Who owns AUGW
Which tracked institutional funds hold AUGW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AUGW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
6 tracked funds added or opened AUGW while 5 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
AUGW’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AUGW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AUGW 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 51 tracked filers holding AUGW, 16 increased or opened the position and 26 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 AUGW 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
- Innovative Asset Advisors Group, LLC$722K
Full exits 3
- Strategic Blueprint, LLC$3M
- PARK AVENUE SECURITIES LLC$2M
- Cambridge Investment Research Advisors, Inc.$942K
Largest adds
- Allianz SE$2M
- RAYMOND JAMES FINANCIAL INC$2M
- OSAIC HOLDINGS, INC.$757K
- LPL Financial LLC$534K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$346K
Largest trims
- Spire Wealth Management$919K
- Kestra Advisory Services, LLC$766K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC trimmed | 821,230 | $28M | 24.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 376,381 | $13M | 11.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 288,312 | $10M | 8.5% | 2026-Q2 |
| Allianz SE added | 200,818 | $7M | 5.9% | 2026-Q2 |
| ACCESS FINANCIAL SERVICES, INC. trimmed | 160,448 | $5M | 4.7% | 2026-Q2 |
| LPL Financial LLC added | 118,420 | $4M | 3.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 104,268 | $4M | 3.1% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 103,834 | $4M | 3.1% | 2026-Q2 |
| AMERICAN ASSET MANAGEMENT INC. trimmed | 99,779 | $3M | 2.9% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 68,564 | $2M | 2.0% | 2026-Q2 |
| GTS FINANCIAL, LLC trimmed | 56,858 | $2M | 1.5% | 2026-Q2 |
| World Investment Advisors added | 50,923 | $2M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 49,733 | $2M | 1.5% | 2026-Q2 |
| Spire Wealth Management trimmed | 42,492 | $1M | 1.3% | 2026-Q2 |
| Castle Rock Wealth Management, LLC trimmed | 40,567 | $1M | 1.2% | 2026-Q2 |
| PFG Advisors trimmed | 37,681 | $1M | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 31,547 | $1M | 0.9% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 30,568 | $1M | 0.9% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 29,853 | $1M | 0.9% | 2026-Q2 |
| Westshore Wealth, LLC trimmed | 28,836 | $982K | 0.9% | 2026-Q2 |
| Focus Financial Network, Inc. added | 26,404 | $899K | 0.8% | 2026-Q2 |
| Innovative Asset Advisors Group, LLC new | 21,211 | $722K | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC | 21,073 | $717K | 0.6% | 2026-Q2 |
| Advus Financial Partners, LLC trimmed | 19,862 | $676K | 0.6% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 18,813 | $640K | 0.6% | 2026-Q2 |
| Crown Wealth Group, LLC | 18,289 | $623K | 0.5% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC | 15,898 | $541K | 0.5% | 2026-Q2 |
| AE Wealth Management LLC added | 13,463 | $458K | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC | 9,337 | $318K | 0.3% | 2026-Q2 |
| Forty-three Eighteen Advisors, LLC | 9,000 | $306K | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC | 8,754 | $298K | 0.3% | 2026-Q2 |
| Diligent Investors, LLC added | 8,455 | $288K | 0.2% | 2026-Q2 |
| RED CRANE WEALTH MANAGEMENT, LLC | 7,451 | $254K | 0.2% | 2026-Q2 |
| Allegheny Financial Group | 6,950 | $237K | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 6,947 | $237K | 0.2% | 2026-Q2 |
| Grantvest Financial Group LLC | 6,768 | $230K | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. | 6,742 | $230K | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC | 6,739 | $229K | 0.2% | 2026-Q2 |
| Cypress Wealth Services, LLC | 6,372 | $217K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC | 5,421 | $185K | 0.2% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 4,496 | $153K | 0.1% | 2026-Q2 |
| Elevated Capital Advisors, LLC | 2,652 | $90K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 1,602 | $55K | 0.0% | 2026-Q2 |
| UBS Group AG added | 1,552 | $53K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 906 | $31K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 760 | $26K | 0.0% | 2026-Q2 |
| ST GERMAIN D J CO INC | 553 | $19K | 0.0% | 2026-Q2 |
| Ankerstar Wealth, LLC | 508 | $17K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 300 | $10K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 23 | $783 | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 13 | $443 | 0.0% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 77,770 | $3M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC trimmed | 64,084 | $2M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 29,286 | $942K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| First Heartland Consultants, Inc. trimmed | 12,755 | $410K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Aegis Wealth Management, Inc. added | 12,593 | $405K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 10,629 | $342K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| BARCLAYS PLC trimmed | 1,446 | $46K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GeoWealth Management, LLC | 329 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 115,287 | $4M | 3.2% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 17,726 | $567K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Moloney Securities Asset Management, LLC added | 11,651 | $372K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 6,486 | $207K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Allianz Investment Management U.S. LLC | 5,000 | $160K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Pineridge Advisors LLC | 297 | $9K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO trimmed | 0 | $24 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 48,142 | $1M | 1.3% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. | 9,470 | $291K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Mid-American Wealth Advisory Group, Inc. new | 1,125 | $35K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Ameritas Advisory Services, LLC new | 360 | $11K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC | 60 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Capital A Wealth Management, LLC new | 48 | $1K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 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.