Argent Mid Cap ETFAMIDETF
13F holders, Q4 2024 (December 31)20holders +7
4new positions
0sold out
$34.17avg. 13F price*
At the end of Q4 2024, 20 institutions reported holding Argent Mid Cap ETF (AMID) in their 13F filings, up 7 from Q3 2024. 4 opened new positions and 0 sold out. The largest holders were Moneta Group Investment Advisors LLC ($42.2M), Legacy CG, LLC ($11.6M) and Orion Porfolio Solutions, LLC ($9.0M).
- Company
- Argent Mid Cap ETF
- Filed as
- EA SERIES TRUST (Q4 2024)
- CUSIP
- 02072L839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $9.5M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 681,667 shares bought and 33,216 shares sold, net +648,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Moneta Group Investment Advisors LLC | 0.59% | Add +20.4% | 1,236,643 | $42.2M |
| Legacy CG, LLC | 3.56% | Add +81.1% | 340,077 | $11.6M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -5.8% | 263,239 | $9.0M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -5.8% | 263,239 | $9.0M |
| Tandem Wealth Advisors LLC | 2.44% | New | 140,266 | $4.8M |
| Vista Finance, LLC | 4.84% | New | 138,037 | $4.7M |
| Maia Wealth LLC | 0.50% | Add +146.8% | 64,854 | $2.3M |
| Argent Capital Management LLC | 0.02% | No change | 18,139 | $619K |
| Wells Fargo & Company | 0.00% | No change | 8,882 | $303K |
| Raymond James Financial Inc. | 0.00% | — | 8,100 | $276K |
| Global Retirement Partners, LLC | 0.00% | Add +1022.3% | 2,166 | $74K |
| Clark Wealth Partners | 0.05% | — | 1,992 | $68K |
| Farther Finance Advisors, LLC | 0.00% | Add +78.1% | 1,421 | $48K |
| Osaic Holdings, Inc. | 0.00% | Add +28.7% | 709 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -50.7% | 704 | $24K |
| CoreCap Advisors, LLC | 0.00% | No change | 230 | $8K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 189 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 70 | $2K |
| UBS Group AG | 0.00% | Reduce -77.5% | 9 | $307 |
| Morgan Stanley | 0.00% | New | 1 | $62 |
"% of holder's portfolio" is AMID's weight in each manager's 13F, not the share of Argent Mid Cap ETF the manager owns.