AUGM Institutional Ownership & Shareholders
FT VEST US EQ MAX BUF AUG (AUGM) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $31.30M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Precedent Wealth Partners, Llc is currently the largest disclosed institutional shareholder of AUGM tracked by InsiderSet, reporting ownership valued at approximately $13.43M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.45M, representing an estimated gain of +0.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed AUGM value among the investors covered in this analysis. Major shareholders include Precedent Wealth Partners, Llc, Susquehanna International Group, Llp, Kestra Advisory Services, Llc, and several other long-term asset managers with concentrated positions in FT VEST US EQ MAX BUF AUG (AUGM).
This page ranks the largest institutional AUGM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
48
Total Reported Value
$31.30M
Largest Holder
Precedent Wealth Partners, Llc
Largest Position
$13.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Precedent Wealth Partners, Llc | 2.06% | 379,246 | $13,426,952 | $13,448,063 | +$21,111 | +0.16% | |
| Susquehanna International Group, Llp | 0.00% | 66,215 | $2,320,836 | $2,347,984 | +$27,148 | +1.17% | |
| Kestra Advisory Services, Llc | 0.00% | 30,800 | $1,090,452 | $1,092,168 | +$1,716 | +0.16% | |
| Cetera Investment Advisers | 0.00% | 30,034 | $1,052,692 | $1,065,006 | +$12,314 | +1.17% | |
| Commonwealth Equity Services, Llc | 0.00% | 28,247 | $1,000,070 | $1,001,639 | +$1,569 | +0.16% | |
| Ignite Planners, Llc | 0.11% | 23,426 | $829,390 | $830,686 | +$1,296 | +0.16% | |
| Old Mission Capital Llc | 0.02% | 22,258 | $780,142 | $789,269 | +$9,127 | +1.17% | |
| Victory Financial Group, Llc | 0.07% | 21,698 | $768,193 | $769,411 | +$1,218 | +0.16% | |
| Glen Eagle Advisors, Llc | 0.08% | 16,970 | $594,799 | $601,756 | +$6,957 | +1.17% | |
| Ifp Advisors, Inc | 0.01% | 16,020 | $567,177 | $568,069 | +$892 | +0.16% | |
| Centaurus Financial, Inc. | 0.02% | 14,999 | $526,000 | $531,865 | +$5,865 | +1.11% | |
| Grantvest Financial Group Llc | 0.30% | 14,811 | $524,373 | $525,198 | +$825 | +0.16% | |
| Cwm, Llc | 0.00% | 14,617 | $495,127 | $518,319 | +$23,192 | +4.68% | |
| Beacon Financial Advisory Llc | 0.08% | 12,146 | $430,021 | $430,697 | +$676 | +0.16% | |
| Brookstone Capital Management | 0.00% | 12,132 | $429,525 | $430,201 | +$676 | +0.16% | |
| Truist Financial Corp | 0.00% | 12,083 | $427,790 | $428,463 | +$673 | +0.16% | |
| Clear Creek Financial Management, Llc | 0.03% | 11,652 | $412,531 | $413,180 | +$649 | +0.16% | |
| Captrust Financial Advisors | 0.00% | 11,250 | $394,312 | $398,925 | +$4,613 | +1.17% | |
| Ameritas Advisory Services, Llc | 0.01% | 11,203 | $392,665 | $397,258 | +$4,593 | +1.17% | |
| Osaic Holdings, Inc. | 0.00% | 11,060 | $387,653 | $392,188 | +$4,535 | +1.17% | |
| Janney Montgomery Scott Llc | 0.00% | 10,684 | $374,000 | $378,855 | +$4,855 | +1.30% | |
| Americana Partners, Llc | 0.01% | 10,105 | $357,760 | $358,323 | +$563 | +0.16% | |
| Madrona Financial Services, Llc | 0.05% | 9,837 | $348,272 | $348,820 | +$548 | +0.16% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 9,728 | $344,413 | $344,955 | +$542 | +0.16% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 9,819 | $344,156 | $348,182 | +$4,026 | +1.17% | |
| Triumph Capital Management | 0.06% | 9,603 | $339,987 | $340,522 | +$535 | +0.16% | |
