Skip to content

AMID EA SERIES TRUST

Follow

ARGENT MID CAP (fund)

21 managers (21 13F filers) reported a position in AMID shares at 2026-03-31, 2,392,999 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
21
13F filers
21
New
7
Added
6
Reduced
5
Sold out
2
Shares held by filers
2,392,999

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
MONETA GROUP INVESTMENT ADVISORS LLC1,804,278$58M0.44%-5,67813F-HRTimeline
Orion Porfolio Solutions, LLC232,242$7.47M0.06%-5,73913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP138,434$4.46M0.01%+73,21113F-HRTimelineGroup
Maia Wealth LLC71,325$2.29M0.39%+4,44413F-HRTimeline
Krilogy Financial LLC45,646$1.58M0.05%new13F-HRTimeline
Directional Asset Management26,830$862K0.79%-3,69013F-HRTimeline
GTS SECURITIES LLC18,984$610K0.02%+12,47213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,800$476K<0.01%+50013F-HRTimelineGroup
ARGENT CAPITAL MANAGEMENT LLC11,915$383K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,366$269K<0.01%new13F-HRTimelineGroup
UPTICK PARTNERS, LLC6,932$223K0.04%-1,06913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,578$211K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,746$120K<0.01%+3,58313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,504$48.3K<0.01%+2713F-HRTimelineGroup
CWM, LLCin group CWM, LLC509$16.4K<0.01%new13F-HRTimelineGroup
Clark Wealth Partners479$15.4K0.01%-11013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC189$6.08K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC170$5.46K<0.01%013F-HRTimeline
Vision Retirement, LLC62$1.99K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9$289<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG1$32<0.01%new13F-HRTimelineGroup