Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Jaffetilchin Investment Partners, LLC (+3.2%).
6 tracked 13F filers disclose a position in SAMM as of the latest SEC 13F filings, a combined $18.6M 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. | 389K | $11.8M | ▲+6.2% Added · +23K sh | Q1 2026 | |
| 2 | Envestnet Asset Management Inc | 131K | $4.0M | ▲+46% Added · +42K sh | Q1 2026 | |
| 3 | Jaffetilchin Investment Partners, LLC | 48K | $1.5M | ▲+3.2% Added · +2K sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | 29K | $883K | ▲+4.7% Added · +1K sh | Q1 2026 | |
| 5 | Synergy Asset Management, LLC | 16K | $525K | ▲New +16K sh | Q2 2026 | |
| 6 | Parkside Financial Bank & Trust | 435 | $14K | ▲New +435 sh | Q2 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, 1 fund opened a new position in SAMM and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Nvidia CorpNVDA | 2 funds | $129.3M |
| Apple IncAAPL | 2 funds | $122.9M |
| Microsoft CorpMSFT | 2 funds | $98.8M |
| Vanguard Total Stock MKT ETFVTI | 2 funds | $81.5M |
| Alphabet Inc-CL AGOOGL | 2 funds | $73.1M |
| Amazon.com IncAMZN | 2 funds | $71.6M |
| Invesco QQQ Trust Series 1QQQ | 2 funds | $52.5M |
| Abbvie IncABBV | 2 funds | $49.0M |
| Meta Platforms Inc-Class AMETA | 2 funds | $48.0M |
| Tesla IncTSLA | 2 funds | $47.4M |
| Ishares 0-3 Month Treasury BSGOV | 2 funds | $38.7M |
| Visa Inc-Class A SharesV | 2 funds | $38.0M |
Ranked by how many of SAMM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SAMM.
| 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 |
| SAGPSTRATEGAS GBL PO | 11 funds | $43.7M |
| RWLCRAYLIANT WILSHIR | 9 funds | $38.7M |
| RWEMRAYLIANT WILSHIR | 8 funds | $8.0M |
| SAMMthis pageSTRATEGAS 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 SAMM
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/SAMM/capital-change-brief"
Use Arkolith's capital_change_brief for SAMM. 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 SAMM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.