Who owns KAUG
Which tracked institutional funds hold KAUG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KAUG 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 KAUG while 6 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
KAUG’s largest tracked holder by dollar value, Gradient Investments 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 KAUG 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 37 tracked filers holding KAUG, 9 increased or opened the position and 27 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 KAUG 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 3
- Gradient Investments LLC$13M
- HighTower Advisors, LLC$2M
- Cornerstone Wealth, LLC/TN$2M
Largest adds
- Sherry Group, Inc.$677K
- First Heartland Consultants, Inc.$584K
- OSAIC HOLDINGS, INC.$563K
Largest trims
- Berkshire Money Management, Inc.$5M
- OLD MISSION CAPITAL LLC$660K
- Kestra Advisory Services, LLC$337K
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 |
|---|---|---|---|---|
| Berkshire Money Management, Inc. trimmed | 269,755 | $8M | 11.0% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 208,493 | $6M | 8.5% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 207,007 | $6M | 8.5% | 2026-Q2 |
| Creative Planning trimmed | 207,007 | $6M | 8.5% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 130,848 | $4M | 5.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 118,093 | $3M | 4.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 81,306 | $2M | 3.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 38,521 | $1M | 1.6% | 2026-Q2 |
| Sherry Group, Inc. added | 32,355 | $980K | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 33,990 | $973K | 1.4% | 2026-Q2 |
| Miller Financial Services LLC trimmed | 22,925 | $656K | 0.9% | 2026-Q2 |
| Foundations Investment Advisors, LLC trimmed | 19,578 | $560K | 0.8% | 2026-Q2 |
| PFS Partners, LLC trimmed | 18,553 | $531K | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC | 17,739 | $508K | 0.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 17,015 | $487K | 0.7% | 2026-Q2 |
| WEALTH ALLIANCE, LLC | 15,221 | $436K | 0.6% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 14,920 | $427K | 0.6% | 2026-Q2 |
| LPL Financial LLC new | 14,672 | $420K | 0.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 14,199 | $406K | 0.6% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 13,569 | $388K | 0.6% | 2026-Q2 |
| WealthShield Partners, LLC | 13,400 | $384K | 0.5% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 12,613 | $361K | 0.5% | 2026-Q2 |
| TopTier Wealth Management, LLC trimmed | 12,500 | $358K | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,998 | $343K | 0.5% | 2026-Q2 |
| Outlook Wealth Advisors, LLC | 9,467 | $271K | 0.4% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC | 9,077 | $260K | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 8,800 | $252K | 0.4% | 2026-Q2 |
| Brookstone Capital Management trimmed | 8,709 | $249K | 0.4% | 2026-Q2 |
| Elmwood Wealth Management, Inc. trimmed | 7,300 | $209K | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 6,857 | $196K | 0.3% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. trimmed | 4,217 | $121K | 0.2% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 3,112 | $89K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 2,307 | $66K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC | 1,000 | $29K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 481 | $14K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 372 | $11K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 200 | $6K | 0.0% | 2026-Q2 |
| Gradient Investments LLC added | 490,718 | $13M | 18.8% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 93,076 | $2M | 3.6% | 2026-Q1 stale (1 quarter behind) |
| Cornerstone Wealth, LLC/TN new | 71,900 | $2M | 2.9% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 15,333 | $411K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| First Commonwealth Financial Corp /PA/ trimmed | 7,792 | $209K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Atlantic Private Wealth, LLC | 6,189 | $166K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Annis Gardner Whiting Capital Advisors, LLC | 4,086 | $110K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 1,007 | $27K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC | 803 | $22K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 209 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Safe Harbor Wealth Advisors, LLC new | 100,802 | $3M | 3.9% | 2025-Q4 stale (2 quarters behind) |
| CORRADO ADVISORS, LLC trimmed | 66,314 | $2M | 2.5% | 2025-Q4 stale (2 quarters behind) |
| BCS Wealth Management new | 11,904 | $316K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Trek Financial, LLC new | 7,665 | $203K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC trimmed | 2,156 | $57K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Wood Tarver Financial Group, LLC | 4,363 | $108K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Farther Finance Advisors, LLC new | 2,000 | $50K | 0.1% | 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.