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AMID EA SERIES TRUST

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ARGENT MID CAP (fund)

21 managers (21 13F filers) reported a position in AMID shares at 2024-12-31, 2,488,967 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.

Managers
21
13F filers
21
New
4
Added
6
Reduced
4
Sold out
0
Shares held by filers
2,488,967

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MONETA GROUP INVESTMENT ADVISORS LLC1,236,643$42.2M0.59%+209,62713F-HRTimeline
Legacy CG, LLC340,077$11.6M3.56%+152,33613F-HRTimeline
Orion Porfolio Solutions, LLC263,239$8.98M0.09%-16,23113F-HRTimeline
Orion Portfolio Solutions, LLC263,239$8.98M0.09%-16,23113F-HRTimeline
Tandem Wealth Advisors LLC140,266$4.79M2.44%new13F-HRTimeline
VISTA FINANCE, LLC138,037$4.71M4.84%new13F-HRTimeline
Maia Wealth LLC64,854$2.32M0.5%+38,57613F-HRTimeline
ARGENT CAPITAL MANAGEMENT LLC18,139$619K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,882$303K<0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,100$276K<0.01%13F-HR/ATimelineGroup
Global Retirement Partners, LLC2,166$73.9K<0.01%+1,97313F-HRTimeline
Clark Wealth Partners1,992$68K0.05%13F-HRTimeline
Farther Finance Advisors, LLC1,421$48.5K<0.01%+62313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.709$24.2K<0.01%+15813F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.704$24.1K<0.01%-72313F-HRTimelineGroup
CoreCap Advisors, LLC230$7.85K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC189$6.45K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…70$2.39K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG9$307<0.01%-3113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$62<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.