STRATEGAS MACRO THEM OPPS (SAMT) Institutional Shareholders
STRATEGAS MACRO THEM OPPS (SAMT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $673.03M in SAMT holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of SAMT tracked by InsiderSet, reporting ownership valued at approximately $111.03M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $97.92M, representing an estimated loss of -11.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed SAMT value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Mainstay Capital Management Llc, Baird Financial Group, Inc., and several other long-term asset managers with concentrated positions in STRATEGAS MACRO THEM OPPS (SAMT).
This page ranks the largest institutional SAMT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
84
Total Reported Value
$673.03M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$111.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.03% | 2,325,893 | $111,026,524 | $97,920,095 | -$13,106,429 | -11.80% | |
| Mainstay Capital Management Llc | 6.59% | 1,864,255 | $88,990,244 | $78,485,136 | -$10,505,109 | -11.80% | |
| Baird Financial Group, Inc. | 0.11% | 1,698,774 | $81,090,977 | $71,518,385 | -$9,572,592 | -11.80% | |
| Bank Of America Corp | 0.00% | 1,410,394 | $67,325,158 | $59,377,587 | -$7,947,571 | -11.80% | |
| Beaumont Financial Advisors, Llc | 2.48% | 816,446 | $38,973,065 | $34,372,377 | -$4,600,688 | -11.80% | |
| Trilogy Capital Inc. | 1.32% | 709,244 | $33,855,748 | $29,859,172 | -$3,996,576 | -11.80% | |
| Thrivent Financial For Lutherans | 0.03% | 336,361 | $16,056,000 | $14,160,798 | -$1,895,202 | -11.80% | |
| One Charles Private Wealth Services, Llc | 3.45% | 313,351 | $14,957,819 | $13,192,077 | -$1,765,742 | -11.80% | |
| Greenwich Wealth Management Llc | 0.50% | 284,924 | $13,601,000 | $11,995,300 | -$1,605,700 | -11.81% | |
| Royal Bank Of Canada | 0.00% | 278,429 | $13,291,000 | $11,721,861 | -$1,569,139 | -11.81% | |
| Triangle Securities Wealth Management | 2.43% | 256,588 | $12,248,223 | $10,802,355 | -$1,445,868 | -11.80% | |
| Archford Capital Strategies, Llc | 1.22% | 251,799 | $12,019,625 | $10,600,738 | -$1,418,887 | -11.80% | |
| Aptus Capital Advisors, Llc | 0.09% | 250,144 | $11,940,624 | $10,531,062 | -$1,409,562 | -11.80% | |
| Insight Wealth Strategies, Llc | 1.15% | 251,772 | $11,777,912 | $10,599,601 | -$1,178,311 | -10.00% | |
| Members Advisory Group Llc | 3.01% | 226,079 | $10,791,882 | $9,517,926 | -$1,273,956 | -11.80% | |
| Stonebridge Financial Group, Llc | 0.81% | 223,193 | $10,654,121 | $9,396,425 | -$1,257,696 | -11.80% | |
| Fidelis Capital Partners, Llc | 0.58% | 209,744 | $10,012,122 | $8,830,222 | -$1,181,900 | -11.80% | |
| Joseph Group Capital Management | 2.05% | 204,561 | $9,764,722 | $8,612,018 | -$1,152,704 | -11.80% | |
| Pinnacle Financial Partners, Inc. | 0.06% | 183,628 | $8,765,483 | $7,730,739 | -$1,034,744 | -11.80% | |
| Mml Investors Services, Llc | 0.01% | 144,281 | $6,887,272 | $6,074,230 | -$813,042 | -11.80% | |
| Krilogy Financial Llc | 0.20% | 139,191 | $6,644,283 | $5,859,941 | -$784,342 | -11.80% | |
| D.A. Davidson & Co. | 0.03% | 115,749 | $5,525,278 | $4,873,033 | -$652,245 | -11.80% | |
