Security record
KAUG
name pending profile ingest
10Tracked holders
0Δ holders
717.00KShares held
$20.52MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.4% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 207.01K | -4.5% | $5.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Blair William & Co/Il | 130.85K | -5.2% | $3.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 118.09K | -3.4% | $3.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 84.33K | -9.4% | $2.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 81.31K | +23.5% | $2.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 33.99K | +1.0% | $972,617 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 17.74K | 0.0% | $507,779 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 17.02K | -17.4% | $487,054 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 14.67K | New | $419,986 | 0.0% | New | 1 | SEC ↗ |
| 10 | Susquehanna International Group, Llp | 12.00K | -38.0% | $343,443 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $419,986 | 0.0% |
Exited
| UBS Group AG | $5,603 | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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