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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 2026-06-30, 438,411 shares in all. 3 filers opened a position and 6 filers sold out during the quarter.

Managers
41
13F filers
41
New
3
Added
3
Reduced
17
Sold out
6
Shares held by filers
438,411

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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…66,215$2.32M<0.01%+2,74713F-HRTimelineGroup
Cetera Investment Advisers30,034$1.05M<0.01%-1813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,259$1.03M<0.01%-2,76413F-HRTimelineGroup
OLD MISSION CAPITAL LLC22,258$780K0.02%-16,49113F-HRTimeline
Glen Eagle Advisors, LLC16,970$595K0.08%-1,73013F-HRTimeline
IFP Advisors, Inc16,020$562K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,640$548K<0.01%-12,35013F-HRTimeline
Grantvest Financial Group LLC15,124$530K0.31%-53713F-HRTimeline
CENTAURUS FINANCIAL, INC.14,999$526K0.02%013F-HRTimeline
Clear Creek Financial Management, LLC13,927$488K0.03%-70013F-HRTimeline
AE Wealth Management LLC12,836$450K<0.01%-26013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,115$425K<0.01%-2513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS11,250$394K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,203$393K0.01%+95513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,060$388K<0.01%+7,00013F-HRTimelineGroup
Main Street Financial Solutions, LLC10,986$385K0.02%013F-HRTimeline
Janney Montgomery Scott LLC10,684$374K<0.01%-1,57913F-HRTimeline
Americana Partners, LLC10,105$354K0.01%-17513F-HRTimeline
Ashton Thomas Private Wealth, LLC9,819$344K0.01%013F-HRTimeline
Triumph Capital Management9,603$337K0.06%013F-HRTimeline
Waverly Advisors, LLC9,468$332K<0.01%-1,50513F-HRTimeline
Cambridge Investment Research Advisors,…9,138$320K<0.01%-1513F-HR/ATimeline
Mariner, LLCin group Mariner, LLC8,196$287K<0.01%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management7,865$276K<0.01%-15713F-HRTimelineGroup
Madrona Financial Services, LLC7,717$270K0.05%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,115$249K<0.01%-4,54513F-HR/ATimelineGroup
Buck Wealth Strategies, LLC6,366$223K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC6,280$220K<0.01%-1,11913F-HRTimeline
HBW ADVISORY SERVICES LLC6,000$210K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,793$203K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.3,748$131K0.08%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,066$72.4K<0.01%013F-HRTimelineGroup
Bullseye Investment Management, LLC2,000$70.1K0.03%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,560$54.7K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,536$54K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,363$47.8K<0.01%013F-HRTimeline
CX Institutional900$32K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.751$26.3K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.310$10.9K<0.01%-21713F-HRTimeline
Clearstead Advisors, LLC100$3.5K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA32$1.12K<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