Elevation Series Trust (AUGZ): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Elevation Series Trust (AUGZ) following the 2026 Q1 hedge fund 13F filings?

As of today, AUGZ has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AUGZ gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Elevation Series Trust (AUGZ)

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

Smart Money Signals — AUGZ

Based on 35 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added AUGZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

35 hedge funds hold AUGZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 83% buying

25 buying5 selling

Last quarter: 25 funds were net buyers (20 opened a brand new position + 5 added to an existing one). Only 5 were sellers (4 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter

Funds opening a new AUGZ position: 4 → 1 → 1 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 29% long-term, 63% new

■ 29% conviction (2yr+) ■ 9% medium ■ 63% new

Of the 35 current holders: 10 (29%) held >2 years, 3 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

🚀

Acceleration phase — new buyers rushing in

20 → 4 → 1 → 1 → 20 new funds/Q

New funds entering each quarter: 4 → 1 → 1 → 20. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 71% of holders entered in last year

■ 29% veterans ■ 0% 1-2yr ■ 71% new

Of 35 current holders: 25 (71%) entered in the past year, only 10 (29%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

1 of 35 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	35	16	118.75%
13F Shares	1M	433K	158.49%
Total Value	$45M	$18M	148.53%
New Positions	20	1	+19
Increased Positions	5	2	+3
Closed Positions	1	1	-
Reduced Positions	4	5	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

118.75%

13F Shares

433K

158.49%

Total Value

$45M

$18M

148.53%

New Positions

+19

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

35 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AUGZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	TrueMark Investments, LLC	1.75%	220,971	$9.0M
2	Wellment Financial	1.29%	25,729	$1.0M
3	Weaver Consulting Group	1.03%	105,871	$4.3M
4	POM Investment Strategies, LLC	0.72%	14,317	$582K
5	Integrated Wealth Management	0.61%	13,168	$535K
6	Centennial Advisors, LLC	0.45%	8,616	$350K
7	Howard Bailey Securities, LLC	0.36%	21,341	$867K
8	FWG Investments, LLC.	0.35%	13,398	$545K
9	B.O.S.S. Retirement Advisors, LLC	0.28%	22,934	$932K
10	SMART Wealth LLC	0.25%	20,996	$853K
11	FSA Advisors, Inc.	0.20%	7,469	$304K
12	Quest 10 Wealth Builders, Inc.	0.19%	5,204	$212K
13	Networth Advisors, LLC	0.16%	5,404	$220K
14	LifeWealth Investments, LLC	0.13%	10,699	$435K
15	Valtinson Bruner Financial Planning LLC	0.13%	11,524	$468K
16	AE Wealth Management LLC	0.11%	479,003	$19.5M
17	Capital Investment Advisory Services, LLC	0.10%	32,506	$1.3M
18	Outlook Wealth Advisors, LLC	0.08%	8,183	$333K
19	Lloyd Advisory Services, LLC.	0.05%	4,289	$174K
20	Kingdom Financial Group LLC.	0.05%	4,289	$174K
21	Great Lakes Retirement, Inc.	0.05%	11,486	$467K
22	Ballast Advisors LLC	0.01%	600	$24K
23	Old Mission Capital LLC	0.01%	10,521	$428K
24	Key Capital Management, INC	0.01%	235	$10K
25	DHJJ Financial Advisors, Ltd.	0.00%	280	$11K

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 — Elevation Series Trust (AUGZ)

What does the Smart Money Trend signal show for AUGZ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added AUGZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AUGZ?

More buyers than sellers — 83% buying: Last quarter: 25 funds were net buyers (20 opened a brand new position + 5 added to an existing one). Only 5 were sellers (4 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AUGZ holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 35 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AUGZ?

Mixed — 29% long-term, 63% new: Of the 35 current holders: 10 (29%) held >2 years, 3 held 1–2 years, and 22 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Elevation Series Trust (AUGZ) following the 2026 Q1 hedge fund 13F filings?

As of today, AUGZ has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AUGZ has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Elevation Series Trust (AUGZ)

Smart Money Signals — AUGZ

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +13% more funds vs a year ago

More buyers than sellers — 83% buying

More new buyers each quarter (+19 vs last Q)

Mixed — 29% long-term, 63% new

Acceleration phase — new buyers rushing in

Early stage — 71% of holders entered in last year

Smaller funds dominant — 0% AUM from top-100

Institutional Sentiment Summary — AUGZ

Hedge Fund Ownership: AUGZ

Market Analysis: AUGZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AUGZ

Is It Too Late to Buy Elevation Series Trust (AUGZ) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: AUGZ

Statistics: AUGZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Elevation Series Trust (AUGZ)

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