AGGA EA SERIES TRUST
FollowUIE (fund)
13 managers (13 13F filers) reported a position in AGGA shares at 2025-06-30, 1,798,525 shares in all. 13 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 13
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 1,798,525
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 933,738 | $23.5M | 6.59% | new | 13F-HRTimeline |
| Hobbs Group Advisors, LLC | 457,779 | $11.6M | 3.95% | new | 13F-HRTimeline |
| Vermillion & White Wealth Management Gr… | 143,300 | $3.62M | 2.35% | new | 13F-HRTimeline |
| PUFF WEALTH MANAGEMENT, LLC | 72,859 | $1.84M | 3.01% | new | 13F-HRTimeline |
| BlackDiamond Wealth Management, LLC | 49,720 | $1.25M | 0.72% | new | 13F-HRTimeline |
| Latitude Advisors, LLC | 45,637 | $1.15M | 0.58% | new | 13F-HRTimeline |
| Sensible Financial Planning & Managemen… | 29,407 | $742K | 0.14% | new | 13F-HRTimeline |
| MIRAE ASSET SECURITIES (USA) INC. | 18,154 | $458K | 0.02% | new | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 15,005 | $379K | <0.01% | new | 13F-HRTimelineGroup |
| GeoWealth Management, LLC | 11,989 | $303K | 0.01% | new | 13F-HRTimeline |
| SILVERLAKE WEALTH MANAGEMENT LLC | 10,998 | $278K | 0.08% | new | 13F-HRTimeline |
| Onyx Bridge Wealth Group LLC | 8,729 | $220K | 0.03% | new | 13F-HRTimeline |
| WealthTrak Capital Management LLC | 1,210 | $30.5K | 0.03% | new | 13F-HRTimeline |