SAMM Institutional Ownership
Strategas Macro Momentum ETF
1W: +2.1%
1M: +12.1%
3M: +13.7%
YTD: +18.7%
1Y: +24.2%
$36.17
+0.47 (+1.32%)
Weekly Expected Move ±3.2%
$34
$35
$36
$37
$39
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SAMM
8
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
22M
Total Invested
2
New Positions
5
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 391,969 | 14M | +2,817 | +0.7% | 9Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 161,763 | 6M | +30,885 | +23.6% | 7Q | SEC ↗ |
| 3 | Archford Capital Strategies, LLC | 58,356 | 2M | +1,079 | +1.9% | 2Q | SEC ↗ |
| 4 | Jaffetilchin Investment Partners, LLC | 48,275 | 2M | +1,518 | +3.2% | 5Q | SEC ↗ |
| 5 | HighTower Advisors, LLC | 33,321 | 1M | +4,080 | +14.0% | 7Q | SEC ↗ |
| 6 | Synergy Asset Management, LLC NEW | 16,248 | 588K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Hilltop Holdings Inc. | 8,500 | 307K | — | +0.0% | 7Q | SEC ↗ |
| 8 | QUANTIFY CHAOS ADVISORS, LLC | 7,498 | 271K | +17 | +0.2% | 3Q | SEC ↗ |
| 9 | Parkside Financial Bank & Trust NEW | 435 | 16K | — | +0.0% | 1Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC | 0 | 0K | -7,560 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Synergy Asset Management, LLC | 16,248 | 588K |
| Parkside Financial Bank & Trust | 435 | 16K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 7,560 | 273K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +30,885 | +23.6% | 161,763 |
| HighTower Advisors, LLC | +4,080 | +14.0% | 33,321 |
| Baird Financial Group, Inc. | +2,817 | +0.7% | 391,969 |
| Jaffetilchin Investment Partners, L | +1,518 | +3.2% | 48,275 |
| Archford Capital Strategies, LLC | +1,079 | +1.9% | 58,356 |
| QUANTIFY CHAOS ADVISORS, LLC | +17 | +0.2% | 7,498 |
Biggest Decreases (0)
None.