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Disclosery

QMOM EA SERIES TRUST

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ETF (fund)

72 managers (72 13F filers) reported a position in QMOM shares at 2025-12-31, 2,919,048 shares in all. 7 filers opened a position and 10 filers sold out during the quarter.

Managers
72
13F filers
72
New
7
Added
31
Reduced
16
Sold out
10
Shares held by filers
2,919,048

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC428,269$28M3.29%+3,91413F-HRTimeline
Commonwealth Financial Services, LLC278,143$18.2M3%+22,72513F-HRTimeline
Valley Financial Group, Inc.227,623$14.9M8.35%+75,18613F-HRTimeline
BWM Planning, LLC196,921$12.9M3.44%+14,26613F-HRTimeline
Stokes Family Office, LLC188,560$12.3M1.13%+2,20213F-HRTimeline
LPL Financial LLC175,751$11.5M<0.01%+3,75113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC138,726$9.06M<0.01%-8,47813F-HRTimelineGroup
One Degree Advisors Inc122,292$7.98M2.19%+10,74913F-HRTimeline
Ethos Financial Group, LLC102,186$6.67M0.49%-15,89013F-HRTimeline
Kathmere Capital Management, LLC99,980$6.53M0.44%+3,53213F-HRTimeline
JPL Wealth Management, LLC89,678$5.86M1.43%+24,07613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…86,933$5.68M<0.01%+3,33013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.77,997$5.09M0.01%-5,64513F-HRTimelineGroup
CWM, LLCin group CWM, LLC62,476$4.08M0.01%+2,91413F-HRTimelineGroup
Empowered Funds, LLC60,146$3.93M0.07%new13F-HR/ATimeline
D.A. DAVIDSON & CO.56,383$3.68M0.02%+42,49913F-HRTimeline
Vestment Financial LLC48,091$3.27M1.7%-35713F-HRTimeline
Advantage Trust Co44,688$2.92M1.31%+2,17513F-HRTimeline
Cambridge Investment Research Advisors,…42,801$2.79M0.01%+1,11913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…35,978$2.46M<0.01%-89713F-HRTimeline
Cambria Investment Management, L.P.37,327$2.44M0.14%+98213F-HRTimeline
Brookwood Investment Group LLC33,644$2.2M0.26%-1,47513F-HRTimeline
Seed Wealth Management, Inc.30,940$2.02M1.39%013F-HRTimeline
L.K. Benson & Company, P.C.24,050$1.57M0.79%+9,10813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,083$1.25M<0.01%-1,76013F-HRTimelineGroup
XY Planning Network, Inc.18,071$1.18M0.21%+2,01113F-HRTimeline
BAKER BOYER NATIONAL BANK17,193$1.12M0.34%+19913F-HRTimeline
Visionary Wealth Advisors13,408$875K0.04%-10913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,152$793K<0.01%+1,38013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC11,660$761K0.19%+1,04813F-HRTimeline
Sankala Group LLC9,958$729K0.58%13F-HRTimeline
Global Retirement Partners, LLC9,638$629K0.01%+34113F-HRTimeline
Almanack Investment Partners, LLC.7,161$468K0.08%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC6,782$443K0.01%+25713F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,183$404K0.03%013F-HRTimelineGroup
Vise Technologies, Inc.5,695$372K0.01%new13F-HRTimeline
Innova Wealth Partners5,390$352K0.18%+97513F-HRTimeline
CENTAURUS FINANCIAL, INC.5,366$350K0.02%+83713F-HRTimeline
HighTower Advisors, LLC5,000$326K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,917$322K<0.01%+50213F-HRTimeline
Lifeworks Advisors, LLC4,873$318K0.04%-1,29613F-HRTimeline
GWN SECURITIES INC.4,725$309K0.06%+1,34013F-HRTimeline
OPAL CAPITAL LLC4,219$300K0.07%13F-HRTimeline
Foundry Financial LLC4,494$293K0.15%13F-HRTimeline
NewEdge Advisors, LLC4,386$286K<0.01%-35313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,347$284K<0.01%-1,86513F-HRTimelineGroup
Well Done, LLC4,334$283K0.04%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,297$281K<0.01%-77013F-HRTimelineGroup
Fortis Group Advisors, LLC3,824$260K0.04%-8013F-HRTimeline
Redwood Family Wealth LLC3,686$241K0.24%13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.3,592$235K0.01%+8813F-HRTimelineGroup
Hudock, Inc.3,563$233K0.03%+1413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,310$216K0.01%+3,16213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,280$214K<0.01%+5813F-HRTimeline
Professional Financial Advisors, LLC3,222$210K0.04%+1413F-HRTimeline
Daviman Financial, LLC3,111$203K0.12%13F-HRTimeline
UMB Bank, n.a.1,785$117K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MORGAN STANLEYin group MORGAN STANLEY1,313$85.7K<0.01%-10113F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…1,308$85.1K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC860$56.2K<0.01%013F-HRTimeline
MAI Capital Management750$49K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA553$36.1K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO486$31.7K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC450$29.4K<0.01%013F-HRTimeline
AlphaCore Capital LLC410$26.8K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG248$16.2K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC180$11.8K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/150$9.79K<0.01%-23213F-HRTimelineGroup
Global Wealth Strategies & Associates26$1.7K<0.01%new13F-HRTimeline
IFP Advisors, Inc15$979<0.01%013F-HRTimeline
FMR LLCin group FMR LLC11$736<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$30<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.