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IMOM EA SERIES TRUST

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ETF (fund)

23 managers (23 13F filers) reported a position in IMOM shares at 2025-06-30, 1,506,482 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
23
13F filers
23
New
5
Added
6
Reduced
8
Sold out
8
Shares held by filers
1,506,482

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INC432,905$14.7M0.01%-1,64013F-HRTimelineGroup
Empirical Finance, LLC238,401$8.1M0.42%-4,11713F-HRTimeline
Valley Financial Group, Inc.188,758$6.41M3.88%+6,40813F-HRTimeline
Kathmere Capital Management, LLC112,833$3.83M0.3%+9413F-HRTimeline
Stokes Family Office, LLC93,112$3.16M0.33%-2,95013F-HRTimeline
One Degree Advisors Inc82,997$2.82M1%+5,42713F-HRTimeline
BAKER BOYER NATIONAL BANK82,824$2.81M0.97%-78913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC57,677$1.96M0.22%new13F-HRTimelineGroup
Vestment Financial LLC58,430$1.94M1.23%+3,77513F-HRTimeline
Ethos Financial Group, LLC56,337$1.91M0.16%new13F-HRTimeline
Cambria Investment Management, L.P.35,972$1.22M0.08%-1,53513F-HRTimeline
Lifeworks Advisors, LLC16,144$548K0.08%-7,69213F-HRTimeline
XY Planning Network, Inc.14,651$498K0.17%+5,40413F-HRTimeline
L.K. Benson & Company, P.C.12,550$426K0.26%+3,02713F-HRTimeline
Brookwood Investment Group LLC8,901$302K0.05%new13F-HRTimeline
Seed Wealth Management, Inc.8,320$283K0.21%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,851$130K<0.01%-6,97713F-HR/ATimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,303$44.2K<0.01%-41013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/500$17K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC14$476<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$49<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$27<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.