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Ballast Small/Mid Cap ETF

37 hedge funds and large institutions have $108M invested in Ballast Small/Mid Cap ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
4
Increased
17
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAN
26
Integrated Advisors Network
Texas
$435K -$111K -2,888 -20%
LPL Financial
27
LPL Financial
California
$399K +$399K +10,347 New
Citadel Advisors
28
Citadel Advisors
Florida
$313K +$313K +8,104 New
SWM
29
SpringVest Wealth Management
Texas
$269K -$22K -570 -8%
CAL
30
Capital Advisors Ltd
Ohio
$187K +$56.8K +1,472 +44%
Comerica Bank
31
Comerica Bank
Texas
$141K +$141K +3,659 New
HIA
32
Harbor Investment Advisory
Maryland
$53.5K +$5.64K +146 +12%
Osaic Holdings
33
Osaic Holdings
Arizona
$33.6K +$14.3K +371 +74%
Morgan Stanley
34
Morgan Stanley
New York
$15K +$11.3K +294 +313%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$8.3K
IA
36
IFP Advisors
Florida
$6.91K
Wells Fargo
37
Wells Fargo
California
$5.25K -$13.1K -340 -71%
HWM
38
HB Wealth Management
Georgia
-$457K -10,994 Closed
AB
39
Atlas Brown
Kentucky
-$208K -5,000 Closed
Baird Financial Group
40
Baird Financial Group
Wisconsin
-$208K -5,000 Closed
UBS Group
41
UBS Group
Switzerland
-$39K -937 Closed
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
-$2.37K -57 Closed