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Funds Holding SAUG

On this page, we present all of the funds holding SAUG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SAUG, with a link to that fund's top holdings. The next columns indicate the amount of SAUG stock held by each of the funds holding SAUG, followed by the SAUG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 33 funds holding SAUG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by AE Wealth Management LLC. For more details on the positions held by AE Wealth Management LLC (or by any of the other funds holding SAUG), click the fund name in the "Holder" column of the funds-holding-SAUG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
AE Wealth Management LLC230,654$4,841 12/31/2023
     SAUG230,654$4,841 12/31/2023
GWM Advisors LLC209,951$4,413 12/31/2023
     SAUG209,951$4,413 12/31/2023
Stephens Inc. AR112,592$2,389 12/31/2023
     SAUG112,592$2,389 12/31/2023
Advisor Group Holdings Inc.57,962$1,230 12/31/2023
     SAUG57,962$1,230 12/31/2023
Envestnet Asset Management Inc.57,792$1,226 12/31/2023
     SAUG57,792$1,226 12/31/2023
Cetera Investment Advisers52,041$1,104 12/31/2023
     SAUG52,041$1,104 12/31/2023
Truist Financial Corp46,232$917 12/31/2023
     SAUG46,232$917 12/31/2023
Raymond James Financial Services Advisors Inc.40,199$881 03/31/2024
     SAUG40,199$881 03/31/2024
Commonwealth Equity Services LLC31,363$687 03/31/2024
     SAUG31,363$687 03/31/2024
NorthCrest Asset Manangement LLC26,662$584 03/31/2024
     SAUG26,662$584 03/31/2024
Cary Street Partners Investment Advisory LLC24,952$547 03/31/2024
     SAUG24,952$547 03/31/2024
BCJ Capital Management LLC22,875$485 12/31/2023
     SAUG22,875$485 12/31/2023
Benchmark Investment Advisors LLC22,875$485 12/31/2023
     SAUG22,875$485 12/31/2023
Kestra Advisory Services LLC21,074$447 12/31/2023
     SAUG21,074$447 12/31/2023
Envestnet Portfolio Solutions Inc.20,331$431 12/31/2023
     SAUG20,331$431 12/31/2023
Wealthsource Partners LLC20,000$424 12/31/2023
     SAUG20,000$424 12/31/2023
Prospera Financial Services Inc17,092$363 12/31/2023
     SAUG17,092$363 12/31/2023
Jaffetilchin Investment Partners LLC15,500$329 12/31/2023
     SAUG15,500$329 12/31/2023
Atria Wealth Solutions Inc.12,968$275 12/31/2023
     SAUG12,968$275 12/31/2023
Proequities Inc.12,358$271 03/31/2024
     SAUG12,358$271 03/31/2024
Secured Retirement Advisors LLC12,542$266 12/31/2023
     SAUG12,542$266 12/31/2023
Jane Street Group LLC11,541$245 12/31/2023
     SAUG11,541$245 12/31/2023
Cetera Advisors LLC10,958$233 12/31/2023
     SAUG10,958$233 12/31/2023
Presidio Capital Management LLC10,163$223 03/31/2024
     SAUG10,163$223 03/31/2024
Cetera Advisor Networks LLC10,523$223 12/31/2023
     SAUG10,523$223 12/31/2023
Axxcess Wealth Management LLC10,163$216 12/31/2023
     SAUG10,163$216 12/31/2023
Capital Analysts LLC9,891$210 12/31/2023
     SAUG9,891$210 12/31/2023
Steward Partners Investment Advisory LLC9,488$201 12/31/2023
     SAUG9,488$201 12/31/2023
DHJJ Financial Advisors Ltd.5,010$110 03/31/2024
     SAUG5,010$110 03/31/2024
Ameritas Investment Partners Inc.4,550$97 12/31/2023
     SAUG4,550$97 12/31/2023
Sunbelt Securities Inc.2,600$57 03/31/2024
     SAUG2,600$57 03/31/2024
Capital Investment Advisory Services LLC1,867$41 03/31/2024
     SAUG1,867$41 03/31/2024
Harbour Investments Inc.1,291$27 12/31/2023
     SAUG1,291$27 12/31/2023
SOA Wealth Advisors LLC.1,028$23 03/31/2024
     SAUG1,028$23 03/31/2024

See Summary: Institutional Holders of SAUG
See Details: Top 10 Hedge Funds Holding SAUG
Also See: SAUG Holdings Changes

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