Argent Mid Cap ETFAMIDETF
13F holders, Q1 2025 (March 31)16holders −4
3new positions
7sold out
$31.48avg. 13F price*
At the end of Q1 2025, 16 institutions reported holding Argent Mid Cap ETF (AMID) in their 13F filings, down 4 from Q4 2024. 3 opened new positions and 7 sold out. The largest holders were Moneta Group Investment Advisors LLC ($44.0M), Orion Porfolio Solutions, LLC ($8.1M) and Orion Portfolio Solutions, LLC ($8.1M).
- Company
- Argent Mid Cap ETF
- Filed as
- EA SERIES TRUST (Q1 2025)
- CUSIP
- 02072L839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $893K |
| Exits | 7 | $12.0M |
All 13F filers, Q4 2024 → Q1 2025: 226,288 shares bought and 371,347 shares sold, net −145,059 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Moneta Group Investment Advisors LLC | 0.61% | Add +12.9% | 1,396,130 | $44.0M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -2.7% | 256,014 | $8.1M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -2.7% | 256,014 | $8.1M |
| Vista Finance, LLC | 4.62% | Add +22.5% | 169,109 | $5.3M |
| Tandem Wealth Advisors LLC | 2.31% | Add +0.1% | 140,332 | $4.4M |
| Maia Wealth LLC | 0.47% | Add +1.9% | 66,079 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 14,917 | $470K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 13,373 | $421K |
| Raymond James Financial Inc. | 0.00% | Add +55.6% | 12,600 | $397K |
| Argent Capital Management LLC | 0.01% | Reduce -34.3% | 11,915 | $375K |
| Clark Wealth Partners | 0.06% | Add +20.6% | 2,403 | $76K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,421 | $45K |
| UBS Group AG | 0.00% | Add +12900.0% | 1,170 | $37K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 189 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | — | 170 | $5K |
| Coldstream Capital Management Inc. | 0.00% | New | 76 | $2K |
"% of holder's portfolio" is AMID's weight in each manager's 13F, not the share of Argent Mid Cap ETF the manager owns.