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AGGA EA SERIES TRUST

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UIE (fund)

14 managers (14 13F filers) reported a position in AGGA shares at 2025-12-31, 2,885,891 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
14
13F filers
14
New
3
Added
10
Reduced
0
Sold out
0
Shares held by filers
2,885,891

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Astoria Portfolio Advisors LLC.1,172,138$29.8M6.78%+162,12113F-HRTimeline
Hobbs Group Advisors, LLC738,044$18.7M5.63%+112,09413F-HRTimeline
Vermillion & White Wealth Management Gr…239,729$6.06M3.3%+10,04913F-HRTimeline
Oregon Pacific Wealth Management, LLC228,001$5.77M5.96%+38,81413F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC137,583$3.48M4.5%+45,33313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC82,215$2.08M0.47%+24,05613F-HRTimeline
BlackDiamond Wealth Management, LLC56,821$1.44M0.7%+5,12213F-HRTimeline
Latitude Advisors, LLC53,593$1.36M0.6%+5,23013F-HRTimeline
World Investment Advisors52,646$1.33M0.02%new13F-HR/ATimeline
BLUEDOOR PRIVATE WEALTH, LLC49,695$1.26M0.58%13F-HRTimeline
GeoWealth Management, LLC43,051$1.09M0.04%+29,04313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,761$297K<0.01%new13F-HRTimelineGroup
MIRAE ASSET SECURITIES (USA) INC.10,977$278K0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC9,637$244K0.03%+1113F-HRTimeline