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Disclosery

AUGM FIRST TR EXCHNG TRADED FD VI

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VEST US EQUITY M (fund)

47 managers (47 13F filers) reported a position in AUGM shares at 2025-12-31, 440,087 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
47
13F filers
47
New
9
Added
4
Reduced
12
Sold out
1
Shares held by filers
440,087

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
COMMONWEALTH EQUITY SERVICES, LLC35,817$1.22M<0.01%-1,48413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,149$1.09M<0.01%+4,20413F-HRTimelineGroup
Cetera Investment Advisers21,653$737K<0.01%-3,74713F-HRTimeline
Glen Eagle Advisors, LLC18,730$637K0.09%013F-HRTimeline
Grantvest Financial Group LLC17,269$588K0.38%-4,37013F-HRTimeline
Clear Creek Financial Management, LLC17,022$579K0.05%+1,86513F-HRTimeline
IFP Advisors, Inc16,020$545K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.14,999$510K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC14,664$499K<0.01%-6513F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,859$472K<0.01%-36,09013F-HRTimelineGroup
AE Wealth Management LLC13,156$448K<0.01%+5,99913F-HRTimeline
Janney Montgomery Scott LLC12,943$440K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,112$412K<0.01%+3713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS11,250$383K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,060$376K<0.01%-25013F-HRTimelineGroup
Main Street Financial Solutions, LLC10,986$374K0.03%013F-HRTimeline
Waverly Advisors, LLC10,973$373K<0.01%new13F-HRTimeline
Americana Partners, LLC10,323$351K0.01%-4013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,248$349K0.01%new13F-HRTimelineGroup
IMC-Chicago, LLC10,221$348K0.01%-3,59213F-HRTimeline
Ashton Thomas Private Wealth, LLC9,819$334K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…9,795$333K<0.01%-5113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,513$324K<0.01%-11013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management8,870$302K<0.01%-1,50813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC8,196$279K<0.01%013F-HRTimelineGroup
Madrona Financial Services, LLC7,717$263K0.06%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,529$257K<0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC6,647$226K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.6,413$218K0.01%013F-HRTimeline
Buck Wealth Strategies, LLC6,366$217K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC6,280$214K<0.01%013F-HRTimeline
HBW ADVISORY SERVICES LLC6,000$204K0.02%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…5,453$186K0.06%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,977$169K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.4,195$143K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.3,748$128K0.11%013F-HRTimeline
Triumph Capital Management3,000$102K0.02%new13F-HRTimeline
Bullseye Investment Management, LLC2,000$68.1K0.04%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,536$52K<0.01%013F-HR/ATimelineGroup
Noble Wealth Management PBC1,500$51K0.03%-30013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,363$46.4K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,221$41.5K<0.01%new13F-HRTimelineGroup
CX Institutional900$31K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.751$25.6K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.527$17.9K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…285$9.7K<0.01%new13F-HR/ATimelineGroup
Integrity Financial Corp /WA32$1.09K<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