Who owns SAMT (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 26 added or opened and 4 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, MAINSTAY CAPITAL MANAGEMENT LLC /ADV, sizes it at 8.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 8.9pp 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 2025-Q4 and 2026-Q1, across 62 tracked filers holding SAMT, 48 increased or opened the position and 13 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 2025-Q4 and 2026-Q1 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 9
- BANK OF AMERICA CORP /DE/$19M
- Krilogy Financial LLC$6M
- TWO SIGMA INVESTMENTS, LP$5M
- Capital Investment Counsel, LLC$3M
- Meridian Wealth Management, LLC$2M
- LPL Financial LLC$1M
Full exits 1
- Members Advisory Group LLC$7M
Largest adds
- MAINSTAY CAPITAL MANAGEMENT LLC /ADV$41M
- ENVESTNET ASSET MANAGEMENT INC$24M
- Baird Financial Group, Inc.$12M
- Trilogy Capital Inc.$8M
- Stonebridge Financial Group, LLC$8M
- MML INVESTORS SERVICES, LLC$4M
Largest trims
- D.A. DAVIDSON & CO.$4M
- Beaumont Financial Advisors, LLC$2M
- Archford Capital Strategies, LLC$1M
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 |
|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 2,931,969 | $115M | 25.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,356,626 | $53M | 11.8% | 2026-Q1 |
| Baird Financial Group, Inc. added | 1,092,801 | $43M | 9.5% | 2026-Q1 |
| Beaumont Financial Advisors, LLC trimmed | 951,725 | $37M | 8.3% | 2026-Q1 |
| Trilogy Capital Inc. added | 675,243 | $27M | 5.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 488,763 | $19M | 4.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 306,168 | $12M | 2.7% | 2026-Q1 |
| One Charles Private Wealth Services, LLC added | 305,527 | $12M | 2.6% | 2026-Q1 |
| Greenwich Wealth Management LLC added | 282,263 | $11M | 2.4% | 2026-Q1 |
| Triangle Securities Wealth Management trimmed | 259,798 | $10M | 2.3% | 2026-Q1 |
| Archford Capital Strategies, LLC trimmed | 250,070 | $10M | 2.2% | 2026-Q1 |
| Insight Wealth Strategies, LLC added | 248,837 | $10M | 2.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 247,395 | $10M | 2.1% | 2026-Q1 |
| Stonebridge Financial Group, LLC added | 205,668 | $8M | 1.8% | 2026-Q1 |
| FIDELIS CAPITAL PARTNERS, LLC added | 183,028 | $7M | 1.6% | 2026-Q1 |
| Krilogy Financial LLC new | 139,191 | $6M | 1.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 122,100 | $5M | 1.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 108,558 | $4M | 0.9% | 2026-Q1 |
| Armor Investment Advisors, LLC trimmed | 105,748 | $4M | 0.9% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 87,345 | $3M | 0.8% | 2026-Q1 |
| MJP ASSOCIATES INC /ADV added | 83,268 | $3M | 0.7% | 2026-Q1 |
| FORTEM FINANCIAL GROUP, LLC trimmed | 83,199 | $3M | 0.7% | 2026-Q1 |
| Advisor OS, LLC added | 82,708 | $3M | 0.7% | 2026-Q1 |
| Capital Investment Counsel, LLC new | 79,960 | $3M | 0.7% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 66,607 | $3M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 62,228 | $2M | 0.5% | 2026-Q1 |
| Meridian Wealth Management, LLC new | 61,566 | $2M | 0.5% | 2026-Q1 |
| Cambridge Advisors Inc. added | 51,274 | $2M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 48,384 | $2M | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC added | 40,841 | $2M | 0.4% | 2026-Q1 |
| LPL Financial LLC new | 33,771 | $1M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 26,839 | $1M | 0.2% | 2026-Q1 |
| Mayfair Advisory Group, LLC added | 25,480 | $1M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC new | 22,635 | $889K | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 21,613 | $849K | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. new | 18,775 | $737K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 17,677 | $694K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 15,147 | $595K | 0.1% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 14,048 | $552K | 0.1% | 2026-Q1 |
| Fiduciary Trust Co | 13,465 | $529K | 0.1% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. new | 13,335 | $524K | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. trimmed | 13,295 | $522K | 0.1% | 2026-Q1 |
| Atria Investments, Inc added | 13,064 | $513K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 11,317 | $444K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC new | 9,888 | $444K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 11,010 | $432K | 0.1% | 2026-Q1 |
| QUANTIFY CHAOS ADVISORS, LLC added | 9,975 | $392K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 9,029 | $355K | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 7,498 | $294K | 0.1% | 2026-Q1 |
| Midwest Trust Co new | 6,500 | $255K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 6,313 | $248K | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC new | 6,199 | $243K | 0.1% | 2026-Q1 |
| Allworth Financial LP added | 2,647 | $104K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC | 1,057 | $42K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 972 | $38K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC | 671 | $26K | 0.0% | 2026-Q1 |
| Signature Resources Capital Management, LLC new | 305 | $12K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 292 | $11K | 0.0% | 2026-Q1 |
| Investors Research Corp added | 213 | $8K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 210 | $8K | 0.0% | 2026-Q1 |
| CVA Family Office, LLC added | 201 | $8K | 0.0% | 2026-Q1 |
| CWM, LLC | 69 | $3K | 0.0% | 2026-Q1 |
| Members Advisory Group LLC new | 174,288 | $7M | 1.5% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 6,596 | $227K | 0.1% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC | 2,070 | $71K | 0.0% | 2025-Q2 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 1,100 | $32K | 0.0% | 2025-Q1 stale |
| UBS Group AG added | 731 | $28K | 0.0% | 2025-Q4 stale |
| TUCKER ASSET MANAGEMENT LLC new | 266 | $10K | 0.0% | 2025-Q4 stale |
| Root Financial Partners, LLC | 150 | $6K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.