SAGP

Institutional Ownership

Top 16 Institutional Holders
HolderSharesDateChange% Held
Baird Financial Group, Inc.673.24KJun 30, 26-24.12K40.48%
ENVESTNET ASSET MANAGEMENT INC524.76KJun 30, 26+21.52K31.55%
Archford Capital Strategies, LLC113.87KJun 30, 26+4.64K6.85%
Greenwich Wealth Management LLC97.51KJun 30, 26-2.33K5.86%
Triangle Securities Wealth Management72.14KJun 30, 26-2.35K4.34%
Cambridge Advisors Inc.18.84KJun 30, 26-4001.13%
BANK OF AMERICA CORP /DE/14.99KJun 30, 26+5.96K0.90%
FIDUCIARY TRUST CO13.42KJun 30, 26--0.81%
JANE STREET GROUP, LLC12.65KJun 30, 26-3.92K0.76%
Nuveen, LLC6.08KJun 30, 26+6.08K0.37%
QUANTIFY CHAOS ADVISORS, LLC5.98KJun 30, 26+210.36%
Allworth Financial LP650Jun 30, 26--0.04%
Parallel Advisors, LLC500Jun 30, 26--0.03%
JONES FINANCIAL COMPANIES LLLP152Jun 30, 26+1520.01%
US BANCORP \DE\84Jun 30, 26--0.01%
Jaffetilchin Investment Partners, LLC13.34KMar 31, 26+140.80%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.