Among active 13F managers last quarter, 16 opened and 17 added, while 4 reduced; the largest holder to move was Mainstay Capital Management LLC (−36%).
73 tracked 13F filers disclose a position in SAMT as of the latest SEC 13F filings, a combined $450.5M 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 | Mainstay Capital Management LLC | 1.9M | $89.0M | ▼−36% Reduced · −1.1M sh | Q2 2026 | |
| 2 | Envestnet Asset Management Inc | 1.4M | $53.3M | ▲+81% Added · +609K sh | Q1 2026 | |
| 3 | Baird Financial Group, Inc. | 1.1M | $42.9M | ▲+37% Added · +295K sh | Q1 2026 | |
| 4 | Beaumont Financial Advisors, LLC | 816K | $39.0M | ▼−14% Reduced · −135K sh | Q2 2026 | |
| 5 | Trilogy Capital Inc. | 709K | $33.9M | ▲+5.0% Added · +34K sh | Q2 2026 | |
| 6 | Bank Of America Corp | 489K | $19.2M | ▲New +489K sh | Q1 2026 | |
| 7 | One Charles Private Wealth Services, LLC | 313K | $15.0M | ▲+2.6% Added · +8K sh | Q2 2026 | |
| 8 | Insight Wealth Strategies, LLC | 252K | $11.8M | ▲+1.2% Added · +3K sh | Q2 2026 | |
| 9 | Aptus Capital Advisors, LLC | 250K | $11.9M | ▲+1.1% Added · +3K sh | Q2 2026 | |
| 10 | Members Advisory Group LLC | 226K | $10.8M | ▲New +226K sh | Q2 2026 | |
| 11 | Stonebridge Financial Group, LLC | 223K | $10.7M | ▲+8.5% Added · +18K sh | Q2 2026 | |
| 12 | Fidelis Capital Partners, LLC | 210K | $10.0M | ▲+15% Added · +27K sh | Q2 2026 | |
| 13 | Joseph Group Capital Management | 205K | $9.8M | ▲New +205K sh | Q2 2026 | |
| 14 | Pinnacle Financial Partners, Inc. | 184K | $8.8M | ▲New +184K sh | Q2 2026 | |
| 15 | MML Investors Services, LLC | 144K | $6.9M | ▲+33% Added · +36K sh | Q2 2026 | |
| 16 | Krilogy Financial LLC | 139K | $5.9M | ▲New +139K sh | Q1 2026 | |
| 17 | Two Sigma Investments, LP | 122K | $4.8M | ▲New +122K sh | Q1 2026 | |
| 18 | D.A. Davidson & Co. | 116K | $5.5M | ▲+33% Added · +28K sh | Q2 2026 | |
| 19 | Armor Investment Advisors, LLC | 105K | $5.0M | ▼−0.6% Reduced · −637 sh | Q2 2026 | |
| 20 | Capital Investment Counsel, LLC | 101K | $4.8M | ▲+27% Added · +21K sh | Q2 2026 | |
| 21 | Sanctuary Advisors, LLC | 87K | $4.1M | ▲+39% Added · +24K sh | Q2 2026 | |
| 22 | Fortem Financial Group, LLC | 84K | $4.0M | ▲+1.5% Added · +1K sh | Q2 2026 | |
| 23 | Advisor OS, LLC | 71K | $3.4M | ▼−14% Reduced · −11K sh | Q2 2026 | |
| 24 | MJP Associates Inc | 71K | $3.4M | ▼−14% Reduced · −12K sh | Q2 2026 | |
| 25 | Kestra Private Wealth Services, LLC | 67K | $3.2M | ▲+1.3% Added · +867 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, 16 funds opened a new position in SAMT and 17 added to an existing one, while 4 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 |
|---|---|---|
| Apple IncAAPL | 39 funds | $6.3B |
| Amazon.com IncAMZN | 39 funds | $3.8B |
| Nvidia CorpNVDA | 38 funds | $5.9B |
| Microsoft CorpMSFT | 38 funds | $3.5B |
| Alphabet Inc-CL AGOOGL | 38 funds | $3.4B |
| JPMorgan Chase & CoJPM | 38 funds | $2.9B |
| Vanguard S&P 500 ETFVOO | 38 funds | $2.3B |
| Meta Platforms Inc-Class AMETA | 38 funds | $1.6B |
| Visa Inc-Class A SharesV | 38 funds | $1.1B |
| Johnson & JohnsonJNJ | 38 funds | $910.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 37 funds | $3.3B |
| Tesla IncTSLA | 37 funds | $1.8B |
Ranked by how many of SAMT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SAMT.
| Class | 13F holders | Value held |
|---|---|---|
| SAMTthis pageUIE | 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 |
| 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 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.