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 65 institutions that hold shares in the stock, with a total of 2.96 Million shares, which have been reported (via 13F filing form) to have a value of $165 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
17,263
shares
|
$961,721
0.0% of portfolio
|
Q4 2024
Added 382.88%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
17,140
shares
|
$954,869
0.2% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
14,532
shares
|
$809,577
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
14,215
shares
|
$791,917
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,002
shares
|
$780,051
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
12,253
shares
|
$682,614
0.36% of portfolio
|
Q3 2023
Reduced 8.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,486
shares
|
$639,885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
11,159
shares
|
$621,667
0.43% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
10,868
shares
|
$605,456
0.24% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
9,317
shares
|
$519,050
0.0% of portfolio
|
Q4 2024
Added 18.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,090
shares
|
$506,403
0.02% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
8,869
shares
|
$494,091
0.02% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
8,457
shares
|
$471,139
0.09% of portfolio
|
Q3 2023
Reduced 1.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
7,880
shares
|
$438,994
0.01% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
6,570
shares
|
$366,014
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
6,319
shares
|
$352,031
0.0% of portfolio
|
Q4 2024
Added 14.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,611
shares
|
$256,878
0.01% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
4,415
shares
|
$245,959
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
4,195
shares
|
$233,703
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
4,108
shares
|
$228,856
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
4,049
shares
|
$225,569
0.05% of portfolio
|
Q2 2024
Reduced 7.83%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,833
shares
|
$213,536
0.0% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
3,809
shares
|
$212,199
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
3,622
shares
|
$201,781
0.0% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
3,549
shares
|
$197,714
0.04% of portfolio
|
Q4 2024
Added 0.48%
|