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Strategas Macro Thematic Opportunities ETF(SAMT)
Last print unknown agoAbout this dataData status
$40.88▲0.08 (0.20%)Stale · unknown old
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Institutional Ownership

Top 96 Institutional Holders
HolderSharesDateChange% Held
Beaumont Financial Advisors, LLC842.55KSep 30, 26+26.11K13.27%
Trilogy Capital Inc.741.61KSep 30, 26+32.37K11.68%
Cambridge Investment Research Advisors, Inc.333.62KSep 30, 26+17.29K5.25%
Triangle Securities Wealth Management261.07KSep 30, 26+4.48K4.11%
Archford Capital Strategies, LLC256.27KSep 30, 26+4.47K4.04%
Stonebridge Financial Group, LLC254.94KSep 30, 26+31.75K4.01%
Insight Wealth Strategies, LLC252.89KSep 30, 26+1.12K3.98%
Krilogy Financial LLC150.29KSep 30, 26+11.10K2.37%
D.A. DAVIDSON & CO.124.23KSep 30, 26+8.48K1.96%
Armor Investment Advisors, LLC102.81KSep 30, 26-2.31K1.62%
Capital Investment Counsel, LLC100.22KSep 30, 26-1.19K1.58%
FORTEM FINANCIAL GROUP, LLC88.39KSep 30, 26+3.91K1.39%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC87.41KSep 30, 26+87.41K1.38%
KESTRA PRIVATE WEALTH SERVICES, LLC69.61KSep 30, 26+2.13K1.10%
Cambridge Advisors Inc.63.09KSep 30, 26+8.21K0.99%
PARSONS CAPITAL MANAGEMENT INC/RI57.37KSep 30, 26+6370.90%
Mayfair Advisory Group, LLC46.44KSep 30, 26+6.96K0.73%
Capital Investment Advisors, LLC35.53KSep 30, 26+13.63K0.56%
Atria Investments, Inc33.17KSep 30, 26+6.25K0.52%
Koshinski Asset Management, Inc.26.56KSep 30, 26-4.34K0.42%
Perigon Wealth Management, LLC22.64KSep 30, 26--0.36%
Comprehensive Financial Planning, Inc./PA22.39KSep 30, 26+4220.35%
VestGen Advisors, LLC22.26KSep 30, 26-1.57K0.35%
Dynamic Advisor Solutions LLC21.56KSep 30, 26+7.42K0.34%
Inscription Capital, LLC14.20KSep 30, 26+14.20K0.22%
DAVENPORT & Co LLC9.85KSep 30, 26+4.39K0.16%
Retirement Planning Group, LLC6.85KSep 30, 26+3650.11%
Midwest Trust Co6.50KSep 30, 26--0.10%
OPPENHEIMER & CO INC5.60KSep 30, 26-470.09%
WEST PACES ADVISORS INC.3.08KSep 30, 26+1760.05%
GAMMA Investing LLC965Sep 30, 26--0.02%
Latitude Advisors, LLC340Sep 30, 26+3400.01%
Signature Resources Capital Management, LLC305Sep 30, 26--0.00%
Investors Research Corp213Sep 30, 26--0.00%
Nvest Wealth Strategies, Inc.25Sep 30, 26+250.00%
MISSION WEALTH MANAGEMENT, LP--Sep 30, 26-4.38K--
Worth Asset Management, LLC--Sep 30, 26-5.93K--
BigSur Wealth Management LLC--Sep 30, 26-22.56K--
ENVESTNET ASSET MANAGEMENT INC2.33MJun 30, 26+969.27K36.63%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1.86MJun 30, 26-1.07M29.36%
Baird Financial Group, Inc.1.70MJun 30, 26+605.97K26.75%
BANK OF AMERICA CORP /DE/1.41MJun 30, 26+921.63K22.21%
THRIVENT FINANCIAL FOR LUTHERANS336.36KJun 30, 26+336.36K5.30%
Cambridge Investment Research Advisors, Inc.316.33KJun 30, 26+10.16K4.98%
