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 3.29 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
4,334
shares
|
$275,122
0.05% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
4,286
shares
|
$272,075
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
3,904
shares
|
$247,825
0.05% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
3,713
shares
|
$235,701
0.0% of portfolio
|
Q3 2025
Reduced 38.37%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
3,549
shares
|
$225,290
0.04% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
3,504
shares
|
$222,433
0.01% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
3,385
shares
|
$214,879
0.05% of portfolio
|
Q3 2025
Reduced 32.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,267
shares
|
$207,389
0.0% of portfolio
|
Q3 2025
Reduced 66.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
3,222
shares
|
$204,532
0.0% of portfolio
|
Q3 2025
Reduced 65.82%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,208
shares
|
$203,643
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
1,785
shares
|
$113,311
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,414
shares
|
$89,760
0.0% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
860
shares
|
$54,592
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
750
shares
|
$47,610
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
613
shares
|
$38,913
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
553
shares
|
$35,104
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
450
shares
|
$28,566
0.0% of portfolio
|
Q2 2024
Reduced 29.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
382
shares
|
$24,249
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
373
shares
|
$23,678
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
200
shares
|
$12,696
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
180
shares
|
$11,426
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
148
shares
|
$9,395
0.0% of portfolio
|
Q3 2025
Reduced 92.98%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$6,348
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
15
shares
|
$952
0.0% of portfolio
|
Q2 2025
Reduced 86.61%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
4
shares
|
$253
0.0% of portfolio
|
Q4 2022
New holding
|
|