Aot Growth and InnovationAOTGETF
13F holders, Q1 2026 (March 31)6holders +2
2new positions
0sold out
$47.64avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Aot Growth and Innovation (AOTG) in their 13F filings, up 2 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were Harvest Investment Services, LLC ($980K), GTS Securities LLC ($721K) and United Capital Financial Advisors, LLC ($365K).
- Company
- Aot Growth and Innovation
- Filed as
- EA SERIES TRUST (Q1 2026)
- CUSIP
- 02072L730
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $307K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 6,446 shares bought and 16,097 shares sold, net −9,651 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Harvest Investment Services, LLC | 0.18% | Reduce -0.2% | 20,570 | $980K |
| GTS Securities LLC | 0.03% | Reduce -51.5% | 15,141 | $721K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 7,665 | $365K |
| Jane Street Group, LLC | 0.00% | New | 6,290 | $300K |
| Morgan Stanley | 0.00% | No change | 846 | $40K |
| UBS Group AG | 0.00% | New | 156 | $7K |
"% of holder's portfolio" is AOTG's weight in each manager's 13F, not the share of Aot Growth and Innovation the manager owns.