SAGP Institutional Ownership
Strategas Global Policy Opportunities ETF
1W: -1.6%
1M: -5.7%
3M: -3.8%
YTD: +2.8%
1Y: +1.5%
3Y: +54.2%
$35.01
+0.04 (+0.10%)
Weekly Expected Move ±1.4%
$34
$35
$35
$35
$36
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — SAGP
17
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
55M
Total Invested
2
New Positions
5
Increased
5
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (20 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 673,242 | $24M | -24,118 | -3.5% | 16Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 524,757 | $18M | +21,518 | +4.3% | 17Q | SEC ↗ |
| 3 | Archford Capital Strategies, LLC | 113,870 | $4M | +4,644 | +4.3% | 11Q | SEC ↗ |
| 4 | Greenwich Wealth Management LLC | 97,507 | $3M | -2,335 | -2.3% | 5Q | SEC ↗ |
| 5 | Triangle Securities Wealth Management | 72,141 | $3M | -2,347 | -3.2% | 15Q | SEC ↗ |
| 6 | Cambridge Advisors Inc. | 18,839 | $660K | -400 | -2.1% | 17Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 14,989 | $525K | +5,959 | +66.0% | 2Q | SEC ↗ |
| 8 | Fiduciary Trust Co | 13,420 | $470K | — | +0.0% | 12Q | SEC ↗ |
| 9 | Jaffetilchin Investment Partners, LLC | 13,342 | $467K | +14 | +0.1% | 14Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 12,654 | $443K | -3,920 | -23.7% | 2Q | SEC ↗ |
| 11 | Nuveen, LLC NEW | 6,085 | $213K | — | +0.0% | 1Q | SEC ↗ |
| 12 | QUANTIFY CHAOS ADVISORS, LLC | 5,976 | $209K | +21 | +0.4% | 2Q | SEC ↗ |
| 13 | Allworth Financial LP | 650 | $23K | — | +0.0% | 3Q | SEC ↗ |
| 14 | GAMMA Investing LLC | 514 | $18K | +148 | +40.4% | 11Q | SEC ↗ |
| 15 | Parallel Advisors, LLC | 500 | $18K | — | +0.0% | 10Q | SEC ↗ |
| 16 | JONES FINANCIAL COMPANIES LLLP NEW | 152 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 17 | US BANCORP \DE | 84 | $3K | — | +0.0% | 4Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 0 | $0K | — | — | 5Q | SEC ↗ |
| 19 | UBS Group AG | 0 | $0K | -108 | -100.0% | 4Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC | 0 | $0K | -2,713 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Nuveen, LLC | 6,085 | $213K |
| JONES FINANCIAL COMPANIES LLLP | 152 | $5K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kestra Advisory Services, LLC | 2,713 | $95K |
| UBS Group AG | 108 | $4K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +21,518 | +4.3% | 524,757 |
| BANK OF AMERICA CORP /DE | +5,959 | +66.0% | 14,989 |
| Archford Capital Strategies, LLC | +4,644 | +4.3% | 113,870 |
| GAMMA Investing LLC | +148 | +40.4% | 514 |
| QUANTIFY CHAOS ADVISORS, LLC | +21 | +0.4% | 5,976 |
| Jaffetilchin Investment Partners, L | +14 | +0.1% | 13,342 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Baird Financial Group, Inc. | -24,118 | -3.5% | 673,242 |
| JANE STREET GROUP, LLC | -3,920 | -23.7% | 12,654 |
| Triangle Securities Wealth Manageme | -2,347 | -3.2% | 72,141 |
| Greenwich Wealth Management LLC | -2,335 | -2.3% | 97,507 |
| Cambridge Advisors Inc. | -400 | -2.1% | 18,839 |