# EA SERIES TRUST (IMOM)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IMOM/

- Reporting holders: 30
- Reported value: $74.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $15.6M | 360,126 | 0.0% | 7 |
| [D.A. DAVIDSON & CO.](https://holderbook.com/funds/1080107-d-a-davidson-co/) | $11.9M | 275,729 | 0.1% | 4 |
| [Empowered Funds, LLC](https://holderbook.com/funds/1592828-empowered-funds-llc/) | $7.5M | 172,987 | 0.0% | 3 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $5.2M | 119,829 | 0.0% | 4 |
| [Kathmere Capital Management, LLC](https://holderbook.com/funds/1794543-kathmere-capital-management-llc/) | $4.8M | 110,499 | 0.3% | 27 |
| [One Degree Advisors Inc](https://holderbook.com/funds/2005743-one-degree-advisors-inc/) | $4.4M | 101,502 | 1.0% | 11 |
| [BAKER BOYER NATIONAL BANK](https://holderbook.com/funds/1079398-baker-boyer-national-bank/) | $4.0M | 92,523 | 1.1% | 20 |
| [Stokes Family Office, LLC](https://holderbook.com/funds/1802278-stokes-family-office-llc/) | $3.4M | 79,205 | 0.4% | 14 |
| [Vestment Financial LLC](https://holderbook.com/funds/2056705-vestment-financial-llc/) | $3.0M | 72,461 | 1.4% | 7 |
| [Empirical Finance, LLC](https://holderbook.com/funds/1572838-empirical-finance-llc/) | $3.0M | 68,820 | 0.1% | 2 |
| [Vise Technologies, Inc.](https://holderbook.com/funds/1812090-vise-technologies-inc/) | $2.0M | 46,799 | 0.0% | 1 |
| [Cambria Investment Management, L.P.](https://holderbook.com/funds/1529389-cambria-investment-management-l-p/) | $1.7M | 39,860 | 0.1% | 28 |
| [Valley Financial Group, Inc.](https://holderbook.com/funds/2010327-valley-financial-group-inc/) | $1.7M | 38,915 | 0.8% | 11 |
| [Bravias Capital Group, LLC](https://holderbook.com/funds/2054328-bravias-capital-group-llc/) | $1.1M | 24,568 | 0.6% | 3 |
| [L.K. Benson & Company, P.C.](https://holderbook.com/funds/2055235-l-k-benson-company-p-c/) | $987.2K | 22,812 | 0.3% | 6 |
| [Innova Wealth Partners](https://holderbook.com/funds/1888831-innova-wealth-partners/) | $984.2K | 22,742 | 0.4% | 2 |
| [XY Planning Network, Inc.](https://holderbook.com/funds/1873438-xy-planning-network-inc/) | $590.2K | 13,638 | 0.1% | 6 |
| [Sankala Group LLC](https://holderbook.com/funds/2113426-sankala-group-llc/) | $506.8K | 12,244 | 0.3% | 3 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $414.2K | 9,572 | 0.0% | 1 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $412.4K | 9,529 | 0.0% | 3 |
| [FOCUSED ALPHA, LLC](https://holderbook.com/funds/2105062-focused-alpha-llc/) | $361.1K | 8,344 | 0.1% | 3 |
| [Seed Wealth Management, Inc.](https://holderbook.com/funds/1963728-seed-wealth-management-inc/) | $360.0K | 8,320 | 0.2% | 12 |
| [Concurrent Investment Advisors, LLC](https://holderbook.com/funds/2001015-concurrent-investment-advisors-llc/) | $302.9K | 6,999 | 0.0% | 3 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $294.0K | 6,801 | 0.0% | 30 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $218.7K | 5,053 | 0.1% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 30 | $74.9M |
| Q1 2026 | 30 | $62.0M |
| Q4 2025 | 27 | $51.1M |
| Q3 2025 | 24 | $57.7M |
| Q2 2025 | 22 | $51.2M |
| Q1 2025 | 24 | $49.7M |
| Q4 2024 | 20 | $42.0M |
| Q3 2024 | 20 | $43.9M |
| Q2 2024 | 20 | $40.6M |
| Q1 2024 | 23 | $51.9M |
| Q4 2023 | 23 | $43.9M |
| Q3 2023 | 19 | $47.4M |