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EA AS DY CR US FI in ETF-Usd (AGGA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Puff Wealth Management, LLC
INCREASED
Shares320,182 from 275,328
Change+44,854 (+16%)
Value$7.8M (+$884.8K)
Filed 2026-10-07
Oregon Pacific Wealth Management, LLC
INCREASED
Shares278,788 from 267,164
Change+11,624 (+4%)
Value$6.8M (+$81.1K)
Filed 2026-10-20
Park Edge Advisors, LLC
INCREASED
Shares274,852 from 174,786
Change+100,066 (+57%)
Value$6.7M (+$2.3M)
Filed 2026-10-28
Silverlake Wealth Management LLC
DECREASED
Shares89,147 from 91,091
Change-1,944 (-2%)
Value$2.2M (-$116.3K)
Filed 2026-10-21
Latitude Advisors, LLC
INCREASED
Shares81,759 from 80,997
Change+762 (+1%)
Value$2.0M (-$42.7K)
Filed 2026-10-27
Bluedoor Private Wealth, LLC
UNCHANGED
Shares51,114 from 51,114
Change0 (0%)
Value$1.2M (-$38.7K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares24,227 from 19,588
Change+4,639 (+24%)
Value$590.5K (+$98.2K)
Filed 2026-11-03
4Wealth Advisors, Inc.
INCREASED
Shares20,159 from 8,525
Change+11,634 (+136%)
Value$492.0K (+$277.3K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
UNCHANGED
Shares14,182 from 14,182
Change0 (0%)
Value$345.6K (-$10.7K)
Filed 2026-10-16
Sound Income Strategies, LLC
CLOSED
Shares0 from 72,504
Change-72,504 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-09
Mirae Asset Securities (USA) Inc.
CLOSED
Shares0 from 24,229
Change-24,229 (-100%)
Value$0 (-$608.9K)
Filed 2026-10-15
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,679,663
Change-1,679,663 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 839,138
Change-839,138 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 260,026
Change-260,026 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 55,917
Change-55,917 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 53,693
Change-53,693 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 15,104
Change-15,104 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,104
Change-15,104 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 13,024
Change-13,024 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 10,838
Change-10,838 (-100%)
Value—
Status
Puff Wealth Management, LLC
INCREASED320,182275,328+44,854+16%$6.9M$7.8M+$884.8K2026-10-07
Oregon Pacific Wealth Management, LLC
INCREASED278,788267,164+11,624+4%$6.7M$6.8M+$81.1K2026-10-20
Park Edge Advisors, LLC
INCREASED274,852174,786+100,066+57%$4.4M$6.7M+$2.3M2026-10-28
Silverlake Wealth Management LLC
DECREASED89,14791,091-1,944-2%$2.3M$2.2M-$116.3K2026-10-21
Latitude Advisors, LLC
INCREASED81,75980,997+762+1%$2.0M$2.0M-$42.7K2026-10-27
Bluedoor Private Wealth, LLC
UNCHANGED51,11451,11400%$1.3M$1.2M-$38.7K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED24,22719,588+4,639+24%$492.2K$590.5K+$98.2K2026-11-03
4Wealth Advisors, Inc.
INCREASED20,1598,525+11,634+136%$214.7K$492.0K+$277.3K2026-10-13
Onyx Bridge Wealth Group LLC
UNCHANGED14,18214,18200%$356.4K$345.6K-$10.7K2026-10-16
Sound Income Strategies, LLC
CLOSED072,504-72,504-100%$1.8M$0-$1.8M2026-10-09
Mirae Asset Securities (USA) Inc.
CLOSED024,229-24,229-100%$608.9K$0-$608.9K2026-10-15
Astoria Portfolio Advisors Llc.
N/A—1,679,663-1,679,663-100%$42.2M———
Hobbs Group Advisors, LLC
N/A—839,138-839,138-100%$21.1M———
Vermillion & White Wealth Management Group, LLC
N/A—260,026-260,026-100%$6.6M———
World Investment Advisors
N/A—55,917-55,917-100%$1.4M———
GeoWealth Management, LLC
N/A—53,693-53,693-100%$1.3M———
Citadel Advisors LLC
N/A—15,104-15,104-100%$379.5K———
Jane Street Group, LLC
N/A—15,104-15,104-100%$379.5K———
Stillwater Private Wealth, LLC
N/A—13,024-13,024-100%$324.0K———
WealthTrak Capital Management LLC
N/A—10,838-10,838-100%$272.3K———
Showing 20 of 20 institutions