Strategas Macro Thematic Opportunities ETF (SAMT)

ETF ยท NYSE Arca

Strategas Macro Thematic Opportunities ETF (SAMT) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 25, 2022.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
January 25, 2022

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 84 institutions reported holding SAMT, with 14.4 million shares worth $687.7 million in aggregate. The largest reported holder was Envestnet Asset Management, with 2.3 million shares worth $111.0 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Envestnet Asset Management2,325,893$111MAdded 71.45%
Mainstay Capital Management LLC /Adv1,864,255$89MReduced 36.42%
Baird Financial Group1,698,774$81MAdded 55.45%
Bank of America1,410,394$67MAdded 188.56%
Beaumont Financial Advisors816,446$39MReduced 14.21%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SAMT?

Strategas Macro Thematic Opportunities ETF (SAMT) is an exchange-traded fund listed on NYSE Arca, where it has traded since January 25, 2022.

Who are the largest institutional holders of SAMT?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SAMT were Envestnet Asset Management, Mainstay Capital Management LLC /Adv and Baird Financial Group.

How many institutions own SAMT?

84 institutions reported a position in SAMT for the quarter ended June 30, 2026, worth $687.7 million in total.

Did institutions buy or sell SAMT last quarter?

Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for SAMT.

Every reported institutional holder, plus insider and congressional trades in SAMT, on SentiSense.