SAMT

Strategas Macro Them Opps
UnclassifiedUSCUSIP 00775Y645◍ Confluence graph
Tracked 13F Holders
16
+9 QoQ
13F Value (tracked)
$54.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)7 adding · 2 trimming
Insider net (180d)$0
Price history not yet available for SAMT.
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Ask your agent who owns SAMT

This stock page is the Follow view. The Build view lets your agent query SAMT owners, fund changes, insider filings, and source links through REST or MCP.

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Use Arkolith to show who owns SAMT,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

16 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Trilogy Capital Inc.
$26.5M
675K
+44%
Added · +206K sh
Q1 2026
2Aptus Capital Advisors, LLC
$9.7M
247K
+2.6%
Added · +6K sh
Q1 2026
3MML INVESTORS SERVICES, LLC
$4.3M
109K
11×
Added · +98K sh
Q1 2026
4D.A. DAVIDSON & CO.
$3.4M
87K
−56%
Reduced · −113K sh
Q1 2026
5KESTRA PRIVATE WEALTH SERVICES, LLC
$2.6M
67K
+8.2%
Added · +5K sh
Q1 2026
6Sanctuary Advisors, LLC
$2.4M
62K
+11%
Added · +6K sh
Q1 2026
7Mutual Advisors, LLC
$1.6M
41K
+12%
Added · +4K sh
Q1 2026
8Perigon Wealth Management, LLC
$889K
23K
New
+23K sh
Q1 2026
9Jaffetilchin Investment Partners, LLC
$552K
14K
+0.3%
Added · +41 sh
Q1 2026
10Essex Financial Services, Inc.
$522K
13K
−12%
Reduced · −2K sh
Q1 2026
11Atria Investments, Inc
$513K
13K
+41%
Added · +4K sh
Q1 2026
12VestGen Advisors, LLC
$444K
10K
New
+10K sh
Q1 2026
13Midwest Trust Co
$255K
7K
New
+7K sh
Q1 2026
14Retirement Planning Group, LLC
$243K
6K
New
+6K sh
Q1 2026
15GAMMA Investing LLC
$26K
671
Held
Q1 2026
16CWM, LLC
$3K
69
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.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
5
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

38 funds+31 since Q2 2022
01938Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $190.6M

Share classes

Class13F holdersValue held
SAMTthis pageSTRATEGAS MACRO38 funds$190.6M
GQGUmc25 funds$238.5M
SAGPSTRATEGAS GBL PO10 funds$43.0M
BASGFUND9 funds$402.9M
BAFEFUND8 funds$1.4B
RWLCRAYLIANT WILSHIR7 funds$29.6M
RWEMRAYLIANT WILSHIR6 funds$4.7M
SAMMSTRATEGAS MACRO4 funds$18.0M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own SAMT also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA17 funds$3.7B
ISHARES CORE S&P 500 ETFIVV17 funds$3.3B
MICROSOFT CORPMSFT17 funds$2.8B
VANGUARD VALUE ETFVTV17 funds$2.2B
VANGUARD GROWTH ETFVUG17 funds$2.1B
SS SPDR S&P 500 ETF TRUST-USSPY17 funds$1.9B
VANGUARD S&P 500 ETFVOO17 funds$1.9B
ALPHABET INC-CL AGOOGL17 funds$1.7B
STE STR SPDR PT S&P 500 ETFSPYM17 funds$1.5B
BROADCOM INCAVGO17 funds$1.4B
VANGUARD FTSE DEVELOPED ETFVEA17 funds$1.4B
ISHARES S&P 500 VALUE ETFIVE17 funds$1.3B

Ranked by how many of SAMT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.