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 79 institutions that hold shares in the stock, with a total of 3.31 Million shares, which have been reported (via 13F filing form) to have a value of $210 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
20,843
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
17,140
shares
|
$1.09 Million
0.2% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
16,994
shares
|
$1.08 Million
0.36% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
16,060
shares
|
$1.02 Million
0.36% of portfolio
|
Q2 2025
Added 62.16%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
14,942
shares
|
$948,518
0.52% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
13,884
shares
|
$881,356
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
13,517
shares
|
$858,059
0.04% of portfolio
|
Q3 2025
Added 15.8%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
12,536
shares
|
$795,785
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
12,253
shares
|
$777,820
0.36% of portfolio
|
Q3 2023
Reduced 8.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,486
shares
|
$729,131
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,772
shares
|
$683,806
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
10,612
shares
|
$673,649
0.19% of portfolio
|
Q3 2025
Added 75.93%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,297
shares
|
$590,173
0.01% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
7,161
shares
|
$454,580
0.08% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
6,745
shares
|
$428,172
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,525
shares
|
$414,207
0.01% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
6,212
shares
|
$394,337
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
6,183
shares
|
$392,496
0.03% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
6,169
shares
|
$391,608
0.06% of portfolio
|
Q3 2025
Reduced 42.13%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
5,390
shares
|
$342,157
0.17% of portfolio
|
Q4 2025
Added 22.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,067
shares
|
$321,653
0.0% of portfolio
|
Q3 2025
Reduced 75.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,000
shares
|
$317,400
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,739
shares
|
$300,831
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
4,529
shares
|
$287,500
0.02% of portfolio
|
Q3 2025
Added 68.18%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
4,415
shares
|
$280,264
0.0% of portfolio
|
Q3 2025
Reduced 0.07%
|
|