One Charles Private Wealth Services, LLC313.35KJun 30, 26+7.82K4.93%
Greenwich Wealth Management LLC284.92KJun 30, 26+2.66K4.49%
ROYAL BANK OF CANADA278.43KJun 30, 26+278.43K4.38%
Aptus Capital Advisors, LLC250.14KJun 30, 26+2.75K3.94%
Members Advisory Group LLC226.08KJun 30, 26+226.08K3.56%
FIDELIS CAPITAL PARTNERS, LLC209.74KJun 30, 26+26.72K3.30%
Joseph Group Capital Management204.56KJun 30, 26+204.56K3.22%
Pinnacle Financial Partners, Inc.183.63KJun 30, 26+183.63K2.89%
MML INVESTORS SERVICES, LLC144.28KJun 30, 26+35.72K2.27%
LPL Financial LLC115.20KJun 30, 26+81.43K1.81%
Meridian Wealth Management, LLC107.98KJun 30, 26+46.42K1.70%
Sanctuary Advisors, LLC86.61KJun 30, 26+24.38K1.36%
CIBC WORLD MARKET INC.84.86KJun 30, 26+66.08K1.34%
HighTower Advisors, LLC72.31KJun 30, 26+23.93K1.14%
Advisor OS, LLC71.49KJun 30, 26-11.22K1.13%
MJP ASSOCIATES INC /ADV71.49KJun 30, 26-11.78K1.13%
Mutual Advisors, LLC41.55KJun 30, 26+7110.65%
RAYMOND JAMES FINANCIAL INC38.93KJun 30, 26+12.09K0.61%
Essex Financial Services, Inc.34.56KJun 30, 26+21.27K0.54%
Bank of New York Mellon Corp24.97KJun 30, 26+13.96K0.39%
Orion Porfolio Solutions, LLC22.16KJun 30, 26+22.16K0.35%
CAPTRUST FINANCIAL ADVISORS17.88KJun 30, 26+2000.28%
JONES FINANCIAL COMPANIES LLLP14.16KJun 30, 26+14.16K0.22%
Jaffetilchin Investment Partners, LLC13.88KJun 30, 26-1700.22%
FIDUCIARY TRUST CO13.46KJun 30, 26--0.21%
Equitable Holdings, Inc.13.10KJun 30, 26+13.10K0.21%
XCELSIOR ADVISOR PARTNERS LLC12.29KJun 30, 26+12.29K0.19%
STIFEL FINANCIAL CORP11.50KJun 30, 26+2.47K0.18%
MERCER GLOBAL ADVISORS INC /ADV11.32KJun 30, 26--0.18%
QUANTIFY CHAOS ADVISORS, LLC9.99KJun 30, 26+200.16%
Reliant Wealth Planning8.86KJun 30, 26+8.86K0.14%
Cerity Partners LLC8.06KJun 30, 26+5640.13%
JANE STREET GROUP, LLC7.01KJun 30, 26-8.14K0.11%
FIFTH THIRD BANCORP5.95KJun 30, 26+5.95K0.09%
Corient Private Wealth LP5.92KJun 30, 26-3880.09%
JPMORGAN CHASE & CO5.72KJun 30, 26+5.42K0.09%
Kovack Advisors, Inc.5.38KJun 30, 26+5.38K0.08%
Fourth Dimension Wealth, LLC5.04KJun 30, 26+5.04K0.08%
Geneos Wealth Management Inc.4.67KJun 30, 26+4.67K0.07%
CVA Family Office, LLC3.05KJun 30, 26+2.85K0.05%
Regatta Research & Money Management2.96KJun 30, 26+2.96K0.05%
Allworth Financial LP2.65KJun 30, 26--0.04%
Parallel Advisors, LLC1.46KJun 30, 26+4000.02%
MORGAN STANLEY1.15KJun 30, 26+1770.02%
Silver Grove Financial Group, Inc.75Jun 30, 26+750.00%
OSAIC HOLDINGS, INC.42Jun 30, 26+420.00%
WELLS FARGO & COMPANY/MN--Jun 30, 26-210--
TWO SIGMA INVESTMENTS, LP--Jun 30, 26-122.10K--
CALTON & ASSOCIATES, INC.--Jun 30, 26-13.34K--
CWM, LLC69Mar 31, 26--0.00%
MCMILLION CAPITAL MANAGEMENT INC63.60KJun 30, 23-2.00K1.00%
Beaumont Financial Partners, LLC796.93KSep 30, 22+136.70K12.55%

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

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