLC34,589$1.56M0.0%+6.2%0.955%
2/11/2026Janney Montgomery Scott LLC32,558$1.44M0.0%-1.2%0.944%
1/26/2026Nations Financial Group Inc. IA ADV24,883$1.10M0.1%-24.1%0.721%
1/5/2026 Miller Global Investments LLC16,020$710K0.6%N/A0.464%
12/18/2025Employees Retirement Fund of the City of Fort Worth56,800$2.50M1.2%N/A1.623%
10/28/2025Nations Financial Group Inc. IA ADV32,766$1.44M0.1%-4.3%0.936%
10/27/2025Harbor Investment Advisory LLC655$29K0.0%-40.2%0.019%
10/17/2025Atlas Brown Inc.5,000$220K0.1%N/A0.138%
7/17/2025Janney Montgomery Scott LLC39,006$1.54M0.0%+5.8%0.987%
7/1/2025Harbor Investment Advisory LLC1,095$43K0.0%-21.1%0.028%
5/7/2025Frontier Asset Management LLC16,770$647K0.2%-8.4%0.432%
4/17/2025Janney Montgomery Scott LLC36,858$1.42M0.0%-20.2%0.957%
2/7/2025Frontier Asset Management LLC18,315$762K0.3%-5.5%0.482%
1/16/2025Harbor Investment Advisory LLC1,241$52K0.0%-25.6%0.033%
1/10/2025Atlas Brown Inc.5,000$208K0.1%N/A0.132%
11/5/2024Nations Financial Group Inc. IA ADV34,250$1.32M0.1%-1.4%0.901%
10/29/2024Janney Montgomery Scott LLC46,110$1.78M0.0%+3.4%1.213%
8/8/2024Frontier Asset Management LLC19,240$690K0.3%+3.9%0.506%
7/29/2024Nations Financial Group Inc. IA ADV34,750$1.25M0.1%+5.5%0.914%
5/1/2024Janney Montgomery Scott LLC44,400$1.68M0.0%+69.6%1.168%
4/23/2024Nations Financial Group Inc. IA ADV32,950$1.25M0.1%+194.2%0.867%
4/23/2024Strategic Blueprint LLC6,039$229K0.0%-12.0%0.159%
2/8/2024Janney Montgomery Scott LLC26,184$969K0.0%+9.0%1.091%
11/13/2023Frontier Asset Management LLC24,402$841K0.4%-6.0%1.017%
11/8/2023Janney Montgomery Scott LLC24,026$828K0.0%-4.7%1.001%
11/8/2023Argent Trust Co27,430$945K0.1%-6.8%1.143%
10/18/2023Strategic Blueprint LLC6,972$240K0.0%-13.6%0.291%
8/10/2023Frontier Asset Management LLC25,958$918K0.4%+48.5%1.082%
7/26/2023Janney Montgomery Scott LLC25,213$891K0.0%+89.6%1.146%
5/12/2023Argent Trust Co42,380$1.41M0.1%-13.0%2.018%
5/10/2023Frontier Asset Management LLC17,476$583K0.3%+17.8%0.832%
4/28/2023Janney Montgomery Scott LLC13,295$444K0.0%+24.0%0.633%
2/15/2023Frontier Asset Management LLC14,834$471K0.2%-36.0%0.742%
2/10/2023Argent Trust Co48,689$1.55M0.1%-16.7%2.434%
2/7/2023Nations Financial Group Inc. IA ADV13,750$437K0.0%-4.8%0.688%
2/1/2023Janney Montgomery Scott LLC10,724$341K0.0%-5.1%0.536%
1/26/2023Boenning & Scattergood Inc.35,167$1.24M0.2%+5.1%1.675%
11/14/2022Nations Financial Group Inc. IA ADV14,450$420K0.1%N/A0.688%
10/25/2022Janney Montgomery Scott LLC11,305$328K0.0%-74.6%0.538%
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10/11/2022Boenning & Scattergood Inc.33,475$973K0.2%-5.3%1.594%
8/13/2022Frontier Asset Management LLC23,334$709K0.6%N/A1.167%
8/3/2022Janney Montgomery Scott LLC44,506$1.38M0.0%-1.4%2.225%
5/11/2022Argent Trust Co58,246$2.05M0.1%+70.1%3.236%


MGMT Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of Ballast Small/Mid Cap ETF shares: Employees Retirement Fund of the City of Fort Worth ($2.50M), Janney Montgomery Scott LLC ($1.56M), Nations Financial Group Inc. IA ADV ($1.10M), Miller Global Investments LLC ($729K), Frontier Asset Management LLC ($647K), and Atlas Brown Inc. ($220K), and Harbor Investment Advisory LLC ($29K).Learn more on Ballast Small/Mid Cap ETF's institutional investors.

The following institutional investors have purchased Ballast Small/Mid Cap ETF's stock in the last 24 months: Employees Retirement Fund of the City of Fort Worth ($56.80K), Miller Global Investments LLC ($16.02K), Atlas Brown Inc. ($10K), Janney Montgomery Scott LLC ($5.67K), Nations Financial Group Inc. IA ADV ($1.80K), and Frontier Asset Management LLC ($714.00).

Institutional investors have bought a total of 81,999 shares in the last 24 months. This purchase volume represents approximately $3.61M in transactions.

The following institutional investors have sold Ballast Small/Mid Cap ETF stock in the last 24 months: Nations Financial Group Inc. IA ADV ($9.37K), Harbor Investment Advisory LLC ($440.00), Janney Montgomery Scott LLC ($402.00), and Miller Global Investments LLC ($274.00).

Institutional investors have sold a total of 10,483 shares in the last 24 months. This volume of shares sold represents approximately $465.99K in transactions.


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This page (NYSEARCA:MGMT) was last updated on 7/5/2026 by MarketBeat.com Staff.
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