Signals

KAUG

48 in-universe funds with a nonzero position in KAUG within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#19002
Score / z0.000 / -0.02
Consensus9.99 over 20 funds
Momentumnot computed

Price & positioning

62 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 7.7 0.7% 5 -0.6 pp -5.6 pp -5.8 pp -5.7 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 6.0 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 5.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sherry Group, Inc. CIK 0002107738 0.369 52 1.0 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
Miller Financial Services LLC CIK 0002022893 0.065 138 0.7 0.5% 5 -0.3 pp -0.4 pp -0.3 pp -0.4 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp -0.9 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just KAUG). Qtrs Held counts distinct quarters this fund has actually held KAUG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KAUG position size. Δ columns are the percentage-point change in KAUG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status