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Disclosery

AUGM FIRST TR EXCHNG TRADED FD VI

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VEST US EQUITY M (fund)

46 managers (46 13F filers) reported a position in AUGM shares at 2026-03-31, 505,370 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
46
13F filers
46
New
3
Added
7
Reduced
15
Sold out
4
Shares held by filers
505,370

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,468$2.15M<0.01%+49,60913F-HRTimelineGroup
OLD MISSION CAPITAL LLC38,749$1.31M0.03%+32,10213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,023$1.08M<0.01%-12613F-HRTimelineGroup
Cetera Investment Advisers30,052$1.02M<0.01%+8,39913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC27,990$948K<0.01%-7,82713F-HRTimeline
Glen Eagle Advisors, LLC18,700$633K0.09%-3013F-HRTimeline
IFP Advisors, Inc16,020$543K0.01%013F-HRTimeline
Grantvest Financial Group LLC15,661$530K0.34%-1,60813F-HRTimeline
CENTAURUS FINANCIAL, INC.14,999$508K0.02%013F-HRTimeline
Clear Creek Financial Management, LLC14,627$495K0.04%-2,39513F-HRTimeline
CWM, LLCin group CWM, LLC14,617$495K<0.01%-4713F-HRTimelineGroup
AE Wealth Management LLC13,096$444K<0.01%-6013F-HRTimeline
Janney Montgomery Scott LLC12,263$415K<0.01%-68013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,140$411K<0.01%+2813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,660$395K<0.01%+2,14713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS11,250$381K<0.01%013F-HRTimeline
Main Street Financial Solutions, LLC10,986$372K0.03%013F-HRTimeline
Waverly Advisors, LLC10,973$372K<0.01%013F-HRTimeline
Americana Partners, LLC10,280$348K0.01%-4313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,248$347K0.01%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC9,819$333K0.01%013F-HRTimeline
Triumph Capital Management9,603$325K0.07%+6,60313F-HRTimeline
Cambridge Investment Research Advisors,…9,153$310K<0.01%-64213F-HRTimeline
Mariner, LLCin group Mariner, LLC8,196$278K<0.01%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management8,022$272K<0.01%-84813F-HRTimelineGroup
Madrona Financial Services, LLC7,717$261K0.06%013F-HRTimeline
MML INVESTORS SERVICES, LLC7,399$251K<0.01%+1,11913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,450$218K<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.6,413$217K0.01%013F-HRTimeline
Buck Wealth Strategies, LLC6,366$216K0.03%013F-HRTimeline
HBW ADVISORY SERVICES LLC6,000$203K0.02%013F-HRTimeline
Advisory Services Network, LLC4,531$153K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.4,195$142K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,060$138K<0.01%-7,00013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,989$135K0.04%-1,46413F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.3,748$127K0.09%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,066$70K<0.01%-2,91113F-HRTimelineGroup
Bullseye Investment Management, LLC2,000$67.7K0.04%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,536$52K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,363$46.2K<0.01%013F-HRTimeline
CX Institutional900$30K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.751$25.4K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC671$22.7K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.527$17.9K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG61$2.07K<0.01%-1,16013F-HRTimelineGroup
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