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AGGA EA SERIES TRUST

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UIE (fund)

16 managers (16 13F filers) reported a position in AGGA shares at 2026-03-31, 3,138,849 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
16
13F filers
16
New
4
Added
10
Reduced
2
Sold out
1
Shares held by filers
3,138,849

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.1,310,572$33M7.05%+138,43413F-HRTimeline
Hobbs Group Advisors, LLC759,717$19.1M5.71%+21,67313F-HRTimeline
Oregon Pacific Wealth Management, LLC268,683$6.75M7.05%+40,68213F-HRTimeline
Vermillion & White Wealth Management Gr…255,100$6.41M3.69%+15,37113F-HR/ATimeline
Park Edge Advisors, LLC172,598$4.34M1%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC84,661$2.13M0.45%+2,44613F-HRTimeline
Latitude Advisors, LLC62,493$1.57M0.72%+8,90013F-HRTimeline
World Investment Advisors55,917$1.41M0.02%+3,27113F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC51,114$1.28M0.6%+1,41913F-HRTimeline
GeoWealth Management, LLC45,160$1.13M0.04%+2,10913F-HRTimeline
Cambridge Investment Research Advisors,…27,559$693K<0.01%new13F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.15,398$387K0.02%+4,42113F-HRTimeline
BlackDiamond Wealth Management, LLC13,387$336K0.16%-43,43413F-HRTimeline
Onyx Bridge Wealth Group LLC9,475$238K0.03%-16213F-HRTimeline
Sound Income Strategies, LLC6,273$158K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC742$18.6K<0.01%new13F-HRTimeline