AGGA Institutional Ownership
EA Astoria Dynamic Core US Fixed Income ETF
1W: -0.4%
1M: -1.5%
3M: -2.6%
YTD: -3.1%
1Y: -3.0%
$24.41
-0.01 (-0.04%)
Weekly Expected Move ±0.5%
$24
$24
$24
$25
$25
Overview
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Holdings
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Short Interest
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Institutional Ownership — AGGA
22
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
101M
Total Invested
6
New Positions
11
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (23 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Astoria Portfolio Advisors LLC. | 1,679,663 | $41M | +369,091 | +28.2% | 5Q | SEC ↗ |
| 2 | Hobbs Group Advisors, LLC | 839,138 | $20M | +79,421 | +10.5% | 5Q | SEC ↗ |
| 3 | PUFF WEALTH MANAGEMENT, LLC NEW | 275,328 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Oregon Pacific Wealth Management, LLC | 267,164 | $7M | -1,519 | -0.6% | 4Q | SEC ↗ |
| 5 | Vermillion & White Wealth Management G | 260,026 | $6M | +4,926 | +1.9% | 5Q | SEC ↗ |
| 6 | Park Edge Advisors, LLC | 174,786 | $4M | +2,188 | +1.3% | 2Q | SEC ↗ |
| 7 | SILVERLAKE WEALTH MANAGEMENT LLC | 91,091 | $2M | +6,430 | +7.6% | 5Q | SEC ↗ |
| 8 | Latitude Advisors, LLC | 80,997 | $2M | +18,504 | +29.6% | 5Q | SEC ↗ |
| 9 | Sound Income Strategies, LLC | 72,504 | $2M | +66,231 | +1055.8% | 2Q | SEC ↗ |
| 10 | World Investment Advisors | 55,917 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 11 | GeoWealth Management, LLC | 53,693 | $1M | +8,533 | +18.9% | 5Q | SEC ↗ |
| 12 | BLUEDOOR PRIVATE WEALTH, LLC | 51,114 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 13 | MIRAE ASSET SECURITIES (USA) INC. | 24,229 | $591K | +8,831 | +57.4% | 3Q | SEC ↗ |
| 14 | Ashton Thomas Private Wealth, LLC | 19,588 | $478K | +18,846 | +2539.9% | 2Q | SEC ↗ |
| 15 | JANE STREET GROUP, LLC NEW | 15,104 | $369K | — | +0.0% | 1Q | SEC ↗ |
| 16 | CITADEL ADVISORS LLC NEW | 15,104 | $369K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Onyx Bridge Wealth Group LLC | 14,182 | $346K | +4,707 | +49.7% | 5Q | SEC ↗ |
| 18 | Stillwater Private Wealth, LLC NEW | 13,024 | $318K | — | +0.0% | 1Q | SEC ↗ |
| 19 | WealthTrak Capital Management LLC NEW | 10,838 | $265K | — | +0.0% | 1Q | SEC ↗ |
| 20 | 4WEALTH ADVISORS, INC. NEW | 8,525 | $208K | — | +0.0% | 1Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 0 | $0K | -11,761 | -100.0% | 1Q | SEC ↗ |
| 22 | BlackDiamond Wealth Management, LLC | 0 | $0K | -13,387 | -100.0% | 4Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 0 | $0K | -27,559 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| PUFF WEALTH MANAGEMENT, LLC | 275,328 | $7M |
| CITADEL ADVISORS LLC | 15,104 | $369K |
| JANE STREET GROUP, LLC | 15,104 | $369K |
| Stillwater Private Wealth, LLC | 13,024 | $318K |
| WealthTrak Capital Management LLC | 10,838 | $265K |
| 4WEALTH ADVISORS, INC. | 8,525 | $208K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cambridge Investment Research Advis | 27,559 | $673K |
| BlackDiamond Wealth Management, LLC | 13,387 | $327K |
| AMERIPRISE FINANCIAL INC | 11,761 | $287K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Astoria Portfolio Advisors LLC. | +369,091 | +28.2% | 1,679,663 |
| Hobbs Group Advisors, LLC | +79,421 | +10.5% | 839,138 |
| Sound Income Strategies, LLC | +66,231 | +1055.8% | 72,504 |
| Ashton Thomas Private Wealth, LLC | +18,846 | +2539.9% | 19,588 |
| Latitude Advisors, LLC | +18,504 | +29.6% | 80,997 |
| MIRAE ASSET SECURITIES (USA) INC. | +8,831 | +57.4% | 24,229 |
| GeoWealth Management, LLC | +8,533 | +18.9% | 53,693 |
| SILVERLAKE WEALTH MANAGEMENT LLC | +6,430 | +7.6% | 91,091 |
| Vermillion & White Wealth Managemen | +4,926 | +1.9% | 260,026 |
| Onyx Bridge Wealth Group LLC | +4,707 | +49.7% | 14,182 |
| Park Edge Advisors, LLC | +2,188 | +1.3% | 174,786 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Oregon Pacific Wealth Management, L | -1,519 | -0.6% | 267,164 |