Inv US Sml Cap Pb ETF - Aug
$29.30+0.2%
-$7.2M
Net Activity
-32.79% total shares
Institutions Holding
40
Popularity Rank
#6736
Avg Weight
0.09%
Total Value
$49.0M
40 institutions currently hold KAUG, with 9 net buyers and 26 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
26
Net Buying Institutions
9
Top 5 by Value
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Across its top 20 institutional holders, KAUG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 21/100).
KAUG ranks #6736 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
40 institutions disclose a position in KAUG, but none treat it as a major bet — even Sherry Group, Inc., its most concentrated holder, allocates just 1.0% of its own portfolio to it.
First Heartland Consultants, Inc. has added to its KAUG position for two straight quarters, increasing it by $888.0K to reach $6.0M today.
Berkshire Money Management, Inc. has trimmed its KAUG position for two straight quarters, cutting it by $58.5M while still holding $7.7M.
KAUG is up 0.2% today, but institutions show net selling of $7.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$2.0M
Total Buy Value
$24.8M
Total Sell Value
9
Net Buyers
26
Net Sellers
KAUG
Q2 2026
Top 5 Institutional Movers
-$13.2M
-$5.3M
-$2.0M
+$677.0K
-$659.6K
KAUG 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 2026-06-30 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.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
45783Y137
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,110
Total reported value
$712.5B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,088
Total reported value
$390.2B
Held by 4088 institutions — one of the most-tracked stocks on AlphaSMO
Access KAUG's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/KAUGCLI
npx alphasmo stocks get KAUG