Among active 13F managers last quarter, 4 opened and 1 added, while 13 reduced; the largest holder to move was Independent Financial Group, LLC (−6.1%).
52 tracked 13F filers disclose a position in SAUG as of the latest SEC 13F filings, a combined $34.7M 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 | Raymond James Financial Inc | 113K | $2.9M | ▼−1.2% Reduced · −1K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | 91K | $2.4M | ▼−37% Reduced · −54K sh | Q1 2026 | |
| 3 | Acorn Financial Advisory Services Inc | 87K | $2.4M | —Held | Q2 2026 | |
| 4 | LPL Financial LLC | 68K | $1.8M | ▲+8.7% Added · +5K sh | Q1 2026 | |
| 5 | Kestra Advisory Services, LLC | 67K | $1.8M | ▼−33% Reduced · −32K sh | Q2 2026 | |
| 6 | Commonwealth Equity Services, LLC | 66K | $1.7M | ▼−4.5% Reduced · −3K sh | Q1 2026 | |
| 7 | Envestnet Asset Management Inc | 64K | $1.7M | ▼−25% Reduced · −22K sh | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 60K | $1.5M | ▼−66% Reduced · −117K sh | Q1 2026 | |
| 9 | BFI Wealth Solutions, LLC | 60K | $1.7M | ▲+4.0% Added · +2K sh | Q2 2026 | |
| 10 | Independent Financial Group, LLC | 55K | $1.5M | ▼−6.1% Reduced · −4K sh | Q2 2026 | |
| 11 | Truist Financial Corp | 50K | $1.3M | ▼−32% Reduced · −23K sh | Q1 2026 | |
| 12 | Secured Retirement Advisors, LLC | 43K | $1.2M | ▼−7.8% Reduced · −4K sh | Q2 2026 | |
| 13 | Global Assets Advisory, LLC | 40K | $1.1M | ▲New +40K sh | Q2 2026 | |
| 14 | Grantvest Financial Group LLC | 33K | $919K | ▼−13% Reduced · −5K sh | Q2 2026 | |
| 15 | NewEdge Advisors, LLC | 33K | $908K | ▼−8.6% Reduced · −3K sh | Q2 2026 | |
| 16 | Wealth Enhancement Advisory Services, LLC | 32K | Withheld | —Held | Q2 2026 | |
| 17 | Susquehanna International Group, LLP | 31K | $803K | ▲+3.2% Added · +959 sh | Q1 2026 | |
| 18 | NorthCrest Asset Manangement, LLC | 31K | $868K | —Held | Q2 2026 | |
| 19 | Ignite Planners, LLC | 29K | $801K | ▼−2.4% Reduced · −715 sh | Q2 2026 | |
| 20 | Ameritas Investment Partners, Inc. | 28K | $775K | ▼−1.6% Reduced · −440 sh | Q2 2026 | |
| 21 | Vise Technologies, Inc. | 22K | $565K | —Held | Q1 2026 | |
| 22 | Crusonia Wealth Advisors LLC | 20K | $556K | —Held | Q2 2026 | |
| 23 | Foundations Investment Advisors, LLC | 19K | $478K | ▼−0.9% Reduced · −170 sh | Q1 2026 | |
| 24 | Wealthgarden F.S. LLC | 18K | $508K | ▼−0.1% Reduced · −10 sh | Q2 2026 | |
| 25 | Prospera Financial Services Inc | 17K | $468K | ▼−0.6% Reduced · −100 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 4 funds opened a new position in SAUG and 1 added to an existing one, while 13 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 25 funds | $2.0B |
| APPLE INCAAPL | 25 funds | $1.9B |
| MICROSOFT CORPMSFT | 25 funds | $944.1M |
| AMAZON.COM INCAMZN | 25 funds | $931.6M |
| ALPHABET INC-CL AGOOGL | 25 funds | $718.3M |
| JPMORGAN CHASE & COJPM | 25 funds | $421.0M |
| CATERPILLAR INCCAT | 25 funds | $411.1M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 25 funds | $406.2M |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $380.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $378.0M |
| TESLA INCTSLA | 25 funds | $317.1M |
| INVESCO QQQ TRUST SERIES 1QQQ | 24 funds | $926.4M |
Ranked by how many of SAUG's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SAUG
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/SAUG/capital-change-brief"
Use Arkolith's capital_change_brief for SAUG. 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 SAUG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.