SAWS Institutional Ownership & Shareholders
AAM SAWGRASS US SM CP GR ETF (SAWS) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.88M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wealth Intelligence, Llc is currently the largest disclosed institutional shareholder of SAWS tracked by InsiderSet, reporting ownership valued at approximately $5.43M in its September 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 $5.32M, representing an estimated loss of -1.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SAWS value among the investors covered in this analysis. Major shareholders include Wealth Intelligence, Llc, Envestnet Asset Management Inc, Philadelphia Investment Partners, Llc, and several other long-term asset managers with concentrated positions in AAM SAWGRASS US SM CP GR ETF (SAWS).
This page ranks the largest institutional SAWS 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
4
Total Reported Value
$5.88M
Largest Holder
Wealth Intelligence, Llc
Largest Position
$5.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
7
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Intelligence, Llc | 2.60% | 237,409 | $5,427,122 | $5,319,742 | -$107,380 | -1.98% | |
| Envestnet Asset Management Inc | 0.00% | 10,883 | $283,454 | $243,861 | -$39,593 | -13.97% | |
| Philadelphia Investment Partners, Llc | 0.09% | 5,332 | $138,886 | $119,477 | -$19,409 | -13.97% | |
| Osaic Holdings, Inc. | 0.00% | 1,005 | $26,180 | $22,520 | -$3,660 | -13.98% |
Frequently asked questions about SAWS
Who are the largest institutional holders of SAWS?
The largest institutional holders of SAWS reported in the latest SEC Form 13F filings include Wealth Intelligence, Llc, Envestnet Asset Management Inc, Philadelphia Investment Partners, Llc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported SAWS position.
What is SAWS institutional ownership?
This page tracks SAWS positions reported by institutional investment managers through SEC Form 13F. AAM SAWGRASS US SM CP GR ETF (SAWS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SAWS?
InsiderSet currently tracks 4 institutional managers reporting SAWS 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 SAWS shareholders.
How much SAWS stock do institutions own?
Institutional investment managers disclosed approximately $5.88M in SAWS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SAWS institutional ownership last updated?
The latest SAWS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 SAWS 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 SAWS position after the reporting date.
Are institutions buying or selling SAWS?
Institutional buying and selling can be analyzed by comparing SAWS positions across consecutive 13F reporting periods. InsiderSet's SAWS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SAWS ownership changes.
How has SAWS institutional ownership changed over time?
InsiderSet tracks SAWS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.