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Disclosery

QMOM EA SERIES TRUST

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ETF (fund)

63 managers (63 13F filers) reported a position in QMOM shares at 2025-06-30, 2,694,754 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
63
13F filers
63
New
10
Added
23
Reduced
18
Sold out
5
Shares held by filers
2,694,754

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
Revolve Wealth Partners, LLC406,828$26.4M3.45%+30,63013F-HRTimeline
Commonwealth Financial Services, LLC217,466$14.1M2.72%+16,41313F-HRTimeline
Stokes Family Office, LLC185,454$12.1M1.26%-42213F-HRTimeline
BWM Planning, LLC168,777$11M3.78%+47,20713F-HRTimeline
Empirical Finance, LLC152,100$9.88M0.52%-8,13613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC151,284$9.83M<0.01%-16,88313F-HRTimelineGroup
Valley Financial Group, Inc.146,015$9.49M5.75%+6,80813F-HRTimeline
LPL Financial LLC135,435$8.8M<0.01%-5,46413F-HRTimeline
Ethos Financial Group, LLC121,773$7.91M0.68%+34,92913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,926$6.43M0.01%+2,95613F-HR/ATimelineGroup
Kathmere Capital Management, LLC95,037$6.18M0.48%+47313F-HRTimeline
One Degree Advisors Inc94,764$6.16M2.19%+8,41613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…78,218$5.08M<0.01%+68,11713F-HRTimelineGroup
JPL Wealth Management, LLC63,034$4.1M1.11%new13F-HRTimeline
CWM, LLCin group CWM, LLC57,585$3.74M0.01%-2,14513F-HRTimelineGroup
Cambridge Investment Research Advisors,…51,973$3.38M0.01%-8,81313F-HRTimeline
Vestment Financial LLC47,433$3.01M1.91%+3,49413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,132$2.77M<0.01%+8,19213F-HRTimeline
Cambria Investment Management, L.P.36,345$2.36M0.16%-6,28613F-HRTimeline
Advantage Trust Co35,249$2.29M1.13%+89113F-HRTimeline
Seed Wealth Management, Inc.30,940$2.01M1.5%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP26,500$1.72M<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,821$1.35M0.01%-8,15013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,498$1.33M<0.01%+34913F-HR/ATimelineGroup
BAKER BOYER NATIONAL BANK16,405$1.07M0.37%+51113F-HRTimeline
XY Planning Network, Inc.16,060$1.04M0.36%+6,15613F-HRTimeline
L.K. Benson & Company, P.C.13,357$868K0.53%+4,26313F-HRTimeline
CWC Advisors, LLC.13,108$852K0.44%-9,17513F-HRTimeline
Visionary Wealth Advisors11,673$759K0.04%+2,33113F-HRTimeline
Lifeworks Advisors, LLC10,660$693K0.1%-5,13413F-HRTimeline
World Investment Advisors9,841$639K0.01%+47113F-HRTimeline
MML INVESTORS SERVICES, LLC9,427$613K<0.01%-54,10213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,202$598K<0.01%-54,01913F-HRTimelineGroup
Global Retirement Partners, LLC8,159$530K0.01%13F-HRTimeline
Almanack Investment Partners, LLC.7,161$465K0.07%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,135$464K<0.01%new13F-HR/ATimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,570$427K0.03%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,295$409K0.01%+65013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC6,032$392K0.11%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,025$392K<0.01%-10,19713F-HRTimelineGroup
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC5,213$339K<0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.5,016$327K0.06%+11313F-HRTimeline
NewEdge Advisors, LLC4,739$308K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,418$286K<0.01%-27313F-HRTimeline
Well Done, LLC4,334$282K0.05%+28513F-HRTimeline
Innova Wealth Partners4,082$265K0.16%+8813F-HRTimeline
Fortis Group Advisors, LLC3,985$254K0.05%new13F-HRTimeline
Hudock, Inc.3,549$231K0.04%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.3,272$213K0.01%-3,29413F-HRTimelineGroup
Professional Financial Advisors, LLC3,208$208K0.05%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.2,693$175K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,109$137K0.01%new13F-HRTimelineGroup
UMB Bank, n.a.1,785$116K<0.01%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY1,404$91.2K<0.01%+9013F-HRTimelineGroup
MAI Capital Management750$48.7K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.613$39.8K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC450$29.2K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC373$24.2K0.01%013F-HRTimeline
FMR LLCin group FMR LLC49$3.2K<0.01%-8213F-HRTimelineGroup
IFP Advisors, Inc15$975<0.01%-9713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$32<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
Ancora Advisors LLCin group Ancora Advisors LLC0$4<0.01%013F-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.