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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| CPC Advisors, LLC added | 674,688 | $30M | 21.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 213,707 | $10M | 6.7% | 2026-Q1 |
| Englebert Financial Advisers, LLC added | 170,753 | $8M | 5.4% | 2026-Q1 |
| Hedeker Wealth, LLC added | 162,360 | $7M | 5.1% | 2026-Q1 |
| First City Capital Management, Inc. added | 146,074 | $7M | 4.6% | 2026-Q1 |
| Dakota Wealth Management trimmed | 145,463 | $7M | 4.6% | 2026-Q1 |
| Weaver Consulting Group added | 144,168 | $7M | 4.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 119,599 | $5M | 3.8% | 2026-Q1 |
| Equitable Holdings, Inc. new | 90,939 | $4M | 2.9% | 2026-Q1 |
| Tactive Advisors, LLC added | 81,744 | $4M | 2.6% | 2026-Q1 |
| Cape Investment Advisory, Inc. added | 81,233 | $4M | 2.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 80,655 | $4M | 2.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 79,265 | $4M | 2.5% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 59,788 | $3M | 1.9% | 2026-Q1 |
| Commerce Advisors, LLC new | 57,806 | $3M | 1.8% | 2026-Q1 |
| Employees' Retirement Fund of the City of Fort Worth | 56,800 | $3M | 1.8% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 49,313 | $2M | 1.6% | 2026-Q1 |
| HB Wealth Management, LLC added | 40,745 | $2M | 1.3% | 2026-Q1 |
| Argent Trust Co added | 38,680 | $2M | 1.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 34,589 | $2M | 1.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 27,172 | $1M | 0.9% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 24,883 | $1M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,996 | $902K | 0.6% | 2026-Q1 |
| Krilogy Financial LLC trimmed | 14,229 | $670K | 0.5% | 2026-Q1 |
| Miller Global Investments, LLC trimmed | 14,577 | $658K | 0.5% | 2026-Q1 |
| Pure Financial Advisors, LLC trimmed | 13,507 | $609K | 0.4% | 2026-Q1 |
| Heritage Trust Co | 13,277 | $599K | 0.4% | 2026-Q1 |
| Verdence Capital Advisors LLC new | 12,633 | $570K | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 11,135 | $502K | 0.4% | 2026-Q1 |
| Frontier Asset Management, LLC trimmed | 8,653 | $390K | 0.3% | 2026-Q1 |
| Capital Advisors, Ltd. LLC added | 7,892 | $356K | 0.2% | 2026-Q1 |
| Vann Equity Management LLC new | 7,660 | $346K | 0.2% | 2026-Q1 |
| Summit Asset Management, LLC | 7,650 | $345K | 0.2% | 2026-Q1 |
| VeraBank, N.A. trimmed | 7,573 | $342K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC | 7,403 | $334K | 0.2% | 2026-Q1 |
| SpringVest Wealth Management LLC added | 7,313 | $330K | 0.2% | 2026-Q1 |
| SAPIENT CAPITAL LLC new | 6,121 | $276K | 0.2% | 2026-Q1 |
| QUANTIFY CHAOS ADVISORS, LLC added | 5,302 | $239K | 0.2% | 2026-Q1 |
| Atlas Brown,Inc. | 5,000 | $226K | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 4,842 | $218K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 3,644 | $164K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 1,386 | $63K | 0.0% | 2026-Q1 |
| HARBOR INVESTMENT ADVISORY, LLC | 655 | $30K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 346 | $16K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 300 | $14K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 99 | $4K | 0.0% | 2026-Q1 |
| FMR LLC | 34 | $2K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 16 | $722 | 0.0% | 2026-Q1 |
| Lokken Investment Group LLC added | 232,897 | $10M | 7.2% | 2025-Q3 stale |
| Thomasville National Bank added | 69,305 | $3M | 2.1% | 2025-Q4 stale |
| SPC Financial, Inc. added | 27,953 | $1M | 0.8% | 2025-Q2 stale |
| Pursuit Wealth Management LLC new | 24,748 | $1M | 0.8% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP new | 11,100 | $489K | 0.3% | 2025-Q3 stale |
| Prime Capital Investment Advisors, LLC added | 12,054 | $465K | 0.3% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 10,337 | $455K | 0.3% | 2025-Q3 stale |
| Integrated Advisors Network LLC trimmed | 10,915 | $431K | 0.3% | 2025-Q2 stale |
| GTS SECURITIES LLC trimmed | 8,229 | $365K | 0.3% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 6,463 | $284K | 0.2% | 2025-Q3 stale |
| U.S. Capital Wealth Advisors, LLC | 5,000 | $222K | 0.2% | 2025-Q4 stale |
| COMERICA BANK | 3,632 | $161K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 3,322 | $147K | 0.1% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN trimmed | 1 | $36 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.