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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AUGU

AUGU — 13F Holders Deep Dive

Allianzim US Bf15 Uncap Aug

+$8.7M

Net Activity

Institutions Holding

20

Popularity Rank

#8216

Avg Weight

0.07%

Total Value

$30.0M

Ownership Trend

20 institutions currently hold AUGU, with 12 net buyers and 10 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

10

Net Buying Institutions

12

Key Holders

Key Holders

Top 5 by Value

AS
Allianz SE
$13.8M
AW
AE Wealth Management LLC
$3.6M
SI
Stephens INC /ar/
$3.4M
NI
NBZ Investment Advisors LLC
$2.1M
CE
Commonwealth Equity Services, LLC
$1.7M

Top 5 by Conviction

NI
NBZ Investment Advisors LLC
0.90%
GF
Grantvest Financial Group LLC
0.17%
AS
Allianz SE
0.15%
SI
Stephens INC /ar/
0.04%
SW
Stratos Wealth Advisors, LLC
0.03%
View all 20 holding institutions

Across its top 20 institutional holders, AUGU's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 30/100).

Quarterly Activity

Recent Activity

+$24.5M

Total Buy Value

$6.2M

Total Sell Value

New buy7
Trim6
Add5
Sold out4

12

Net Buyers

10

Net Sellers

Smart Money Convergence

AUGU does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

00888H562

FAQ

Who are the top institutional investors holding ALLIANZIM US BF15 UNCAP AUG (AUGU)?
Major stakeholders currently include Allianz SE ($13.8M), AE Wealth Management LLC ($3.6M), Stephens INC /ar/ ($3.4M). Based on the latest 13F filings, there are a total of 20 tracked investment funds and institutions maintaining positions in AUGU.
What is the overall institutional sentiment toward AUGU recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $8.7M, driven by 12 managers accumulating shares while 10 reduced their exposure.
Which institutions have been selling or reducing their AUGU positions?
In the latest period, 6 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $6.2M.
Are there any notable investors adding AUGU to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 5 existing holders added to their shares. The total reported buy value for the quarter amounted to $24.5M.

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