6 institutions reported holding $2.4M of EA SERIES TRUST (AOTG) in SEC 13F filings for 2026-03-31. Largest institutional holders: Harvest Investment Services, LLC ($979,813), GTS SECURITIES LLC ($721,211), UNITED CAPITAL FINANCIAL ADVISORS, LLC ($365,232), JANE STREET GROUP, LLC ($299,612), MORGAN STANLEY ($40,298). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Harvest Investment Services, LLC | $979,813 | 20,570 | Trimmed |
| 2 | GTS SECURITIES LLC | $721,211 | 15,141 | Trimmed |
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $365,232 | 7,665 | Hold |
| 4 | JANE STREET GROUP, LLC | $299,612 | 6,290 | New |
| 5 | MORGAN STANLEY | $40,298 | 846 | Hold |
| 6 | UBS Group AG | $7,431 | 156 | New |
Source: SEC Form 13F filings · as of 2026-03-31