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IMOM EA SERIES TRUST

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ETF (fund)

30 managers (30 13F filers) reported a position in IMOM shares at 2026-06-30, 1,728,392 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
30
13F filers
30
New
2
Added
13
Reduced
10
Sold out
2
Shares held by filers
1,728,392

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC360,126$15.6M<0.01%-18613F-HRTimelineGroup
D.A. DAVIDSON & CO.275,729$11.9M0.07%+86,11113F-HRTimeline
Empowered Funds, LLC172,987$7.49M0.04%+16,99613F-HRTimeline
LPL Financial LLC119,829$5.19M<0.01%+92,39613F-HRTimeline
Kathmere Capital Management, LLC110,499$4.78M0.25%-2,13513F-HRTimeline
One Degree Advisors Inc101,502$4.4M0.98%+3,47813F-HRTimeline
BAKER BOYER NATIONAL BANK92,523$4M1.1%+1,70013F-HRTimeline
Stokes Family Office, LLC79,205$3.43M0.4%+15,67513F-HRTimeline
Vestment Financial LLC72,461$3.03M1.36%+1,37013F-HRTimeline
Empirical Finance, LLC68,820$2.98M0.12%-52,22913F-HRTimeline
Vise Technologies, Inc.46,799$2.03M0.02%new13F-HRTimeline
Cambria Investment Management, L.P.39,860$1.72M0.09%+1,45813F-HRTimeline
Valley Financial Group, Inc.38,915$1.68M0.83%-8213F-HRTimeline
Bravias Capital Group, LLC24,568$1.06M0.63%+4,48613F-HRTimeline
L.K. Benson & Company, P.C.22,812$987K0.3%-1,47613F-HRTimeline
Innova Wealth Partners22,742$984K0.41%+5,39613F-HRTimeline
XY Planning Network, Inc.13,638$590K0.07%-1,97613F-HRTimeline
Sankala Group LLC12,244$507K0.34%+2,94413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,529$412K<0.01%+44613F-HRTimelineGroup
FOCUSED ALPHA, LLC8,344$361K0.09%013F-HRTimeline
Seed Wealth Management, Inc.8,320$360K0.23%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,999$303K<0.01%+1,07513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,801$294K<0.01%-5,38213F-HRTimelineGroup
Worth Asset Management, LLC5,053$219K0.07%-5,05513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,786$207K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,764$76.3K<0.01%-7113F-HRTimeline
Federation des caisses Desjardins du Qu…1,412$61K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG110$4.76K<0.01%-1,08613F-HRTimelineGroup
FMR LLCin group FMR LLC14$607<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$39<0.01%013F-HRTimelineGroup