KAUG

INV US SML CAP PB ETF - AUG

Who Owns This Stock

Who Owns KAUG

Other96.8%42 holders

Quality / Compounder3.2%1 holder

Based on Q4 2025 13F filings + AC behavioral model

43 institutional holders

Top Holders

1.▲Berkshire Money Management, Inc.other_unclassified

+1.9%$66225.4B

2.▲Gradient Investments LLCother_unclassified

+2.3%$12679.7B

3.▲SageView Advisory Group, LLCother_unclassified

+25.3%$5446.3B

4.▲First Heartland Consultants, Inc.other_unclassified

+5.2%$5080.1B

5.▼BLAIR WILLIAM & CO/ILquality_compounder

-1.3%$3700.5B

6.▲COMMONWEALTH EQUITY SERVICES, LLCother_unclassified

+0.0%$3292.6B

7.★Safe Harbor Wealth Advisors, LLCother_unclassified

$2733.8B

8.▼HighTower Advisors, LLCother_unclassified

-2.5%$2538.5B

9.★OSAIC HOLDINGS, INC.other_unclassified

$2271.2B

10.▼CORRADO ADVISORS, LLCother_unclassified

-0.5%$1759.3B

11.▲Kestra Advisory Services, LLCother_unclassified

+7.2%$1109.4B

12.▼Miller Financial Services LLCother_unclassified

-0.1%$757.0B

13.★Cetera Investment Advisersother_unclassified

$605.0B

14.▲Foundations Investment Advisors, LLCother_unclassified

+6.2%$542.0B

15.★PFS Partners, LLCother_unclassified

$521.0B

16.★SUSQUEHANNA INTERNATIONAL GROUP, LLPother_unclassified

$519.7B

17.★TopTier Wealth Management, LLCother_unclassified

$465.7B

18.AE Wealth Management LLCother_unclassified

0.0%$418.4B

19.WEALTH ALLIANCE, LLCother_unclassified

0.0%$403.8B

20.★Faithward Advisors, LLCother_unclassified

$391.0B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Mild Selling Pressure

Other(96.8%)

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Quality / Compounder(3.2%)

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Holds through

3% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Market data provided by TradingView and Finnhub.