Institutional Ownership Ea Ser Tr Value Momentum Trend (VMOT)
This table provides information about the institutional ownership of Ea Ser Tr Value Momentum Trend (VMOT). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 375,263 shares, which have been reported (via 13F filing form) to have a value of $9.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
243,291
shares
|
$6.09 Million
0.37% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
72,953
shares
|
$1.83 Million
0.31% of portfolio
|
Q1 2025
Reduced 33.56%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
May 14, 2025 Q1 2025 |
21,174
shares
|
$530,408
0.34% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
16,112
shares
|
$403,605
0.0% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
9,932
shares
|
$248,796
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
9,112
shares
|
$228,255
0.04% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,688
shares
|
$67,334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q1 2024
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|