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Disclosery

QMOM EA SERIES TRUST

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ETF (fund)

57 managers (57 13F filers) reported a position in QMOM shares at 2025-03-31, 2,527,915 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
57
13F filers
57
New
8
Added
27
Reduced
11
Sold out
8
Shares held by filers
2,527,915

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
Revolve Wealth Partners, LLC376,198$22.3M3.23%+5,75413F-HRTimeline
Commonwealth Financial Services, LLC201,053$11.9M2.45%-69,85713F-HRTimeline
Stokes Family Office, LLC185,876$11M1.24%-41,37013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,167$9.99M<0.01%+9,27813F-HRTimelineGroup
Empirical Finance, LLC160,236$9.52M0.57%-44,87813F-HRTimeline
LPL Financial LLC140,899$8.37M<0.01%+70,04613F-HRTimeline
Valley Financial Group, Inc.139,207$8.27M5.49%+14,94813F-HRTimeline
BWM Planning, LLC121,570$7.22M3.06%+8,76013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.95,970$5.7M0.01%+7,68413F-HRTimelineGroup
Kathmere Capital Management, LLC94,564$5.62M0.48%-1,42713F-HRTimeline
Ethos Financial Group, LLC86,844$5.57M0.53%013F-HRTimeline
One Degree Advisors Inc86,348$5.13M2.11%+3,79413F-HRTimeline
MML INVESTORS SERVICES, LLC63,529$3.77M0.01%+38,64213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC63,221$3.76M<0.01%+40,59413F-HRTimelineGroup
Cambridge Investment Research Advisors,…60,786$3.61M0.01%+9,11213F-HRTimeline
CWM, LLCin group CWM, LLC59,730$3.55M0.01%+12,60513F-HRTimelineGroup
Vestment Financial LLC43,939$2.61M1.87%+5,54113F-HRTimeline
Cambria Investment Management, L.P.42,631$2.53M0.18%-1,18413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…34,940$2.08M<0.01%+28,52113F-HRTimeline
Advantage Trust Co34,358$2.04M1.24%+20,14313F-HRTimeline
Seed Wealth Management, Inc.30,940$1.84M1.5%+1,80013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,971$1.72M0.02%new13F-HRTimelineGroup
CWC Advisors, LLC.22,283$1.32M0.75%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,149$1.2M<0.01%+2,88613F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,222$964K<0.01%+2,22013F-HRTimelineGroup
BAKER BOYER NATIONAL BANK15,894$944K0.35%+5,02613F-HRTimeline
Lifeworks Advisors, LLC15,794$938K0.16%-12,23913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,101$600K<0.01%+78413F-HRTimelineGroup
XY Planning Network, Inc.9,904$588K0.39%new13F-HRTimeline
World Investment Advisors9,370$557K0.01%+1,49013F-HRTimeline
Visionary Wealth Advisors9,342$555K0.03%-5,19013F-HRTimeline
L.K. Benson & Company, P.C.9,094$540K0.37%+4,89913F-HRTimeline
Modern Wealth Management, LLC8,869$527K0.02%-85213F-HR/ATimeline
Almanack Investment Partners, LLC.7,161$425K0.08%-1,29613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,687$397K<0.01%new13F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,570$390K0.03%013F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.6,566$390K0.02%+1,95513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,645$335K0.01%+1,23013F-HRTimelineGroup
GWN SECURITIES INC.4,903$291K0.02%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,691$278K<0.01%+85813F-HRTimeline
Well Done, LLC4,049$260K0.05%013F-HRTimeline
Innova Wealth Partners3,994$237K0.15%+18513F-HRTimeline
Hudock, Inc.3,549$211K0.04%013F-HRTimeline
UMB Bank, n.a.1,785$106K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MORGAN STANLEYin group MORGAN STANLEY1,314$78.1K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC860$51.1K<0.01%013F-HRTimeline
MAI Capital Management750$44.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.613$36.4K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG497$29.5K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC450$26.7K0.01%013F-HRTimeline
Inlight Wealth Management, LLC373$22.2K0.01%new13F-HRTimeline
Northwest Capital Management Inc215$12.8K0.01%013F-HRTimeline
FMR LLCin group FMR LLC131$7.78K<0.01%+1513F-HRTimelineGroup
IFP Advisors, Inc112$6.65K<0.01%+8613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$57<0.01%-10413F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC0$4<0.01%-4,10813F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.