Aot Growth and InnovationAOTGETF

13F holders, Q3 2024 (September 30)
3holders +2
3new positions
0sold out
$41.33avg. 13F price*

At the end of Q3 2024, 3 institutions reported holding Aot Growth and Innovation (AOTG) in their 13F filings, up 2 from Q1 2024. 3 opened new positions and 0 sold out. The largest holders were GTS Securities LLC ($862K), Morgan Stanley ($35K) and UBS Group AG ($3K).

Company
Aot Growth and Innovation
Filed as
EA SERIES TRUST (Q3 2024)
CUSIP
02072L730
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 1Q1 2024Q3 2024: 3Q3 2024Q4 2024: 2Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 4Q3 2025Q4 2025: 4Q4 2025Q1 2026: 6Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q1 2024 → Q3 2024

InstitutionsTotal Value
New Positions3$900K
Exits0$0

All 13F filers, Q1 2024 → Q3 2024: 21,768 shares bought, net +21,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

GTS Securities LLC 0.02% New 20,848 $862K
Morgan Stanley 0.00% New 846 $35K
UBS Group AG 0.00% New 74 $3K

"% of holder's portfolio" is AOTG's weight in each manager's 13F, not the share of Aot Growth and Innovation the manager owns.