Who Owns AUGM?
FIRST TR EXCHNG TRADED FD VI — Institutional Ownership & 13F Holdings
$34.60
-0.02 (-0.06%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
32
Total Inst. Value
$11.4M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Maia Wealth LLC | $1.5M | 49,170 |
| 2 | Clear Creek Financial Management, LLC | $1.3M | 42,242 |
| 3 | Grantvest Financial Group LLC | $876K | 27,652 |
| 4 | Cetera Investment Advisers | $634K | 20,014 |
| 5 | Glen Eagle Advisors, LLC | $594K | 18,730 |
| 6 | IFP Advisors, Inc | $508K | 16,020 |
| 7 | Main Street Financial Solutions, LLC | $493K | 15,546 |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $420K | 13,249 |
| 9 | OLD MISSION CAPITAL LLC | $417K | 13,144 |
| 10 | AE Wealth Management LLC | $399K | 12,601 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Maia Wealth LLC | +20K | $1.5M |
| Clear Creek Financial Management, LLC | +5K | $1.3M |
| Cetera Investment Advisers | +2K | $634K |
| OLD MISSION CAPITAL LLC | +5K | $417K |
| OSAIC HOLDINGS, INC. | +4K | $389K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Kestra Advisory Services, LLC | -51K | $1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -18K | $347K |
| Grantvest Financial Group LLC | -6K | $876K |
| AE Wealth Management LLC | -4K | $399K |
| Creekmur Asset Management LLC | -1K | $7K |
Frequently Asked Questions
How many institutional investors hold AUGM?
As of Q1 2025, 32 institutional investors report holding AUGM (FIRST TR EXCHNG TRADED FD VI) in their 13F filings.
Which hedge fund owns the most AUGM?
The largest institutional holder of AUGM is Maia Wealth LLC with $1.5M in shares.
Are institutions buying or selling AUGM?
This quarter, 2 institutions opened new positions in AUGM and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.