| Lpl Financial Llc | 0.00% | 115,202 | $5,499,166 | $4,850,004 | -$649,162 | -11.80% | |
| Meridian Wealth Management, Llc | 0.16% | 107,983 | $5,154,569 | $4,546,084 | -$608,485 | -11.80% | |
| Armor Investment Advisors, Llc | 1.61% | 105,111 | $5,017,474 | $4,425,173 | -$592,301 | -11.80% | |
| Capital Investment Counsel, Llc | 0.60% | 101,409 | $4,840,759 | $4,269,319 | -$571,440 | -11.80% | |
| Sanctuary Advisors, Llc | 0.02% | 86,608 | $4,134,216 | $3,646,197 | -$488,019 | -11.80% | |
| Cibc World Market Inc. | 0.01% | 84,855 | $4,050,553 | $3,572,396 | -$478,158 | -11.80% | |
| Fortem Financial Group, Llc | 0.82% | 84,473 | $4,032,319 | $3,556,313 | -$476,006 | -11.80% | |
| Advisor Os, Llc | 0.23% | 71,491 | $3,412,623 | $3,009,771 | -$402,852 | -11.80% | |
| Mjp Associates Inc | 0.37% | 71,491 | $3,412,623 | $3,009,771 | -$402,852 | -11.80% | |
| Kestra Private Wealth Services, Llc | 0.04% | 67,474 | $3,220,877 | $2,840,655 | -$380,222 | -11.80% | |
| Parsons Capital Management Inc/Ri | 0.12% | 56,731 | $2,708,055 | $2,388,375 | -$319,680 | -11.80% | |
| Cambridge Advisors Inc. | 0.45% | 54,872 | $2,619,301 | $2,310,111 | -$309,190 | -11.80% | |
| Mutual Advisors, Llc | 0.04% | 41,552 | $1,983,508 | $1,749,339 | -$234,169 | -11.81% | |
| Raymond James Financial Inc | 0.00% | 38,930 | $1,858,324 | $1,638,953 | -$219,371 | -11.80% | |
| Mayfair Advisory Group, Llc | 0.52% | 39,475 | $1,723,479 | $1,661,898 | -$61,582 | -3.57% | |
| Essex Financial Services, Inc. | 0.08% | 34,564 | $1,649,933 | $1,455,144 | -$194,789 | -11.81% | |
| Koshinski Asset Management, Inc. | 0.08% | 30,899 | $1,474,942 | $1,300,848 | -$174,094 | -11.80% | |
| Atria Investments, Inc | 0.01% | 26,923 | $1,285,163 | $1,133,458 | -$151,705 | -11.80% | |
| Bank Of New York Mellon Corp | 0.00% | 24,972 | $1,192,024 | $1,051,321 | -$140,703 | -11.80% | |
| Vestgen Advisors, Llc | 0.03% | 23,828 | $1,137,430 | $1,003,159 | -$134,271 | -11.80% | |
| Perigon Wealth Management, Llc | 0.02% | 22,635 | $1,080,482 | $952,934 | -$127,549 | -11.80% | |
| Bigsur Wealth Management Llc | 0.26% | 22,560 | $1,076,902 | $949,776 | -$127,126 | -11.80% | |
| Orion Porfolio Solutions, Llc | 0.01% | 22,158 | $1,057,712 | $932,852 | -$124,860 | -11.80% | |
| Comprehensive Financial Planning, Inc./Pa | 0.56% | 21,968 | $1,048,643 | $924,853 | -$123,790 | -11.80% | |
| Capital Investment Advisors, Llc | 0.01% | 21,899 | $1,045,362 | $921,948 | -$123,414 | -11.81% | |
| Captrust Financial Advisors | 0.00% | 17,877 | $853,347 | $752,622 | -$100,725 | -11.80% | |
| Dynamic Advisor Solutions Llc | 0.02% | 14,140 | $674,975 | $595,294 | -$79,681 | -11.81% | |
| Jones Financial Companies Lllp | 0.00% | 14,162 | $645,221 | $596,220 | -$49,001 | -7.59% |
Frequently asked questions about SAMT
Who owns the most SAMT stock?
The largest holders of SAMT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for STRATEGAS MACRO THEM OPPS (SAMT).
Is SAMT widely held by superinvestors?
Many widely followed stocks like SAMT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SAMT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.