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 10 institutions that hold shares in the stock, with a total of 390,173 shares, which have been reported (via 13F filing form) to have a value of $9.77 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
271,706
shares
|
$6.81 Million
0.33% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
57,059
shares
|
$1.43 Million
0.2% of portfolio
|
Q3 2025
Reduced 13.89%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2025 Q3 2025 |
21,959
shares
|
$550,072
0.36% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
18,830
shares
|
$471,691
0.0% of portfolio
|
Q2 2025
Reduced 31.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
12,090
shares
|
$302,854
0.0% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
7,820
shares
|
$195,891
0.03% of portfolio
|
Q3 2025
Reduced 14.18%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
585
shares
|
$14,654
0.0% of portfolio
|
Q3 2025
Reduced 80.88%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
123
shares
|
$3,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 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
|