SAMT

Strategas Macro Them Opps

Latest period2026 - Q1Total superinvestors62

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 62 superinvestors own shares of Strategas Macro Them Opps (SAMT), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Strategas Macro Them Opps (SAMT), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Strategas Macro Them Opps (SAMT) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Strategas Macro Them Opps (SAMT) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Christine Weiler@Mainstay Capital Management Llc Adv
Recent Activity
Increased 51.34%
8.88%
$115.138M
2.932M shares@ 39.28 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 81.5%
0.02%
$53.275M
1.357M shares@ 39.28 avg price
Paul Schultz@Baird Financial Group, Inc.
Recent Activity
Increased 37.05%
0.07%
$42.914M
1.093M shares@ 39.28 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Decreased -7.71%
2.57%
$37.374M
951,725 shares@ 39.27 avg price
June Adams@Trilogy Capital Inc.
Recent Activity
Increased 43.95%
1.17%
$26.517M
675,243 shares@ 39.27 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
New Position
0.01%
$19.194M
488,763 shares@ 39.27 avg price
Danielle N Schaffer@Cambridge Investment Research Advisors, Inc.
Recent Activity
Increased 3.06%
0.04%
$12.023M
306,168 shares@ 39.27 avg price
PAUL SQUARCIA@One Charles Private Wealth Services, Llc
Recent Activity
Increased 9.87%
3.01%
$11.998M
305,527 shares@ 39.28 avg price
Michael J. Freeburg@Greenwich Wealth Management Llc
Recent Activity
Increased 6.41%
0.46%
$11.084M
282,263 shares@ 39.27 avg price
Jessica Sherburne@Triangle Securities Wealth Management
Recent Activity
Decreased -0.09%
2.32%
$10.202M
259,798 shares@ 39.28 avg price

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