Who Owns Inv US Cap ETF (KAUG)?Hedge Fund & Institutional Holders

$26.63+0.01 (+0.02%)BATS

Institutional Holders

45

as of Q4 2025

Total Institutional Value

$1.267900050800003e+146T

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$22.16$23.47$24.79$26.10$27.42Aug 24May 25Mar 26

KAUG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+124K+$3.0B
CORRADO ADVISORS, LLCNew Position+66K+$1.8B
Gradient Investments LLCIncreased+11K+$530.7M
PFS Partners, LLCNew Position+20K+$521.0M
First Heartland Consultants, Inc.Increased+9K+$347.6M
Outlook Wealth Advisors, LLCNew Position+9K+$251.0M
Trek Financial, LLCNew Position+8K+$203.0M
Atlantic Private Wealth, LLCNew Position+6K+$164.0M
DHJJ Financial Advisors, Ltd.New Position+5K+$123.0M
Capital Investment Advisory Services, LLCNew Position+3K+$82.0M
Safe Harbor Wealth Advisors, LLCNew Position+101K+$2.7M
Berkshire Money Management, Inc.Increased+47K+$2.6M
SageView Advisory Group, LLCIncreased+41K+$741K
TopTier Wealth Management, LLCNew Position+18K+$465K
WealthShield Partners, LLCNew Position+13K+$355K

KAUG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HighTower Advisors, LLCDecreased-2K-$2.5B
Miller Financial Services LLCDecreased-25-$741.8M
HARBOUR INVESTMENTS, INC.Decreased-27K-$714.0M
BLAIR WILLIAM & CO/ILDecreased-2K-$675.7M
Cetera Investment AdvisersDecreased-209-$598.3M
Brookstone Capital ManagementDecreased-854-$312.2M
OSAIC HOLDINGS, INC.Decreased-400-$276.3M
OLD MISSION CAPITAL LLCClosed Position-8K-$218.3M
Advisory Services Network, LLCClosed Position-1K-$26.2M
UBS Group AGClosed Position-4-$104K
Capital Analysts, LLCDecreased-998-$26K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Gradient Investments LLC477,940$12.7B201.26%Share
2First Heartland Consultants, Inc.191,485$5.1B0.39%Share
3BLAIR WILLIAM & CO/IL139,483$3.0B8.05%Share
4COMMONWEALTH EQUITY SERVICES, LLC124,107$3.0B4.00%Share
5OSAIC HOLDINGS, INC.85,609$2.0B2.92%Share
6CORRADO ADVISORS, LLC66,314$1.8B0.88%Share
7PFS Partners, LLC19,640$521.0M0.24%Share
8Outlook Wealth Advisors, LLC9,467$251.0M0.06%Share
9FIDUCIARY FINANCIAL GROUP, LLC9,077$240.0M0.03%Share
10Trek Financial, LLC7,665$203.0M0.01%Share
11Atlantic Private Wealth, LLC6,189$164.0M0.10%Share
12DHJJ Financial Advisors, Ltd.4,657$123.0M0.04%Share
13Capital Investment Advisory Services, LLC3,112$82.0M0.01%Share
14Berkshire Money Management, Inc.2,496,244$66.2M6.32%Share
15SageView Advisory Group, LLC205,288$5.0M0.17%Share
16Safe Harbor Wealth Advisors, LLC100,802$2.7M2.65%Share
17HighTower Advisors, LLC95,683$2.0M0.00%Share
18Kestra Advisory Services, LLC41,818$1.0M0.00%Share
19Miller Financial Services LLC28,535$757K0.89%Share
20TopTier Wealth Management, LLC17,552$465K0.32%Share
21WEALTH ALLIANCE, LLC15,221$403K0.04%Share
22Faithward Advisors, LLC14,737$390K0.06%Share
23WealthShield Partners, LLC13,400$355K0.04%Share
24Keating Financial Advisory Services, Inc.11,983$317K0.04%Share
25BCS Wealth Management11,904$315K0.03%Share
26Sherry Group, Inc.11,305$300K0.31%Share
27Brookstone Capital Management11,166$296K0.00%Share
28FIRST COMMONWEALTH FINANCIAL CORP /PA/7,956$211K0.03%Share
29CWM, LLC2,156$57K0.00%Share
30Noble Wealth Management PBC1,000$25K0.01%Share
31Capital Analysts, LLC803$21K0.00%Share
32HARBOUR INVESTMENTS, INC.481$12K0.00%Share
33EVOLUTION WEALTH MANAGEMENT INC.200$5K0.00%Share
34IFP Advisors, Inc5,658$00.00%Share
35Steward Partners Investment Advisory, LLC2,307$00.00%Share
36OneDigital Investment Advisors LLC8,800$00.00%Share
37Cetera Investment Advisers22,803$00.00%Share
38RAYMOND JAMES FINANCIAL INC9,192$00.00%Share
39RAYMOND JAMES FINANCIAL INC9,258$00.00%Share
40SUSQUEHANNA INTERNATIONAL GROUP, LLP19,591$00.00%Share
41Cambridge Investment Research Advisors, Inc.18,070$00.00%Share
42AE Wealth Management LLC15,772$00.00%Share
43OSAIC HOLDINGS, INC.1,655$00.00%Share
44FOUNDATIONS INVESTMENT ADVISORS, LLC20,431$00.00%Share
45Annis Gardner Whiting Capital Advisors, LLC4,086$00.00%Share

KAUG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202543$29.2B+19
Q3 202524$29.2B-6
Q2 202530$25.6B-6
Q1 202536$20.0B+3
Q4 202433$652.0B+13
Q3 202420$1.4T—

As of Q4 2025, 45 institutional investors hold KAUG (Inv US Cap ETF). The largest holder is Gradient Investments LLC with $12.7B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own KAUG?

As of Q4 2025, 45 institutional investors report holding KAUG (Inv US Cap ETF) in their 13F filings.

Who is the largest institutional holder of KAUG?

The largest institutional holder of KAUG is Gradient Investments LLC with $12.7B in shares.

Is institutional ownership of KAUG increasing or decreasing?

This quarter, 11 institutions opened new positions in KAUG and 3 closed their positions.