STRATEGAS MACRO THEM OPPS (SAMT) Institutional Ownership Changes & 13F Activity
STRATEGAS MACRO THEM OPPS (SAMT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Mainstay Capital Management Llc, Baird Financial Group, Inc., Bank Of America Corp, and Thrivent Financial For Lutherans.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Stonebridge Financial Group, Llc | Buy | +31,752 | +14.2% | 254,945 | $10.63M | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -2,325,893 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Corient Private Wealth Llc | Sell | -5,925 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -11,317 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Sell | -13,097 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 17, 2026 |
| Bank Of America Corp | Sell | -1,410,394 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Sell | -336,361 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -278,429 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Sell | -183,628 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -41,552 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -38,930 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -22,158 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -14,162 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Excelsior Advisor Network Llc | Sell | -12,286 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -8,062 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -7,008 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -42 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Fidelis Capital Partners, Llc | Sell | -209,744 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -86,608 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Cibc World Market Inc. | Sell | -84,855 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -17,877 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Fiduciary Trust Co | Sell | -13,465 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -1,149 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | Sell | -75 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 13, 2026 |
| Mainstay Capital Management Llc | Sell | -1,864,255 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Sell | -1,698,774 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Sell | -250,144 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -11,502 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Sell | -5,717 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Mjp Associates Inc | Sell | -71,491 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 11, 2026 |
Frequently asked questions about SAMT activity
Which institutional owners are buying SAMT?
Institutional owners buying SAMT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SAMT activity?
"Buy" means an investor increased their reported position in SAMT compared to the prior reporting period. This reflects growing exposure to STRATEGAS MACRO THEM OPPS (SAMT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SAMT increasing?
Institutional interest in SAMT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.