Who owns AAUS
Which tracked institutional funds hold AAUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AAUS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
11 tracked funds added or opened AAUS while 7 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AAUS’s largest tracked holder by dollar value, Cache Advisors, LLC, sizes it at 14.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 13.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AAUS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 27 tracked filers holding AAUS, 3 increased or opened the position and 13 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AAUS between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- Cambria Investment Management, L.P.$517K
Full exits 3
- One Degree Advisors Inc$7M
- M Holdings Securities, Inc.$3M
- Downshift Financial, LLC$2M
Largest adds
- Cache Advisors, LLC$20M
- Seed Wealth Management, Inc.$5M
- Relyea Zuckerberg Hanson LLC$3M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
- Sageworth Trust Co$1M
- AQR CAPITAL MANAGEMENT LLC$1M
Largest trims
- Plancorp, LLC$25M
- Empowered Funds, LLC$8M
- Frankly Finances, LLC$2M
- SUMMIT WEALTH & RETIREMENT PLANNING, INC.$346K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Cache Advisors, LLC | 2,753,833 | $165M | 50.5% | 2026-Q2 |
| Seed Wealth Management, Inc. trimmed | 682,464 | $41M | 12.5% | 2026-Q2 |
| Relyea Zuckerberg Hanson LLC | 446,173 | $27M | 8.2% | 2026-Q2 |
| Plancorp, LLC trimmed | 198,547 | $12M | 3.7% | 2026-Q2 |
| Sageworth Trust Co | 177,900 | $11M | 3.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 172,768 | $10M | 3.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 172,768 | $10M | 3.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 106,762 | $6M | 2.0% | 2026-Q2 |
| Soundwatch Capital LLC trimmed | 95,682 | $6M | 1.8% | 2026-Q2 |
| QUARRY HILL ADVISORS, LLC trimmed | 38,450 | $2M | 0.7% | 2026-Q2 |
| JPL Wealth Management, LLC | 35,428 | $2M | 0.7% | 2026-Q2 |
| Creative Planning trimmed | 31,588 | $2M | 0.6% | 2026-Q2 |
| Flatrock Wealth Partners LLC | 31,250 | $2M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 28,196 | $2M | 0.5% | 2026-Q2 |
| Almanack Investment Partners, LLC. | 24,443 | $1M | 0.4% | 2026-Q2 |
| L.K. Benson & Company, P.C. | 23,439 | $1M | 0.4% | 2026-Q2 |
| Revolve Wealth Partners, LLC | 23,350 | $1M | 0.4% | 2026-Q2 |
| Schiavi & Co LLC | 19,362 | $1M | 0.4% | 2026-Q2 |
| Ledyard National Bank | 19,277 | $1M | 0.4% | 2026-Q2 |
| Sherman Wealth Management LLC | 17,545 | $1M | 0.3% | 2026-Q2 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. trimmed | 15,504 | $926K | 0.3% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 14,426 | $862K | 0.3% | 2026-Q2 |
| Cambria Investment Management, L.P. new | 8,654 | $517K | 0.2% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 8,654 | $517K | 0.2% | 2026-Q2 |
| Truepoint, Inc. | 7,874 | $470K | 0.1% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. new | 4,818 | $288K | 0.1% | 2026-Q2 |
| Frankly Finances, LLC | 31,331 | $31K | 0.0% | 2026-Q2 |
| One Degree Advisors Inc trimmed | 137,571 | $7M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| Apexium Financial, LP new | 69,274 | $4M | 1.1% | 2025-Q3 stale (3 quarters behind) |
| M Holdings Securities, Inc. | 66,518 | $3M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Downshift Financial, LLC new | 35,307 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Meredith Wealth Planning new | 9,476 | $512K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Parkside Financial Bank & Trust | 3,635 | $190K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG new | 607 | $33K | 0.0% | 2025-Q4 stale (2 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.