Strategas Global Policy OppSAGPETF
13F holders, Q2 2025 (June 30)12holders
3new positions
2sold out
$32.96avg. 13F price*
At the end of Q2 2025, 12 institutions reported holding Strategas Global Policy Opp (SAGP) in their 13F filings, unchanged from Q1 2025. 3 opened new positions and 2 sold out. The largest holders were Baird Financial Group, Inc. ($14.4M), Envestnet Asset Management Inc. ($13.4M) and Triangle Securities Wealth Management ($2.7M).
- Company
- Strategas Global Policy Opp
- Filed as
- ADVISORS INNER CIRCLE FD III (Q2 2025)
- CUSIP
- 00775Y652
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.7M |
| Exits | 2 | $332K |
All 13F filers, Q1 2025 → Q2 2025: 74,923 shares bought and 50,527 shares sold, net +24,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Baird Financial Group, Inc. | 0.03% | Reduce -6.7% | 435,878 | $14.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.0% | 406,977 | $13.4M |
| Triangle Securities Wealth Management | 0.65% | Reduce -0.7% | 80,519 | $2.7M |
| Greenwich Wealth Management LLC | 0.08% | New | 51,111 | $1.7M |
| Cambridge Advisors Inc. | 0.13% | Reduce -9.1% | 19,554 | $645K |
| Archford Capital Strategies, LLC | 0.06% | Reduce -21.0% | 13,982 | $461K |
| Fiduciary Trust Co | 0.01% | No change | 13,420 | $442K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -13.8% | 11,583 | $382K |
| UBS Group AG | 0.00% | Add +59.5% | 818 | $27K |
| GAMMA Investing LLC | 0.00% | Add +61.7% | 608 | $20K |
| Parallel Advisors, LLC | 0.00% | No change | 500 | $16K |
| Ameritas Advisory Services, LLC | 0.00% | New | 278 | $9K |
"% of holder's portfolio" is SAGP's weight in each manager's 13F, not the share of Strategas Global Policy Opp the manager owns.