Who Owns SAGP?
Strategas Global Policy Opportunities ETF — Institutional Ownership & 13F Holdings
$35.10
+0.02 (+0.06%)
Market Cap
$59.5M
Shares Outstanding
1,663,303
Institutional Holders
12
Total Inst. Value
$19.3M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
5
Closed Positions
1
Increased
3
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Baird Financial Group, Inc. | $14.1M | 467,316 |
| 2 | Triangle Securities Wealth ManagementNew | $2.4M | 81,078 |
| 3 | Cambridge Advisors Inc.New | $649K | 21,521 |
| 4 | Archford Capital Strategies, LLC | $533K | 17,697 |
| 5 | Jaffetilchin Investment Partners, LLC | $405K | 13,429 |
| 6 | FIDUCIARY TRUST CO | $405K | 13,420 |
| 7 | GAMMA Investing LLC | $376K | 11,342 |
| 8 | CITADEL ADVISORS LLCNew | $299K | 9,902 |
| 9 | COLDSTREAM CAPITAL MANAGEMENT INCNew | $33K | 1,100 |
| 10 | UBS Group AGNew | $15K | 513 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Baird Financial Group, Inc. | +54K | $14.1M |
| Triangle Securities Wealth ManagementNew | +81K | $2.4M |
| Cambridge Advisors Inc.New | +22K | $649K |
| GAMMA Investing LLC | +11K | $376K |
| CITADEL ADVISORS LLCNew | +10K | $299K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Archford Capital Strategies, LLC | -4K | $533K |
| Jaffetilchin Investment Partners, LLC | -2K | $405K |
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Frequently Asked Questions
How many institutional investors hold SAGP?
As of Q1 2025, 12 institutional investors report holding SAGP (Strategas Global Policy Opportunities ETF) in their 13F filings.
Which hedge fund owns the most SAGP?
The largest institutional holder of SAGP is Baird Financial Group, Inc. with $14.1M in shares.
Are institutions buying or selling SAGP?
This quarter, 5 institutions opened new positions in SAGP and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.