38 tracked 13F filers disclose a position in KAUG as of the latest SEC 13F filings, a combined $42.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Money Management, Inc. | $7.7M | 270K | ▼−44% Reduced · −215K sh | Q2 2026 | |
| 2 | Creative Planning | $5.8M | 217K | ▲New +217K sh | Q1 2026 | |
| 3 | First Heartland Consultants, Inc. | $6.0M | 208K | ▲+3.8% Added · +8K sh | Q2 2026 | |
| 4 | BLAIR WILLIAM & CO/IL | $3.7M | 131K | ▼−5.2% Reduced · −7K sh | Q2 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 122K | ▼−1.5% Reduced · −2K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $2.5M | 93K | ▼−2.7% Reduced · −3K sh | Q1 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $1.8M | 66K | ▼−25% Reduced · −21K sh | Q1 2026 | |
| 8 | OLD MISSION CAPITAL LLC | $1.1M | 40K | ▲New +40K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $1.1M | 39K | ▼−28% Reduced · −15K sh | Q2 2026 | |
| 10 | SageView Advisory Group, LLC | $852K | 34K | ▲New +34K sh | Q4 2024 | |
| 11 | JPMORGAN CHASE & CO | $886K | 34K | ▲New +34K sh | Q1 2026 | |
| 12 | Sherry Group, Inc. | $980K | 32K | ▲+186% Added · +21K sh | Q2 2026 | |
| 13 | Miller Financial Services LLC | $656K | 23K | ▼−17% Reduced · −5K sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | $552K | 21K | ▼−9.7% Reduced · −2K sh | Q1 2026 | |
| 15 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $528K | 20K | ▼−3.5% Reduced · −724 sh | Q1 2026 | |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $519K | 19K | ▼−1.3% Reduced · −249 sh | Q1 2026 | |
| 17 | PFS Partners, LLC | $531K | 19K | ▼−5.1% Reduced · −1K sh | Q2 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $476K | 18K | ▼−3.9% Reduced · −711 sh | Q1 2026 | |
| 19 | AE Wealth Management LLC | $416K | 16K | ▼−1.7% Reduced · −270 sh | Q1 2026 | |
| 20 | WEALTH ALLIANCE, LLC | $396K | 15K | ▲New +15K sh | Q3 2025 | |
| 21 | Faithward Advisors, LLC | $388K | 14K | ▼−3.5% Reduced · −493 sh | Q2 2026 | |
| 22 | WealthShield Partners, LLC | $384K | 13K | —Held | Q2 2026 | |
| 23 | Keating Financial Advisory Services, Inc. | $361K | 13K | ▲+5.3% Added · +630 sh | Q2 2026 | |
| 24 | TopTier Wealth Management, LLC | $358K | 13K | ▼−28% Reduced · −5K sh | Q2 2026 | |
| 25 | Outlook Wealth Advisors, LLC | $271K | 9K | —Held | 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 KAUG and 4 added to an existing one, while 5 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 |
|---|---|---|
| APPLE INCAAPL | 16 funds | $1.1B |
| NVIDIA CORPNVDA | 16 funds | $853.8M |
| AMAZON.COM INCAMZN | 16 funds | $449.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $1.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $667.6M |
| MICROSOFT CORPMSFT | 15 funds | $484.9M |
| ALPHABET INC-CL AGOOGL | 15 funds | $336.0M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 15 funds | $298.1M |
| WALMART INCWMT | 15 funds | $250.1M |
| VANGUARD FTSE DEVELOPED ETFVEA | 15 funds | $228.9M |
| VANGUARD DIVIDEND APPREC ETFVIG | 15 funds | $202.5M |
| TESLA INCTSLA | 15 funds | $164.3M |
Ranked by how many of KAUG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BALTmc | 287 funds | $1.6B |
| SFLRmc | 202 funds | $1.3B |
| BUFFmc | 150 funds | $566.7M |
| QFLRmc | 105 funds | $335.0M |
| ZALTmc | 103 funds | $661.0M |
| BUFBmc | 89 funds | $175.6M |
| JAJLmc | 81 funds | $133.9M |
| ZJULmc | 80 funds | $61.5M |
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 KAUG
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/KAUG/capital-change-brief"
Use Arkolith's capital_change_brief for KAUG. 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 KAUG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.