Institutional Holders (2026 Q2)
20 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AUGU. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | NBZ Investment Advisors LLC | 0.89% | 72,314 | $2.3M |
| 2 | Regatta Research & Money Management | 0.27% | 8,888 | $282K |
| 3 | Allianz Se | 0.17% | 501,614 | $15.9M |
| 4 | Grantvest Financial Group LLC | 0.17% | 9,014 | $286K |
| 5 | Stephens Inc /Ar/ | 0.04% | 116,802 | $3.7M |
| 6 | Stratos Wealth Advisors, LLC | 0.03% | 19,975 | $633K |
| 7 | AE Wealth Management LLC | 0.02% | 133,073 | $4.2M |
| 8 | Old Mission Capital LLC | 0.01% | 22,892 | $726K |
| 9 | Vima LLC | 0.01% | 366 | $12K |
| 10 | Savant Capital, LLC | 0.01% | 54,269 | $1.7M |
| 11 | Arax Advisory Partners | 0.00% | 16,904 | $536K |
| 12 | Commonwealth Equity Services, LLC | 0.00% | 59,126 | $1.9M |
| 13 | Harbour Investments, INC. | 0.00% | 2,892 | $92K |
| 14 | Cetera Investment Advisers | 0.00% | 8,795 | $279K |
| 15 | Susquehanna International Group, LLP | 0.00% | 57,343 | $1.8M |
| 16 | Osaic Holdings, INC. | 0.00% | 3,529 | $112K |
| 17 | IFP Advisors, Inc | 0.00% | 100 | $3K |
| 18 | Jpmorgan Chase & Co | 0.00% | 28,010 | $880K |
| 19 | Barclays plc | 0.00% | 563 | $18K |
| 20 | UBS Group AG | 0.00% | 659 | $21K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|