Strategas Global Policy OppSAGPETF
13F holders, Q1 2026 (March 31)15holders +1
3new positions
2sold out
$34.31avg. 13F price*
At the end of Q1 2026, 15 institutions reported holding Strategas Global Policy Opp (SAGP) in their 13F filings, up 1 from Q4 2025. 3 opened new positions and 2 sold out. The largest holders were Baird Financial Group, Inc. ($23.9M), Envestnet Asset Management Inc. ($17.3M) and Archford Capital Strategies, LLC ($3.7M).
- Company
- Strategas Global Policy Opp
- Filed as
- ADVISORS INNER CIRCLE FD III (Q1 2026)
- CUSIP
- 00775Y652
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.1M |
| Exits | 2 | $96K |
All 13F filers, Q4 2025 → Q1 2026: 244,907 shares bought and 3,196 shares sold, net +241,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Baird Financial Group, Inc. | 0.04% | Add +11.8% | 697,360 | $23.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 503,239 | $17.3M |
| Archford Capital Strategies, LLC | 0.43% | Add +656.6% | 109,226 | $3.7M |
| Greenwich Wealth Management LLC | 0.14% | Add +28.6% | 99,842 | $3.4M |
| Triangle Securities Wealth Management | 0.58% | Reduce -0.2% | 74,488 | $2.6M |
| Cambridge Advisors Inc. | 0.13% | Reduce -0.7% | 19,239 | $660K |
| Jane Street Group, LLC | 0.00% | New | 16,574 | $569K |
| Fiduciary Trust Co | 0.01% | No change | 13,420 | $460K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.1% | 13,342 | $458K |
| Bank of America Corp. | 0.00% | New | 9,030 | $310K |
| Quantify Chaos Advisors, LLC | 0.64% | New | 5,955 | $204K |
| Allworth Financial LP | 0.00% | No change | 650 | $22K |
| Parallel Advisors, LLC | 0.00% | No change | 500 | $17K |
| GAMMA Investing LLC | 0.00% | Reduce -18.5% | 366 | $13K |
| 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.