§ EQUITY
USDMGMT
BALLAST SMALL/MID CAP ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| CPC Advisors, LLC | 675K | 4.9% | +0% |
| Rockefeller Capital Management L.P. | 214K | 0.0% | +2% |
| Englebert Financial Advisers, LLC | 171K | 8.8% | +14% |
| Hedeker Wealth, LLC | 162K | 1.5% | +32% |
| First City Capital Management, Inc. | 146K | 3.5% | +1% |
| Weaver Consulting Group | 144K | 1.6% | +7% |
◇ AC INTELLIGENCE
Top institutional owners for MGMT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.3% · 40 holders
INCOME / DEFENSIVE2.1% · 1 holder
DEALER / BANK0.5% · 5 holders
SYSTEMATIC / QUANT0.2% · 1 holder
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MGMT in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MGMT yet.