AGGA Institutional Ownership & Shareholders
EA ASTORIA BEACON DYNAMIC CO (AGGA) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $94.33M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Astoria Portfolio Advisors Llc. is currently the largest disclosed institutional shareholder of AGGA tracked by InsiderSet, reporting ownership valued at approximately $42.21M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $41.27M, representing an estimated loss of -2.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed AGGA value among the investors covered in this analysis. Major shareholders include Astoria Portfolio Advisors Llc., Hobbs Group Advisors, Llc, Oregon Pacific Wealth Management, Llc, and several other long-term asset managers with concentrated positions in EA ASTORIA BEACON DYNAMIC CO (AGGA).
This page ranks the largest institutional AGGA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
17
Total Reported Value
$94.33M
Largest Holder
Astoria Portfolio Advisors Llc.
Largest Position
$42.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Astoria Portfolio Advisors Llc. | 7.14% | 1,679,663 | $42,208,262 | $41,271,000 | -$937,262 | -2.22% | |
| Hobbs Group Advisors, Llc | 5.55% | 839,138 | $21,086,707 | $20,618,460 | -$468,247 | -2.22% | |
| Oregon Pacific Wealth Management, Llc | 6.30% | 278,788 | $6,794,643 | $6,850,100 | +$55,457 | +0.82% | |
| Park Edge Advisors, Llc | 1.43% | 274,852 | $6,698,720 | $6,753,388 | +$54,668 | +0.82% | |
| Vermillion & White Wealth Management Group, Llc | 3.32% | 260,026 | $6,556,609 | $6,389,099 | -$167,510 | -2.55% | |
| Silverlake Wealth Management Llc | 0.41% | 89,147 | $2,172,695 | $2,190,431 | +$17,736 | +0.82% | |
| Latitude Advisors, Llc | 0.62% | 81,759 | $1,992,635 | $2,008,900 | +$16,265 | +0.82% | |
| World Investment Advisors | 0.02% | 55,917 | $1,405,351 | $1,373,937 | -$31,414 | -2.24% | |
| Geowealth Management, Llc | 0.04% | 53,693 | $1,349,251 | $1,319,291 | -$29,960 | -2.22% | |
| Bluedoor Private Wealth, Llc | 0.54% | 51,114 | $1,284,444 | $1,255,922 | -$28,522 | -2.22% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 24,227 | $590,463 | $595,282 | +$4,819 | +0.82% | |
| 4Wealth Advisors, Inc. | 0.34% | 20,159 | $491,966 | $495,327 | +$3,361 | +0.68% | |
| Citadel Advisors Llc | 0.00% | 15,104 | $379,548 | $371,120 | -$8,428 | -2.22% | |
| Jane Street Group, Llc | 0.00% | 15,104 | $379,548 | $371,120 | -$8,428 | -2.22% | |
| Onyx Bridge Wealth Group Llc | 0.03% | 14,182 | $345,645 | $348,466 | +$2,821 | +0.82% | |
| Stillwater Private Wealth, Llc | 0.21% | 13,024 | $324,000 | $320,013 | -$3,987 | -1.23% | |
| Wealthtrak Capital Management Llc | 0.18% | 10,838 | $272,348 | $266,300 | -$6,048 | -2.22% |
Frequently asked questions about AGGA
Who are the largest institutional holders of AGGA?
The largest institutional holders of AGGA reported in the latest SEC Form 13F filings include Astoria Portfolio Advisors Llc., Hobbs Group Advisors, Llc, Oregon Pacific Wealth Management, Llc, Park Edge Advisors, Llc, and Vermillion & White Wealth Management Group, Llc. InsiderSet ranks institutional holders by their latest reported AGGA position.
What is AGGA institutional ownership?
This page tracks AGGA positions reported by institutional investment managers through SEC Form 13F. EA ASTORIA BEACON DYNAMIC CO (AGGA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AGGA?
InsiderSet currently tracks 17 institutional managers reporting AGGA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AGGA shareholders.
How much AGGA stock do institutions own?
Institutional investment managers disclosed approximately $94.33M in AGGA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AGGA institutional ownership last updated?
The latest AGGA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AGGA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AGGA position after the reporting date.
Are institutions buying or selling AGGA?
Institutional buying and selling can be analyzed by comparing AGGA positions across consecutive 13F reporting periods. InsiderSet's AGGA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AGGA ownership changes.
How has AGGA institutional ownership changed over time?
InsiderSet tracks AGGA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.