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IMOM EA SERIES TRUST

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ETF (fund)

24 managers (24 13F filers) reported a position in IMOM shares at 2025-09-30, 1,584,781 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
24
13F filers
24
New
4
Added
7
Reduced
7
Sold out
2
Shares held by filers
1,584,781

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC425,610$15.6M0.01%-7,29513F-HRTimelineGroup
Empirical Finance, LLC226,820$8.31M0.4%-11,58113F-HRTimeline
Valley Financial Group, Inc.191,105$7M3.97%+2,34713F-HRTimeline
Kathmere Capital Management, LLC110,402$4.05M0.29%-2,43113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC115,354$3.92M0.14%+57,67713F-HRTimelineGroup
One Degree Advisors Inc93,698$3.43M1.05%+10,70113F-HRTimeline
Stokes Family Office, LLC89,896$3.29M0.31%-3,21613F-HRTimeline
BAKER BOYER NATIONAL BANK82,924$3.04M1.01%+10013F-HRTimeline
Vestment Financial LLC62,071$2.28M1.3%+3,64113F-HRTimeline
Cambria Investment Management, L.P.35,972$1.32M0.08%013F-HR/ATimeline
Ethos Financial Group, LLC28,454$1.04M0.08%-27,88313F-HRTimeline
D.A. DAVIDSON & CO.25,894$949K0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC21,215$777K0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,939$657K<0.01%new13F-HRTimelineGroup
L.K. Benson & Company, P.C.14,055$515K0.28%+1,50513F-HRTimeline
XY Planning Network, Inc.14,651$498K0.17%013F-HRTimeline
Lifeworks Advisors, LLC9,312$341K0.05%-6,83213F-HRTimeline
Seed Wealth Management, Inc.8,320$305K0.21%013F-HRTimeline
LPL Financial LLC6,273$230K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,272$120K<0.01%-57913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,303$47.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC239$8.76K<0.01%+22513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$53<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$29<0.01%013F-HRTimelineGroup