Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Tr Exchng Traded Fd VI (AUGM)

39 + Investors. Track Smart Money conviction in AUGM. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
2Q ▼
Buyers last Q
24%

Smart Money Signals — AUGM

Based on 40 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their AUGM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 2.2Y peak

89% of all-time peak
40 funds currently hold this stock — 89% of the 2.2-year high of 45 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 24% buying

8 buying25 selling
Last quarter: 25 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 7 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 18% entered in last year

■ 0% conviction (2yr+) ■ 82% medium ■ 18% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

4 → 14 → 7 → 3 → 5 new funds/Q
New funds entering each quarter: 14 → 7 → 3 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 0% veterans, 45% new entrants

■ 0% veterans ■ 55% 1-2yr ■ 45% new
Of 40 current holders: 0 (0%) held 2+ years, 22 held 1–2 years, 18 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
3 of 40 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AUGM

In 2026 Q2, 8 hedge funds were net buyers of AUGM (5 opened a new position, 3 added to an existing one), while 25 reduced or exited (16 trimmed, 9 sold completely) — a 24% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 40.

Hedge Fund Ownership: AUGM

How many hedge funds hold AUGM — quarterly history vs. share price
Quarterly hedge fund ownership of AUGM vs. share price

Market Analysis: AUGM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AUGM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: AUGM
2026 Q3 Stats Unlock in 28 days 39 + Investors

Track Smart Money conviction in AUGM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 39 44 -11.36%
13F Shares 427K 492K -13.22%
Total Value $15M $16M -8.62%
New Positions 4 3 +1
Increased Positions 3 7 -4
Closed Positions 9 4 +5
Reduced Positions 16 15 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AUGM

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Institutional Holders (2026 Q2)

39 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AUGM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AUGM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grantvest Financial Group LLC 0.31% 15,124 $530K
2 Evolution Wealth Management INC. 0.08% 3,748 $131K
3 Glen Eagle Advisors, LLC 0.08% 16,970 $595K
4 Triumph Capital Management 0.06% 9,603 $337K
5 Madrona Financial Services, LLC 0.05% 7,717 $270K
6 Bullseye Investment Management, LLC 0.03% 2,000 $70K
7 Clear Creek Financial Management, LLC 0.03% 13,927 $488K
8 Main Street Financial Solutions, LLC 0.03% 10,986 $372K
9 Buck Wealth Strategies, LLC 0.02% 6,366 $223K
10 Centaurus Financial, INC. 0.02% 14,999 $526K
11 Hbw Advisory Services LLC 0.02% 6,000 $210K
12 Old Mission Capital LLC 0.01% 22,258 $780K
13 IFP Advisors, Inc 0.01% 16,020 $562K
14 Americana Partners, LLC 0.01% 10,105 $354K
15 Ameritas Advisory Services, LLC 0.01% 11,203 $393K
16 DHJJ Financial Advisors, Ltd. 0.01% 751 $26K
17 Ashton Thomas Private Wealth, LLC 0.01% 9,819 $344K
18 CreativeOne Wealth, LLC 0.00% 5,793 $203K
19 Kestra Advisory Services, LLC 0.00% 29,259 $1.0M
20 Brookstone Capital Management 0.00% 7,865 $276K
21 Creative Financial Designs Inc /Adv 0.00% 1,363 $48K
22 AE Wealth Management LLC 0.00% 12,836 $450K
23 Waverly Advisors, LLC 0.00% 9,468 $332K
24 Cetera Investment Advisers 0.00% 30,034 $1.1M
25 Commonwealth Equity Services, LLC 0.00% 15,640 $548K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — First Tr Exchng Traded Fd VI (AUGM)

What does the Smart Money Trend signal show for AUGM?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their AUGM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for AUGM?

Heavy selling pressure — only 24% buying: Last quarter: 25 funds sold vs only 8 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for AUGM holders?

Smaller funds dominant — 3% AUM from top-100: 3 of 40 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AUGM?

Mostly new holders — 18% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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