Who owns SAMM?
Strategas Macro Momentum ETF · Strategas
7 institutions reported holding SAMM, worth $21.9M, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of SAMM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Baird Financial Group, Inc. | Milwaukee, WI | $12.7M | 391,969 | +2,817 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $5.2M | 161,763 | +30,885 shares |
| Archford Capital Strategies, LLC | Swansea, IL | $1.9M | 58,356 | +1,079 shares |
| HighTower Advisors, LLC | Chicago, IL | $1.1M | 33,321 | +4,080 shares |
| Synergy Asset Management, LLC | Vancouver, WA | $525K | 16,248 | New position |
| Hilltop Holdings Inc. | Dallas, TX | $275K | 8,500 | No change |
| Quantify Chaos Advisors, LLC | Brooklyn, NY | $242K | 7,498 | +17 shares |
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.
Similar ETFs
Compare what they hold: SAMM vs QNDX, SAMM vs SPXV, SAMM vs XDTE, SAMM vs PEXL.
Frequently asked questions
Who owns SAMM?
7 institutional managers reported holding SAMM in Form 13F filings for June 30, 2026, worth $21.9M in total. The largest reported position was held by Baird Financial Group, Inc., at $12.7M.
Did institutions buy or sell SAMM last quarter?
Reported 13F value rose 16.5% from March 31, 2026, which includes price moves as well as buying and selling. 1 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 SAMM 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.