Public ownership evidence

Strategas Macro Thematic Opportunities ETF (SAMT) Ownership Disclosures

Read SAMT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Strategas Macro Thematic Opportunities ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
5,925
Value (USD)
$282,815
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SAMT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SAMT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-285,925$282,815None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2011,317$540,210None
Corient Private Wealth LP2026-06-302026-08-185,925$282,815None
Equitable Holdings, Inc.2026-06-302026-08-1813,097$625,185None
Mutual Advisors, LLC2026-06-302026-08-1541,552$1,983,508None
OSAIC HOLDINGS, INC.2026-06-302026-08-1542$2,005None
JANE STREET GROUP, LLC2026-06-302026-08-157,008$334,527None
Orion Porfolio Solutions, LLC2026-06-302026-08-1522,158$1,057,712None
Xcelsior Advisor Partners LLC2026-06-302026-08-1512,286$586,472None
Thrivent Financial for Lutherans2026-06-302026-08-15336,361$16,056,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1514,162$645,221None
Pinnacle Financial Partners, Inc.2026-06-302026-08-15183,628$8,765,483None
Cerity Partners LLC2026-06-302026-08-153,314$158,194None
Cerity Partners LLC2026-06-302026-08-154,748$226,646None
ROYAL BANK OF CANADA2026-06-302026-08-15540$26,000None
ROYAL BANK OF CANADA2026-06-302026-08-1523$1,000None
ROYAL BANK OF CANADA2026-06-302026-08-15277,866$13,264,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-152,669$127,405None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1536,261$1,730,919None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1516,864$805,003None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1511,000$525,085None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15512,450$24,461,801None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15870,080$41,533,269None
Silver Grove Financial Group, Inc.2026-06-302026-08-1475$3,580None
FIDELIS CAPITAL PARTNERS, LLC2026-06-302026-08-14209,744$10,012,122None
Sanctuary Advisors, LLC2026-06-302026-08-1486,608$4,134,216None
CIBC WORLD MARKET INC.2026-06-302026-08-1484,855$4,050,553None
Fiduciary Trust Co2026-06-302026-08-1413,465$642,752None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1417,877$853,347None
MORGAN STANLEY2026-06-302026-08-141,147$54,752None
MORGAN STANLEY2026-06-302026-08-142$99None
Regatta Research & Money Management2026-06-302026-08-13854$40,766None
Regatta Research & Money Management2026-06-302026-08-13750$35,802None
Regatta Research & Money Management2026-06-302026-08-13584$27,878None
Regatta Research & Money Management2026-06-302026-08-13423$20,185None
Regatta Research & Money Management2026-06-302026-08-13350$16,708None
Corient Private Wealth LP2026-06-302026-08-135,925$282,815None
Baird Financial Group, Inc.2026-06-302026-08-13198,506$9,475,684None
Baird Financial Group, Inc.2026-06-302026-08-131,500,268$71,615,293None
Greenwich Wealth Management LLC2026-06-302026-08-13284,924$13,601,000None
Aptus Capital Advisors, LLC2026-06-302026-08-13250,144$11,940,624None
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2026-06-302026-08-131,864,255$88,990,244None
STIFEL FINANCIAL CORP2026-06-302026-08-1311,502$549,052None
JPMORGAN CHASE & CO2026-06-302026-08-13276$12,955None
JPMORGAN CHASE & CO2026-06-302026-08-135,425$254,650None
JPMORGAN CHASE & CO2026-06-302026-08-1316$751None
VestGen Advisors, LLC2026-06-302026-08-1223,828$1,137,430None
Mayfair Advisory Group, LLC2026-06-302026-08-1239,475$1,723,479None
MJP ASSOCIATES INC /ADV2026-06-302026-08-1271,491$3,412,623None
Allworth Financial LP2026-06-302026-08-122,647$126,355None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗Equitable Holdings, Inc. ↗Mutual Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗Orion Porfolio Solutions, LLC ↗Xcelsior Advisor Partners LLC ↗Thrivent Financial for Lutherans ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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