INV US SML CAP PB ETF - AUG (KAUG) Institutional Ownership Changes & 13F Activity
INV US SML CAP PB ETF - AUG (KAUG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Creative Planning, Berkshire Money Management, Inc., Cornerstone Wealth, Llc/Tn, Jpmorgan Chase & Co, and Old Mission Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Old Mission Capital Llc | Sell | -25,567 | -64.3% | 14,199 | $406.45K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +15,472 | +23.5% | 81,306 | $2.33M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -7,344 | -38.0% | 11,998 | $343.44K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -129 | -0.7% | 19,578 | $560.42K | Q2 2026 | Aug 14, 2026 |
| Jpmorgan Chase & Co | Buy | +33,990 | — | 33,990 | $972.62K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -3,573 | -17.4% | 17,015 | $487.05K | Q2 2026 | Aug 12, 2026 |
| Faithward Advisors, Llc | Sell | -493 | -3.5% | 13,569 | $388.41K | Q2 2026 | Aug 12, 2026 |
| Blair William & Co/Il | Sell | -7,150 | -5.2% | 130,848 | $3.75M | Q2 2026 | Aug 11, 2026 |
| Keating Financial Advisory Services, Inc. | Buy | +630 | +5.3% | 12,613 | $361.05K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +14,672 | — | 14,672 | $419.99K | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -348 | -2.3% | 14,985 | $429.00 | Q2 2026 | Jul 30, 2026 |
| Miller Financial Services Llc | Sell | -4,760 | -17.2% | 22,925 | $656.23K | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Sell | -4,132 | -3.4% | 118,093 | $3.38M | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Sell | -15,181 | -28.3% | 38,521 | $1.10M | Q2 2026 | Jul 28, 2026 |
| Dhjj Financial Advisors, Ltd. | Sell | -440 | -9.4% | 4,217 | $120.71K | Q2 2026 | Jul 24, 2026 |
| Berkshire Money Management, Inc. | Sell | -215,422 | -44.4% | 269,755 | $7.72M | Q2 2026 | Jul 23, 2026 |
| Ifp Advisors, Inc | Buy | +1,199 | +21.2% | 6,857 | $196.28K | Q2 2026 | Jul 20, 2026 |
| Pfs Partners, Llc | Sell | -1,006 | -5.1% | 18,553 | $531.08K | Q2 2026 | Jul 20, 2026 |
| Sherry Group, Inc. | Buy | +21,050 | +186.2% | 32,355 | $980.04K | Q2 2026 | Jul 16, 2026 |
| Brookstone Capital Management | Sell | -727 | -7.7% | 8,709 | $249.29K | Q2 2026 | Jul 15, 2026 |
| Toptier Wealth Management, Llc | Sell | -4,957 | -28.4% | 12,500 | $357.81K | Q2 2026 | Jul 14, 2026 |
| First Heartland Consultants, Inc. | Buy | +7,645 | +3.8% | 208,493 | $5.97M | Q2 2026 | Jul 08, 2026 |
| Elmwood Wealth Management, Inc. | Buy | +7,300 | — | 7,300 | $208.96K | Q2 2026 | Jul 08, 2026 |
| Cornerstone Wealth, Llc/Tn | Sell | -71,900 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Advisory Services Network, Llc | Sell | -1,007 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| First Commonwealth Financial Corp | Sell | -7,792 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Ae Wealth Management Llc | Sell | -15,502 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Creative Planning | Sell | -216,870 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Atlantic Private Wealth, Llc | Sell | -6,189 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Annis Gardner Whiting Capital Advisors, Llc | Sell | -4,086 | -100.0% | 0 | $0.00 | Q2 2026 | May 06, 2026 |
Frequently asked questions about KAUG activity
Which institutional owners are buying KAUG?
Institutional owners buying KAUG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in KAUG activity?
"Buy" means an investor increased their reported position in KAUG compared to the prior reporting period. This reflects growing exposure to INV US SML CAP PB ETF - AUG (KAUG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in KAUG increasing?
Institutional interest in KAUG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.