Who owns AAUS?
Institutional ownership of AAUS from SEC Form 13F filings across 10 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
10
13F holders
$94.6M
value, 2026 filers
1.6M
shares disclosed
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of AAUS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Relyea Zuckerberg Hanson LLC | 892,346 | $53.3M | 4.4% | — | +100.0% |
| 2 | Plancorp, LLC | 198,547 | $11.9M | 0.3% | — | -70.9% |
| 3 | Sageworth Trust Co | 177,900 | $10.6M | 0.4% | — | 0.0% |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 172,768 | $10.4M | 0.0% | — | 0.0% |
| 5 | JPL Wealth Management, LLC | 35,428 | $2.1M | 0.4% | — | -50.0% |
| 6 | Creative Planning | 31,588 | $1.9M | 0.0% | — | -0.3% |
| 7 | ROYAL BANK OF CANADA | 28,196 | $1.7M | 0.0% | — | +33.7% |
| 8 | Almanack Investment Partners, LLC. | 24,443 | $1.5M | 0.2% | — | 0.0% |
| 9 | Savvy Advisors, Inc. | 14,426 | $861,885 | 0.0% | — | -1.1% |
| 10 | EVOLUTION WEALTH MANAGEMENT INC.NEW | 4,818 | $287,846 | 0.2% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.