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 (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mainstay Capital Management Llc, Envestnet Asset Management Inc, Bank Of America Corp, Baird Financial Group, Inc., and Thrivent Financial For Lutherans.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Jaffetilchin Investment Partners, LlcSell-170-1.2%13,878$662.48KQ2 2026Oct 20, 2026
Envestnet Asset Management IncBuy+969,267+71.4%2,325,893$111.03MQ2 2026Sep 23, 2026
Corient Private Wealth LlcSell-388-6.1%5,925$282.81KQ2 2026Aug 27, 2026
Equitable Holdings, Inc.Buy+13,097—13,097$625.18KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+921,631+188.6%1,410,394$67.33MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+336,361—336,361$16.06MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+278,429—278,429$13.29MQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+183,628—183,628$8.77MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+22,158—22,158$1.06MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+14,162—14,162$645.22KQ2 2026Aug 14, 2026
Excelsior Advisor Network LlcBuy+12,286—12,286$586.47KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+12,091+45.1%38,930$1.86MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-8,139-53.7%7,008$334.53KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+711+1.7%41,552$1.98MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+564+7.5%8,062$384.84KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+42—42$2.00KQ2 2026Aug 14, 2026
Cibc World Market Inc.Buy+66,080+352.0%84,855$4.05MQ2 2026Aug 13, 2026
Fidelis Capital Partners, LlcBuy+26,716+14.6%209,744$10.01MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+24,380+39.2%86,608$4.13MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+200+1.1%17,877$853.35KQ2 2026Aug 13, 2026
Morgan StanleyBuy+177+18.2%1,149$54.85KQ2 2026Aug 13, 2026
Silver Grove Financial Group, Inc.Buy+75—75$3.58KQ2 2026Aug 13, 2026
Mainstay Capital Management LlcSell-1,067,714-36.4%1,864,255$88.99MQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+605,973+55.5%1,698,774$81.09MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+5,717—5,717$268.36KQ2 2026Aug 12, 2026
Aptus Capital Advisors, LlcBuy+2,749+1.1%250,144$11.94MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+2,473+27.4%11,502$549.05KQ2 2026Aug 12, 2026
Mayfair Advisory Group, LlcBuy+13,995+54.9%39,475$1.72MQ2 2026Aug 11, 2026
Vestgen Advisors, LlcBuy+13,940+141.0%23,828$1.14MQ2 2026Aug 11, 2026
Mjp Associates IncSell-11,777-14.1%71,491$3.41MQ2 2026Aug 11, 2026
Showing 30 of 80

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.