AOTG EA SERIES TRUST
FollowAOT GRWT AND INV (fund)
5 managers (5 13F filers) reported a position in AOTG shares at 2026-06-30, 28,099 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 1
- Added
- 1
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 28,099
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| GTS SECURITIES LLC | 14,703 | $962K | 0.02% | -438 | 13F-HRTimeline |
| UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI… | 7,665 | $501K | <0.01% | 0 | 13F-HRTimelineGroup |
| KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC | 4,681 | $306K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 846 | $55.4K | <0.01% | 0 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 204 | $13.3K | <0.01% | +48 | 13F-HRTimelineGroup |