# EA SERIES TRUST (AOTG)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AOTG/

- Reporting holders: 5
- Reported value: $1.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $962.2K | 14,703 | 0.0% | 6 |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1463217-united-capital-financial-advisors-llc/) | $500.9K | 7,665 | 0.0% | 3 |
| [KESTRA PRIVATE WEALTH SERVICES, LLC](https://holderbook.com/funds/1649451-kestra-private-wealth-services-llc/) | $306.3K | 4,681 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $55.4K | 846 | 0.0% | 8 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $13.3K | 204 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 5 | $1.8M |
| Q1 2026 | 6 | $2.4M |
| Q4 2025 | 4 | $3.4M |
| Q3 2025 | 4 | $2.6M |
| Q2 2025 | 2 | $378.8K |
| Q1 2025 | 3 | $373.2K |
| Q4 2024 | 2 | $46.7K |
| Q3 2024 | 3 | $899.7K |
| Q1 2024 | 1 | $3.8K |
| Q3 2023 | 2 | $431.0K |
| Q2 2023 | 1 | $2.9K |
| Q1 2023 | 1 | $3.0K |