Aot Growth and InnovationAOTGETF
13F holders, Q1 2025 (March 31)3holders +1
1new positions
0sold out
$39.20avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Aot Growth and Innovation (AOTG) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were GTS Securities LLC ($332K), Morgan Stanley ($33K) and AE Wealth Management LLC ($8K).
- Company
- Aot Growth and Innovation
- Filed as
- EA SERIES TRUST (Q1 2025)
- CUSIP
- 02072L730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $332K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 8,473 shares bought, net +8,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| GTS Securities LLC | 0.01% | New | 8,473 | $332K |
| Morgan Stanley | 0.00% | No change | 846 | $33K |
| AE Wealth Management LLC | 0.00% | No change | 200 | $8K |
"% of holder's portfolio" is AOTG's weight in each manager's 13F, not the share of Aot Growth and Innovation the manager owns.