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Funds Holding AUSF

On this page, we present all of the funds holding AUSF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AUSF, with a link to that fund's top holdings. The next columns indicate the amount of AUSF stock held by each of the funds holding AUSF, followed by the AUSF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 12 funds holding AUSF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealth Enhancement Advisory Services LLC. For more details on the positions held by Wealth Enhancement Advisory Services LLC (or by any of the other funds holding AUSF), click the fund name in the "Holder" column of the funds-holding-AUSF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wealth Enhancement Advisory Services LLC4,974,781$203,319 03/31/2024
     AUSF4,974,781$203,319 03/31/2024
Sharkey Howes & Javer79,693$3,257 03/31/2024
     AUSF79,693$3,257 03/31/2024
Fulcrum Equity Management33,979$1,263 12/31/2023
     AUSF33,979$1,263 12/31/2023
Merriman Wealth Management LLC23,416$871 12/31/2023
     AUSF23,416$871 12/31/2023
LPL Financial LLC23,297$866 12/31/2023
     AUSF23,297$866 12/31/2023
Muirfield Wealth Advisors LLC17,069$635 12/31/2023
     AUSF17,069$635 12/31/2023
Legacy Capital Group California Inc.9,048$336 12/31/2023
     AUSF9,048$336 12/31/2023
Truist Financial Corp7,778$289 12/31/2023
     AUSF7,778$289 12/31/2023
Raleigh Capital Management Inc.4,500$167 12/31/2023
     AUSF4,500$167 12/31/2023
UBS Group AG505$19 12/31/2023
     AUSF505$19 12/31/2023
The PNC Financial Services Group Inc.300$11 12/31/2023
     AUSF300$11 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     AUSF1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     AUSF0$0 12/31/2023

See Summary: Institutional Holders of AUSF
See Details: Top 10 Hedge Funds Holding AUSF
Also See: AUSF Holdings Changes

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