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 313,007 shares, which have been reported (via 13F filing form) to have a value of $8.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Finance, LLC
|
Jul 30, 2024 Q2 2024 |
243,194
shares
|
$6.3 Million
0.38% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2024 Q2 2024 |
22,269
shares
|
$576,544
0.41% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
17,784
shares
|
$460,427
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
10,662
shares
|
$276,039
0.0% of portfolio
|
Q2 2024
Added 261.91%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
9,367
shares
|
$242,511
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
8,946
shares
|
$231,611
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
584
shares
|
$15,119
0.0% of portfolio
|
Q2 2024
Added 1169.57%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$5,178
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1
shares
|
$25
0.0% of portfolio
|
Q1 2024
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|