Institutional Ownership Ea Ser Tr Alpha Architect Intl (IMOM)
This table provides information about the institutional ownership of Ea Ser Tr Alpha Architect Intl (IMOM). We have compiled data on the 24 institutions that hold shares in the stock, with a total of 2.5 Million shares, which have been reported (via 13F filing form) to have a value of $72.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
481,040
shares
|
$14 Million
0.44% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
425,912
shares
|
$12.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
421,703
shares
|
$12.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
316,358
shares
|
$9.22 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
163,126
shares
|
$4.76 Million
3.01% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
159,251
shares
|
$4.64 Million
0.06% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
114,722
shares
|
$3.35 Million
0.29% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
89,855
shares
|
$2.62 Million
0.27% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
74,327
shares
|
$2.17 Million
0.87% of portfolio
|
Q4 2024
Added 10.95%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
74,078
shares
|
$2.16 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
46,891
shares
|
$1.37 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
43,216
shares
|
$1.26 Million
0.21% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
38,548
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
17,568
shares
|
$512,282
0.26% of portfolio
|
Q2 2023
Reduced 12.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,900
shares
|
$259,524
0.0% of portfolio
|
Q4 2024
Reduced 19.19%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
8,320
shares
|
$242,611
0.18% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,792
shares
|
$227,214
0.0% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,510
shares
|
$73,191
0.0% of portfolio
|
Q4 2024
Reduced 18.74%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,483
shares
|
$43,244
0.0% of portfolio
|
Q4 2024
Reduced 11.88%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
847
shares
|
$24,698
0.01% of portfolio
|
Q4 2024
Added 268.26%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
53
shares
|
$1,545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2
shares
|
$58
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$29
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|