Who Owns Strategas Macro Momentum ETF (SAMM)?Hedge Fund & Institutional Holders
Institutional Holders
8
as of Q4 2025
Total Institutional Value
$6000400020001.4T
% of Float Held
—
QoQ Change in Holders
+3 / -1
Price History
SAMM — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | New Position | +89K | +$2.0M |
| QUANTIFY CHAOS ADVISORS, LLC | New Position | +7K | +$222K |
| CITADEL ADVISORS LLC | New Position | +8K | +$0 |
| HighTower Advisors, LLC | Increased | +1K | +$-770.1M |
| Baird Financial Group, Inc. | Increased | +37K | +$-9.5B |
SAMM — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | Decreased | -5K | -$1.5B |
| UBS Group AG | Closed Position | -200 | -$5.8M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 200,605 | $6.0M | 0.01% | Share |
| 2 | Baird Financial Group, Inc. | 165,757 | $4.0M | 0.01% | Share |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 89,356 | $2.0M | 0.00% | Share |
| 4 | Jaffetilchin Investment Partners, LLC | 46,757 | $1.4M | 0.08% | Share |
| 5 | QUANTIFY CHAOS ADVISORS, LLC | 7,408 | $222K | 0.67% | Share |
| 6 | CITADEL ADVISORS LLC | 7,560 | $0 | 0.00% | Share |
| 7 | Hilltop Holdings Inc. | 8,500 | $0 | 0.00% | Share |
| 8 | HighTower Advisors, LLC | 27,928 | $0 | 0.00% | Share |
SAMM Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 7 | $13.6M | +2 |
| Q3 2025 | 5 | $12.0B | -1 |
| Q2 2025 | 6 | $3.3B | +0 |
| Q1 2025 | 6 | $11.5B | +1 |
| Q4 2024 | 5 | $10.0B | +2 |
| Q3 2024 | 3 | $2.7B | +0 |
| Q2 2024 | 3 | $1.2B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 8 institutional investors hold SAMM (Strategas Macro Momentum ETF). The largest holder is Baird Financial Group, Inc. with $6.0M in shares. This quarter, 3 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own SAMM?
As of Q4 2025, 8 institutional investors report holding SAMM (Strategas Macro Momentum ETF) in their 13F filings.
Who is the largest institutional holder of SAMM?
The largest institutional holder of SAMM is Baird Financial Group, Inc. with $6.0M in shares.
Is institutional ownership of SAMM increasing or decreasing?
This quarter, 3 institutions opened new positions in SAMM and 1 closed their positions.