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Disclosery

SAMT ADVISORS INNER CIRCLE FD III

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STRATEGAS MACRO (fund)

62 managers (62 13F filers) reported a position in SAMT shares at 2026-03-31, 11,342,368 shares in all. 15 filers opened a position and 4 filers sold out during the quarter.

Managers
62
13F filers
62
New
15
Added
34
Reduced
8
Sold out
4
Shares held by filers
11,342,368

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 /ADV2,931,969$115M8.88%+994,51413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,356,626$53.3M0.01%+609,15313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,092,801$42.9M0.07%+295,38713F-HRTimelineGroup
Beaumont Financial Advisors, LLC951,725$37.4M2.57%-79,54713F-HRTimeline
Trilogy Capital Inc.675,243$26.5M1.18%+206,16113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/488,763$19.2M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…306,168$12M0.03%+9,07413F-HRTimeline
One Charles Private Wealth Services, LLC305,527$12M3.01%+27,44413F-HRTimeline
Greenwich Wealth Management LLC282,263$11.1M0.45%+16,99713F-HRTimeline
Triangle Securities Wealth Management259,798$10.2M2.32%-25113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Archford Capital Strategies, LLC250,070$9.82M1.12%-40,51313F-HRTimeline
Insight Wealth Strategies, LLC248,837$9.77M1.09%+2,41713F-HRTimeline
Aptus Capital Advisors, LLC247,395$9.72M0.08%+6,40213F-HRTimeline
Stonebridge Financial Group, LLC205,668$8.08M0.66%+192,31513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC183,028$7.19M0.51%+15,37913F-HRTimeline
Krilogy Financial LLC139,191$5.89M0.19%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP122,100$4.79M<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC108,558$4.26M0.01%+98,26813F-HRTimeline
Armor Investment Advisors, LLC105,748$4.15M1.5%-67313F-HRTimeline
D.A. DAVIDSON & CO.87,345$3.43M0.02%-113,24313F-HRTimeline
MJP ASSOCIATES INC /ADV83,268$3.27M0.4%+3,28513F-HRTimeline
FORTEM FINANCIAL GROUP, LLC83,199$3.27M0.82%-1,31513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC82,708$3.25M0.24%+2,72513F-HRTimelineGroup
Capital Investment Counsel, LLC79,960$3.14M0.43%new13F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC66,607$2.62M0.03%+5,05813F-HRTimelineGroup
Sanctuary Advisors, LLC62,228$2.44M0.01%+5,93013F-HRTimeline
Meridian Wealth Management, LLC61,566$2.42M0.09%new13F-HRTimeline
Cambridge Advisors Inc.51,274$2.01M0.39%+7,43313F-HRTimeline
HighTower Advisors, LLC48,384$1.9M<0.01%+15,36413F-HRTimeline
Mutual Advisors, LLC40,841$1.6M0.03%+4,30113F-HRTimeline
LPL Financial LLC33,771$1.33M<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,839$1.05M<0.01%+8,85313F-HRTimelineGroup
Mayfair Advisory Group, LLC25,480$1M0.35%+5,63013F-HRTimeline
Perigon Wealth Management, LLC22,635$889K0.02%new13F-HRTimeline
Koshinski Asset Management, Inc.21,613$849K0.05%+11,89413F-HRTimeline
CIBC WORLD MARKET INC.18,775$737K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,677$694K<0.01%-3,42013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,147$595K<0.01%+47313F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC14,048$552K0.03%+4113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co13,465$529K0.01%013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.13,335$524K0.08%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.13,295$522K0.03%-1,75413F-HRTimelineGroup
Atria Investments, Inc13,064$513K0.01%+3,82413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,317$444K<0.01%+7613F-HRTimeline
VestGen Advisors, LLC9,888$444K0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,010$432K<0.01%+2,35213F-HRTimelineGroup
QUANTIFY CHAOS ADVISORS, LLC9,975$392K1.22%+6713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,029$355K<0.01%+1,04913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC7,498$294K<0.01%+69313F-HRTimelineGroup
Midwest Trust Co6,500$255K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,313$248K<0.01%new13F-HRTimelineGroup
Retirement Planning Group, LLC6,199$243K0.01%new13F-HRTimeline
Allworth Financial LP2,647$104K<0.01%+10013F-HRTimeline
Parallel Advisors, LLC1,057$41.5K<0.01%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY972$38.2K<0.01%+57913F-HRTimelineGroup
GAMMA Investing LLC671$26.4K<0.01%013F-HRTimeline
Signature Resources Capital Management,…305$12K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO292$11.2K<0.01%013F-HR/ATimelineGroup
Investors Research Corp213$8.37K<0.01%+5013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN210$8.25K<0.01%new13F-HR/ATimelineGroup
CVA Family Office, LLC201$7.91K<0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC69$2.71K<0.01%013F-HRTimelineGroup