Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
17 tracked funds added or opened MGMT while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 4.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.7pp 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 2026-Q1 and 2026-Q2, across 49 tracked filers holding MGMT, 22 increased or opened the position and 22 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 2026-Q1 and 2026-Q2 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 4
- Thomasville National Bank$4M
- CARY STREET PARTNERS FINANCIAL LLC$1M
- GTS SECURITIES LLC$1M
- CITADEL ADVISORS LLC$613K
Full exits 5
- Equitable Holdings, Inc.$4M
- HighTower Advisors, LLC$4M
- Employees' Retirement Fund of the City of Fort Worth$3M
- Janney Montgomery Scott LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$902K
Largest adds
- RAYMOND JAMES FINANCIAL INC$6M
- CPC Advisors, LLC$4M
- Commerce Advisors, LLC$4M
- Hedeker Wealth, LLC$1M
- Weaver Consulting Group$1M
- First City Capital Management, Inc.$1M
Largest trims
- Tactive Advisors, LLC$3M
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 | 685,108 | $35M | 21.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 225,715 | $12M | 6.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 201,381 | $10M | 6.2% | 2026-Q2 |
| Hedeker Wealth, LLC added | 169,432 | $9M | 5.2% | 2026-Q2 |
| Englebert Financial Advisers, LLC trimmed | 168,140 | $9M | 5.1% | 2026-Q2 |
| First City Capital Management, Inc. added | 150,619 | $8M | 4.6% | 2026-Q2 |
| Weaver Consulting Group added | 149,938 | $8M | 4.6% | 2026-Q2 |
| Dakota Wealth Management trimmed | 145,061 | $7M | 4.4% | 2026-Q2 |
| Commerce Advisors, LLC added | 132,153 | $7M | 4.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 82,202 | $4M | 2.5% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 81,430 | $4M | 2.5% | 2026-Q2 |
| Thomasville National Bank added | 70,853 | $4M | 2.2% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 57,215 | $3M | 1.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 49,148 | $3M | 1.5% | 2026-Q2 |
| HB Wealth Management, LLC | 40,745 | $2M | 1.2% | 2026-Q2 |
| Argent Trust Co | 38,680 | $2M | 1.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 27,279 | $1M | 0.8% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 26,963 | $1M | 0.8% | 2026-Q2 |
| GTS SECURITIES LLC added | 25,495 | $1M | 0.8% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 24,883 | $1M | 0.8% | 2026-Q2 |
| Heritage Trust Co added | 14,886 | $759K | 0.5% | 2026-Q2 |
| Miller Global Investments, LLC trimmed | 14,303 | $729K | 0.4% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 13,629 | $695K | 0.4% | 2026-Q2 |
| Verdence Capital Advisors LLC added | 13,465 | $686K | 0.4% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 12,326 | $628K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 12,026 | $613K | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 10,575 | $539K | 0.3% | 2026-Q2 |
| Tactive Advisors, LLC trimmed | 9,722 | $495K | 0.3% | 2026-Q2 |
| SpringVest Wealth Management LLC added | 9,093 | $463K | 0.3% | 2026-Q2 |
| SAPIENT CAPITAL LLC added | 7,842 | $400K | 0.2% | 2026-Q2 |
| Summit Asset Management, LLC | 7,650 | $390K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC | 7,403 | $377K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 6,493 | $329K | 0.2% | 2026-Q2 |
| QUANTIFY CHAOS ADVISORS, LLC | 5,302 | $270K | 0.2% | 2026-Q2 |
| Frontier Asset Management, LLC trimmed | 5,194 | $265K | 0.2% | 2026-Q2 |
| Atlas Brown,Inc. | 5,000 | $255K | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 4,593 | $234K | 0.1% | 2026-Q2 |
| Vann Equity Management LLC trimmed | 4,386 | $224K | 0.1% | 2026-Q2 |
| VeraBank, N.A. trimmed | 4,238 | $216K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 3,644 | $186K | 0.1% | 2026-Q2 |
| Allied Private Wealth LLC new | 3,715 | $184K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 3,517 | $179K | 0.1% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC | 655 | $33K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 596 | $30K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 300 | $15K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 286 | $14K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 102 | $5K | 0.0% | 2026-Q2 |
| FMR LLC | 34 | $2K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 16 | $815 | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. new | 90,939 | $4M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 80,655 | $4M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| Employees' Retirement Fund of the City of Fort Worth | 56,800 | $3M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 34,589 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,996 | $902K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Capital Advisors, Ltd. LLC added | 7,892 | $356K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 346 | $16K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Pursuit Wealth Management LLC new | 24,748 | $1M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| U.S. Capital Wealth Advisors, LLC | 5,000 | $222K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 3,632 | $161K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Lokken Investment Group LLC added | 232,897 | $10M | 6.2% | 2025-Q3 stale (3 quarters behind) |
| TWO SIGMA INVESTMENTS, LP new | 11,100 | $489K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP new | 6,463 | $284K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| SPC Financial, Inc. added | 27,953 | $1M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Integrated Advisors Network LLC trimmed | 10,915 | $431K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| WELLS FARGO & COMPANY/MN trimmed | 1 | $36 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.