Who Owns KAUG?
Inv US Cap ETF — Institutional Ownership & 13F Holdings
$28.07
+0.17 (+0.59%)
Market Cap
—
Shares Outstanding
2,950,000
Institutional Holders
36
Total Inst. Value
$19.9M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | $3.7M | 152,403 |
| 2 | HighTower Advisors, LLC | $2.8M | 116,884 |
| 3 | BLAIR WILLIAM & CO/IL | $2.7M | 113,275 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 70,461 |
| 5 | CORRADO ADVISORS, LLC | $1.5M | 61,730 |
| 6 | SageView Advisory Group, LLC | $1.4M | 59,664 |
| 7 | Miller Financial Services LLC | $777K | 32,340 |
| 8 | OSAIC HOLDINGS, INC. | $631K | 26,271 |
| 9 | PRIVATE CLIENT SERVICES, LLC | $471K | 19,605 |
| 10 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $438K | 18,239 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| HighTower Advisors, LLC | +2K | $2.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +21K | $1.7M |
| SageView Advisory Group, LLC | +26K | $1.4M |
| Miller Financial Services LLC | +7K | $777K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | +3K | $438K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| BLAIR WILLIAM & CO/IL | -18K | $2.7M |
| Crown Wealth Group, LLC | -12K | $266K |
| Cambridge Investment Research Advisors, Inc. | -8K | $324K |
| Kestra Advisory Services, LLC | -6K | $973 |
| OSAIC HOLDINGS, INC. | -4K | $631K |
Frequently Asked Questions
How many institutional investors hold KAUG?
As of Q1 2025, 36 institutional investors report holding KAUG (Inv US Cap ETF) in their 13F filings.
Which hedge fund owns the most KAUG?
The largest institutional holder of KAUG is First Heartland Consultants, Inc. with $3.7M in shares.
Are institutions buying or selling KAUG?
This quarter, 10 institutions opened new positions in KAUG and 7 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.