Strategas Global Policy OppSAGPETF
13F holders, Q1 2025 (March 31)12holders +2
3new positions
1sold out
1famous investor
$30.16avg. 13F price*
At the end of Q1 2025, 12 institutions reported holding Strategas Global Policy Opp (SAGP) in their 13F filings, up 2 from Q4 2024. 3 opened new positions and 1 sold out. The largest holders were Baird Financial Group, Inc. ($14.1M), Envestnet Asset Management Inc. ($11.6M) and Triangle Securities Wealth Management ($2.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Strategas Global Policy Opp
- Filed as
- ADVISORS INNER CIRCLE FD III (Q1 2025)
- CUSIP
- 00775Y652
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $347K |
| Exits | 1 | $5K |
All 13F filers, Q4 2024 → Q1 2025: 100,903 shares bought and 6,515 shares sold, net +94,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Baird Financial Group, Inc. | 0.03% | Add +13.1% | 467,316 | $14.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.6% | 383,980 | $11.6M |
| Triangle Securities Wealth Management | 0.63% | Add +1.8% | 81,078 | $2.4M |
| Cambridge Advisors Inc. | 0.14% | Reduce -2.4% | 21,521 | $649K |
| Archford Capital Strategies, LLC | 0.08% | Reduce -19.3% | 17,697 | $534K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -10.6% | 13,429 | $405K |
| Fiduciary Trust Co | 0.01% | No change | 13,420 | $405K |
| Citadel Advisors | 0.00% | New | 9,902 | $299K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,100 | $33K |
| UBS Group AG | 0.00% | New | 513 | $15K |
| Parallel Advisors, LLC | 0.00% | No change | 500 | $15K |
| GAMMA Investing LLC | 0.00% | Add +73.3% | 376 | $11K |
"% of holder's portfolio" is SAGP's weight in each manager's 13F, not the share of Strategas Global Policy Opp the manager owns.