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 64 institutions that hold shares in the stock, with a total of 2.94 Million shares, which have been reported (via 13F filing form) to have a value of $198 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
370,444
shares
|
$24.9 Million
2.61% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
270,910
shares
|
$18.2 Million
3.41% of portfolio
|
Q4 2024
Added 101.43%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
227,246
shares
|
$15.3 Million
1.62% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
205,114
shares
|
$13.8 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
170,830
shares
|
$11.5 Million
4.5% of portfolio
|
Q2 2023
Reduced 3.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
158,889
shares
|
$10.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
158,318
shares
|
$10.6 Million
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
124,259
shares
|
$8.36 Million
5.54% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
112,810
shares
|
$7.59 Million
3.15% of portfolio
|
Q4 2024
Added 9.79%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
110,588
shares
|
$7.44 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
107,814
shares
|
$7.25 Million
0.01% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
95,991
shares
|
$6.45 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
86,844
shares
|
$5.84 Million
0.84% of portfolio
|
Q4 2024
Added 23.53%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
82,554
shares
|
$5.55 Million
2.27% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
78,022
shares
|
$5.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
70,853
shares
|
$4.76 Million
0.0% of portfolio
|
Q4 2024
Added 52.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
51,674
shares
|
$3.47 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
47,125
shares
|
$3.17 Million
0.01% of portfolio
|
Q4 2024
Added 86.86%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
43,815
shares
|
$2.95 Million
0.18% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
38,398
shares
|
$2.58 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
29,140
shares
|
$1.96 Million
1.51% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
28,033
shares
|
$1.88 Million
0.33% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
24,887
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
Added 151.08%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
22,627
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 201.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
17,263
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 382.88%
|