Who owns SAGP?
Strategas Global Policy Opportunities ETF · Strategas
17 institutions reported holding SAGP, worth $55.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SAGP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Baird Financial Group, Inc. | Milwaukee, WI | $23.9M | 673,242 | −24,118 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $18.6M | 524,757 | +21,518 shares |
| Archford Capital Strategies, LLC | Swansea, IL | $4.0M | 113,870 | +4,644 shares |
| Greenwich Wealth Management LLC | Greenwich, CT | $3.5M | 97,507 | −2,335 shares |
| Triangle Securities Wealth Management | Raleigh, NC | $2.6M | 72,141 | −2,347 shares |
| Cambridge Advisors Inc. | Omaha, NE | $669K | 18,839 | −400 shares |
| Bank of America Corp. | Charlotte, NC | $532K | 14,989 | +5,959 shares |
| Fiduciary Trust Co | Boston, MA | $476K | 13,420 | No change |
| Jane Street Group, LLC | New York, NY | $449K | 12,654 | −3,920 shares |
| Nuveen, LLC | Charlotte, NC | $216K | 6,085 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SAGP?
17 institutional managers reported holding SAGP in Form 13F filings for June 30, 2026, worth $55.2M in total. The largest reported position was held by Baird Financial Group, Inc., at $23.9M.
Did institutions buy or sell SAGP last quarter?
Reported 13F value rose 3.8% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SAGP ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.