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 23 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $54 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
|
$12.8 Million
0.44% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
421,703
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
319,276
shares
|
$8.52 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
157,326
shares
|
$4.2 Million
3.17% of portfolio
|
Q3 2024
Added 13.23%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
147,148
shares
|
$3.92 Million
0.07% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
111,335
shares
|
$2.97 Million
0.32% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
88,213
shares
|
$2.35 Million
0.29% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
74,215
shares
|
$1.98 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
66,993
shares
|
$1.79 Million
0.81% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
46,428
shares
|
$1.24 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
41,671
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
17,568
shares
|
$468,538
0.26% of portfolio
|
Q2 2023
Reduced 12.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,013
shares
|
$293,716
0.0% of portfolio
|
Q3 2024
Reduced 39.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
10,057
shares
|
$268,220
0.0% of portfolio
|
Q3 2024
Reduced 57.62%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,038
shares
|
$241,043
0.0% of portfolio
|
Q3 2024
Reduced 25.77%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
8,320
shares
|
$221,894
0.19% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
6,982
shares
|
$186,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,089
shares
|
$82,383
0.0% of portfolio
|
Q3 2024
Reduced 67.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,683
shares
|
$44,885
0.0% of portfolio
|
Q1 2024
Added 0.36%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
230
shares
|
$6,134
0.0% of portfolio
|
Q3 2024
Added 70.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|