| Waverly Advisors, Llc | 0.00% | 9,468 | $331,853 | $335,735 | +$3,882 | +1.17% | |
| Mariner, Llc | 0.00% | 8,196 | $287,270 | $290,630 | +$3,360 | +1.17% | |
| Envestnet Asset Management Inc | 0.00% | 7,115 | $249,381 | $252,298 | +$2,917 | +1.17% | |
| Buck Wealth Strategies, Llc | 0.02% | 6,366 | $225,384 | $225,738 | +$354 | +0.16% | |
| Mml Investors Services, Llc | 0.00% | 6,280 | $220,114 | $222,689 | +$2,575 | +1.17% | |
| Hbw Advisory Services Llc | 0.02% | 6,000 | $212,426 | $212,760 | +$334 | +0.16% | |
| Creativeone Wealth, Llc | 0.00% | 5,793 | $203,045 | $205,420 | +$2,375 | +1.17% | |
| Anfield Capital Management, Llc | 0.04% | 3,989 | $135,121 | $141,450 | +$6,329 | +4.68% | |
| Evolution Wealth Management Inc. | 0.08% | 3,748 | $132,695 | $132,904 | +$209 | +0.16% | |
| Barclays Plc | 0.00% | 2,066 | $72,413 | $73,260 | +$847 | +1.17% | |
| Spire Wealth Management | 0.00% | 1,950 | $69,038 | $69,147 | +$109 | +0.16% | |
| Capital Analysts, Llc | 0.00% | 1,536 | $54,000 | $54,467 | +$467 | +0.86% | |
| Creative Financial Designs Inc | 0.00% | 1,363 | $47,773 | $48,332 | +$559 | +1.17% | |
| Corecap Advisors, Llc | 0.00% | 875 | $30,979 | $31,028 | +$49 | +0.16% | |
| Dhjj Financial Advisors, Ltd. | 0.01% | 751 | $26,589 | $26,630 | +$41 | +0.16% | |
| Harbor Investment Advisory, Llc | 0.00% | 565 | $20,003 | $20,035 | +$32 | +0.16% | |
| Harbour Investments, Inc. | 0.00% | 310 | $10,866 | $10,993 | +$127 | +1.17% | |
| Clearstead Advisors, Llc | 0.00% | 100 | $3,505 | $3,546 | +$41 | +1.17% | |
| Park Avenue Securities Llc | 0.01% | 57,956 | $2,052 | $2,055,120 | +$2,053,068 | +100052.04% | |
| Integrity Financial Corp | 0.00% | 32 | $1,122 | $1,135 | +$13 | +1.13% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 9,589 | $339 | $340,026 | +$339,687 | +100202.64% | |
| Cx Institutional | 0.00% | 900 | $32 | $31,914 | +$31,882 | +99631.25% |
Frequently asked questions about AUGM
Who are the largest institutional holders of AUGM?
The largest institutional holders of AUGM reported in the latest SEC Form 13F filings include Precedent Wealth Partners, Llc, Susquehanna International Group, Llp, Kestra Advisory Services, Llc, Cetera Investment Advisers, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported AUGM position.
What is AUGM institutional ownership?
This page tracks AUGM positions reported by institutional investment managers through SEC Form 13F. FT VEST US EQ MAX BUF AUG (AUGM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AUGM?
InsiderSet currently tracks 48 institutional managers reporting AUGM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AUGM shareholders.
How much AUGM stock do institutions own?
Institutional investment managers disclosed approximately $31.30M in AUGM holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AUGM institutional ownership last updated?
The latest AUGM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AUGM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AUGM position after the reporting date.
Are institutions buying or selling AUGM?
Institutional buying and selling can be analyzed by comparing AUGM positions across consecutive 13F reporting periods. InsiderSet's AUGM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AUGM ownership changes.
How has AUGM institutional ownership changed over time?
InsiderSet tracks AUGM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.