58 tracked 13F filers disclose a position in SAMT as of the latest SEC 13F filings, a combined $309.8M 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 | ENVESTNET ASSET MANAGEMENT INC | $53.3M | 1.4M | ▲+81% Added · +609K sh | Q1 2026 | |
| 2 | Baird Financial Group, Inc. | $42.9M | 1.1M | ▲+37% Added · +295K sh | Q1 2026 | |
| 3 | Beaumont Financial Advisors, LLC | $39.0M | 816K | ▼−14% Reduced · −135K sh | Q2 2026 | |
| 4 | Trilogy Capital Inc. | $33.9M | 709K | ▲+5.0% Added · +34K sh | Q2 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $19.2M | 489K | ▲New +489K sh | Q1 2026 | |
| 6 | One Charles Private Wealth Services, LLC | $15.0M | 313K | ▲+2.6% Added · +8K sh | Q2 2026 | |
| 7 | Insight Wealth Strategies, LLC | $11.8M | 252K | ▲+1.2% Added · +3K sh | Q2 2026 | |
| 8 | Aptus Capital Advisors, LLC | $9.7M | 247K | ▲+2.6% Added · +6K sh | Q1 2026 | |
| 9 | Members Advisory Group LLC | $10.8M | 226K | ▲New +226K sh | Q2 2026 | |
| 10 | Stonebridge Financial Group, LLC | $10.7M | 223K | ▲+8.5% Added · +18K sh | Q2 2026 | |
| 11 | Krilogy Financial LLC | $5.9M | 139K | ▲New +139K sh | Q1 2026 | |
| 12 | TWO SIGMA INVESTMENTS, LP | $4.8M | 122K | ▲New +122K sh | Q1 2026 | |
| 13 | D.A. DAVIDSON & CO. | $5.5M | 116K | ▲+33% Added · +28K sh | Q2 2026 | |
| 14 | MML INVESTORS SERVICES, LLC | $4.3M | 109K | ▲11× Added · +98K sh | Q1 2026 | |
| 15 | Capital Investment Counsel, LLC | $4.8M | 101K | ▲+27% Added · +21K sh | Q2 2026 | |
| 16 | FORTEM FINANCIAL GROUP, LLC | $4.0M | 84K | ▲+1.5% Added · +1K sh | Q2 2026 | |
| 17 | Advisor OS, LLC | $3.4M | 71K | ▼−14% Reduced · −11K sh | Q2 2026 | |
| 18 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.2M | 67K | ▲+1.3% Added · +867 sh | Q2 2026 | |
| 19 | Sanctuary Advisors, LLC | $2.4M | 62K | ▲+11% Added · +6K sh | Q1 2026 | |
| 20 | Meridian Wealth Management, LLC | $2.4M | 62K | ▲New +62K sh | Q1 2026 | |
| 21 | PARSONS CAPITAL MANAGEMENT INC/RI | $2.7M | 57K | ▲New +57K sh | Q2 2026 | |
| 22 | Cambridge Advisors Inc. | $2.6M | 55K | ▲+7.0% Added · +4K sh | Q2 2026 | |
| 23 | HighTower Advisors, LLC | $1.9M | 48K | ▲+47% Added · +15K sh | Q1 2026 | |
| 24 | Mutual Advisors, LLC | $1.6M | 41K | ▲+12% Added · +4K sh | Q1 2026 | |
| 25 | LPL Financial LLC | $1.3M | 34K | ▲New +34K 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, 11 funds opened a new position in SAMT and 12 added to an existing one, while 2 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 | 26 funds | $4.9B |
| AMAZON.COM INCAMZN | 26 funds | $3.2B |
| JOHNSON & JOHNSONJNJ | 26 funds | $654.9M |
| NVIDIA CORPNVDA | 25 funds | $4.9B |
| MICROSOFT CORPMSFT | 25 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 25 funds | $2.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 25 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 25 funds | $2.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 25 funds | $2.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $1.9B |
| VANGUARD S&P 500 ETFVOO | 25 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $1.3B |
Ranked by how many of SAMT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SAMTthis pageSTRATEGAS MACRO | 58 funds | $309.8M |
| GQGUmc | 33 funds | $310.2M |
| BASGFUND | 13 funds | $419.6M |
| SAGPSTRATEGAS GBL PO | 11 funds | $43.7M |
| BAFEFUND | 8 funds | $1.4B |
| RWLCRAYLIANT WILSHIR | 8 funds | $38.4M |
| RWEMRAYLIANT WILSHIR | 6 funds | $7.6M |
| SAMMSTRATEGAS MACRO | 5 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 SAMT
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/SAMT/capital-change-brief"
Use Arkolith's capital_change_brief for SAMT. 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 SAMT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.