DOSSIER · 13F Holders · Q2 2026
SAGP

Strategas Global Policy Opportunities ETF

19 institutions still hold Strategas Global Policy Opportunities ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00775Y652·19 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$56M
visible holders
Holders
19
filers reporting
Concentration
42.86%
Baird Financial Group, Inc. #1
top holder share
AI Holders Summary · Q2 2026

19 institutions reported SAGP in Q2 2026. Baird Financial Group, Inc. leads at 42.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Baird Financial Group, Inc.
CIK 0001648711
$24M673K0.03%Q2 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$19M525K0.00%Q2 2026
03
Archford Capital Strategies, LLC
CIK 0001606609
$4M114K0.41%Q2 2026
04
Greenwich Wealth Management LLC
CIK 0001439805
$3M100K0.14%Q1 2026
05
Triangle Securities Wealth Management
CIK 0001541353
$3M72K0.51%Q2 2026
06
Cambridge Advisors Inc.
CIK 0001633695
$669K19K0.12%Q2 2026
07
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$569K17K0.00%Q1 2026
08
BANK OF AMERICA CORP /DE/
CIK 0000070858
$532K15K0.00%Q2 2026
09
FIDUCIARY TRUST CO
CIK 0000035442
$476K13K0.01%Q2 2026
10
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$458K13K0.03%Q1 2026
11
Nuveen, LLC
CIK 0001871926
$216K6K0.00%Q2 2026
12
QUANTIFY CHAOS ADVISORS, LLC
CIK 0002107086
$212K6K0.60%Q2 2026
13
Allworth Financial LP
CIK 0001555170
$23K6500.00%Q2 2026
14
GAMMA Investing LLC
CIK 0002010235
$18K5140.00%Q2 2026
15
Parallel Advisors, LLC
CIK 0001690010
$18K5000.00%Q2 2026
16
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$5K1520.00%Q2 2026
17
US BANCORP \DE\
CIK 0000036104
$3K840.00%Q2 2026
18
OSAIC HOLDINGS, INC.
CIK 0001677044
$1300.00%Q2 2026
19
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025