STRATEGAS MACRO THEM OPPS SAMT
$46.01
-1.6% 52w: $33.04 – $47.74
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data33.0440.3947.74
Jun 20, 2025 Jul 2, 2026
Institutional holders
62
+10 QoQ
13F value
$445.9M
+41.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SAMT?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | Wealth advisor | 2.9M | $115.1M | 8.9% | +51.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.4M | $53.3M | 0.0% | +81.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 1.1M | $42.9M | 0.1% | +37.0% |
| Beaumont Financial Advisors, LLC | Wealth advisor | 951.7K | $37.4M | 2.6% | -7.7% |
| Trilogy Capital Inc. | Wealth advisor | 675.2K | $26.5M | 1.2% | +43.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 488.8K | $19.2M | 0.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 306.2K | $12.0M | 0.0% | +3.1% |
| One Charles Private Wealth Services, LLC | Wealth advisor | 305.5K | $12.0M | 3.0% | +9.9% |
| Greenwich Wealth Management LLC | Other | 282.3K | $11.1M | 0.5% | +6.4% |
| Triangle Securities Wealth Management | Other | 259.8K | $10.2M | 2.3% | -0.1% |
| Archford Capital Strategies, LLC | Wealth advisor | 250.1K | $9.8M | 1.1% | -13.9% |
| Insight Wealth Strategies, LLC | Wealth advisor | 248.8K | $9.8M | 1.1% | +1.0% |
| Aptus Capital Advisors, LLC | Wealth advisor | 247.4K | $9.7M | 0.1% | +2.7% |
| Stonebridge Financial Group, LLC | Wealth advisor | 205.7K | $8.1M | 0.7% | +1440.2% |
| FIDELIS CAPITAL PARTNERS, LLC | Other | 183.0K | $7.2M | 0.5% | +9.2% |
| Krilogy Financial LLC | Wealth advisor | 139.2K | $5.9M | 0.2% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 122.1K | $4.8M | 0.0% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 108.6K | $4.3M | 0.0% | +955.0% |
| Armor Investment Advisors, LLC | Wealth advisor | 105.7K | $4.2M | 1.5% | -0.6% |
| D.A. DAVIDSON & CO. | Wealth advisor | 87.3K | $3.4M | 0.0% | -56.5% |
| MJP ASSOCIATES INC /ADV | Wealth advisor | 83.3K | $3.3M | 0.4% | +4.1% |
| FORTEM FINANCIAL GROUP, LLC | Other | 83.2K | $3.3M | 0.8% | -1.6% |
| Advisor OS, LLC | Wealth advisor | 82.7K | $3.2M | 0.2% | +3.4% |
| Capital Investment Counsel, LLC | Wealth advisor | 80.0K | $3.1M | 0.4% | New |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 66.6K | $2.6M | 0.0% | +8.2% |
| Sanctuary Advisors, LLC | Wealth advisor | 62.2K | $2.4M | 0.0% | +10.5% |
| Meridian Wealth Management, LLC | Other | 61.6K | $2.4M | 0.1% | New |
| Cambridge Advisors Inc. | Wealth advisor | 51.3K | $2.0M | 0.4% | +17.0% |
| HighTower Advisors, LLC | Diversified mechanical | 48.4K | $1.9M | 0.0% | +46.5% |
| Mutual Advisors, LLC | Wealth advisor | 40.8K | $1.6M | 0.0% | +11.8% |
| LPL Financial LLC | Bank broker | 33.8K | $1.3M | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 26.8K | $1.1M | 0.0% | +49.2% |
| Mayfair Advisory Group, LLC | Wealth advisor | 25.5K | $1.0M | 0.3% | +28.4% |
| Perigon Wealth Management, LLC | Wealth advisor | 22.6K | $889K | 0.0% | New |
| Koshinski Asset Management, Inc. | Wealth advisor | 21.6K | $849K | 0.1% | +122.4% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 18.8K | $737K | 0.0% | New |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 17.7K | $694K | 0.0% | -16.2% |
| JANE STREET GROUP, LLC | Market maker | 15.1K | $595K | 0.0% | +3.2% |
| Jaffetilchin Investment Partners, LLC | Wealth advisor | 14.0K | $552K | 0.0% | +0.3% |
| Fiduciary Trust Co | Other | 13.5K | $529K | 0.0% | Held |
| CALTON & ASSOCIATES, INC. | Wealth advisor | 13.3K | $524K | 0.1% | New |
| Essex Financial Services, Inc. | Wealth advisor | 13.3K | $522K | 0.0% | -11.7% |
| Atria Investments, Inc | Wealth advisor | 13.1K | $513K | 0.0% | +41.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 11.3K | $444K | 0.0% | +0.7% |
| VestGen Advisors, LLC | Wealth advisor | 9.9K | $444K | 0.0% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 11.0K | $432K | 0.0% | +27.2% |
| QUANTIFY CHAOS ADVISORS, LLC | Wealth advisor | 10.0K | $392K | 1.2% | +0.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 9.0K | $355K | 0.0% | +13.1% |
| Cerity Partners LLC | Diversified mechanical | 7.5K | $294K | 0.0% | +10.2% |
| Midwest Trust Co | Other | 6.5K | $255K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding SAMT
MAINSTAY CAPITAL MANAGEMENT LLC /ADVENVESTNET ASSET MANAGEMENT INCBaird Financial Group, Inc.Beaumont Financial Advisors, LLCTrilogy Capital Inc.BANK OF AMERICA CORP /DE/Cambridge Investment Research Advisors, Inc.One Charles Private Wealth Services, LLCGreenwich Wealth Management LLCTriangle Securities Wealth Management