Who Owns SAMM?
Strategas Macro Momentum ETF — Institutional Ownership & 13F Holdings
$31.67
+0.62 (+2.00%)
Market Cap
$24.6M
Shares Outstanding
823,705
Institutional Holders
6
Total Inst. Value
$11.5M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Baird Financial Group, Inc. | $8.4M | 339,102 |
| 2 | Jaffetilchin Investment Partners, LLC | $1.4M | 56,135 |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $889K | 35,669 |
| 4 | HighTower Advisors, LLC | $509K | 20,436 |
| 5 | Hilltop Holdings Inc. | $212K | 8,500 |
| 6 | ROYAL BANK OF CANADA | $2K | 86 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Baird Financial Group, Inc. | +13K | $8.4M |
| ENVESTNET ASSET MANAGEMENT INC | +19K | $889K |
| HighTower Advisors, LLC | +1K | $509K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold SAMM?
As of Q1 2025, 6 institutional investors report holding SAMM (Strategas Macro Momentum ETF) in their 13F filings.
Which hedge fund owns the most SAMM?
The largest institutional holder of SAMM is Baird Financial Group, Inc. with $8.4M in shares.
Are institutions buying or selling SAMM?
This quarter, 2 institutions opened new positions in SAMM and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.