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Disclosery

QMOM EA SERIES TRUST

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ETF (fund)

60 managers (60 13F filers) reported a position in QMOM shares at 2024-12-31, 2,518,371 shares in all. 12 filers opened a position and 4 filers sold out during the quarter.

Managers
60
13F filers
60
New
12
Added
19
Reduced
12
Sold out
4
Shares held by filers
2,518,371

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Revolve Wealth Partners, LLC370,444$23.8M3.53%-34813F-HR/ATimeline
Commonwealth Financial Services, LLC270,910$17.4M3.41%+136,41513F-HRTimeline
Stokes Family Office, LLC227,246$14.6M1.56%-8,34413F-HRTimeline
Empirical Finance, LLC205,114$13.2M0.76%-40013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC158,889$10.2M<0.01%13F-HR/ATimelineGroup
Valley Financial Group, Inc.124,259$7.97M5.54%+3,64813F-HRTimeline
BWM Planning, LLC112,810$7.23M3.15%+10,05513F-HRTimeline
Empowered Funds, LLC110,588$7.09M0.1%-10,32413F-HRTimeline
Kathmere Capital Management, LLC95,991$6.16M0.55%-2,28313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.88,286$5.66M0.01%+10,16613F-HR/ATimelineGroup
One Degree Advisors Inc82,554$5.57M2.27%-2,67513F-HRTimeline
Ethos Financial Group, LLC86,844$5.57M0.73%+16,54313F-HRTimeline
LPL Financial LLC70,853$4.54M<0.01%+24,42213F-HRTimeline
Cambridge Investment Research Advisors,…51,674$3.31M0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC47,125$3.02M0.01%+21,90513F-HRTimelineGroup
Cambria Investment Management, L.P.43,815$2.81M0.17%-3,55213F-HRTimeline
Vestment Financial LLC38,398$2.5M1.91%13F-HRTimeline
Seed Wealth Management, Inc.29,140$1.87M1.51%013F-HRTimeline
Lifeworks Advisors, LLC28,033$1.8M0.32%-2,31913F-HRTimeline
MML INVESTORS SERVICES, LLC24,887$1.6M0.01%+14,97513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,627$1.45M<0.01%+15,12513F-HRTimelineGroup
IronOak Wealth LLC.22,473$1.44M1.61%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,263$1.11M<0.01%+13,68813F-HRTimelineGroup
Private Portfolio Partners LLC17,140$1.1M0.2%+72713F-HRTimeline
Visionary Wealth Advisors14,532$932K0.05%new13F-HRTimeline
Advantage Trust Co14,215$912K0.54%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,002$898K<0.01%new13F-HRTimelineGroup
Brendel Financial Advisors LLC11,159$716K0.43%-19013F-HRTimeline
BAKER BOYER NATIONAL BANK10,868$697K0.24%+24513F-HRTimeline
Modern Wealth Management, LLC9,721$623K0.02%013F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,317$597K<0.01%+1,44713F-HRTimelineGroup
Global Retirement Partners, LLC9,090$583K0.02%013F-HRTimeline
Almanack Investment Partners, LLC.8,457$542K0.08%013F-HRTimeline
World Investment Advisors7,880$505K0.01%-73113F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,570$421K0.04%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,419$412K<0.01%new13F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.6,319$405K<0.01%+77613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.4,611$296K0.01%+2913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,415$283K0.01%new13F-HRTimelineGroup
L.K. Benson & Company, P.C.4,195$269K0.19%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,108$263K0.01%new13F-HRTimelineGroup
Well Done, LLC4,049$260K0.05%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,833$246K<0.01%013F-HRTimeline
Innova Wealth Partners3,809$244K0.15%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC3,622$232K<0.01%-17313F-HRTimeline
Hudock, Inc.3,549$228K0.04%+1713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,314$84.3K<0.01%+113F-HR/ATimelineGroup
Aspect Partners, LLC1,312$84.2K0.05%+80313F-HRTimeline
QUADRANT CAPITAL GROUP LLC860$55.2K<0.01%013F-HRTimeline
MAI Capital Management750$48.1K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.613$39.3K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC469$30.1K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC450$28.9K0.01%013F-HRTimeline
Northwest Capital Management Inc215$13.8K0.01%013F-HRTimeline
FMR LLCin group FMR LLC116$7.42K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN105$6.75K<0.01%+10413F-HRTimelineGroup
Avior Wealth Management, LLC34$2.18K<0.01%013F-HRTimeline
IFP Advisors, Inc26$1.67K<0.01%-7213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4$287<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.