Ft Vest US Small Cap Moderat
$26.76-0.8%
+$2.9M
Net Activity
+5.69% total shares
Institutions Holding
55
Popularity Rank
#5933
Avg Weight
0.07%
Total Value
$39.7M
55 institutions currently hold SAUG, with 13 net buyers and 29 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
29
Net Buying Institutions
13
Top 5 by Value
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Across its top 20 institutional holders, SAUG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 37/100).
SAUG ranks #5933 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
55 institutions disclose a position in SAUG, but none treat it as a major bet — even BFI Wealth Solutions, LLC, its most concentrated holder, allocates just 1.2% of its own portfolio to it.
Wealth Enhancement Advisory Services, LLC has added to its SAUG position for two straight quarters, increasing it by $62.0K to reach $78.6K today.
SAUG is down 0.8% today, but institutions show net buying of $2.9M this quarter — a divergence between today's price move and the underlying institutional flow.
+$7.1M
Total Buy Value
$3.3M
Total Sell Value
13
Net Buyers
29
Net Sellers
SAUG
Q2 2026
Top 5 Institutional Movers
+$1.1M
+$1.1M
+$971.0K
+$888.2K
SAUG does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
33740F417
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,137
Total reported value
$279.7B
Held by 4137 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,136
Total reported value
$649.5B
Held by 4136 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,134
Total reported value
$712.8B
Held by 4134 institutions — one of the most-tracked stocks on AlphaSMO
Access SAUG's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SAUGCLI
npx alphasmo stocks get SAUG