Institutional Ownership Ea Ser Tr Alpha Architect Intl (IMOM)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect Intl (IMOM). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 1.98 Million shares, which have been reported (via 13F filing form) to have a value of $55.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
481,040
shares
|
$13.5 Million
0.44% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
421,703
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Empirical Finance, LLC
|
Jul 30, 2024 Q2 2024 |
319,276
shares
|
$8.93 Million
0.56% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Empowered Funds, LLC
|
Jul 30, 2024 Q2 2024 |
139,928
shares
|
$3.92 Million
0.07% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2024 Q2 2024 |
138,938
shares
|
$3.89 Million
2.82% of portfolio
|
Q2 2024
Added 7.68%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
111,335
shares
|
$3.12 Million
0.32% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
83,609
shares
|
$2.34 Million
0.28% of portfolio
|
Q2 2024
Added 6.37%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
74,215
shares
|
$2.08 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
66,993
shares
|
$1.87 Million
0.81% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Cambria Investment Management, L.P.
|
Aug 14, 2024 Q2 2024 |
39,589
shares
|
$1.11 Million
0.07% of portfolio
|
Q2 2024
Added 5.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
23,730
shares
|
$663,965
0.0% of portfolio
|
Q2 2024
Reduced 10.52%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
18,137
shares
|
$507,473
0.0% of portfolio
|
Q2 2024
Reduced 18.91%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
17,568
shares
|
$491,552
0.26% of portfolio
|
Q2 2023
Reduced 12.07%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
12,175
shares
|
$340,656
0.0% of portfolio
|
Q2 2024
Reduced 7.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
9,427
shares
|
$263,767
0.0% of portfolio
|
Q2 2024
Reduced 8.57%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 12, 2024 Q2 2024 |
8,650
shares
|
$242,027
0.04% of portfolio
|
Q2 2024
Reduced 37.58%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
8,320
shares
|
$232,793
0.19% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
1,683
shares
|
$47,090
0.0% of portfolio
|
Q1 2024
Added 0.36%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
230
shares
|
$6,435
0.0% of portfolio
|
Q3 2024
Added 70.37%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
156
shares
|
$4,364
0.0% of portfolio
|
Q2 2024
Added 160.0%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$27
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|