AUSM Institutional Ownership & Shareholders
ALLSPRING ULTRA SH MUNI ETF (AUSM) is currently held by 11 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $27.28M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Integrated Wealth Concepts Llc is currently the largest disclosed institutional shareholder of AUSM tracked by InsiderSet, reporting ownership valued at approximately $12.53M in its June 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 $12.48M, representing an estimated loss of -0.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed AUSM value among the investors covered in this analysis. Major shareholders include Integrated Wealth Concepts Llc, Allspring Global Investments Holdings, Llc, Thrivent Financial For Lutherans, and several other long-term asset managers with concentrated positions in ALLSPRING ULTRA SH MUNI ETF (AUSM).
This page ranks the largest institutional AUSM 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
11
Total Reported Value
$27.28M
Largest Holder
Integrated Wealth Concepts Llc
Largest Position
$12.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | 0.08% | 500,001 | $12,532,515 | $12,482,525 | -$49,990 | -0.40% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 359,700 | $9,015,881 | $8,979,911 | -$35,971 | -0.40% | |
| Thrivent Financial For Lutherans | 0.00% | 47,932 | $1,202,000 | $1,196,622 | -$5,378 | -0.45% | |
| Cofg Advisors, Llc | 0.18% | 41,484 | $1,039,796 | $1,035,648 | -$4,148 | -0.40% | |
| Truist Financial Corp | 0.00% | 40,139 | $995,035 | $1,002,070 | +$7,035 | +0.71% | |
| New Perspectives, Inc | 0.29% | 37,877 | $938,961 | $945,599 | +$6,638 | +0.71% | |
| Inspirion Wealth Advisors, Llc | 0.07% | 23,650 | $586,291 | $590,422 | +$4,131 | +0.70% | |
| Lpl Financial Llc | 0.00% | 20,216 | $506,714 | $504,692 | -$2,022 | -0.40% | |
| Goldman Sachs Group Inc | 0.00% | 10,000 | $250,650 | $249,650 | -$1,000 | -0.40% | |
| Jane Street Group, Llc | 0.00% | 8,220 | $206,034 | $205,212 | -$822 | -0.40% | |
| Jpmorgan Chase & Co | 0.00% | 317 | $7,947 | $7,914 | -$33 | -0.42% |
Frequently asked questions about AUSM
Who are the largest institutional holders of AUSM?
The largest institutional holders of AUSM reported in the latest SEC Form 13F filings include Integrated Wealth Concepts Llc, Allspring Global Investments Holdings, Llc, Thrivent Financial For Lutherans, Cofg Advisors, Llc, and Truist Financial Corp. InsiderSet ranks institutional holders by their latest reported AUSM position.
What is AUSM institutional ownership?
This page tracks AUSM positions reported by institutional investment managers through SEC Form 13F. ALLSPRING ULTRA SH MUNI ETF (AUSM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AUSM?
InsiderSet currently tracks 11 institutional managers reporting AUSM 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 AUSM shareholders.
How much AUSM stock do institutions own?
Institutional investment managers disclosed approximately $27.28M in AUSM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AUSM institutional ownership last updated?
The latest AUSM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 AUSM 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 AUSM position after the reporting date.
Are institutions buying or selling AUSM?
Institutional buying and selling can be analyzed by comparing AUSM positions across consecutive 13F reporting periods. InsiderSet's AUSM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AUSM ownership changes.
How has AUSM institutional ownership changed over time?
InsiderSet tracks AUSM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.