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AOTG · AOT Growth and Innovation ETF ETF

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$66.77 +1.06 (+1.62%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 4
Total Value: $2,639,434
Total Shares: 48,164

Institutional Ownership Trend

14 quarters

Holder Concentration

Across 4 13F filers · Δ vs Jun 30, 2025
Top Holder
41.5%
Dec 2022 → Sep 2025 · range 0.0% – 100.0%
−47.3 pts
Top 5
100.0%
Dec 2022 → Sep 2025 · range 0.0% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2022 → Sep 2025 · range 0.0% – 100.0%
0.0 pts
HHI
3,554
Dec 2022 → Sep 2025 · range 0 – 10,000
Highly concentrated−4,467

Quarterly Activity

vs Jun 30, 2025
New
2
Increased
1
Decreased
0
Sold Out
1
Unchanged
1
Holder count: +1
Institutional value: +596.7%
Shares held: +533.9%

Top Buyers

vs Jun 30, 2025
Institution Added Now Holds Open
GTS SECURITIES LLC +11,938 18,690

Top Sellers

vs Jun 30, 2025
No qualifying movers this quarter.

Top New Positions

vs Jun 30, 2025
Institution Acquired Value (USD) Open
Harvest Investment Services, LLC 20,000 $1,096,020
CITADEL ADVISORS LLC 8,628 $472,823

Top Sold-Out Positions

vs Jun 30, 2025
Institution Previously Held Last Value (USD) Open
PROEQUITIES, INC. 0 $0
Filter: New 2 Increased 1 Reduced 0 Sold out 1 Unchanged 1
Showing 4 of 4
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Harvest Investment Services, LLC AOTG $1,096,020 41.52% 20,000
GTS SECURITIES LLC AOTG $1,024,230 38.80% 18,690
CITADEL ADVISORS LLC AOTG $472,823 17.91% 8,628
MORGAN STANLEY AOTG $46,361 1.76% 846