EA SERIES TRUST (AOTG)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
5
Reporting holders
$1.8M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GTS SECURITIES LLC | $962.2K | 14,703 | 0.02% | 6q | -2.9%-$28.7K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $500.9K | 7,665 | 0.00% | 3q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $306.3K | 4,681 | 0.00% | new | NEW |
| MORGAN STANLEY | $55.4K | 846 | 0.00% | 8q | HELD |
| UBS Group AG | $13.3K | 204 | 0.00% | 2q | +30.8%+$3.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $1.8M | 28,099 | 1 | 1 | 1 | 0.0% |
| Q1 2026 | 6 | $2.4M | 50,668 | 2 | 0 | 1 | 0.0% |
| Q4 2025 | 4 | $3.4M | 60,319 | 1 | 2 | 0 | 0.0% |
| Q3 2025 | 4 | $2.6M | 48,164 | 2 | 1 | 0 | 0.0% |
| Q2 2025 | 2 | $378.8K | 7,598 | 0 | 0 | 1 | 0.0% |
| Q1 2025 | 3 | $373.2K | 9,519 | 1 | 0 | 0 | 0.0% |
| Q4 2024 | 2 | $46.7K | 1,046 | 1 | 0 | 0 | 0.0% |
| Q3 2024 | 3 | $899.7K | 21,768 | 3 | 0 | 0 | 0.0% |
| Q1 2024 | 1 | $3.8K | 98 | 1 | 0 | 0 | 0.0% |
| Q3 2023 | 2 | $431.0K | 14,821 | 2 | 0 | 0 | 0.0% |
| Q2 2023 | 1 | $2.9K | 92 | 0 | 0 | 1 | 0.0% |
| Q1 2023 | 1 | $3 | 98 | 0 | 0 | 0 | 0.0% |
| Q4 2022 | 2 | $16.2K | 841 | 0 | 1 | 0 | 0.0% |
| Q3 2022 | 2 | $8.0K | 355 | 2 | 0 | 0 | 0.0% |