4 tracked 13F filers disclose a position in SAMM as of the latest SEC 13F filings, a combined $18.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | $11.8M | 389K | ▲+6.2% Added · +23K sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $4.0M | 131K | ▲+46% Added · +42K sh | Q1 2026 | |
| 3 | Jaffetilchin Investment Partners, LLC | $1.5M | 48K | ▲+3.2% Added · +2K sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | $883K | 29K | ▲+4.7% Added · +1K sh | 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, 0 funds opened a new position in SAMM and 1 added to an existing one, while 0 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 5 funds | $23.9B |
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $23.8B |
| MICROSOFT CORPMSFT | 5 funds | $23.2B |
| NVIDIA CORPNVDA | 5 funds | $17.9B |
| AMAZON.COM INCAMZN | 5 funds | $12.8B |
| VANGUARD S&P 500 ETFVOO | 5 funds | $10.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $8.9B |
| BROADCOM INCAVGO | 5 funds | $8.7B |
| JPMORGAN CHASE & COJPM | 5 funds | $8.6B |
| META PLATFORMS INC-CLASS AMETA | 5 funds | $8.3B |
| ALPHABET INC-CL AGOOGL | 5 funds | $8.2B |
| VANGUARD FTSE DEVELOPED ETFVEA | 5 funds | $7.3B |
Ranked by how many of SAMM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SAMTSTRATEGAS MACRO | 51 funds | $256.3M |
| GQGUmc | 28 funds | $283.7M |
| BASGFUND | 11 funds | $412.1M |
| SAGPSTRATEGAS GBL PO | 11 funds | $43.7M |
| BAFEFUND | 8 funds | $1.4B |
| RWLCRAYLIANT WILSHIR | 7 funds | $37.9M |
| RWEMRAYLIANT WILSHIR | 6 funds | $7.6M |
| SAMMthis pageSTRATEGAS MACRO | 4 funds | $18.0M |
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.
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.