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 25 institutions that hold shares in the stock, with a total of 2.43 Million shares, which have been reported (via 13F filing form) to have a value of $83.7 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
|
$16.6 Million
0.44% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
432,905
shares
|
$14.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
421,703
shares
|
$14.5 Million
0.01% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
238,401
shares
|
$8.22 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
188,758
shares
|
$6.51 Million
3.88% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
112,833
shares
|
$3.89 Million
0.31% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
93,112
shares
|
$3.21 Million
0.35% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
82,997
shares
|
$2.86 Million
1.0% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
82,824
shares
|
$2.86 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
58,430
shares
|
$2.02 Million
1.23% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
57,677
shares
|
$1.99 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
56,337
shares
|
$1.94 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
35,972
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
17,568
shares
|
$605,920
0.26% of portfolio
|
Q2 2023
Reduced 12.07%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
16,144
shares
|
$556,806
0.09% of portfolio
|
Q2 2025
Reduced 32.27%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
14,651
shares
|
$505,312
0.17% of portfolio
|
Q2 2025
Added 58.44%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
12,550
shares
|
$432,849
0.26% of portfolio
|
Q2 2025
Added 31.79%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
8,901
shares
|
$306,995
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
8,320
shares
|
$286,956
0.21% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,851
shares
|
$132,820
0.0% of portfolio
|
Q2 2025
Reduced 64.43%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,303
shares
|
$44,940
0.0% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
500
shares
|
$17,245
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$34
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$34
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|