AUGZ (ELEVATION SERIES TRUST) is held by 6 institutional investors as of Q1 2026. Largest holders: AE Wealth Management LLC ($19.5M), COMMONWEALTH EQUITY SERVICES, LLC ($1.1M), OSAIC HOLDINGS, INC. ($784,082). Net institutional sentiment: Bearish.
6
Holders
Avg rating(3 Elite)
$21.6M
Total Value
25% (6)
Fund Consensus
1 buying - 3 selling
Smart Money Verdict53Mixed MomentumSingle Source
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See how AUGZ's score breaks down across 4 SEC sources
Held by 6 funds
3 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 479,003(+1100x) | $19.5M | 0.1% | +7.05% | 55 | |
Unchanged | 28,000 | $1.1M | 0.0% | +8.70% | 0 | |
Decreased | 19,292(-7.0%) | $784,082 | 0.0% | +7.16% | 0 | |
Decreased | 2,940(-32.9%) | $117,113 | 0.0% | +8.70% | 0 | |
Unchanged | 2,152 | $87,464 | 0.0% | +8.70% | 0 | |
Decreased | 312(-16.1%) | $12,681 | 0.0% | +5.82% | 0 |
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer