Who Owns SAMT?
Strategas Macro Thematic Opportunities ETF — Institutional Ownership & 13F Holdings
$45.52
+1.21 (+2.73%)
Market Cap
$251.5M
Shares Outstanding
6,349,871
Institutional Holders
31
Total Inst. Value
$74.2M
% of Float Held
—
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
11
Closed Positions
3
Increased
10
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Beaumont Financial Advisors, LLC | $17.4M | 596,210 |
| 2 | Baird Financial Group, Inc. | $11.0M | 378,434 |
| 3 | Trilogy Capital Inc.New | $8.9M | 304,049 |
| 4 | Triangle Securities Wealth ManagementNew | $8.0M | 274,361 |
| 5 | Cambridge Investment Research Advisors, Inc.New | $6.9M | 237,470 |
| 6 | Archford Capital Strategies, LLC | $6.1M | 207,910 |
| 7 | Armor Investment Advisors, LLCNew | $3.9M | 132,477 |
| 8 | FORTEM FINANCIAL GROUP, LLCNew | $2.7M | 91,236 |
| 9 | Greenwich Wealth Management LLC | $2.6M | 89,642 |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 54,780 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Beaumont Financial Advisors, LLC | +206K | $17.4M |
| Baird Financial Group, Inc. | +31K | $11.0M |
| Trilogy Capital Inc.New | +304K | $8.9M |
| Triangle Securities Wealth ManagementNew | +274K | $8.0M |
| Cambridge Investment Research Advisors, Inc.New | +237K | $6.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Corient Private Wealth LLC | -4K | $564 |
| CAPTRUST FINANCIAL ADVISORS | -3K | $727K |
| Jaffetilchin Investment Partners, LLC | -1K | $533K |
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Frequently Asked Questions
How many institutional investors hold SAMT?
As of Q1 2025, 31 institutional investors report holding SAMT (Strategas Macro Thematic Opportunities ETF) in their 13F filings.
Which hedge fund owns the most SAMT?
The largest institutional holder of SAMT is Beaumont Financial Advisors, LLC with $17.4M in shares.
Are institutions buying or selling SAMT?
This quarter, 11 institutions opened new positions in SAMT and 3 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.