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IMOM EA SERIES TRUST

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ETF (fund)

26 managers (26 13F filers) reported a position in IMOM shares at 2025-03-31, 1,760,540 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
26
13F filers
26
New
9
Added
9
Reduced
5
Sold out
4
Shares held by filers
1,760,540

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC434,545$12.3M<0.01%+8,63313F-HRTimelineGroup
GTS SECURITIES LLC250,038$7.05M0.31%new13F-HRTimeline
Empirical Finance, LLC242,518$6.84M0.41%-73,84013F-HRTimeline
Valley Financial Group, Inc.182,350$5.14M3.41%+19,22413F-HRTimeline
Kathmere Capital Management, LLC112,739$3.18M0.27%-1,98313F-HRTimeline
Stokes Family Office, LLC96,062$2.71M0.3%+6,20713F-HRTimeline
BAKER BOYER NATIONAL BANK83,613$2.36M0.87%+9,53513F-HRTimeline
One Degree Advisors Inc77,570$2.19M0.9%+3,24313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,007$1.64M<0.01%+49,10713F-HR/ATimelineGroup
Vestment Financial LLC54,655$1.55M1.11%+7,76413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,000$1.41M<0.01%new13F-HR/ATimelineGroup
Cambria Investment Management, L.P.37,507$1.06M0.07%-1,04113F-HRTimeline
Lifeworks Advisors, LLC23,836$672K0.11%-19,38013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,039$396K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,828$306K<0.01%+8,31813F-HR/ATimelineGroup
L.K. Benson & Company, P.C.9,523$269K0.19%new13F-HRTimeline
XY Planning Network, Inc.9,247$261K0.17%new13F-HRTimeline
Seed Wealth Management, Inc.8,320$235K0.19%013F-HRTimeline
UBS Group AGin group UBS Group AG2,408$67.9K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,713$48.3K<0.01%+23013F-HRTimeline
Geneos Wealth Management Inc.858$24.2K<0.01%new13F-HRTimeline
IFP Advisors, Inc162$4.57K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$41<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$22<0.01%-113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Copia Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.