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Disclosery

SAMT ADVISORS INNER CIRCLE FD III

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STRATEGAS MACRO (fund)

51 managers (51 13F filers) reported a position in SAMT shares at 2025-12-31, 8,195,719 shares in all. 11 filers opened a position and 1 filer sold out during the quarter.

Managers
51
13F filers
51
New
11
Added
24
Reduced
9
Sold out
1
Shares held by filers
8,195,719

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,937,455$74.6M5.72%new13F-HRTimeline
Beaumont Financial Advisors, LLC1,031,272$39.7M2.62%-227,00513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.797,414$30.7M0.05%+30,17913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC747,473$28.8M0.01%+108,54413F-HRTimelineGroup
Trilogy Capital Inc.469,082$18.1M0.81%+16,71513F-HRTimeline
Cambridge Investment Research Advisors,…297,094$11.4M0.03%+71,77713F-HRTimeline
Archford Capital Strategies, LLC290,583$11.2M1.3%+8,68913F-HRTimeline
One Charles Private Wealth Services, LLC278,083$10.7M2.77%+134,73313F-HRTimeline
Greenwich Wealth Management LLC265,266$10.2M0.46%+62,17213F-HRTimeline
Triangle Securities Wealth Management260,049$10M2.11%-2,34413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Insight Wealth Strategies, LLC246,420$9.49M1.09%+3,03613F-HRTimeline
Aptus Capital Advisors, LLC240,993$9.28M0.08%-1,04913F-HRTimeline
D.A. DAVIDSON & CO.200,588$7.72M0.05%+12,51113F-HRTimeline
Members Advisory Group LLC174,288$6.71M2.53%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC167,649$6.46M0.47%+14,65013F-HRTimeline
Armor Investment Advisors, LLC106,421$4.1M1.51%-7,86413F-HRTimeline
FORTEM FINANCIAL GROUP, LLC84,514$3.25M0.87%-1,18713F-HRTimeline
MJP ASSOCIATES INC /ADV79,983$3.08M0.39%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC79,983$3.08M0.25%new13F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC61,549$2.37M0.03%+4,77813F-HRTimelineGroup
Sanctuary Advisors, LLC56,298$2.17M0.01%+3,73713F-HRTimeline
Cambridge Advisors Inc.43,841$1.69M0.32%+15,60413F-HRTimeline
Mutual Advisors, LLC36,540$1.41M0.03%+53013F-HRTimeline
HighTower Advisors, LLC33,020$1.27M<0.01%+6,18013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,097$812K<0.01%-5,61313F-HRTimeline
Mayfair Advisory Group, LLC19,850$773K0.3%+3,32013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,986$693K<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.15,049$580K0.03%+7,33513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,674$565K<0.01%new13F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC14,007$539K0.03%-2,27313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co13,465$519K0.01%013F-HRTimelineGroup
Stonebridge Financial Group, LLC13,353$514K0.04%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,241$433K<0.01%-31513F-HRTimeline
MML INVESTORS SERVICES, LLC10,290$396K<0.01%+54213F-HRTimeline
QUANTIFY CHAOS ADVISORS, LLC9,908$382K1.16%13F-HRTimeline
Koshinski Asset Management, Inc.9,719$374K0.02%+1,92113F-HRTimeline
Atria Investments, Inc9,240$356K<0.01%+56013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,658$333K<0.01%+2,22513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,980$307K<0.01%+1,34113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC6,805$262K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,547$98.1K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,057$40.7K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG731$28.2K<0.01%+4413F-HRTimelineGroup
GAMMA Investing LLC671$25.8K<0.01%+27613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY393$15.1K<0.01%013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO292$11.2K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC266$10.2K<0.01%new13F-HRTimeline
CVA Family Office, LLC200$7.7K<0.01%013F-HRTimeline
Investors Research Corp163$6.28K<0.01%013F-HRTimeline
Root Financial Partners, LLC150$5.78K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC69$3K<0.01%-2813F-HRTimelineGroup