Institutional Ownership Ea Ser Tr Momentumshares U S Q (QMOM)
This table provides information about the institutional ownership of Ea Ser Tr Momentumshares U S Q (QMOM). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 3.03 Million shares, which have been reported (via 13F filing form) to have a value of $194 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
376,198
shares
|
$24.1 Million
3.29% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
201,053
shares
|
$12.9 Million
2.45% of portfolio
|
Q1 2025
Reduced 25.79%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
185,876
shares
|
$11.9 Million
1.29% of portfolio
|
Q1 2025
Reduced 18.2%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
170,830
shares
|
$11 Million
4.5% of portfolio
|
Q2 2023
Reduced 3.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
168,167
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
160,236
shares
|
$10.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 21.88%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
158,318
shares
|
$10.2 Million
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
140,899
shares
|
$9.04 Million
0.0% of portfolio
|
Q1 2025
Added 98.86%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
139,207
shares
|
$8.93 Million
5.49% of portfolio
|
Q1 2025
Added 12.03%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
121,570
shares
|
$7.8 Million
3.06% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
107,814
shares
|
$6.92 Million
0.01% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
95,970
shares
|
$6.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
94,564
shares
|
$6.07 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
86,844
shares
|
$5.57 Million
0.56% of portfolio
|
Q4 2024
Added 23.53%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
86,348
shares
|
$5.54 Million
2.11% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
63,529
shares
|
$4.08 Million
0.01% of portfolio
|
Q1 2025
Added 155.27%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
63,221
shares
|
$4.06 Million
0.0% of portfolio
|
Q1 2025
Added 179.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
60,786
shares
|
$3.9 Million
0.01% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
59,730
shares
|
$3.83 Million
0.01% of portfolio
|
Q1 2025
Added 26.75%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
47,433
shares
|
$3.04 Million
1.91% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
43,132
shares
|
$2.77 Million
0.01% of portfolio
|
Q2 2025
Added 23.45%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
42,631
shares
|
$2.73 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
34,358
shares
|
$2.2 Million
1.24% of portfolio
|
Q1 2025
Added 141.7%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
30,940
shares
|
$1.98 Million
1.5% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
28,971
shares
|
$1.86 Million
0.02% of portfolio
|
Q1 2025
New holding
|