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AMID EA SERIES TRUST

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ARGENT MID CAP (fund)

17 managers (17 13F filers) reported a position in AMID shares at 2025-03-31, 2,341,912 shares in all. 3 filers opened a position and 7 filers sold out during the quarter.

Managers
17
13F filers
17
New
3
Added
7
Reduced
3
Sold out
7
Shares held by filers
2,341,912

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MONETA GROUP INVESTMENT ADVISORS LLC1,396,130$44M0.61%+159,48713F-HRTimeline
Orion Porfolio Solutions, LLC256,014$8.06M0.08%-7,22513F-HRTimeline
Orion Portfolio Solutions, LLC256,014$8.06M0.08%-7,22513F-HR/ATimeline
VISTA FINANCE, LLC169,109$5.33M4.62%+31,07213F-HRTimeline
Tandem Wealth Advisors LLC140,332$4.42M2.31%+6613F-HRTimeline
Maia Wealth LLC66,079$2.06M0.47%+1,22513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,917$470K<0.01%new13F-HRTimelineGroup
Crossmark Global Holdings, Inc.13,373$421K0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,600$397K<0.01%+4,50013F-HRTimelineGroup
ARGENT CAPITAL MANAGEMENT LLC11,915$375K0.01%-6,22413F-HRTimeline
Clark Wealth Partners2,403$75.7K0.06%+41113F-HRTimeline
Farther Finance Advisors, LLC1,421$45.1K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,170$36.8K<0.01%+1,16113F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC189$5.95K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC170$5.35K<0.01%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC76$2.39K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.