Among active 13F managers last quarter, 3 opened and 2 reduced; the largest holder to move was BLB&B Advisors, LLC (−5.0%).
34 tracked 13F filers disclose a position in AAUA as of the latest SEC 13F filings, a combined $233.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cache Advisors, LLC | 1.9M | $106.6M | —Held | Q2 2026 | |
| 2 | BLB&B Advisors, LLC | 858K | $48.8M | ▼−5.0% Reduced · −45K sh | Q2 2026 | |
| 3 | Relyea Zuckerberg Hanson LLC | 340K | $19.3M | —Held | Q2 2026 | |
| 4 | Kathmere Capital Management, LLC | 221K | $12.6M | ▼−0.1% Reduced · −207 sh | Q2 2026 | |
| 5 | Everest Private Wealth | 112K | $6.4M | ▼−30% Reduced · −47K sh | Q2 2026 | |
| 6 | Ledyard National Bank | 92K | $5.2M | —Held | Q2 2026 | |
| 7 | HighTower Advisors, LLC | 84K | $4.1M | ▲New +84K sh | Q1 2026 | |
| 8 | Family CFO Inc | 63K | $3.6M | —Held | Q2 2026 | |
| 9 | Lansing Street Advisors | 60K | $3.4M | ▲New +60K sh | Q2 2026 | |
| 10 | Revolve Wealth Partners, LLC | 44K | $2.5M | ▲New +44K sh | Q2 2026 | |
| 11 | Summit Wealth & Retirement Planning, Inc. | 40K | $2.3M | —Held | Q2 2026 | |
| 12 | Voisard Asset Management Group, Inc. | 39K | $2.2M | —Held | Q2 2026 | |
| 13 | Creative Planning | 36K | $1.7M | ▲+882% Added · +32K sh | Q1 2026 | |
| 14 | Meridian Wealth Management, LLC | 35K | $1.7M | ▲New +35K sh | Q1 2026 | |
| 15 | Foundry Financial LLC | 30K | $1.7M | —Held | Q2 2026 | |
| 16 | Beacon Pointe Advisors, LLC | 26K | $1.5M | —Held | Q2 2026 | |
| 17 | Almanack Investment Partners, LLC. | 25K | $1.5M | —Held | Q2 2026 | |
| 18 | NewEdge Advisors, LLC | 23K | $1.3M | —Held | Q2 2026 | |
| 19 | Meredith Wealth Planning | 20K | $1.1M | —Held | Q2 2026 | |
| 20 | Bouchey Financial Group, Ltd. | 18K | $1.0M | —Held | Q2 2026 | |
| 21 | Perigon Wealth Management, LLC | 14K | $815K | —Held | Q2 2026 | |
| 22 | DHJJ Financial Advisors, Ltd. | 11K | $605K | ▼−0.2% Reduced · −20 sh | Q2 2026 | |
| 23 | Cerity Partners LLC | 10K | $483K | ▲New +10K sh | Q1 2026 | |
| 24 | Prairiewood Capital, LLC | 9K | $534K | —Held | Q2 2026 | |
| 25 | Citadel Advisors LLC | 9K | $493K | ▲New +9K 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, 3 funds opened a new position in AAUA, while 2 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 16 funds | $2.6B |
| Amazon.com IncAMZN | 15 funds | $2.8B |
| Tesla IncTSLA | 15 funds | $603.0M |
| Vanguard Total Stock MKT ETFVTI | 15 funds | $157.7M |
| Nvidia CorpNVDA | 14 funds | $2.8B |
| Microsoft CorpMSFT | 14 funds | $1.7B |
| Broadcom IncAVGO | 14 funds | $1.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 14 funds | $500.9M |
| Vanguard S&P 500 ETFVOO | 14 funds | $385.6M |
| Ishares Core S&P 500 ETFIVV | 13 funds | $13.6B |
| Alphabet Inc-CL AGOOGL | 13 funds | $1.2B |
| Advanced Micro DevicesAMD | 13 funds | $1.0B |
Ranked by how many of AAUA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AAUA.
| Class | 13F holders | Value held |
|---|---|---|
| AAEQExchange Traded Fund | 39 funds | $311.0M |
| USEWExchange Traded Fund | 35 funds | $131.7M |
| AAUAthis pageCom | 34 funds | $233.8M |
| ORRMILITIA LONG/SHO | 33 funds | $77.4M |
| AAUSETF | 26 funds | $333.3M |
| GEQETF | 26 funds | $76.5M |
| GEWETF | 25 funds | $62.6M |
| FMTMmc | 25 funds | $37.9M |
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.