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Disclosery

AUGM FIRST TR EXCHNG TRADED FD VI

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VEST US EQUITY M (fund)

41 managers (41 13F filers) reported a position in AUGM shares at 2025-09-30, 459,152 shares in all. 13 filers opened a position and 5 filers sold out during the quarter.

Managers
41
13F filers
41
New
13
Added
11
Reduced
7
Sold out
5
Shares held by filers
459,152

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,949$1.68M<0.01%+41,43713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC37,301$1.25M<0.01%+24,07613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC27,945$940K<0.01%+6,49513F-HRTimelineGroup
Cetera Investment Advisers25,400$855K<0.01%+5,48613F-HRTimeline
Grantvest Financial Group LLC21,639$728K0.5%-2,54513F-HRTimeline
Glen Eagle Advisors, LLC18,730$630K0.09%013F-HRTimeline
IFP Advisors, Inc16,020$539K0.01%013F-HR/ATimeline
Clear Creek Financial Management, LLC15,157$510K0.04%-5,85013F-HRTimeline
CENTAURUS FINANCIAL, INC.14,999$505K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC14,729$496K<0.01%new13F-HRTimelineGroup
IMC-Chicago, LLC13,813$465K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC12,943$435K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,075$406K<0.01%-27313F-HRTimelineGroup
BRASS TAX WEALTH MANAGEMENT, INC11,314$381K0.06%+2,68013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,310$380K<0.01%+6,99713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS11,250$378K<0.01%013F-HRTimeline
Main Street Financial Solutions, LLC10,986$370K0.02%-4,56013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,378$349K<0.01%+73113F-HRTimelineGroup
Americana Partners, LLC10,363$349K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…9,846$331K<0.01%+2,13813F-HRTimeline
Ashton Thomas Private Wealth, LLC9,819$330K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,623$324K<0.01%-27313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC8,196$276K<0.01%+2,00013F-HRTimelineGroup
Madrona Financial Services, LLC7,717$260K0.06%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,529$254K<0.01%new13F-HRTimeline
AE Wealth Management LLC7,157$241K<0.01%+5,89113F-HRTimeline
Ausdal Financial Partners, Inc.6,413$216K0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC6,366$214K0.03%-3413F-HRTimeline
MML INVESTORS SERVICES, LLC6,280$211K<0.01%013F-HRTimeline
HBW ADVISORY SERVICES LLC6,000$202K0.02%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,453$183K0.05%-3,59713F-HRTimelineGroup
Advisory Services Network, LLC4,531$152K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.4,195$141K<0.01%013F-HRTimeline
Creekmur Asset Management LLC3,969$134K0.02%+3,73513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,748$126K0.13%new13F-HR/ATimeline
Noble Wealth Management PBC1,800$60.6K0.03%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,536$52K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,363$45.9K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.751$25.3K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.527$17.7K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA32$1.08K<0.01%013F-HRTimeline

Events

  • FIRST TRUST PORTFOLIOS LP and 2 other reporting persons reported 165,546 AUGM shares, 8.95% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0001445546-26-007471

    Accepted , ingested