EA SERIES TRUST

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AOTG·02072L730·US·ETF

AOTG (EA SERIES TRUST) is held by 3 institutional investors as of Q2 2026. Largest holders: UNITED CAPITAL FINANCIAL ADVISORS, LLC ($500,928), MORGAN STANLEY ($55,363), UBS Group AG ($13,350). Net institutional sentiment: Mixed.

3

Holders

$569,641

Total Value

50% (2)

Consensus

1 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)48

Insider (Form 4)77

Activist (13D/13G)52

Congressional (STOCK Act)83

Holder Quality

40

★★★★★

Elite

38

★★★★

Strong

48

★★★

Solid

86

★★

Below

87

★

Weak

Held by 3 funds

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for AOTG.

Top Holders

Top Holders (3)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Unchanged	7,665	$500,928	0.0%	+18.74%	0
MORGAN STANLEY	Unchanged	846	$55,363	0.0%	+62.44%	0
UBS Group AG	Increased	204(+30.8%)	$13,350	0.0%	+26.20%	15
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$299,612	0.0%	+32.61%	0

AOTGEA SERIES TRUST

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer