Strategas Global Policy OppSAGPETF
13F holders, Q3 2025 (September 30)14holders +2
2new positions
0sold out
$34.43avg. 13F price*
At the end of Q3 2025, 14 institutions reported holding Strategas Global Policy Opp (SAGP) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Baird Financial Group, Inc. ($21.0M), Envestnet Asset Management Inc. ($16.1M) and Triangle Securities Wealth Management ($2.7M).
- Company
- Strategas Global Policy Opp
- Filed as
- ADVISORS INNER CIRCLE FD III (Q3 2025)
- CUSIP
- 00775Y652
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $212K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 244,343 shares bought and 3,661 shares sold, net +240,682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Baird Financial Group, Inc. | 0.03% | Add +40.1% | 610,776 | $21.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.1% | 468,583 | $16.1M |
| Triangle Securities Wealth Management | 0.60% | Reduce -4.1% | 77,227 | $2.7M |
| Greenwich Wealth Management LLC | 0.09% | Add +0.5% | 51,367 | $1.8M |
| Cambridge Advisors Inc. | 0.13% | Add +0.0% | 19,561 | $674K |
| Archford Capital Strategies, LLC | 0.06% | Add +0.6% | 14,072 | $485K |
| Fiduciary Trust Co | 0.01% | No change | 13,420 | $462K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +11.5% | 12,915 | $445K |
| Jane Street Group, LLC | 0.00% | New | 6,070 | $209K |
| GAMMA Investing LLC | 0.00% | No change | 608 | $21K |
| Parallel Advisors, LLC | 0.00% | No change | 500 | $17K |
| UBS Group AG | 0.00% | Reduce -45.1% | 449 | $15K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 278 | $10K |
| US Bancorp \de | 0.00% | New | 84 | $3K |
"% of holder's portfolio" is SAGP's weight in each manager's 13F, not the share of Strategas Global Policy Opp the manager owns.