Aot Growth and InnovationAOTGETF
13F holders, Q4 2025 (December 31)4holders
1new positions
1sold out
$55.95avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Aot Growth and Innovation (AOTG) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were GTS Securities LLC ($1.7M), Harvest Investment Services, LLC ($1.2M) and United Capital Financial Advisors, LLC ($429K).
- Company
- Aot Growth and Innovation
- Filed as
- EA SERIES TRUST (Q4 2025)
- CUSIP
- 02072L730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $429K |
| Exits | 1 | $473K |
All 13F filers, Q3 2025 → Q4 2025: 20,783 shares bought and 8,628 shares sold, net +12,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| GTS Securities LLC | 0.06% | Add +66.9% | 31,198 | $1.7M |
| Harvest Investment Services, LLC | 0.22% | Add +3.0% | 20,610 | $1.2M |
| United Capital Financial Advisors, LLC | 0.00% | New | 7,665 | $429K |
| Morgan Stanley | 0.00% | No change | 846 | $47K |
"% of holder's portfolio" is AOTG's weight in each manager's 13F, not the share of Aot Growth and Innovation the manager owns.