Who owns AUSF
Which tracked institutional funds hold AUSF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AUSF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
27 tracked funds added or opened AUSF while 12 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
AUSF’s largest tracked holder by dollar value, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AUSF 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 85 tracked filers holding AUSF, 62 increased or opened the position and 35 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 AUSF 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 3
- Snowden Capital Advisors LLC$7M
- NewEdge Advisors, LLC$2M
- Vestmark Advisory Solutions, Inc.$821K
Full exits 5
- Cambridge Investment Research Advisors, Inc.$6M
- Janney Montgomery Scott LLC$2M
- TWO SIGMA INVESTMENTS, LP$2M
- Envision Financial Transparency, LLC$2M
- WCG Wealth Advisors LLC$1M
Largest adds
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$14M
- LPL Financial LLC$12M
- COMMONWEALTH EQUITY SERVICES, LLC$6M
- ARQ WEALTH ADVISORS, LLC$5M
- WADDELL & ASSOCIATES, LLC$3M
- Cetera Investment Advisers$1M
Largest trims
- Bogart Wealth, LLC$46M
- ROYAL BANK OF CANADA$4M
- Tactive Advisors, LLC$2M
- Able Wealth Management LLC$1M
- Lifetime Wealth Management P.C.$803K
- Concurrent Investment Advisors, LLC$380K
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 |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 2,613,518 | $131M | 21.1% | 2026-Q2 |
| WADDELL & ASSOCIATES, LLC added | 1,718,420 | $84M | 13.6% | 2026-Q2 |
| LPL Financial LLC added | 1,647,774 | $81M | 13.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,162,072 | $57M | 9.2% | 2026-Q2 |
| Tidemark, LLC added | 413,985 | $20M | 3.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 413,408 | $20M | 3.3% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 357,877 | $18M | 2.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 295,528 | $14M | 2.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 283,227 | $14M | 2.2% | 2026-Q2 |
| Cetera Investment Advisers added | 281,777 | $14M | 2.2% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 246,844 | $12M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 203,914 | $10M | 1.6% | 2026-Q2 |
| CHANNEL WEALTH LLC added | 191,519 | $9M | 1.5% | 2026-Q2 |
| SIERRA OCEAN, LLC added | 183,824 | $9M | 1.4% | 2026-Q2 |
| Snowden Capital Advisors LLC new | 138,407 | $7M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 131,896 | $6M | 1.0% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 127,370 | $6M | 1.0% | 2026-Q2 |
| Bravera Wealth added | 111,896 | $5M | 0.9% | 2026-Q2 |
| Equitable Holdings, Inc. added | 104,260 | $5M | 0.8% | 2026-Q2 |
| Synergy Investment Management, LLC added | 103,598 | $5M | 0.8% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 88,727 | $4M | 0.7% | 2026-Q2 |
| &PARTNERS added | 86,464 | $4M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 85,172 | $4M | 0.7% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 77,494 | $4M | 0.6% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 57,187 | $3M | 0.5% | 2026-Q2 |
| Tactive Advisors, LLC trimmed | 54,012 | $3M | 0.4% | 2026-Q2 |
| Able Wealth Management LLC trimmed | 50,486 | $2M | 0.4% | 2026-Q2 |
| Investment Partners Asset Management, Inc. added | 45,650 | $2M | 0.4% | 2026-Q2 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / added | 46,194 | $2M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 37,618 | $2M | 0.3% | 2026-Q2 |
| Advisor Resource Council added | 36,891 | $2M | 0.3% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 35,790 | $2M | 0.3% | 2026-Q2 |
| Western Wealth Management, LLC added | 35,560 | $2M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC new | 34,206 | $2M | 0.3% | 2026-Q2 |
| Sonoma Allocations LLC added | 30,383 | $2M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 28,303 | $1M | 0.2% | 2026-Q2 |
| Lifetime Wealth Management P.C. trimmed | 24,191 | $1M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 20,705 | $1M | 0.2% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 19,009 | $929K | 0.1% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 17,851 | $872K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 17,606 | $860K | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 16,799 | $821K | 0.1% | 2026-Q2 |
| MUIRFIELD WEALTH ADVISORS LLC added | 16,265 | $795K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 15,669 | $766K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 14,560 | $711K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 13,820 | $675K | 0.1% | 2026-Q2 |
| Oxford Wealth Group, LLC added | 13,344 | $652K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 13,093 | $640K | 0.1% | 2026-Q2 |
| Sollinda Capital Management LLC | 13,036 | $637K | 0.1% | 2026-Q2 |
| Cypress Capital Group trimmed | 11,862 | $580K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 9,936 | $486K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 9,569 | $468K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 9,535 | $466K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 9,229 | $451K | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 8,901 | $435K | 0.1% | 2026-Q2 |
| DIVIDEND ASSETS CAPITAL, LLC new | 8,310 | $406K | 0.1% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 8,158 | $399K | 0.1% | 2026-Q2 |
| UBS Group AG added | 7,994 | $391K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 7,534 | $368K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 7,289 | $358K | 0.1% | 2026-Q2 |
| Bogart Wealth, LLC trimmed | 7,172 | $350K | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 6,291 | $307K | 0.0% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 6,228 | $304K | 0.0% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 6,128 | $299K | 0.0% | 2026-Q2 |
| WILLNER & HELLER, LLC added | 5,811 | $284K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp new | 5,393 | $264K | 0.0% | 2026-Q2 |
| Wealthcare Advisory Partners LLC | 5,285 | $258K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 5,018 | $245K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 3,053 | $149K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 1,826 | $89K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 1,346 | $66K | 0.0% | 2026-Q2 |
| FMR LLC added | 1,281 | $63K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 959 | $47K | 0.0% | 2026-Q2 |
| Wellington Grp LLC | 598 | $29K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 549 | $27K | 0.0% | 2026-Q2 |
| Caldwell Trust Co | 500 | $24K | 0.0% | 2026-Q2 |
| Larson Financial Group LLC added | 289 | $14K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 234 | $11K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 158 | $8K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC new | 154 | $8K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 103 | $5K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 87 | $4K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC new | 16 | $782 | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 8 | $393 | 0.0% | 2026-Q2 |
| HHM Wealth Advisors, LLC new | 6 | $294 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 114,530 | $6M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC added | 42,742 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP trimmed | 41,900 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Envision Financial Transparency, LLC new | 36,773 | $2M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| WCG Wealth Advisors LLC added | 30,856 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC | 9,626 | $465K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans added | 19,487 | $904K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 9,581 | $444K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| OneAscent Financial Services LLC new | 44,610 | $2M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Kovack Advisors, Inc. new | 179,288 | $8M | 1.3% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 66,388 | $3M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. new | 47,081 | $2M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Envestnet Portfolio Solutions, Inc. new | 40,057 | $2M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Clarity Capital Partners LLC trimmed | 11,459 | $512K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| DHK Financial Advisors, Inc. | 10,000 | $447K | 0.1% | 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.