EA Series Trust EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA)

ETF ยท Nasdaq

EA Series Trust EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) is an exchange-traded fund listed on Nasdaq, where it has traded since April 30, 2025.

Type
Exchange-traded fund
Listed On
Nasdaq
Listed Since
April 30, 2025

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 20 institutions reported holding AGGA, with 4.0 million shares worth $101.1 million in aggregate. The largest reported holder was Astoria Portfolio Advisors LLC, with 1.7 million shares worth $42.2 million. Of the 5 largest holders listed below, 1 opened a new position in AGGA, 3 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Astoria Portfolio Advisors LLC1,679,663$42MAdded 28.16%
Hobbs Group Advisors839,138$21MAdded 10.45%
Puff Wealth Management275,328$7MNew position
Oregon Pacific Wealth Management267,164$7MReduced 0.57%
Vermillion & White Wealth Management Group260,026$7MAdded 1.93%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is AGGA?

EA Series Trust EA Astoria Beacon Dynamic Core US Fixed Income ETF (AGGA) is an exchange-traded fund listed on Nasdaq, where it has traded since April 30, 2025.

Who are the largest institutional holders of AGGA?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of AGGA were Astoria Portfolio Advisors LLC, Hobbs Group Advisors and Puff Wealth Management.

How many institutions own AGGA?

20 institutions reported a position in AGGA for the quarter ended June 30, 2026, worth $101.1 million in total.

Did institutions buy or sell AGGA last quarter?

Of the 5 largest reported holders, 1 opened a new position in AGGA, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for AGGA.

Every reported institutional holder, plus insider and congressional trades in AGGA, on SentiSense.