Among active 13F managers last quarter, 2 added and 1 reduced; the largest holder to move was Cambridge Advisors Inc. (−2.1%).
11 tracked 13F filers disclose a position in SAGP as of the latest SEC 13F filings, a combined $43.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 697K | $23.9M | ▲+12% Added · +73K sh | Q1 2026 | |
| 2 | Envestnet Asset Management Inc | 503K | $17.3M | ▲+4.8% Added · +23K sh | Q1 2026 | |
| 3 | Cambridge Advisors Inc. | 19K | $669K | ▼−2.1% Reduced · −400 sh | Q2 2026 | |
| 4 | Jane Street Group, LLC | 17K | $569K | ▲+118% Added · +9K sh | Q1 2026 | |
| 5 | Fiduciary Trust Co | 13K | $460K | —Held | Q1 2026 | |
| 6 | Jaffetilchin Investment Partners, LLC | 13K | $458K | ▲+0.1% Added · +14 sh | Q1 2026 | |
| 7 | Bank Of America Corp | 9K | $310K | ▲+232% Added · +6K sh | Q1 2026 | |
| 8 | Allworth Financial LP | 650 | $22K | —Held | Q1 2026 | |
| 9 | GAMMA Investing LLC | 514 | $18K | ▲+40% Added · +148 sh | Q2 2026 | |
| 10 | Parallel Advisors, LLC | 500 | $17K | —Held | Q1 2026 | |
| 11 | US Bancorp | 84 | $3K | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds added to an existing position in SAGP, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 4 funds | $714.1M |
| Apple IncAAPL | 4 funds | $469.9M |
| Nvidia CorpNVDA | 4 funds | $399.5M |
| Microsoft CorpMSFT | 4 funds | $227.5M |
| Alphabet Inc-CL AGOOGL | 4 funds | $190.7M |
| Amazon.com IncAMZN | 4 funds | $178.7M |
| Alphabet Inc-CL CGOOG | 4 funds | $162.1M |
| Vanguard S&P 500 ETFVOO | 4 funds | $148.2M |
| Vanguard Total Stock MKT ETFVTI | 4 funds | $130.1M |
| Meta Platforms Inc-Class AMETA | 4 funds | $97.3M |
| JPMorgan Chase & CoJPM | 4 funds | $93.4M |
| Berkshire Hathaway Inc-CL BBRK/B | 4 funds | $80.1M |
Ranked by how many of SAGP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SAGP.
| Class | 13F holders | Value held |
|---|---|---|
| SAMTUIE | 73 funds | $450.5M |
| GQGUmc | 39 funds | $351.5M |
| BASGFUND | 15 funds | $422.6M |
| BAFEFUND | 12 funds | $1.4B |
| SAGPthis pageSTRATEGAS GBL PO | 11 funds | $43.7M |
| RWLCRAYLIANT WILSHIR | 9 funds | $38.7M |
| RWEMRAYLIANT WILSHIR | 8 funds | $8.0M |
| SAMMSTRATEGAS MACRO | 6 funds | $18.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SAGP
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SAGP/capital-change-brief"
Use Arkolith's capital_change_brief for SAGP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SAGP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.