SASS Institutional Ownership & Shareholders
MD SASS CONC VALUE ETF (SASS) is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $72.22M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
M.D. Sass, Llc is currently the largest disclosed institutional shareholder of SASS tracked by InsiderSet, reporting ownership valued at approximately $72.22M 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 $67.55M, representing an estimated loss of -6.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SASS value among the investors covered in this analysis. Major shareholders include M.D. Sass, Llc, and several other long-term asset managers with concentrated positions in MD SASS CONC VALUE ETF (SASS).
This page ranks the largest institutional SASS 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
1
Total Reported Value
$72.22M
Largest Holder
M.D. Sass, Llc
Largest Position
$72.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
2
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| M.D. Sass, Llc | 4.78% | 2,854,897 | $72,218,902 | $67,549,718 | -$4,669,184 | -6.47% |
Frequently asked questions about SASS
Who are the largest institutional holders of SASS?
The largest institutional holders of SASS reported in the latest SEC Form 13F filings include M.D. Sass, Llc. InsiderSet ranks institutional holders by their latest reported SASS position.
What is SASS institutional ownership?
This page tracks SASS positions reported by institutional investment managers through SEC Form 13F. MD SASS CONC VALUE ETF (SASS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SASS?
InsiderSet currently tracks 1 institutional managers reporting SASS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SASS shareholders.
How much SASS stock do institutions own?
Institutional investment managers disclosed approximately $72.22M in SASS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SASS institutional ownership last updated?
The latest SASS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SASS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SASS position after the reporting date.
Are institutions buying or selling SASS?
Institutional buying and selling can be analyzed by comparing SASS positions across consecutive 13F reporting periods. InsiderSet's SASS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SASS ownership changes.
How has SASS institutional ownership changed over time?
InsiderSet tracks SASS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.