Who owns Strategas Global Policy Opportunities ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SAGP from SEC Form 13F filings across 18 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 18 institutions disclosed 1.6M shares of Strategas Global Policy Opportunities ETF worth $55.8M — about 94.4% of shares outstanding; the largest disclosed holder is Baird Financial Group, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
18
13F holders
$55.8M
value, 2026 filers
94.4%
of shares outstanding (1.6M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SAGP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Baird Financial Group, Inc. | 673,242 | $23.9M | 0.0% | 40.5% | -3.5% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 524,757 | $18.6M | 0.0% | 31.5% | +4.3% |
| 3 | Archford Capital Strategies, LLC | 113,870 | $4.0M | 0.4% | 6.8% | +4.3% |
| 4 | Greenwich Wealth Management LLC | 97,507 | $3.5M | 0.1% | 5.9% | -2.3% |
| 5 | Triangle Securities Wealth Management | 72,141 | $2.6M | 0.5% | 4.3% | -3.2% |
| 6 | Cambridge Advisors Inc. | 18,839 | $668,783 | 0.1% | 1.1% | -2.1% |
| 7 | Jaffetilchin Investment Partners, LLC | 15,451 | $548,517 | 0.0% | 0.9% | +15.8% |
| 8 | BANK OF AMERICA CORP /DE/ | 14,989 | $532,110 | 0.0% | 0.9% | +66.0% |
| 9 | Fiduciary Trust Co | 13,420 | $476,417 | 0.0% | 0.8% | 0.0% |
| 10 | JANE STREET GROUP, LLC | 12,654 | $449,223 | 0.0% | 0.8% | -23.7% |
| 11 | Nuveen, LLCNEW | 6,085 | $216,021 | 0.0% | 0.4% | new |
| 12 | QUANTIFY CHAOS ADVISORS, LLC | 5,976 | $212,153 | 0.6% | 0.4% | +0.4% |
| 13 | Allworth Financial LP | 650 | $23,076 | 0.0% | 0% | 0.0% |
| 14 | GAMMA Investing LLC | 514 | $18,247 | 0.0% | 0% | +40.4% |
| 15 | Parallel Advisors, LLC | 500 | $17,750 | 0.0% | 0% | 0.0% |
| 16 | JONES FINANCIAL COMPANIES LLLPNEW | 152 | $5,328 | 0.0% | 0% | new |
| 17 | US BANCORP \DE\ | 84 | $2,982 | 0.0% | 0% | 0.0% |
| 18 | OSAIC HOLDINGS, INC. | 0 | $13 | 0.0% | 0% | — |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.