Institutional Holders (2026 Q2)
53 + 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. | 2.77% | 99,779 | $3.4M |
| 2 | Access Financial Services, INC. | 1.79% | 160,448 | $5.5M |
| 3 | Gts Financial, LLC | 1.27% | 56,858 | $1.7M |
| 4 | Innovative Asset Advisors Group, LLC | 0.32% | 21,211 | $722K |
| 5 | Westshore Wealth, LLC | 0.30% | 28,836 | $982K |
| 6 | Castle Rock Wealth Management, LLC | 0.27% | 40,567 | $1.4M |
| 7 | Forty-three Eighteen Advisors, LLC | 0.21% | 9,000 | $306K |
| 8 | Red Crane Wealth Management, LLC | 0.19% | 7,451 | $254K |
| 9 | Joseph P. Lucia & Associates, LLC | 0.16% | 15,898 | $541K |
| 10 | Crown Wealth Group, LLC | 0.16% | 18,289 | $623K |
| 11 | Grantvest Financial Group LLC | 0.13% | 6,768 | $230K |
| 12 | Advisory Alpha, LLC | 0.09% | 103,834 | $3.5M |
| 13 | Allianz Se | 0.07% | 200,818 | $6.8M |
| 14 | PFG Advisors | 0.06% | 37,681 | $1.3M |
| 15 | Diligent Investors, LLC | 0.06% | 8,455 | $288K |
| 16 | Lloyd Advisory Services, LLC. | 0.06% | 4,496 | $153K |
| 17 | Spire Wealth Management | 0.04% | 42,492 | $1.4M |
| 18 | World Investment Advisors | 0.03% | 50,923 | $1.7M |
| 19 | Focus Financial Network, Inc. | 0.03% | 26,404 | $899K |
| 20 | Cypress Wealth Services, LLC | 0.03% | 6,372 | $217K |
| 21 | Allegheny Financial Group | 0.03% | 6,950 | $237K |
| 22 | Elevated Capital Advisors, LLC | 0.02% | 2,652 | $90K |
| 23 | Old Mission Capital LLC | 0.02% | 30,568 | $1.0M |
| 24 | Commonwealth Equity Services, LLC | 0.02% | 376,381 | $12.8M |
| 25 | Ankerstar Wealth, LLC | 0.01% | 508 | $17K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|