INV US SML CAP PB ETF - AUG (KAUG) Institutional Shareholders
INV US SML CAP PB ETF - AUG (KAUG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $33.82M in KAUG holdings during the latest filing period.
Berkshire Money Management, Inc. is currently the largest disclosed institutional shareholder of KAUG tracked by InsiderSet, reporting ownership valued at approximately $7.72M 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 $7.70M, representing an estimated loss of -0.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed KAUG value among the investors covered in this analysis. Major shareholders include Berkshire Money Management, Inc., First Heartland Consultants, Inc., Blair William & Co/Il, and several other long-term asset managers with concentrated positions in INV US SML CAP PB ETF - AUG (KAUG).
This page ranks the largest institutional KAUG 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
35
Total Reported Value
$33.82M
Largest Holder
Berkshire Money Management, Inc.
Largest Position
$7.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Berkshire Money Management, Inc. | 0.71% | 269,755 | $7,721,738 | $7,696,137 | -$25,601 | -0.33% | |
| First Heartland Consultants, Inc. | 0.39% | 208,493 | $5,968,113 | $5,948,326 | -$19,787 | -0.33% | |
| Blair William & Co/Il | 0.01% | 130,848 | $3,745,524 | $3,733,107 | -$12,417 | -0.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 118,093 | $3,380,410 | $3,369,205 | -$11,205 | -0.33% | |
| Osaic Holdings, Inc. | 0.00% | 81,306 | $2,327,479 | $2,319,668 | -$7,811 | -0.34% | |
| Kestra Advisory Services, Llc | 0.00% | 38,521 | $1,102,664 | $1,099,008 | -$3,656 | -0.33% | |
| Sherry Group, Inc. | 0.96% | 32,355 | $980,041 | $923,091 | -$56,950 | -5.81% | |
| Jpmorgan Chase & Co | 0.00% | 33,990 | $972,617 | $969,738 | -$2,879 | -0.30% | |
| Miller Financial Services Llc | 0.53% | 22,925 | $656,228 | $654,053 | -$2,175 | -0.33% | |
| Foundations Investment Advisors, Llc | 0.01% | 19,578 | $560,420 | $558,562 | -$1,858 | -0.33% | |
| Pfs Partners, Llc | 0.22% | 18,553 | $531,080 | $529,319 | -$1,761 | -0.33% | |
| Raymond James Financial Inc | 0.00% | 17,739 | $507,779 | $506,095 | -$1,684 | -0.33% | |
| Cetera Investment Advisers | 0.00% | 17,015 | $487,054 | $485,440 | -$1,614 | -0.33% | |
| Wealth Alliance, Llc | 0.04% | 15,221 | $435,714 | $434,257 | -$1,457 | -0.33% | |
| Lpl Financial Llc | 0.00% | 14,672 | $419,986 | $418,594 | -$1,392 | -0.33% | |
| Old Mission Capital Llc | 0.01% | 14,199 | $406,446 | $405,099 | -$1,347 | -0.33% | |
| Faithward Advisors, Llc | 0.05% | 13,569 | $388,413 | $387,125 | -$1,288 | -0.33% | |
| Wealthshield Partners, Llc | 0.06% | 13,400 | $383,575 | $382,303 | -$1,272 | -0.33% | |
| Keating Financial Advisory Services, Inc. | 0.05% | 12,613 | $361,047 | $359,850 | -$1,197 | -0.33% | |
| Toptier Wealth Management, Llc | 0.22% | 12,500 | $357,813 | $356,626 | -$1,187 | -0.33% | |
| Susquehanna International Group, Llp | 0.00% | 11,998 | $343,443 | $342,304 | -$1,139 | -0.33% | |
| Outlook Wealth Advisors, Llc | 0.06% | 9,467 | $270,993 | $270,094 | -$899 | -0.33% | |
| Fiduciary Financial Group, Llc | 0.03% | 9,077 | $259,829 | $258,968 | -$861 | -0.33% | |
| Onedigital Investment Advisors Llc | 0.00% | 8,800 | $251,900 | $251,065 | -$835 | -0.33% | |
| Brookstone Capital Management | 0.00% | 8,709 | $249,295 | $248,469 | -$826 | -0.33% | |
| Elmwood Wealth Management, Inc. | 0.05% | 7,300 | $208,963 | $208,270 | -$693 | -0.33% | |
| Ifp Advisors, Inc | 0.00% | 6,857 | $196,282 | $195,631 | -$651 | -0.33% | |
| Dhjj Financial Advisors, Ltd. | 0.03% | 4,217 | $120,712 | $120,311 | -$401 | -0.33% | |
| Capital Investment Advisory Services, Llc | 0.01% | 3,112 | $89,081 | $88,786 | -$295 | -0.33% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,307 | $66,038 | $65,819 | -$219 | -0.33% | |
| Noble Wealth Management Pbc | 0.01% | 1,000 | $28,625 | $28,530 | -$95 | -0.33% | |
| Capital Analysts, Llc | 0.00% | 803 | $23,000 | $22,910 | -$90 | -0.39% | |
| Harbour Investments, Inc. | 0.00% | 481 | $13,769 | $13,723 | -$46 | -0.33% | |
| Evolution Wealth Management Inc. | 0.00% | 200 | $5,725 | $5,706 | -$19 | -0.33% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 14,985 | $429 | $427,524 | +$427,095 | +99555.84% |
Frequently asked questions about KAUG
Who owns the most KAUG stock?
The largest holders of KAUG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INV US SML CAP PB ETF - AUG (KAUG).
Is KAUG widely held by superinvestors?
Many widely followed stocks like KAUG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly KAUG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.