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 54 institutions that hold shares in the stock, with a total of 2.37 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
370,792
shares
|
$23.6 Million
3.8% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
227,534
shares
|
$14.5 Million
1.59% of portfolio
|
Q2 2024
Added 5.15%
|
|
|
Empirical Finance, LLC
|
Jul 30, 2024 Q2 2024 |
205,003
shares
|
$13.1 Million
0.75% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
170,830
shares
|
$10.9 Million
4.5% of portfolio
|
Q2 2023
Reduced 3.5%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
158,318
shares
|
$10.1 Million
0.26% of portfolio
|
Q2 2023
New holding
|
|
|
Empowered Funds, LLC
|
Jul 30, 2024 Q2 2024 |
140,476
shares
|
$8.96 Million
0.15% of portfolio
|
Q2 2024
Reduced 13.59%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
134,495
shares
|
$8.58 Million
1.7% of portfolio
|
Q3 2024
Reduced 47.46%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2024 Q2 2024 |
114,542
shares
|
$7.31 Million
4.91% of portfolio
|
Q2 2024
Added 6.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
107,814
shares
|
$6.88 Million
0.01% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
102,755
shares
|
$6.55 Million
2.93% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
98,274
shares
|
$6.27 Million
0.62% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
85,229
shares
|
$5.44 Million
2.3% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
77,967
shares
|
$4.97 Million
0.01% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 12, 2024 Q2 2024 |
67,211
shares
|
$4.29 Million
0.69% of portfolio
|
Q2 2024
Added 6.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
58,693
shares
|
$3.74 Million
0.0% of portfolio
|
Q2 2024
Added 21.94%
|
|
|
Cambria Investment Management, L.P.
|
Aug 14, 2024 Q2 2024 |
44,999
shares
|
$2.87 Million
0.17% of portfolio
|
Q2 2024
Added 5.55%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 16, 2024 Q2 2024 |
32,640
shares
|
$2.08 Million
1.66% of portfolio
|
Q3 2023
Reduced 1.06%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
25,220
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Private Portfolio Partners LLC
|
Aug 14, 2024 Q2 2024 |
15,267
shares
|
$973,729
0.73% of portfolio
|
Q2 2024
Added 3.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
12,409
shares
|
$791,446
0.0% of portfolio
|
Q2 2024
Added 45.0%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
12,253
shares
|
$781,496
0.36% of portfolio
|
Q3 2023
Reduced 8.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,486
shares
|
$732,577
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
11,349
shares
|
$723,839
0.41% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
10,623
shares
|
$677,534
0.23% of portfolio
|
Q3 2024
Added 8.74%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
10,061
shares
|
$641,690
0.04% of portfolio
|
Q2 2024
New holding
|