MGMT

BALLAST SMALL/MID CAP ETF

Who Owns This Stock

Who Owns MGMT

Other99.8%43 holders

Based on Q4 2025 13F filings + AC behavioral model

47 institutional holders

Top Holders

1.▲Consolidated Planning Corpother_unclassified

+2.3%$29845.8B

2.★Rockefeller Capital Management L.P.other_unclassified

$9277.8B

3.★Englebert Financial Advisers, LLCother_unclassified

$6651.7B

4.★Dakota Wealth Managementother_unclassified

$6592.7B

5.▲First City Capital Management, Inc.other_unclassified

+3.5%$6428.8B

6.▼Weaver Consulting Groupother_unclassified

-1.5%$5965.5B

7.▼Hedeker Wealth, LLCother_unclassified

-2.3%$5468.8B

8.▲HighTower Advisors, LLCother_unclassified

+21.6%$4751.6B

9.▼RAYMOND JAMES FINANCIAL INCother_unclassified

-0.9%$4168.7B

10.▼STIFEL FINANCIAL CORPother_unclassified

-20.0%$4152.9B

11.★Cape Investment Advisory, Inc.other_unclassified

$3581.5B

12.★Waverly Advisors, LLCother_unclassified

$3502.3B

13.▼ENVESTNET ASSET MANAGEMENT INCother_unclassified

-3.1%$3485.5B

14.▲Thomasville National Bankdealer_bank

+2.6%$3072.3B

15.▲Tactive Advisors, LLCother_unclassified

+17.2%$2729.4B

16.Employees' Retirement Fund of the City of Fort Worthincome_defensive

0.0%$2517.9B

17.▼Steward Partners Investment Advisory, LLCother_unclassified

-0.0%$1759.2B

18.▲Argent Trust Coother_unclassified

+5.5%$1626.0B

19.▼BENJAMIN EDWARDS INCother_unclassified

-1.2%$1195.1B

20.▼NATIONS FINANCIAL GROUP INC, /IA/ /ADVother_unclassified

-24.1%$1103.1B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Mild Selling Pressure

Other(99.8%)

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Dealer / Bank(0.1%)

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Facilitating

Quality / Compounder(0.0%)

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Holds through

0% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Market data provided by TradingView and Finnhub.