Who owns AGGA?
EA Astoria Beacon Dynamic Core US Fixed Income ETF · EA
20 institutions reported holding AGGA, worth $101.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AGGA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | New York, NY | $42.2M | 1,679,663 | +369,091 shares |
| Hobbs Group Advisors, LLC | Columbia, SC | $21.1M | 839,138 | +79,421 shares |
| PUFF Wealth Management, LLC | Haddonfield, NJ | $6.9M | 275,328 | New position |
| Oregon Pacific Wealth Management, LLC | Medford, OR | $6.7M | 267,164 | −1,519 shares |
| Vermillion & White Wealth Management Group, LLC | Phoenixville, PA | $6.6M | 260,026 | +4,926 shares |
| Park Edge Advisors, LLC | Cleveland, OH | $4.4M | 174,786 | +2,188 shares |
| Silverlake Wealth Management LLC | Williston, VT | $2.3M | 91,091 | +6,430 shares |
| Latitude Advisors, LLC | Yorkville, IL | $2.0M | 80,997 | +18,504 shares |
| Sound Income Strategies, LLC | Ft Lauderdale, FL | $1.8M | 72,504 | +66,231 shares |
| World Investment Advisors | Lincroft, NJ | $1.4M | 55,917 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns AGGA?
20 institutional managers reported holding AGGA in Form 13F filings for June 30, 2026, worth $101.1M in total. The largest reported position was held by Astoria Portfolio Advisors LLC., at $42.2M.
Did institutions buy or sell AGGA last quarter?
Reported 13F value rose 28.0% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is AGGA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.