Strategas Global Policy OppSAGPETF
13F holders, Q4 2025 (December 31)14holders
2new positions
2sold out
$33.88avg. 13F price*
At the end of Q4 2025, 14 institutions reported holding Strategas Global Policy Opp (SAGP) in their 13F filings, unchanged from Q3 2025. 2 opened new positions and 2 sold out. The largest holders were Baird Financial Group, Inc. ($21.1M), Envestnet Asset Management Inc. ($16.3M) and Greenwich Wealth Management LLC ($2.6M).
- Company
- Strategas Global Policy Opp
- Filed as
- ADVISORS INNER CIRCLE FD III (Q4 2025)
- CUSIP
- 00775Y652
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $114K |
| Exits | 2 | $219K |
All 13F filers, Q3 2025 → Q4 2025: 55,311 shares bought and 9,617 shares sold, net +45,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Baird Financial Group, Inc. | 0.03% | Add +2.1% | 623,927 | $21.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.5% | 480,301 | $16.3M |
| Greenwich Wealth Management LLC | 0.12% | Add +51.2% | 77,669 | $2.6M |
| Triangle Securities Wealth Management | 0.53% | Reduce -3.3% | 74,648 | $2.5M |
| Cambridge Advisors Inc. | 0.12% | Reduce -1.0% | 19,371 | $656K |
| Archford Capital Strategies, LLC | 0.06% | Add +2.6% | 14,436 | $489K |
| Fiduciary Trust Co | 0.01% | No change | 13,420 | $455K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +3.2% | 13,328 | $452K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,713 | $92K |
| Allworth Financial LP | 0.00% | New | 650 | $22K |
| Parallel Advisors, LLC | 0.00% | No change | 500 | $17K |
| GAMMA Investing LLC | 0.00% | Reduce -26.1% | 449 | $15K |
| UBS Group AG | 0.00% | Reduce -76.0% | 108 | $4K |
| US Bancorp \de | 0.00% | No change | 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.