Ballast Small Mid Cap Etf
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 7 superinvestors own shares of Ballast Small Mid Cap Etf (MGMT), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ballast Small Mid Cap Etf (MGMT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Ballast Small Mid Cap Etf (MGMT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Ballast Small Mid Cap Etf (MGMT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AMJ Sarabia@First City Capital Management, Inc.
| 3.38% | $6.337M 152,399 shares@ 41.59 avg price | Increased 10.1% |
travis weaver@Weaver Consulting Group
| 1.51% | $4.89M 117,593 shares@ 41.59 avg price | Increased 43.96% |
Amanda Glidden@Thomasville National Bank
| 0.24% | $3.258M 78,349 shares@ 41.59 avg price | Increased 1.67% |
Erin E Antill@Janney Montgomery Scott Llc
| 0.01% | $1.922M 46,210 shares@ 41.6 avg price | Increased 0.22% |
W. Travis McKinney@Hb Wealth Management, Llc
| 0.01% | $457,184 10,994 shares@ 41.59 avg price | Increased 0.02% |
Cherri Lamkin@Atlas Brown,inc.
| 0.08% | $207,925 5,000 shares@ 41.59 avg price | New Position |
Raymond P Dean@Harbor Investment Advisory, Llc
| 0.01% | $51,607 1,241 shares@ 41.59 avg price | Decreased -25.59% |