Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns MGMT (MGMT)


Which tracked institutional funds hold MGMT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MGMT company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

48
Institutional holders
2,761,667
Shares held (tracked funds)

How the tape is positioned

12 tracked funds added or opened MGMT while 5 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

MGMT’s largest tracked holder by dollar value, CPC Advisors, LLC, sizes it at 4.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in MGMT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 48 tracked filers holding MGMT, 27 increased or opened the position and 18 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in MGMT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 3

  • Equitable Holdings, Inc.$4M
  • Commerce Advisors, LLC$3M
  • Verdence Capital Advisors LLC$570K

Full exits 2

  • Thomasville National Bank$3M
  • Pursuit Wealth Management LLC$1M

Largest adds

  • Hedeker Wealth, LLC$2M
  • HB Wealth Management, LLC$2M
  • Englebert Financial Advisers, LLC$1M
  • Tactive Advisors, LLC$959K
  • RAYMOND JAMES FINANCIAL INC$750K
  • CPC Advisors, LLC$595K

Largest trims

  • STIFEL FINANCIAL CORP$4M
  • HighTower Advisors, LLC$1M
  • Waverly Advisors, LLC$805K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
CPC Advisors, LLC added674,688$30M21.3%2026-Q1
Rockefeller Capital Management L.P. added213,707$10M6.7%2026-Q1
Englebert Financial Advisers, LLC added170,753$8M5.4%2026-Q1
Hedeker Wealth, LLC added162,360$7M5.1%2026-Q1
First City Capital Management, Inc. added146,074$7M4.6%2026-Q1
Dakota Wealth Management trimmed145,463$7M4.6%2026-Q1
Weaver Consulting Group added144,168$7M4.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added119,599$5M3.8%2026-Q1
Equitable Holdings, Inc. new90,939$4M2.9%2026-Q1
Tactive Advisors, LLC added81,744$4M2.6%2026-Q1
Cape Investment Advisory, Inc. added81,233$4M2.6%2026-Q1
HighTower Advisors, LLC trimmed80,655$4M2.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added79,265$4M2.5%2026-Q1
Waverly Advisors, LLC trimmed59,788$3M1.9%2026-Q1
Commerce Advisors, LLC new57,806$3M1.8%2026-Q1
Employees' Retirement Fund of the City of Fort Worth56,800$3M1.8%2026-Q1
Steward Partners Investment Advisory, LLC added49,313$2M1.6%2026-Q1
HB Wealth Management, LLC added40,745$2M1.3%2026-Q1
Argent Trust Co added38,680$2M1.2%2026-Q1
Janney Montgomery Scott LLC added34,589$2M1.1%2026-Q1
BENJAMIN EDWARDS INC added27,172$1M0.9%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,883$1M0.8%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added19,996$902K0.6%2026-Q1
Krilogy Financial LLC trimmed14,229$670K0.5%2026-Q1
Miller Global Investments, LLC trimmed14,577$658K0.5%2026-Q1
Pure Financial Advisors, LLC trimmed13,507$609K0.4%2026-Q1
Heritage Trust Co13,277$599K0.4%2026-Q1
Verdence Capital Advisors LLC new12,633$570K0.4%2026-Q1
STIFEL FINANCIAL CORP trimmed11,135$502K0.4%2026-Q1
Frontier Asset Management, LLC trimmed8,653$390K0.3%2026-Q1
Capital Advisors, Ltd. LLC added7,892$356K0.2%2026-Q1
Vann Equity Management LLC new7,660$346K0.2%2026-Q1
Summit Asset Management, LLC7,650$345K0.2%2026-Q1
VeraBank, N.A. trimmed7,573$342K0.2%2026-Q1
Sanctuary Advisors, LLC7,403$334K0.2%2026-Q1
SpringVest Wealth Management LLC added7,313$330K0.2%2026-Q1
SAPIENT CAPITAL LLC new6,121$276K0.2%2026-Q1
QUANTIFY CHAOS ADVISORS, LLC added5,302$239K0.2%2026-Q1
Atlas Brown,Inc.5,000$226K0.2%2026-Q1
LPL Financial LLC trimmed4,842$218K0.2%2026-Q1
FIFTH THIRD BANCORP new3,644$164K0.1%2026-Q1
MORGAN STANLEY added1,386$63K0.0%2026-Q1
HARBOR INVESTMENT ADVISORY, LLC655$30K0.0%2026-Q1
UBS Group AG trimmed346$16K0.0%2026-Q1
OSAIC HOLDINGS, INC. trimmed300$14K0.0%2026-Q1
JPMORGAN CHASE & CO99$4K0.0%2026-Q1
FMR LLC34$2K0.0%2026-Q1
IFP Advisors, Inc trimmed16$7220.0%2026-Q1
Lokken Investment Group LLC added232,897$10M7.2%2025-Q3 stale
Thomasville National Bank added69,305$3M2.1%2025-Q4 stale
SPC Financial, Inc. added27,953$1M0.8%2025-Q2 stale
Pursuit Wealth Management LLC new24,748$1M0.8%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP new11,100$489K0.3%2025-Q3 stale
Prime Capital Investment Advisors, LLC added12,054$465K0.3%2025-Q1 stale
CITADEL ADVISORS LLC added10,337$455K0.3%2025-Q3 stale
Integrated Advisors Network LLC trimmed10,915$431K0.3%2025-Q2 stale
GTS SECURITIES LLC trimmed8,229$365K0.3%2025-Q4 stale
HRT FINANCIAL LP new6,463$284K0.2%2025-Q3 stale
U.S. Capital Wealth Advisors, LLC5,000$222K0.2%2025-Q4 stale
COMERICA BANK3,632$161K0.1%2025-Q4 stale
Global Retirement Partners, LLC3,322$147K0.1%2025-Q4 stale
WELLS FARGO & COMPANY/MN trimmed1$360.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership