Who owns SAMT
Which tracked institutional funds hold SAMT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SAMT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SAMT is one-sided between 2026-Q1 and 2026-Q2: 46 added or opened and 8 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SAMT’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SAMT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 80 tracked filers holding SAMT, 64 increased or opened the position and 16 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SAMT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- ROYAL BANK OF CANADA$13M
- Members Advisory Group LLC$11M
- Joseph Group Capital Management$10M
- Pinnacle Financial Partners, Inc.$9M
- PARSONS CAPITAL MANAGEMENT INC/RI$3M
- BigSur Wealth Management LLC$1M
Full exits 6
- Cambridge Investment Research Advisors, Inc.$12M
- Greenwich Wealth Management LLC$11M
- TWO SIGMA INVESTMENTS, LP$5M
- HighTower Advisors, LLC$2M
- Jaffetilchin Investment Partners, LLC$552K
- CALTON & ASSOCIATES, INC.$524K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$58M
- BANK OF AMERICA CORP /DE/$48M
- Baird Financial Group, Inc.$38M
- Trilogy Capital Inc.$7M
- LPL Financial LLC$4M
- CIBC WORLD MARKET INC.$3M
Largest trims
- MAINSTAY CAPITAL MANAGEMENT LLC /ADV$26M
- JANE STREET GROUP, LLC$260K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 2,325,893 | $111M | 16.5% | 2026-Q2 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV trimmed | 1,864,255 | $89M | 13.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 1,698,774 | $81M | 12.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,410,394 | $67M | 10.0% | 2026-Q2 |
| Beaumont Financial Advisors, LLC trimmed | 816,446 | $39M | 5.8% | 2026-Q2 |
| Trilogy Capital Inc. added | 709,244 | $34M | 5.0% | 2026-Q2 |
| One Charles Private Wealth Services, LLC added | 313,351 | $15M | 2.2% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 278,429 | $13M | 2.0% | 2026-Q2 |
| Triangle Securities Wealth Management trimmed | 256,588 | $12M | 1.8% | 2026-Q2 |
| Archford Capital Strategies, LLC added | 251,799 | $12M | 1.8% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 250,144 | $12M | 1.8% | 2026-Q2 |
| Insight Wealth Strategies, LLC added | 251,772 | $12M | 1.7% | 2026-Q2 |
| Members Advisory Group LLC added | 226,079 | $11M | 1.6% | 2026-Q2 |
| Stonebridge Financial Group, LLC added | 223,193 | $11M | 1.6% | 2026-Q2 |
| FIDELIS CAPITAL PARTNERS, LLC added | 209,744 | $10M | 1.5% | 2026-Q2 |
| Joseph Group Capital Management new | 204,561 | $10M | 1.4% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. new | 183,628 | $9M | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 144,281 | $7M | 1.0% | 2026-Q2 |
| Krilogy Financial LLC | 139,191 | $7M | 1.0% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 115,749 | $6M | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 115,202 | $5M | 0.8% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 107,983 | $5M | 0.8% | 2026-Q2 |
| Armor Investment Advisors, LLC trimmed | 105,111 | $5M | 0.7% | 2026-Q2 |
| Capital Investment Counsel, LLC added | 101,409 | $5M | 0.7% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 86,608 | $4M | 0.6% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 84,855 | $4M | 0.6% | 2026-Q2 |
| FORTEM FINANCIAL GROUP, LLC added | 84,473 | $4M | 0.6% | 2026-Q2 |
| Advisor OS, LLC trimmed | 71,491 | $3M | 0.5% | 2026-Q2 |
| MJP ASSOCIATES INC /ADV trimmed | 71,491 | $3M | 0.5% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 67,474 | $3M | 0.5% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI new | 56,731 | $3M | 0.4% | 2026-Q2 |
| Cambridge Advisors Inc. added | 54,872 | $3M | 0.4% | 2026-Q2 |
| Mutual Advisors, LLC added | 41,552 | $2M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 38,930 | $2M | 0.3% | 2026-Q2 |
| Mayfair Advisory Group, LLC added | 39,475 | $2M | 0.3% | 2026-Q2 |
| Essex Financial Services, Inc. added | 34,564 | $2M | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 30,899 | $1M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 26,923 | $1M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 24,972 | $1M | 0.2% | 2026-Q2 |
| VestGen Advisors, LLC added | 23,828 | $1M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC | 22,635 | $1M | 0.2% | 2026-Q2 |
| BigSur Wealth Management LLC new | 22,560 | $1M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC new | 22,158 | $1M | 0.2% | 2026-Q2 |
| Comprehensive Financial Planning, Inc./PA new | 21,968 | $1M | 0.2% | 2026-Q2 |
| Capital Investment Advisors, LLC new | 21,899 | $1M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 17,877 | $853K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC new | 14,140 | $675K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 14,162 | $645K | 0.1% | 2026-Q2 |
| Fiduciary Trust Co | 13,465 | $643K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. new | 13,097 | $625K | 0.1% | 2026-Q2 |
| Xcelsior Advisor Partners LLC new | 12,286 | $586K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 11,502 | $549K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV | 11,317 | $540K | 0.1% | 2026-Q2 |
| QUANTIFY CHAOS ADVISORS, LLC added | 9,995 | $477K | 0.1% | 2026-Q2 |
| Reliant Wealth Planning new | 8,860 | $423K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 8,062 | $385K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 7,008 | $335K | 0.0% | 2026-Q2 |
| Midwest Trust Co | 6,500 | $310K | 0.0% | 2026-Q2 |
| Retirement Planning Group, LLC added | 6,489 | $310K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 5,945 | $284K | 0.0% | 2026-Q2 |
| Worth Asset Management, LLC new | 5,933 | $283K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 5,925 | $283K | 0.0% | 2026-Q2 |
| OPPENHEIMER & CO INC new | 5,644 | $269K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 5,717 | $268K | 0.0% | 2026-Q2 |
| DAVENPORT & Co LLC new | 5,460 | $261K | 0.0% | 2026-Q2 |
| Kovack Advisors, Inc. new | 5,385 | $257K | 0.0% | 2026-Q2 |
| Fourth Dimension Wealth, LLC new | 5,038 | $240K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. new | 4,671 | $223K | 0.0% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP new | 4,379 | $209K | 0.0% | 2026-Q2 |
| CVA Family Office, LLC added | 3,051 | $146K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 2,961 | $141K | 0.0% | 2026-Q2 |
| WEST PACES ADVISORS INC. new | 2,903 | $139K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 2,647 | $126K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 1,457 | $70K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 1,149 | $55K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 965 | $46K | 0.0% | 2026-Q2 |
| Signature Resources Capital Management, LLC | 305 | $15K | 0.0% | 2026-Q2 |
| Investors Research Corp | 213 | $10K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 75 | $4K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 42 | $2K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 306,168 | $12M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| Greenwich Wealth Management LLC added | 282,263 | $11M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP added | 122,100 | $5M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 48,384 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Jaffetilchin Investment Partners, LLC added | 14,048 | $552K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CALTON & ASSOCIATES, INC. new | 13,335 | $524K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN trimmed | 210 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 69 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 731 | $28K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| TUCKER ASSET MANAGEMENT LLC new | 266 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Root Financial Partners, LLC | 150 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP new | 6,596 | $227K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CIBC Private Wealth Group LLC | 2,070 | $71K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.