MGMT

Ballast Small Mid Cap Etf

Latest period2026 - Q2Total superinvestors7

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. 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

SuperinvestorPortfolio %Reported Value
AMJ Sarabia@First City Capital Management, Inc.
Recent Activity
Increased 3.12%
3.74%
$7.676M
150,619 shares@ 50.96 avg price
Michelle Krick@Miller Global Investments, Llc
Recent Activity
Decreased -1.87%
0.61%
$728,881
14,303 shares@ 50.97 avg price
Joseph C. Gissy@Tactive Advisors, Llc
Recent Activity
Decreased -88.1%
0.13%
$495,433
9,722 shares@ 50.96 avg price
Maximiliaan Rijkenberg@Sapient Capital Llc
Recent Activity
Increased 28.12%
0.01%
$399,628
7,842 shares@ 50.96 avg price
Cherri Lamkin@Atlas Brown,inc.
Recent Activity
0.07%
$254,800
5,000 shares@ 50.96 avg price
Alex Lee@Allied Private Wealth Llc
Recent Activity
New Position
0.12%
$183,892
3,715 shares@ 49.5 avg price
Raymond P. Dean@Harbor Investment Advisory, Llc
Recent Activity
0.01%
$33,379
655 shares@ 50.97 avg price

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