AOTG Institutional Ownership
AOT Growth and Innovation ETF
1W: -0.1%
1M: +5.6%
3M: +5.6%
YTD: +22.8%
1Y: +25.3%
3Y: +142.0%
$68.39
+0.46 (+0.68%)
Weekly Expected Move ±3.1%
$64
$66
$68
$71
$73
Overview
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Institutional Ownership — AOTG
7
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
1
New Positions
1
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GTS SECURITIES LLC | 14,703 | 1M | -438 | -2.9% | 6Q | SEC ↗ |
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7,665 | 524K | — | +0.0% | 3Q | SEC ↗ |
| 3 | KESTRA PRIVATE WEALTH SERVICES, LLC NEW | 4,681 | 320K | — | +0.0% | 1Q | SEC ↗ |
| 4 | MORGAN STANLEY | 846 | 58K | — | +0.0% | 8Q | SEC ↗ |
| 5 | UBS Group AG | 204 | 14K | +48 | +30.8% | 2Q | SEC ↗ |
| 6 | Harvest Investment Services, LLC | 0 | 0K | -20,570 | -100.0% | 3Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 0 | 0K | -6,290 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4,681 | 320K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Harvest Investment Services, LLC | 20,570 | 1M |
| JANE STREET GROUP, LLC | 6,290 | 430K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +48 | +30.8% | 204 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | -438 | -2.9% | 14,703 |