Who owns AUGZ
Which tracked institutional funds hold AUGZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AUGZ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
3 tracked funds added or opened AUGZ while 8 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
AUGZ’s largest tracked holder by dollar value, TrueMark Investments, LLC, sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AUGZ 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 22 tracked filers holding AUGZ, 10 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 AUGZ 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.
Full exits 7
- Wellment Financial$1M
- B.O.S.S. Retirement Advisors, LLC$932K
- HOWARD BAILEY SECURITIES, LLC$867K
- SMART Wealth LLC$853K
- POM Investment Strategies, LLC$582K
- FWG Investments, LLC.$545K
Largest adds
- TrueMark Investments, LLC$13M
- Weaver Consulting Group$500K
- OLD MISSION CAPITAL LLC$455K
Largest trims
- AE Wealth Management LLC$19M
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 |
|---|---|---|---|---|
| TrueMark Investments, LLC added | 480,502 | $22M | 52.9% | 2026-Q2 |
| Weaver Consulting Group | 105,871 | $5M | 11.7% | 2026-Q2 |
| Capital Investment Advisory Services, LLC trimmed | 32,281 | $1M | 3.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC | 28,000 | $1M | 3.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 20,282 | $920K | 2.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 19,452 | $883K | 2.1% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC trimmed | 10,832 | $491K | 1.2% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 7,574 | $344K | 0.8% | 2026-Q2 |
| Stratos Wealth Partners, LTD. | 6,794 | $308K | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 6,245 | $283K | 0.7% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 2,152 | $98K | 0.2% | 2026-Q2 |
| Arax Advisory Partners | 1,667 | $76K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 1,397 | $63K | 0.2% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 1,112 | $50K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 868 | $39K | 0.1% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 627 | $29K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 605 | $27K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 280 | $13K | 0.0% | 2026-Q2 |
| Mosley Wealth Management new | 60 | $3K | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 49 | $2K | 0.0% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 17 | $771 | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 1 | $45 | 0.0% | 2026-Q2 |
| Wellment Financial new | 25,729 | $1M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| B.O.S.S. Retirement Advisors, LLC new | 22,934 | $932K | 2.3% | 2026-Q1 stale (1 quarter behind) |
| HOWARD BAILEY SECURITIES, LLC new | 21,341 | $867K | 2.1% | 2026-Q1 stale (1 quarter behind) |
| SMART Wealth LLC new | 20,996 | $853K | 2.1% | 2026-Q1 stale (1 quarter behind) |
| POM Investment Strategies, LLC new | 14,317 | $582K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| FWG Investments, LLC. new | 13,398 | $545K | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Management new | 13,168 | $535K | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Great Lakes Retirement, Inc. new | 11,486 | $467K | 1.1% | 2026-Q1 stale (1 quarter behind) |
| LifeWealth Investments, LLC new | 10,699 | $435K | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Centennial Advisors, LLC new | 8,616 | $350K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Outlook Wealth Advisors, LLC new | 8,183 | $333K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| FSA Advisors, Inc. new | 7,469 | $304K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Networth Advisors, LLC new | 5,404 | $220K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Quest 10 Wealth Builders, Inc. new | 5,204 | $212K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Kingdom Financial Group LLC. new | 4,289 | $174K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO trimmed | 2,940 | $117K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| BALLAST ADVISORS LLC new | 600 | $24K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Key Capital Management, INC new | 235 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Decker Retirement Planning Inc. new | 132 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Elevated Capital Advisors, LLC new | 8 | $325 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 5,520 | $237K | 0.6% | 2025-Q3 stale (3 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.