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 70 institutions that hold shares in the stock, with a total of 3.11 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
|
Jul 28, 2025 Q2 2025 |
406,828
shares
|
$25.4 Million
3.57% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
217,466
shares
|
$13.6 Million
2.72% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
185,454
shares
|
$11.6 Million
1.34% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
170,830
shares
|
$10.7 Million
4.5% of portfolio
|
Q2 2023
Reduced 3.5%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
158,318
shares
|
$9.89 Million
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
152,100
shares
|
$9.5 Million
0.53% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
151,284
shares
|
$9.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
146,015
shares
|
$9.12 Million
5.75% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
135,435
shares
|
$8.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
121,773
shares
|
$7.6 Million
0.79% of portfolio
|
Q2 2025
Added 40.22%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
121,570
shares
|
$7.59 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
|
$6.73 Million
0.01% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
95,037
shares
|
$5.94 Million
0.5% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
94,764
shares
|
$5.92 Million
2.19% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
88,284
shares
|
$5.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
78,218
shares
|
$4.88 Million
0.0% of portfolio
|
Q2 2025
Added 674.36%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
63,034
shares
|
$3.94 Million
1.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
57,585
shares
|
$3.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
51,973
shares
|
$3.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
47,433
shares
|
$2.96 Million
1.91% of portfolio
|
Q2 2025
Added 7.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
43,132
shares
|
$2.69 Million
0.01% of portfolio
|
Q2 2025
Added 23.45%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
36,345
shares
|
$2.27 Million
0.17% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
35,249
shares
|
$2.2 Million
1.13% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
30,940
shares
|
$1.93 Million
1.5% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
26,500
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
New holding
|