13F Insight
DOSSIER · 13F Holders · Q2 2026
SAMM

ADVISORS INNER /STRATEGAS MACRO MOM

10 institutions still hold ADVISORS INNER /STRATEGAS MACRO MOM as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00775Y363·10 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$23M
visible holders
Holders
10
filers reporting
Concentration
54.20%
Baird Financial Group, Inc. #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported SAMM in Q2 2026. Baird Financial Group, Inc. leads at 54.2% 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
$13M392K0.02%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M162K0.00%Q2 202603
Archford Capital Strategies, LLC
CIK 0001606609
$2M58K0.19%Q2 202604
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$1M48K0.09%Q1 202605
HighTower Advisors, LLC
CIK 0001462245
$1M33K0.00%Q2 202606
Synergy Asset Management, LLC
CIK 0001699080
$525K16K0.05%Q2 202607
Hilltop Holdings Inc.
CIK 0001265131
$275K9K0.02%Q2 202608
QUANTIFY CHAOS ADVISORS, LLC
CIK 0002107086
$242K7K0.68%Q2 202609
Parkside Financial Bank & Trust
CIK 0001455267
$14K4350.00%Q2 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025
Insiders at ADVISORS INNER /STRATEGAS MACRO MOM
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