Institutional Holders (2026 Q1)
51 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AUGW. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | American Asset Management INC. | 2.81% | 100,564 | $3.2M |
| 2 | Access Financial Services, INC. | 1.90% | 167,079 | $5.4M |
| 3 | Gts Financial, LLC | 1.33% | 58,196 | $1.7M |
| 4 | Westshore Wealth, LLC | 0.38% | 33,794 | $1.1M |
| 5 | Aegis Wealth Management, Inc. | 0.32% | 12,593 | $405K |
| 6 | Castle Rock Wealth Management, LLC | 0.28% | 40,667 | $1.3M |
| 7 | Forty-three Eighteen Advisors, LLC | 0.22% | 9,000 | $289K |
| 8 | Red Crane Wealth Management, LLC | 0.20% | 7,451 | $240K |
| 9 | Joseph P. Lucia & Associates, LLC | 0.18% | 15,898 | $511K |
| 10 | Crown Wealth Group, LLC | 0.17% | 18,289 | $588K |
| 11 | Strategic Blueprint, LLC | 0.15% | 77,770 | $2.5M |
| 12 | Grantvest Financial Group LLC | 0.14% | 6,768 | $218K |
| 13 | Advisory Alpha, LLC | 0.09% | 107,317 | $3.5M |
| 14 | Spire Wealth Management | 0.08% | 73,590 | $2.4M |
| 15 | Diligent Investors, LLC | 0.07% | 8,255 | $265K |
| 16 | PFG Advisors | 0.06% | 38,476 | $1.2M |
| 17 | Allianz Se | 0.06% | 163,930 | $5.3M |
| 18 | First Heartland Consultants, Inc. | 0.03% | 12,755 | $410K |
| 19 | Allegheny Financial Group | 0.03% | 6,950 | $223K |
| 20 | Focus Financial Network, Inc. | 0.03% | 25,811 | $830K |
| 21 | Cypress Wealth Services, LLC | 0.03% | 6,372 | $205K |
| 22 | World Investment Advisors | 0.03% | 50,189 | $1.6M |
| 23 | Elevated Capital Advisors, LLC | 0.02% | 2,652 | $85K |
| 24 | Commonwealth Equity Services, LLC | 0.02% | 396,314 | $12.7M |
| 25 | Ankerstar Wealth, LLC | 0.02% | 508 | $16K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|