Who owns KAUG?
Institutional ownership of KAUG from SEC Form 13F filings across 31 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.
31
13F holders
$38.2M
value, 2026 filers
1.4M
shares disclosed
3
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 KAUG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | 208,493 | $6.0M | 0.4% | — | +3.8% |
| 2 | Creative Planning | 207,007 | $5.9M | 0.0% | — | -4.5% |
| 3 | SageView Advisory Group, LLCNEW | 207,007 | $5.9M | 0.2% | — | new |
| 4 | BLAIR WILLIAM & CO/IL | 130,848 | $3.7M | 0.0% | — | -5.2% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 118,093 | $3.4M | 0.0% | — | -3.4% |
| 6 | HighTower Advisors, LLC | 84,329 | $2.4M | 0.0% | — | -9.4% |
| 7 | OSAIC HOLDINGS, INC. | 81,306 | $2.3M | 0.0% | — | +23.5% |
| 8 | Kestra Advisory Services, LLC | 38,521 | $1.1M | 0.0% | — | -28.3% |
| 9 | JPMORGAN CHASE & CO | 33,990 | $972,617 | 0.0% | — | +1.0% |
| 10 | Sherry Group, Inc. | 32,355 | $980,041 | 1.0% | — | +186.2% |
| 11 | Cambridge Investment Research Advisors, Inc. | 29,970 | $858 | 0.0% | — | +95.5% |
| 12 | Foundations Investment Advisors, LLC | 19,578 | $560,420 | 0.0% | — | -0.7% |
| 13 | PFS Partners, LLC | 18,553 | $531,080 | 0.2% | — | -5.1% |
| 14 | RAYMOND JAMES FINANCIAL INC | 17,739 | $507,779 | 0.0% | — | 0.0% |
| 15 | Cetera Investment Advisers | 17,015 | $487,054 | 0.0% | — | -17.4% |
| 16 | WEALTH ALLIANCE, LLC | 15,221 | $435,714 | 0.0% | — | 0.0% |
| 17 | AE Wealth Management LLC | 14,920 | $427,085 | 0.0% | — | -3.8% |
| 18 | LPL Financial LLCNEW | 14,672 | $419,986 | 0.0% | — | new |
| 19 | OLD MISSION CAPITAL LLC | 14,199 | $406,446 | 0.0% | — | -64.3% |
| 20 | Keating Financial Advisory Services, Inc. | 12,613 | $361,047 | 0.0% | — | +5.3% |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,998 | $343,443 | 0.0% | — | -38.0% |
| 22 | OneDigital Investment Advisors LLC | 8,800 | $251,900 | 0.0% | — | 0.0% |
| 23 | Brookstone Capital Management | 8,709 | $249,295 | 0.0% | — | -7.7% |
| 24 | IFP Advisors, Inc | 6,857 | $196,282 | 0.0% | — | +21.2% |
| 25 | DHJJ Financial Advisors, Ltd. | 4,217 | $120,712 | 0.0% | — | -9.4% |
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.