17 institutions reported holding $79.0M of EA SERIES TRUST (AGGA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Astoria Portfolio Advisors LLC. ($33.0M), Hobbs Group Advisors, LLC ($19.1M), Oregon Pacific Wealth Management, LLC ($6.8M), Vermillion & White Wealth Management Group, LLC ($6.4M), Park Edge Advisors, LLC ($4.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Astoria Portfolio Advisors LLC. | $33.0M | 1.3M | Added |
| 2 | Hobbs Group Advisors, LLC | $19.1M | 759,717 | Added |
| 3 | Oregon Pacific Wealth Management, LLC | $6.8M | 268,683 | Added |
| 4 | Vermillion & White Wealth Management Group, LLC | $6.4M | 255,100 | Added |
| 5 | Park Edge Advisors, LLC | $4.3M | 172,598 | New |
| 6 | SILVERLAKE WEALTH MANAGEMENT LLC | $2.1M | 84,661 | Added |
| 7 | Latitude Advisors, LLC | $1.6M | 62,493 | Added |
| 8 | World Investment Advisors | $1.4M | 55,917 | Added |
| 9 | BLUEDOOR PRIVATE WEALTH, LLC | $1.3M | 51,114 | Added |
| 10 | GeoWealth Management, LLC | $1.1M | 45,160 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $693,000 | 27,559 | New |
| 12 | MIRAE ASSET SECURITIES (USA) INC. | $386,995 | 15,398 | Added |
| 13 | BlackDiamond Wealth Management, LLC | $336,453 | 13,387 | Trimmed |
| 14 | Onyx Bridge Wealth Group LLC | $238,133 | 9,475 | Trimmed |
| 15 | Sound Income Strategies, LLC | $157,631 | 6,273 | New |
| 16 | Ashton Thomas Private Wealth, LLC | $18,649 | 742 | New |
| 17 | AMERIPRISE FINANCIAL INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31