TS STR OUTCOME AUG ETF (AUGZ) Institutional Ownership Changes & 13F Activity
TS STR OUTCOME AUG ETF (AUGZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ae Wealth Management Llc, Wellment Financial, B.O.S.S. Retirement Advisors, Llc, Howard Bailey Securities, Llc, and Smart Wealth Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | Sell | -1,452 | -7.0% | 19,292 | $784.08K | Q1 2026 | May 15, 2026 |
| Old Mission Capital Llc | Buy | +791 | +8.1% | 10,521 | $427.60K | Q1 2026 | May 15, 2026 |
| Weaver Consulting Group | Sell | -590 | -0.6% | 105,871 | $4.30M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Sell | -261 | -19.8% | 1,055 | $42.88K | Q1 2026 | May 15, 2026 |
| Ae Wealth Management Llc | Buy | +478,568 | +110015.6% | 479,003 | $19.47M | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group Llc. | Buy | +4,289 | — | 4,289 | $174.32K | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +4,286 | +142866.7% | 4,289 | $174.32K | Q1 2026 | May 13, 2026 |
| Ballast Advisors Llc | Buy | +600 | — | 600 | $24.00K | Q1 2026 | May 13, 2026 |
| Pom Investment Strategies, Llc | Buy | +14,317 | — | 14,317 | $581.88K | Q1 2026 | May 11, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +312 | — | 312 | $12.68K | Q1 2026 | May 11, 2026 |
| Key Capital Management, Inc | Buy | +235 | — | 235 | $9.55K | Q1 2026 | May 07, 2026 |
| Great Lakes Retirement, Inc. | Buy | +11,486 | — | 11,486 | $466.82K | Q1 2026 | May 06, 2026 |
| Fsa Advisors, Inc. | Buy | +7,469 | — | 7,469 | $303.58K | Q1 2026 | May 06, 2026 |
| Quest 10 Wealth Builders, Inc. | Buy | +5,204 | — | 5,204 | $211.51K | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, Llc | Buy | +285 | +0.9% | 32,506 | $1.32M | Q1 2026 | May 05, 2026 |
| Ubs Group Ag | Sell | -60 | -16.1% | 312 | $12.68K | Q1 2026 | May 05, 2026 |
| Elevated Capital Advisors, Llc | Buy | +8 | — | 8 | $325.00 | Q1 2026 | Apr 30, 2026 |
| Wellment Financial | Buy | +25,729 | — | 25,729 | $1.05M | Q1 2026 | Apr 28, 2026 |
| B.O.S.S. Retirement Advisors, Llc | Buy | +22,934 | — | 22,934 | $932.11K | Q1 2026 | Apr 28, 2026 |
| Howard Bailey Securities, Llc | Buy | +21,341 | — | 21,341 | $867.36K | Q1 2026 | Apr 23, 2026 |
| Smart Wealth Llc | Buy | +20,996 | — | 20,996 | $853.34K | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Management | Buy | +13,168 | — | 13,168 | $535.19K | Q1 2026 | Apr 23, 2026 |
| Networth Advisors, Llc | Buy | +5,404 | — | 5,404 | $219.63K | Q1 2026 | Apr 22, 2026 |
| Fwg Investments, Llc. | Buy | +13,398 | — | 13,398 | $544.54K | Q1 2026 | Apr 21, 2026 |
| Lifewealth Investments, Llc | Buy | +10,699 | — | 10,699 | $434.84K | Q1 2026 | Apr 21, 2026 |
| Centennial Advisors, Llc | Buy | +8,616 | — | 8,616 | $350.18K | Q1 2026 | Apr 21, 2026 |
| Decker Retirement Planning Inc. | Buy | +132 | — | 132 | $5.37K | Q1 2026 | Apr 21, 2026 |
| Truemark Investments, Llc | Buy | +14,249 | +6.9% | 220,971 | $8.98M | Q1 2026 | Apr 20, 2026 |
| Outlook Wealth Advisors, Llc | Buy | +8,183 | — | 8,183 | $332.58K | Q1 2026 | Apr 17, 2026 |
| Jpmorgan Chase & Co | Sell | -4,382 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 11, 2026 |
Frequently asked questions about AUGZ activity
Which institutional owners are buying AUGZ?
Institutional owners buying AUGZ 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 AUGZ activity?
"Buy" means an investor increased their reported position in AUGZ compared to the prior reporting period. This reflects growing exposure to TS STR OUTCOME AUG ETF (AUGZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AUGZ increasing?
Institutional interest in AUGZ 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.