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SASS

M.D. Sass Concentrated Value ETF
SASS

2 hedge funds and large institutions have $67.4M invested in M.D. Sass Concentrated Value ETF in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

96.79% more ownership

Funds ownership: 0% → 96.79% (+97%)

Holders
2
Holders Change
+2
Holders Change %
–
% of All Funds
0.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MDSL
M.D. Sass LLC
New York
+$68.3M
2
GS
GTS Securities
New York
+$470K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MDSL
1
M.D. Sass LLC
New York
$66.9M +$68.3M +2,884,000 New
GS
2
GTS Securities
New York
$460K +$470K +19,843 New

SASS Hedge Fund Activity: Q1 2026 in Review

2 of the 8,137 institutional investors tracked by Wall St. Rank reported a position in M.D. Sass Concentrated Value ETF (SASS) for Q1 2026, worth a combined $67.4M.

Buyers outnumbered sellers: 2 funds opened new SASS positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was M.D. Sass LLC, opening a new position worth an estimated $68.3M.

  • 2 institutional investors held M.D. Sass Concentrated Value ETF (SASS) as of Q1 2026, up from 0 in Q4 2025.
  • Funds reported $67.4M of M.D. Sass Concentrated Value ETF stock for Q1 2026.
  • 2 funds opened new M.D. Sass Concentrated Value ETF positions in Q1 2026 and 0 closed out, a net change of +2 holders.
  • The largest M.D. Sass Concentrated Value ETF buyer in Q1 2026 was M.D. Sass LLC, an estimated $68.3M added.

Based on aggregated 13F filings for Q1 2026.