Among active 13F managers last quarter, 3 opened and 2 reduced; the largest holder to move was Plancorp, LLC (−1.6%).
26 tracked 13F filers disclose a position in AAUS as of the latest SEC 13F filings, a combined $333.3M 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 | 2.8M | $164.5M | —Held | Q2 2026 | |
| 2 | Seed Wealth Management, Inc. | 682K | $40.8M | ▼−0.2% Reduced · −1K sh | Q2 2026 | |
| 3 | Plancorp, LLC | 681K | $37.2M | ▼−1.6% Reduced · −11K sh | Q1 2026 | |
| 4 | Relyea Zuckerberg Hanson LLC | 446K | $26.7M | —Held | Q2 2026 | |
| 5 | Sageworth Trust Co | 178K | $10.6M | —Held | Q2 2026 | |
| 6 | Wealth Enhancement Advisory Services, LLC | 173K | $10.4M | —Held | Q2 2026 | |
| 7 | AQR Capital Management LLC | 173K | $9.1M | —Held | Q1 2026 | |
| 8 | Empowered Funds, LLC | 155K | $8.1M | ▲New +155K sh | Q1 2026 | |
| 9 | United Capital Financial Advisors, LLC | 107K | $6.4M | ▼−3.8% Reduced · −4K sh | Q2 2026 | |
| 10 | Quarry Hill Advisors, LLC | 38K | $2.3M | ▼−0.3% Reduced · −113 sh | Q2 2026 | |
| 11 | Creative Planning | 32K | $1.7M | ▼−0.1% Reduced · −19 sh | Q1 2026 | |
| 12 | Frankly Finances, LLC | 31K | $1.9M | —Held | Q2 2026 | |
| 13 | Flatrock Wealth Partners LLC | 31K | $1.9M | —Held | Q2 2026 | |
| 14 | Almanack Investment Partners, LLC. | 24K | $1.5M | —Held | Q2 2026 | |
| 15 | L.K. Benson & Company, P.C. | 23K | $1.4M | —Held | Q2 2026 | |
| 16 | Revolve Wealth Partners, LLC | 23K | $1.4M | —Held | Q2 2026 | |
| 17 | Royal Bank Of Canada | 21K | $1.1M | ▲+16% Added · +3K sh | Q1 2026 | |
| 18 | Schiavi & Co LLC | 19K | $1.2M | —Held | Q2 2026 | |
| 19 | Ledyard National Bank | 19K | $1.2M | —Held | Q2 2026 | |
| 20 | Sherman Wealth Management LLC | 18K | $1.0M | —Held | Q2 2026 | |
| 21 | Summit Wealth & Retirement Planning, Inc. | 16K | $926K | ▼−36% Reduced · −9K sh | Q2 2026 | |
| 22 | Savvy Advisors, Inc. | 15K | $764K | ▲New +15K sh | Q1 2026 | |
| 23 | Cambria Investment Management, L.P. | 9K | $517K | ▲New +9K sh | Q2 2026 | |
| 24 | Truepoint, Inc. | 8K | $470K | —Held | Q2 2026 | |
| 25 | Evolution Wealth Management Inc. | 5K | $288K | ▲New +5K 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 AAUS, 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 | 13 funds | $4.3B |
| Vanguard Total Stock MKT ETFVTI | 13 funds | $1.4B |
| Nvidia CorpNVDA | 12 funds | $6.2B |
| Microsoft CorpMSFT | 12 funds | $4.1B |
| Johnson & JohnsonJNJ | 12 funds | $977.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 12 funds | $921.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 12 funds | $726.0M |
| Alphabet Inc-CL AGOOGL | 11 funds | $2.0B |
| Alphabet Inc-CL CGOOG | 11 funds | $1.7B |
| Ishares Core S&P 500 ETFIVV | 11 funds | $966.9M |
| Vanguard S&P 500 ETFVOO | 11 funds | $743.7M |
| JPMorgan Chase & CoJPM | 11 funds | $652.4M |
Ranked by how many of AAUS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AAUS.
| Class | 13F holders | Value held |
|---|---|---|
| AAEQExchange Traded Fund | 39 funds | $311.0M |
| USEWExchange Traded Fund | 35 funds | $131.7M |
| AAUACom | 34 funds | $233.8M |
| ORRMILITIA LONG/SHO | 33 funds | $77.4M |
| AAUSthis pageETF | 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 AAUS
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/AAUS/capital-change-brief"
Use Arkolith's capital_change_brief for AAUS. 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 AAUS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.