Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / STRATEGAS GBL PO
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Number of holders
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12
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Total 13F shares, excl. options
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1.04M
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Shares change
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+24.4K
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Total reported value, excl. options
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$34.1M
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Value change
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+$835K
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Number of buys
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5
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Number of sells
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-7
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Price
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$32.96
Significant Holders of ADVISORS INNER CIRCLE FD III - STRATEGAS GBL PO (SAGP) as of Q2 2025
14 filings reported holding SAGP - ADVISORS INNER CIRCLE FD III - STRATEGAS GBL PO as of Q2 2025.
ADVISORS INNER CIRCLE FD III - STRATEGAS GBL PO (SAGP) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.04M shares
.
Largest 10 shareholders include Baird Financial Group, Inc. (436K shares), ENVESTNET ASSET MANAGEMENT INC (407K shares), Triangle Securities Wealth Management (80.5K shares), Greenwich Wealth Management LLC (51.1K shares), Cambridge Advisors Inc. (19.6K shares), Archford Capital Strategies, LLC (14K shares), Fiduciary Trust Co (13.4K shares), Jaffetilchin Investment Partners, LLC (11.6K shares), UBS Group AG (818 shares), and GAMMA Investing LLC (608 shares).
This table shows the top 12 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.