Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / AOT GRWT AND INV
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Number of holders
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2
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Total 13F shares, excl. options
-
7.6K
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Shares change
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-1.92K
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Total reported value, excl. options
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$379K
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Value change
-
-$93.7K
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Number of sells
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-2
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Price
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$49.86
Significant Holders of EA SERIES TRUST - AOT GRWT AND INV (AOTG) as of Q2 2025
3 filings reported holding AOTG - EA SERIES TRUST - AOT GRWT AND INV as of Q2 2025.
EA SERIES TRUST - AOT GRWT AND INV (AOTG) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.6K shares
.
Largest 3 shareholders include GTS SECURITIES LLC (6.75K shares), MORGAN STANLEY (846 shares), and AE Wealth Management LLC (0 shares).
This table shows the top 2 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.