MGMT UNIFIED SER TR
FollowBALLAST SMLMD CP (fund)
Filings received so far for Q3 2026: 10 13F filers report a position in MGMT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Weaver Consulting Group | 150,908 | $7.32M | 1.42% | +970 | 13F-HRTimeline |
| Cape Investment Advisory, Inc. | 81,520 | $3.95M | 1.02% | +90 | 13F-HRTimeline |
| Miller Global Investments, LLC | 14,227 | $690K | 0.56% | -76 | 13F-HRTimeline |
| Krilogy Financial LLC | 12,141 | $596K | 0.02% | -185 | 13F-HRTimeline |
| SAPIENT CAPITAL LLC | 9,347 | $453K | 0.01% | +1,505 | 13F-HRTimeline |
| Tactive Advisors, LLC | 8,328 | $404K | 0.1% | -1,394 | 13F-HRTimeline |
| Atlas Brown,Inc. | 5,000 | $243K | 0.06% | 0 | 13F-HRTimeline |
| Vann Equity Management LLC | 4,472 | $217K | 0.13% | +86 | 13F-HRTimeline |
| HARBOR INVESTMENT ADVISORY, LLC | 655 | $31.8K | <0.01% | 0 | 13F-HRTimeline |
| Rydar Equities, Inc. | 56 | $2.75K | <0.01% | new | 13F-HRTimeline |