EA Series Trust - AGGA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | History | Added to | 1,172,138 | 29,795 | 6.78% | 6.71% | 1 | +162,121 | 16.05% | Q4 2025 | Feb 24, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 738,044 | 18,668 | 5.63% | 4.95% | 2 | +112,094 | 17.91% | Q4 2025 | Jan 28, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 239,729 | 6,063 | 3.3% | 3.32% | 3 | +10,049 | 4.38% | Q4 2025 | Feb 18, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 228,001 | 5,767 | 5.96% | 4.15% | 4 | +38,814 | 20.52% | Q4 2025 | Jan 16, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 137,583 | 3,481 | 4.5% | 3.56% | 5 | +45,333 | 49.14% | Q4 2025 | Jan 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 82,215 | 2,079 | 0.46% | 0.36% | 6 | +24,056 | 41.36% | Q4 2025 | Jan 09, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 56,821 | 1,438 | 0.7% | 0.72% | 7 | +5,122 | 9.91% | Q4 2025 | Feb 10, 2026 |
| Latitude Advisors, LLC | History | Added to | 53,593 | 1,355 | 0.6% | 0.56% | 8 | +5,230 | 10.81% | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | New | 52,646 | 1,331 | 0.02% | — | 9 | +52,646 | New | Q4 2025 | Mar 12, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 49,695 | 1,257 | 0.58% | — | 10 | +49,695 | New | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Added to | 43,051 | 1,088 | 0.04% | 0.01% | 11 | +29,043 | 207.33% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 11,761 | 297 | 0.0% | — | 12 | +11,761 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | New | 10,977 | 277 | 0.01% | — | 13 | +10,977 | New | Q4 2025 | Feb 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 9,637 | 243 | 0.03% | 0.03% | 14 | +11 | 0.11% | Q4 2025 | Feb 18, 2026 |