Aot Growth and InnovationAOTGETF
13F holders, Q2 2026 (June 30)5holders −1
1new positions
2sold out
$65.42avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Aot Growth and Innovation (AOTG) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 2 sold out. The largest holders were GTS Securities LLC ($962K), United Capital Financial Advisors, LLC ($501K) and Kestra Private Wealth Services, LLC ($306K).
- Company
- Aot Growth and Innovation
- Filed as
- EA SERIES TRUST (Q2 2026)
- CUSIP
- 02072L730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $306K |
| Exits | 2 | $1.3M |
All 13F filers, Q1 2026 → Q2 2026: 4,729 shares bought and 27,298 shares sold, net −22,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| GTS Securities LLC | 0.02% | Reduce -2.9% | 14,703 | $962K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 7,665 | $501K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 4,681 | $306K |
| Morgan Stanley | 0.00% | No change | 846 | $55K |
| UBS Group AG | 0.00% | Add +30.8% | 204 | $13K |
"% of holder's portfolio" is AOTG's weight in each manager's 13F, not the share of Aot Growth and Innovation the manager owns.