6 tracked 13F filers disclose a position in AUSM as of the latest SEC 13F filings, a combined $24.2M 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 | Integrated Wealth Concepts LLC | $12.5M | 500K | —Held | Q2 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | $9.0M | 360K | ▼−11% Reduced · −45K sh | Q2 2026 | |
| 3 | COFG Advisors, LLC | $1.0M | 41K | ▼−32% Reduced · −19K sh | Q2 2026 | |
| 4 | New Perspectives, Inc | $1.0M | 41K | ▲New +41K sh | Q2 2026 | |
| 5 | INSPIRION WEALTH ADVISORS, LLC | $568K | 23K | ▲+17% Added · +3K sh | Q2 2026 | |
| 6 | JPMORGAN CHASE & CO | $8K | 317 | ▼−21% Reduced · −83 sh | Q1 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, 1 fund opened a new position in AUSM, 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 |
|---|---|---|
| NVIDIA CORPNVDA | 3 funds | $1.8B |
| APPLE INCAAPL | 3 funds | $1.5B |
| MICROSOFT CORPMSFT | 3 funds | $1.0B |
| ALPHABET INC-CL AGOOGL | 3 funds | $997.4M |
| ISHARES CORE MSCI EAFE ETFIEFA | 3 funds | $380.8M |
| ELI LILLY & COLLY | 3 funds | $377.1M |
| VANGUARD S&P 500 ETFVOO | 3 funds | $354.3M |
| JPMORGAN CHASE & COJPM | 3 funds | $226.1M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $186.4M |
| JOHNSON & JOHNSONJNJ | 3 funds | $172.5M |
| ABBVIE INCABBV | 3 funds | $120.9M |
| UNION PACIFIC CORPUNP | 3 funds | $110.1M |
Ranked by how many of AUSM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ASCESMID CORE ETF | 22 funds | $74.4M |
| APLUETF | 19 funds | $333.8M |
| AFIXFUND | 13 funds | $224.8M |
| ASLVSPECIAL LARG VAL | 9 funds | $206.0M |
| AINPINCOME PLUS ETF | 9 funds | $186.9M |
| AUSMthis pageULTRA SRT MUNI | 6 funds | $24.2M |
| AGRWLT LARGE GRW ETF | 4 funds | $109.2M |
| ALRGLT LARGE CORE ET | 3 funds | $6.2M |
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 AUSM
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/AUSM/capital-change-brief"
Use Arkolith's capital_change_brief for AUSM. 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 AUSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.