Who Owns TrueShares Structured Outcome (August) ETF (AUGZ)?Hedge Fund & Institutional Holders
Institutional Holders
17
as of Q4 2025
Total Institutional Value
$8.738000450000014e+55T
% of Float Held
—
QoQ Change in Holders
+7 / -1
Price History
AUGZ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| TrueMark Investments, LLC | New Position | +207K | +$8.7B |
| Capital Investment Advisory Services, LLC | New Position | +32K | +$1.4B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +28K | +$1.0B |
| Valtinson Bruner Financial Planning LLC | New Position | +12K | +$487.0M |
| OLD MISSION CAPITAL LLC | Increased | +2K | +$70.5M |
| UBS Group AG | Increased | +361 | +$14.5M |
| DHJJ Financial Advisors, Ltd. | New Position | +280 | +$11.0M |
| AE Wealth Management LLC | New Position | +435 | +$0 |
| Lloyd Advisory Services, LLC. | New Position | +3 | +$0 |
| OSAIC HOLDINGS, INC. | Increased | +11K | +$-434.0M |
AUGZ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -6K | -$237.4M |
| Weaver Consulting Group | Decreased | -2K | -$154.1M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | 206,722 | $8.7B | 1.67% | Share |
| 2 | Weaver Consulting Group | 106,461 | $4.5B | 1.10% | Share |
| 3 | Capital Investment Advisory Services, LLC | 32,221 | $1.4B | 0.10% | Share |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 28,000 | $1.0B | 0.00% | Share |
| 5 | Valtinson Bruner Financial Planning LLC | 11,524 | $487.0M | 0.14% | Share |
| 6 | OLD MISSION CAPITAL LLC | 9,730 | $411.0M | 0.01% | Share |
| 7 | Stratos Wealth Partners, LTD. | 6,794 | $287.0M | 0.00% | Share |
| 8 | UBS Group AG | 372 | $15.0M | 0.00% | Share |
| 9 | DHJJ Financial Advisors, Ltd. | 280 | $11.0M | 0.00% | Share |
| 10 | HARBOUR INVESTMENTS, INC. | 1,316 | $56K | 0.00% | Share |
| 11 | JPMORGAN CHASE & CO | 4,382 | $0 | 0.00% | Share |
| 12 | AE Wealth Management LLC | 316 | $0 | 0.00% | Share |
| 13 | AE Wealth Management LLC | 119 | $0 | 0.00% | Share |
| 14 | Arax Advisory Partners | 1,667 | $0 | 0.00% | Share |
| 15 | OSAIC HOLDINGS, INC. | 20,744 | $0 | 0.00% | Share |
| 16 | Lloyd Advisory Services, LLC. | 3 | $0 | 0.00% | Share |
| 17 | Aptus Capital Advisors, LLC | 2,152 | $0 | 0.00% | Share |
AUGZ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 16 | $16.8B | +6 |
| Q3 2025 | 10 | $6.4B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 17 institutional investors hold AUGZ (TrueShares Structured Outcome (August) ETF). The largest holder is TrueMark Investments, LLC with $8.7B in shares. This quarter, 7 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own AUGZ?
As of Q4 2025, 17 institutional investors report holding AUGZ (TrueShares Structured Outcome (August) ETF) in their 13F filings.
Who is the largest institutional holder of AUGZ?
The largest institutional holder of AUGZ is TrueMark Investments, LLC with $8.7B in shares.
Is institutional ownership of AUGZ increasing or decreasing?
This quarter, 7 institutions opened new positions in AUGZ and 1 closed their positions.