Among active 13F managers last quarter, 6 opened and 21 added, while 8 reduced; the largest holder to move was Waddell & Associates, LLC (+2.0%).
82 tracked 13F filers disclose a position in AUSF as of the latest SEC 13F filings, a combined $615.4M 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 | Wealth Enhancement Advisory Services, LLC | 2.6M | $130.9M | ▲+8.9% Added · +214K sh | Q2 2026 | |
| 2 | Waddell & Associates, LLC | 1.7M | $84.0M | ▲+2.0% Added · +34K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 1.4M | $68.1M | ▲+12% Added · +156K sh | Q1 2026 | |
| 4 | Commonwealth Equity Services, LLC | 1.1M | $51.0M | ▲+70% Added · +433K sh | Q1 2026 | |
| 5 | Bogart Wealth, LLC | 968K | $46.8M | ▲+1.1% Added · +10K sh | Q1 2026 | |
| 6 | Tidemark, LLC | 414K | $20.2M | ▲+2.0% Added · +8K sh | Q2 2026 | |
| 7 | Private Advisor Group, LLC | 413K | $20.2M | ▼−1.0% Reduced · −4K sh | Q2 2026 | |
| 8 | Arq Wealth Advisors, LLC | 358K | $18.1M | ▲+37% Added · +97K sh | Q2 2026 | |
| 9 | Royal Bank Of Canada | 298K | $14.4M | ▲+121% Added · +163K sh | Q1 2026 | |
| 10 | Northwestern Mutual Wealth Management Co | 294K | $14.2M | ▲+18% Added · +44K sh | Q1 2026 | |
| 11 | Raymond James Financial Inc | 263K | $12.7M | ▲+4.5% Added · +11K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | 258K | $12.5M | ▲+3.4% Added · +9K sh | Q1 2026 | |
| 13 | Meridian Wealth Management, LLC | 250K | $12.1M | ▼−14% Reduced · −39K sh | Q1 2026 | |
| 14 | Channel Wealth LLC | 192K | $9.4M | ▲+14% Added · +23K sh | Q2 2026 | |
| 15 | Sierra Ocean, LLC | 184K | $9.0M | ▲+2.6% Added · +5K sh | Q2 2026 | |
| 16 | Snowden Capital Advisors LLC | 138K | $6.8M | ▲New +138K sh | Q2 2026 | |
| 17 | Titleist Asset Management, LLC | 127K | $6.2M | ▲+6.1% Added · +7K sh | Q2 2026 | |
| 18 | Envestnet Asset Management Inc | 118K | $5.7M | ▲+11% Added · +11K sh | Q1 2026 | |
| 19 | Bravera Wealth | 112K | $5.5M | ▲+12% Added · +12K sh | Q2 2026 | |
| 20 | Equitable Holdings, Inc. | 104K | $5.1M | ▲+14% Added · +13K sh | Q2 2026 | |
| 21 | Synergy Investment Management, LLC | 104K | $5.1M | ▲+6.7% Added · +7K sh | Q2 2026 | |
| 22 | Nations Financial Group Inc, /Ia | 89K | $4.3M | ▲+21% Added · +16K sh | Q2 2026 | |
| 23 | &Partners | 86K | $4.2M | ▲+12% Added · +10K sh | Q2 2026 | |
| 24 | MML Investors Services, LLC | 85K | $4.2M | ▲+30% Added · +20K sh | Q2 2026 | |
| 25 | CreativeOne Wealth, LLC | 77K | $3.8M | ▼−9.6% Reduced · −8K 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, 6 funds opened a new position in AUSF and 21 added to an existing one, while 8 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 |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 39 funds | $3.3B |
| Nvidia CorpNVDA | 38 funds | $7.1B |
| Apple IncAAPL | 38 funds | $6.3B |
| Microsoft CorpMSFT | 38 funds | $5.9B |
| Visa Inc-Class A SharesV | 38 funds | $2.9B |
| Broadcom IncAVGO | 38 funds | $2.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 38 funds | $2.0B |
| Meta Platforms Inc-Class AMETA | 38 funds | $1.7B |
| Costco Wholesale CorpCOST | 38 funds | $1.6B |
| Johnson & JohnsonJNJ | 38 funds | $817.0M |
| Amazon.com IncAMZN | 37 funds | $4.6B |
| Ishares Core S&P 500 ETFIVV | 37 funds | $3.1B |
Ranked by how many of AUSF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AUSF.
No filings captured for this ticker in the live stream yet.
Connected entities for AUSF
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/AUSF/capital-change-brief"
Use Arkolith's capital_change_brief for AUSF. 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 AUSF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.