13FBOX
EA ASTORIA BEACON DYNAMIC CORE US F · 13F Institutional Holdings
Options Calculator Rankings
E

EA ASTORIA BEACON DYNAMIC CORE US F

AGGA
Institutions
19
Combined AUM (Q2 2026)
$94.5M
Combined Shares (Q2 2026)
3.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+920,705
16 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-297,565
4 · 3 Exit · ≈
⚖️ Net
+623,140
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$94.5M
Institutions
19
New Buys
6
Adds
10
Reduces
1
Exits
3
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Astoria Portfolio Advisors LLC.
7.12%7.03%#1$42.2M1.7M$33.0M1.3M+369,091+28.16%Add
Hobbs Group Advisors, LLC
5.55%5.71%#4$21.1M839,138$19.1M759,717+79,421+10.45%Add
PUFF WEALTH MANAGEMENT, LLC
7.05%#2$6.9M275,328$00+275,328New Buy
Oregon Pacific Wealth Management, LLC
6.3%7.05%#3$6.7M267,164$6.8M268,683-1,519-0.57%Reduce
Park Edge Advisors, LLC
0.92%1%#5$4.4M174,786$4.3M172,598+2,188+1.27%Add
SILVERLAKE WEALTH MANAGEMENT LLC
0.43%0.44%#8$2.3M91,091$2.1M84,661+6,430+7.59%Add
Latitude Advisors, LLC
0.81%0.72%#6$2.0M80,997$1.6M62,493+18,504+29.61%Add
Sound Income Strategies, LLC
0.08%0.01%#12$1.8M72,504$157,6316,273+66,231+1,055.81%Add
World Investment Advisors
0.02%0.02%#15$1.4M55,917$1.4M55,91700.00%Unchanged
GeoWealth Management, LLC
0.04%0.04%#13$1.3M53,693$1.1M45,160+8,533+18.90%Add
BLUEDOOR PRIVATE WEALTH, LLC
0.54%0.6%#7$1.3M51,114$1.3M51,11400.00%Unchanged
MIRAE ASSET SECURITIES (USA) INC.
0.02%0.01%#16$608,85124,229$386,99515,398+8,831+57.35%Add
Ashton Thomas Private Wealth, LLC
0.01%<0.01%#17$492,22719,588$18,649742+18,846+2,539.89%Add
JANE STREET GROUP, LLC
<0.01%#19$379,54815,104$00+15,104New Buy
CITADEL ADVISORS LLC
<0.01%#18$379,54815,104$00+15,104New Buy
Onyx Bridge Wealth Group LLC
0.03%0.03%#14$356,37914,182$238,1339,475+4,707+49.68%Add
Stillwater Private Wealth, LLC
0.22%#9$327,28013,024$00+13,024New Buy
WealthTrak Capital Management LLC
0.18%#10$272,34810,838$00+10,838New Buy
4WEALTH ADVISORS, INC.
0.16%#11$214,7028,525$00+8,525New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow