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 11 institutions that hold shares in the stock, with a total of 370,451 shares, which have been reported (via 13F filing form) to have a value of $9.28 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
238,242
shares
|
$5.97 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
66,266
shares
|
$1.66 Million
0.26% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
22,092
shares
|
$553,404
0.36% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
10,990
shares
|
$275,299
0.0% of portfolio
|
Q2 2025
Reduced 31.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,768
shares
|
$269,738
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
9,797
shares
|
$245,414
0.05% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,112
shares
|
$228,255
0.03% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,060
shares
|
$76,653
0.0% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
123
shares
|
$3,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q1 2024
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|