AOTG — Ea Series Trust Institutional Holders · Q2 2026
Who owns Ea Series Trust (AOTG)? 7 institutions reported holding $1.84M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Gts Securities LLC ($962,179), United Capital Financial Advisors, LLC ($500,928), Kestra Private Wealth Services, LLC ($306,331).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GTS SECURITIES LLC | $962,179 | 14,703 | Trimmed |
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $500,928 | 7,665 | Hold |
| 3 | KESTRA PRIVATE WEALTH SERVICES, LLC | $306,331 | 4,681 | New |
| 4 | MORGAN STANLEY | $55,363 | 846 | Hold |
| 5 | UBS Group AG | $13,350 | 204 | Added |
| 6 | Harvest Investment Services, LLC | $0 | 0 | Exited |
| 7 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30