30 tracked 13F filers disclose a position in AAUA as of the latest SEC 13F filings, a combined $225.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cache Advisors, LLC | $106.6M | 1.9M | —Held | Q2 2026 | |
| 2 | BLB&B Advisors, LLC | $48.8M | 858K | ▼−5.0% Reduced · −45K sh | Q2 2026 | |
| 3 | Relyea Zuckerberg Hanson LLC | $19.3M | 340K | —Held | Q2 2026 | |
| 4 | Kathmere Capital Management, LLC | $12.6M | 221K | ▼−0.1% Reduced · −207 sh | Q2 2026 | |
| 5 | Ledyard National Bank | $5.2M | 92K | —Held | Q2 2026 | |
| 6 | HighTower Advisors, LLC | $4.1M | 84K | ▲New +84K sh | Q1 2026 | |
| 7 | Family CFO Inc | $3.6M | 63K | —Held | Q2 2026 | |
| 8 | Lansing Street Advisors | $3.4M | 60K | ▲New +60K sh | Q2 2026 | |
| 9 | Revolve Wealth Partners, LLC | $2.5M | 44K | ▲New +44K sh | Q2 2026 | |
| 10 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $2.3M | 40K | —Held | Q2 2026 | |
| 11 | VOISARD ASSET MANAGEMENT GROUP, INC. | $2.2M | 39K | —Held | Q2 2026 | |
| 12 | Creative Planning | $1.7M | 36K | ▲+882% Added · +32K sh | Q1 2026 | |
| 13 | Meridian Wealth Management, LLC | $1.7M | 35K | ▲New +35K sh | Q1 2026 | |
| 14 | Foundry Financial LLC | $1.7M | 30K | —Held | Q2 2026 | |
| 15 | Beacon Pointe Advisors, LLC | $1.3M | 26K | ▲New +26K sh | Q1 2026 | |
| 16 | Almanack Investment Partners, LLC. | $1.5M | 25K | —Held | Q2 2026 | |
| 17 | NewEdge Advisors, LLC | $1.1M | 23K | ▲New +23K sh | Q1 2026 | |
| 18 | Meredith Wealth Planning | $1.1M | 20K | —Held | Q2 2026 | |
| 19 | Bouchey Financial Group, Ltd. | $1.0M | 18K | —Held | Q2 2026 | |
| 20 | Perigon Wealth Management, LLC | $701K | 14K | ▲+91% Added · +7K sh | Q1 2026 | |
| 21 | DHJJ Financial Advisors, Ltd. | $605K | 11K | ▼−0.2% Reduced · −20 sh | Q2 2026 | |
| 22 | Cerity Partners LLC | $483K | 10K | ▲New +10K sh | Q1 2026 | |
| 23 | Prairiewood Capital, LLC | $534K | 9K | —Held | Q2 2026 | |
| 24 | Snowden Capital Advisors LLC | $332K | 7K | ▲New +7K sh | Q1 2026 | |
| 25 | Rockwood Wealth Management, LLC | $362K | 6K | ▼~0% Reduced · −1 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in AAUA, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 14 funds | $490.7M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 14 funds | $152.6M |
| AMAZON.COM INCAMZN | 13 funds | $206.8M |
| TESLA INCTSLA | 13 funds | $87.7M |
| NVIDIA CORPNVDA | 12 funds | $376.0M |
| VANGUARD S&P 500 ETFVOO | 12 funds | $309.3M |
| MICROSOFT CORPMSFT | 12 funds | $266.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $160.0M |
| BROADCOM INCAVGO | 12 funds | $147.5M |
| ISHARES CORE S&P 500 ETFIVV | 11 funds | $312.9M |
| ALPHABET INC-CL AGOOGL | 11 funds | $149.4M |
| JPMORGAN CHASE & COJPM | 11 funds | $114.7M |
Ranked by how many of AAUA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AAEQETF | 31 funds | $263.2M |
| AAUAthis pageCom | 30 funds | $225.9M |
| ORRMILITIA LONG/SHO | 27 funds | $67.1M |
| USEWExchange Traded Fund | 26 funds | $113.6M |
| AAUSETF | 23 funds | $330.7M |
| FMTMmc | 18 funds | $29.1M |
| GEWETF | 17 funds | $38.4M |
| TOVJLENS 500 JEWISH | 16 funds | $16.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AAUA
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AAUA/capital-change-brief"
Use Arkolith's capital_change_brief for AAUA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AAUA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.