13 institutions reported holding $68.1M of EA SERIES TRUST EA ASTORIA (AGGA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Astoria Portfolio Advisors LLC. ($42.2M), PUFF WEALTH MANAGEMENT, LLC ($6.9M), Oregon Pacific Wealth Management, LLC ($6.7M), Park Edge Advisors, LLC ($4.4M), Latitude Advisors, LLC ($2.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Astoria Portfolio Advisors LLC. | $42.2M | 1.7M | Added |
| 2 | PUFF WEALTH MANAGEMENT, LLC | $6.9M | 275,328 | Added |
| 3 | Oregon Pacific Wealth Management, LLC | $6.7M | 267,164 | Trimmed |
| 4 | Park Edge Advisors, LLC | $4.4M | 174,786 | Added |
| 5 | Latitude Advisors, LLC | $2.0M | 80,997 | Added |
| 6 | Sound Income Strategies, LLC | $1.8M | 72,504 | Added |
| 7 | GeoWealth Management, LLC | $1.3M | 53,693 | Added |
| 8 | BLUEDOOR PRIVATE WEALTH, LLC | $1.3M | 51,114 | Hold |
| 9 | Ashton Thomas Private Wealth, LLC | $492,227 | 19,588 | Added |
| 10 | Onyx Bridge Wealth Group LLC | $356,379 | 14,182 | Added |
| 11 | WealthTrak Capital Management LLC | $272,348 | 10,838 | New |
| 12 | 4WEALTH ADVISORS, INC. | $214,702 | 8,525 | New |
| 13 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30