19 tracked 13F filers disclose a position in AUGZ as of the latest SEC 13F filings, a combined $51.0M 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 | TrueMark Investments, LLC | $21.8M | 481K | ▲+117% Added · +260K sh | Q2 2026 | |
| 2 | AE Wealth Management LLC | $19.5M | 479K | ▲1k× Added · +479K sh | Q1 2026 | |
| 3 | Weaver Consulting Group | $4.8M | 106K | —Held | Q2 2026 | |
| 4 | Capital Investment Advisory Services, LLC | $1.5M | 32K | ▼−0.7% Reduced · −225 sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 28K | —Held | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $784K | 19K | ▼−7.0% Reduced · −1K sh | Q1 2026 | |
| 7 | Valtinson Bruner Financial Planning LLC | $491K | 11K | ▼−6.0% Reduced · −692 sh | Q2 2026 | |
| 8 | OLD MISSION CAPITAL LLC | $428K | 11K | ▲+8.1% Added · +791 sh | Q1 2026 | |
| 9 | Stratos Wealth Partners, LTD. | $276K | 7K | —Held | Q1 2026 | |
| 10 | JPMORGAN CHASE & CO | $117K | 3K | ▼−33% Reduced · −1K sh | Q1 2026 | |
| 11 | Aptus Capital Advisors, LLC | $87K | 2K | —Held | Q1 2026 | |
| 12 | Arax Advisory Partners | $68K | 2K | —Held | Q1 2026 | |
| 13 | HARBOUR INVESTMENTS, INC. | $43K | 1K | ▼−20% Reduced · −261 sh | Q1 2026 | |
| 14 | BALLAST ADVISORS LLC | $24K | 600 | ▲New +600 sh | Q1 2026 | |
| 15 | UBS Group AG | $13K | 312 | ▼−16% Reduced · −60 sh | Q1 2026 | |
| 16 | DHJJ Financial Advisors, Ltd. | $13K | 280 | —Held | Q2 2026 | |
| 17 | Mosley Wealth Management | $3K | 60 | ▲New +60 sh | Q2 2026 | |
| 18 | Lloyd Advisory Services, LLC. | $2K | 49 | ▼−99% Reduced · −4K sh | Q2 2026 | |
| 19 | TOUNJIAN ADVISORY PARTNERS, LLC | $771 | 17 | ▲New +17 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 AUGZ and 2 added to an existing one, while 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 8 funds | $480.6M |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 8 funds | $101.1M |
| JANUS HENDERSON AAA CLO ETFJAAA | 8 funds | $58.9M |
| RTX CORPRTX | 8 funds | $44.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 7 funds | $559.8M |
| VANGUARD S&P 500 ETFVOO | 7 funds | $494.3M |
| INVESCO QQQ TRUST SERIES 1QQQ | 7 funds | $357.7M |
| VANGUARD FTSE DEVELOPED ETFVEA | 7 funds | $292.8M |
| ALPHABET INC-CL CGOOG | 7 funds | $216.8M |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $214.1M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 7 funds | $155.0M |
| BROADCOM INCAVGO | 7 funds | $139.4M |
Ranked by how many of AUGZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SEPZTRUESHARES STRUC | 26 funds | $88.2M |
| QBERTRUESHARES QUART | 25 funds | $54.6M |
| CEFZRIVERNORTH ACTIV | 25 funds | $13.4M |
| ONEZTRUESHARES SEASO | 24 funds | $121.6M |
| PAYMSP AU DE IN ETF | 22 funds | $81.5M |
| LRNZTRUESHS TECH AI | 22 funds | $4.1M |
| SOVFSOVEREIGNS CAPIT | 21 funds | $71.2M |
| AUGZthis pageTRUESHARES STRUC | 19 funds | $51.0M |
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 AUGZ
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/AUGZ/capital-change-brief"
Use Arkolith's capital_change_brief for AUGZ. 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 AUGZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.