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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
20,149
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 16.72%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
17,140
shares
|
$1.1 Million
0.2% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,222
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
15,894
shares
|
$1.02 Million
0.35% of portfolio
|
Q1 2025
Added 46.25%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
15,794
shares
|
$1.01 Million
0.16% of portfolio
|
Q1 2025
Reduced 43.66%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
13,108
shares
|
$840,878
0.44% of portfolio
|
Q2 2025
Reduced 41.17%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
12,253
shares
|
$786,029
0.36% of portfolio
|
Q3 2023
Reduced 8.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,486
shares
|
$736,826
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
10,101
shares
|
$647,979
0.0% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
9,904
shares
|
$635,341
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
9,370
shares
|
$601,085
0.01% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
9,342
shares
|
$599,289
0.04% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
9,094
shares
|
$583,380
0.37% of portfolio
|
Q1 2025
Added 116.78%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,090
shares
|
$583,123
0.02% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
8,869
shares
|
$568,946
0.02% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
7,161
shares
|
$459,378
0.09% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
6,687
shares
|
$428,971
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
6,570
shares
|
$421,465
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,566
shares
|
$421,208
0.02% of portfolio
|
Q1 2025
Added 42.4%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,032
shares
|
$386,952
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
5,645
shares
|
$362,126
0.01% of portfolio
|
Q1 2025
Added 27.86%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
4,903
shares
|
$314,527
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
4,691
shares
|
$300,927
0.0% of portfolio
|
Q1 2025
Added 22.38%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
4,334
shares
|
$278,026
0.05% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
3,994
shares
|
$256,215
0.16% of portfolio
|
Q1 2025
Added 4.86%
|