Strategas Macro Thematic Opportunities ETF (SAMT) Institutional Ownership $38.69 +0.36 (+0.94%) As of 12:29 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Strategas Macro Thematic Opportunities ETF (NYSEARCA:SAMT)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$25.97MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$548.20K Get SAMT Insider Trade Alerts Want to know when executives and insiders are buying or selling Strategas Macro Thematic Opportunities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data SAMT Institutional Buying and Selling by Quarter Strategas Macro Thematic Opportunities ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/12/2025Jaffetilchin Investment Partners LLC16,835$580K0.0%-7.8%0.304% 7/16/2025Beaumont Financial Advisors LLC1,320,122$45.45M3.3%+121.4%24.768% 4/24/2025Jaffetilchin Investment Partners LLC18,250$533K0.0%-6.5%0.448% 2/17/2025Baird Financial Group Inc.347,870$10.14M0.0%+6.8%13.277% 2/13/2025Jaffetilchin Investment Partners LLC19,528$569K0.0%-4.7%0.745% 1/21/2025Archford Capital Strategies LLC191,853$5.59M0.8%+5.6%7.323% 1/17/2025Beaumont Financial Advisors LLC390,202$11.37M0.9%-2.9%14.893% 11/14/2024Captrust Financial Advisors27,720$769K0.0%-10.9%1.058% 11/4/2024Jaffetilchin Investment Partners LLC20,497$569K0.0%+11.1%0.782% 10/9/2024Beaumont Financial Advisors LLC401,849$11.15M0.9%+0.4%15.338% 7/17/2024Archford Capital Strategies LLC173,611$4.54M0.7%+3.0%6.626% 5/11/2024Beaumont Financial Advisors LLC410,712$10.43M0.9%-2.5%15.797% 4/24/2024Archford Capital Strategies LLC168,482$4.28M0.7%+3.1%6.480% 1/12/2024Archford Capital Strategies LLC163,479$3.77M0.7%+1.9%5.736% 10/27/2023Archford Capital Strategies LLC160,399$3.60M0.7%-1.0%5.628% 8/11/2023Baird Financial Group Inc.322,048$7.52M0.0%+0.7%11.300% 8/8/2023Mcmillion Capital Management Inc.63,600$1.48M1.3%-3.0%2.232% 8/2/2023Archford Capital Strategies LLC161,973$3.82M0.7%+6.2%5.683% 4/24/2023Mcmillion Capital Management Inc.65,600$1.47M1.4%-4.9%2.031% 1/26/2023Archford Capital Strategies LLC143,417$3.31M0.8%N/A4.121% 11/3/2022Mcmillion Capital Management Inc.69,400$1.50M1.4%-3.2%2.290% 4/28/2022Parallel Advisors LLC945$25K0.0%N/A0.118% (Data available from 1/1/2016 forward) SAMT Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SAMT shares? During the previous two years, the following institutional investors and hedge funds held shares of Strategas Macro Thematic Opportunities ETF shares: Beaumont Financial Advisors LLC ($45.45M), Baird Financial Group Inc. ($10.14M), Archford Capital Strategies LLC ($5.59M), and Captrust Financial Advisors ($769K), Jaffetilchin Investment Partners LLC ($580K).Learn more on Strategas Macro Thematic Opportunities ETF's institutional investors. Which institutional investors have been buying Strategas Macro Thematic Opportunities ETF's stock? The following institutional investors have purchased Strategas Macro Thematic Opportunities ETF's stock in the last 24 months: Beaumont Financial Advisors LLC ($725.70K), Archford Capital Strategies LLC ($23.47K), Baird Financial Group Inc. ($22.08K), and Jaffetilchin Investment Partners LLC ($2.05K). How much institutional buying is happening at Strategas Macro Thematic Opportunities ETF? Institutional investors have bought a total of 760,073 shares in the last 24 months. This purchase volume represents approximately $25.97M in transactions. Which of Strategas Macro Thematic Opportunities ETF's major shareholders have been selling company stock? The following institutional investors have sold Strategas Macro Thematic Opportunities ETF stock in the last 24 months: Beaumont Financial Advisors LLC ($11.65K), Jaffetilchin Investment Partners LLC ($3.66K), and Captrust Financial Advisors ($3.41K). How much institutional selling is happening at Strategas Macro Thematic Opportunities ETF? Institutional investors have sold a total of 18,716 shares in the last 24 months. This volume of shares sold represents approximately $548.20K in transactions. Related Companies BlackRock World ex U.S. Carbon Transition Readiness ETF Major Shareholders Adasina Social Justice All Cap Global ETF Major Shareholders Goldman Sachs Innovate Equity ETF Major Shareholders Amplify Digital Payments ETF Major Shareholders Putnam PanAgora ESG International Equity ETF Major Shareholders NYLI Candriam U.S. Large Cap Equity ETF Major Shareholders American Century Sustainable Equity ETF Major Shareholders Fidelity U.S. Multifactor ETF Major Shareholders Xtrackers Net Zero Pathway Paris Aligned US Equity ETF Major Shareholders Valkyrie Bitcoin Miners ETF Major Shareholders This page (NYSEARCA:SAMT) was last updated on 10/8/2025 by MarketBeat.com Staff From Our PartnersBuilding The Infrastructure for the Coming Financial ResetWhile China pushes nearly $1 trillion through its new digital currency, one emerging company is quietly buildi...Intellistake | SponsoredYour Bank Account Is No Longer SafeWhat If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what ...Priority Gold | SponsoredRobinhood warningA strange chasm is coming to Wall Street... It's already creating millionaires and billionaires at the fast...Stansberry Research | Sponsored"I'm risking my reputation on this"If I'm right about what's coming, this could be the most important book you'll read this yearCrypto 101 Media | SponsoredNvidia Times 1,000,000Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 tr...Paradigm Press | SponsoredIf You Keep Cash In A U.S. Bank Account… Read This NOWThe Treasury Department just issued a stunning warning: U.S. banks could lose up to $6.6 trillion of custom...Banyan Hill Publishing | Sponsored1 Hour Once A DayMy top income trading expert, Dave Aquino, just released a 1-hour trading strategy designed specifically to he...Base Camp Trading | SponsoredBuy UBER immediatelyBULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...Chaikin Analytics | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Strategas Macro Thematic Opportunities ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share Strategas Macro Thematic Opportunities ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.