MGMT

Ballast Small Mid Cap Etf

Latest period2026 - Q1Total superinvestors48

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 48 superinvestors own shares of Ballast Small Mid Cap Etf (MGMT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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
Gregory Phillips@Cpc Advisors, Llc Recent Activity Increased 0.22%	4.94%	$30.441M 674,688 shares@ 45.12 avg price	Increased 0.22%
Rizwan Mirza@Rockefeller Capital Management L.p. Recent Activity Increased 2.12%	0.02%	$9.642M 213,707 shares@ 45.12 avg price	Increased 2.12%
Jamie Englebert@Englebert Financial Advisers, Llc Recent Activity Increased 13.8%	8.77%	$7.704M 170,753 shares@ 45.12 avg price	Increased 13.8%
Dean R. Hedeker@Hedeker Wealth, Llc Recent Activity Increased 31.61%	1.55%	$7.325M 162,360 shares@ 45.12 avg price	Increased 31.61%
AMJ Sarabia@First City Capital Management, Inc. Recent Activity Increased 0.73%	3.5%	$6.591M 146,074 shares@ 45.12 avg price	Increased 0.73%
Kayla Berg@Dakota Wealth Management Recent Activity Decreased -2.18%	0.15%	$6.563M 145,463 shares@ 45.12 avg price	Decreased -2.18%
Travis J Weaver@Weaver Consulting Group Recent Activity Increased 7.14%	1.56%	$6.505M 144,168 shares@ 45.12 avg price	Increased 7.14%
Rachel Jacobson@Raymond James Financial Inc Recent Activity Increased 14.11%	0.01%	$5.396M 119,599 shares@ 45.12 avg price	Increased 14.11%
Anthony Bruccoleri@Equitable Holdings, Inc. Recent Activity New Position	0.03%	$4.103M 90,939 shares@ 45.12 avg price	New Position
Joseph C. Gissy@Tactive Advisors, Llc Recent Activity Increased 32.77%	1.04%	$3.688M 81,744 shares@ 45.12 avg price	Increased 32.77%

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