KAUG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 216.87K | New | $5.81M | 0.0% | New | 1 | SEC ↗ |
| 2 | Blair William & Co/Il | 138.00K | -1.1% | $3.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 122.22K | -1.5% | $3.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 93.08K | -2.7% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 65.83K | -24.6% | $1.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 33.64K | New | $886,051 | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 20.59K | -9.7% | $551,935 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 19.34K | -1.3% | $518,532 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 17.74K | -3.9% | $475,558 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | UBS Group AG | 209 | New | $5,603 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Creative Planning | $5.81M | 0.0% |
| JPMorgan Chase | $886,051 | 0.0% |
| UBS Group AG | $5,603 | 0.0% |
Exited
| Cwm, Llc | $57,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 42 holders, 2.29M shares, $61.08M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.