EA SERIES TRUST - AOT GRWT AND INV (AOTG) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2022 to Q3 2025

Type / Class
Equity / AOT GRWT AND INV
Symbol
AOTG
Price per share
$56.58
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
48,164
Total reported value
$2,639,402
% of total 13F portfolios
0%
Share change
+40,566
Value change
+$2,223,031
Number of holders
4
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 4 institutional investors reported holding 48,164 shares of EA SERIES TRUST - AOT GRWT AND INV (AOTG).

Institutional Holders of EA SERIES TRUST - AOT GRWT AND INV (AOTG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 48,164 $2,639,402 +$2,223,031 $54.80 4
2025 Q2 7,598 $378,837 -$93,650 $49.86 2
2025 Q1 9,519 $373,173 +$332,167 $39.20 3
2024 Q4 1,046 $46,726 -$855,772 $44.67 2
2024 Q3 21,768 $899,671 +$899,671 $41.33 3
2024 Q2 0 $0 -$3,772 $56.58 0
2024 Q1 98 $3,772 +$3,772 $38.49 1
2023 Q4 0 $0 -$430,995 $56.58 0
2023 Q3 14,821 $430,995 +$428,145 $29.08 2
2023 Q2 92 $2,850 -$186 $30.98 1
2023 Q1 98 $3,000 -$16,242 $30.61 1
2022 Q4 841 $18,242 +$10,624 $21.13 2
2022 Q3 355 $8,000 +$8,000 $21.88 2