EA SERIES TRUST (IMOM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
29
Reporting holders
$70.3M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $15.6M | 360,126 | 0.00% | 7q | HELD |
| D.A. DAVIDSON & CO. | $11.9M | 275,729 | 0.07% | 4q | +45.4%+$3.7M |
| Empowered Funds, LLC | $7.5M | 172,987 | 0.04% | 3q | +10.9%+$735.5K |
| LPL Financial LLC | $5.2M | 119,829 | 0.00% | 4q | +336.8%+$4.0M |
| Kathmere Capital Management, LLC | $4.8M | 110,499 | 0.25% | 27q | -1.9%-$92.4K |
| BAKER BOYER NATIONAL BANK | $4.0M | 92,523 | 1.10% | 20q | +1.9%+$73.6K |
| Stokes Family Office, LLC | $3.4M | 79,205 | 0.40% | 14q | +24.7%+$678.3K |
| Vestment Financial LLC | $3.0M | 72,461 | 1.36% | 7q | +1.9%+$57.4K |
| Empirical Finance, LLC | $3.0M | 68,820 | 0.12% | 2q | -43.1%-$2.3M |
| Vise Technologies, Inc. | $2.0M | 46,799 | 0.02% | new | NEW |
| Cambria Investment Management, L.P. | $1.7M | 39,860 | 0.09% | 28q | +3.8%+$63.1K |
| Valley Financial Group, Inc. | $1.7M | 38,915 | 0.83% | 11q | HELD |
| Bravias Capital Group, LLC | $1.1M | 24,568 | 0.63% | 3q | +22.3%+$194.1K |
| L.K. Benson & Company, P.C. | $987.2K | 22,812 | 0.30% | 6q | -6.1%-$63.9K |
| Innova Wealth Partners | $984.2K | 22,742 | 0.40% | 2q | +31.1%+$233.5K |
| XY Planning Network, Inc. | $590.2K | 13,638 | 0.07% | 6q | -12.7%-$85.5K |
| Sankala Group LLC | $506.8K | 12,244 | 0.34% | 3q | +31.7%+$121.9K |
| Kestra Advisory Services, LLC | $412.4K | 9,529 | 0.00% | 3q | +4.9%+$19.3K |
| FOCUSED ALPHA, LLC | $361.1K | 8,344 | 0.09% | 3q | HELD |
| Seed Wealth Management, Inc. | $360.0K | 8,320 | 0.23% | 12q | HELD |
| Concurrent Investment Advisors, LLC | $302.9K | 6,999 | 0.00% | 3q | +18.1%+$46.5K |
| ROYAL BANK OF CANADA | $294.0K | 6,801 | 0.00% | 30q | -44.2%-$232.7K |
| Worth Asset Management, LLC | $218.7K | 5,053 | 0.07% | 2q | -50.0%-$218.8K |
| CITADEL ADVISORS LLC | $207.1K | 4,786 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $76.3K | 1,764 | 0.00% | 15q | -3.9%-$3.1K |
| Federation des caisses Desjardins du Quebec | $61.0K | 1,412 | 0.00% | 3q | HELD |
| UBS Group AG | $4.8K | 110 | 0.00% | 2q | -90.8%-$47.0K |
| One Degree Advisors Inc | $4.4K | 101,502 | 0.98% | 11q | +3.5% |
| FMR LLC | $607 | 14 | 0.00% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $39 | 1 | 0.00% | 14q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 29 | $70.3M | 1,626,890 | 2 | 12 | 9 | 0.0% |
| Q1 2026 | 28 | $57.5M | 1,435,623 | 5 | 10 | 7 | 0.0% |
| Q4 2025 | 25 | $46.5M | 1,212,435 | 5 | 10 | 5 | 0.0% |
| Q3 2025 | 22 | $53.5M | 1,469,868 | 3 | 5 | 7 | 0.0% |
| Q2 2025 | 21 | $48.4M | 1,427,336 | 5 | 4 | 7 | 0.0% |
| Q1 2025 | 23 | $47.5M | 1,683,828 | 8 | 8 | 5 | 0.0% |
| Q4 2024 | 19 | $39.9M | 1,501,865 | 1 | 7 | 6 | 0.0% |
| Q3 2024 | 18 | $41.7M | 1,448,691 | 2 | 7 | 5 | 0.0% |
| Q2 2024 | 17 | $38.2M | 1,383,530 | 1 | 6 | 7 | 0.0% |
| Q1 2024 | 20 | $49.2M | 1,688,270 | 2 | 11 | 4 | 0.0% |
| Q4 2023 | 21 | $41.8M | 1,583,914 | 2 | 5 | 8 | 0.0% |
| Q3 2023 | 18 | $47.1M | 1,919,316 | 1 | 9 | 5 | 0.0% |
| Q2 2023 | 23 | $69.1M | 2,676,618 | 6 | 9 | 4 | 0.0% |
| Q1 2023 | 16 | $41.3M | 1,561,452 | 3 | 8 | 3 | 0.0% |
| Q4 2022 | 15 | $41.0M | 1,647,074 | 4 | 4 | 6 | 0.0% |
| Q3 2022 | 14 | $38.6M | 1,690,120 | 2 | 3 | 8 | 0.0% |
| Q2 2022 | 13 | $45.3M | 1,840,930 | 3 | 5 | 3 | 0.0% |
| Q1 2022 | 12 | $56.6M | 1,924,363 | 1 | 7 | 2 | 0.0% |
| Q4 2021 | 12 | $62.6M | 1,850,304 | 1 | 7 | 2 | 0.0% |
| Q3 2021 | 11 | $60.0M | 1,761,321 | 2 | 2 | 5 | 0.0% |
| Q2 2021 | 13 | $107.3M | 3,106,566 | 0 | 7 | 5 | 0.0% |
| Q1 2021 | 15 | $93.5M | 2,741,152 | 2 | 4 | 5 | 0.0% |
| Q4 2020 | 16 | $98.4M | 2,851,881 | 3 | 4 | 5 | 0.0% |
| Q3 2020 | 15 | $83.2M | 2,895,551 | 1 | 4 | 9 | 0.0% |
| Q2 2020 | 16 | $106.4M | 4,040,712 | 5 | 2 | 6 | 0.0% |
| Q1 2020 | 13 | $100.3M | 4,312,966 | 7 | 3 | 3 | 0.0% |
| Q4 2019 | 8 | $89.9M | 3,317,208 | 2 | 2 | 2 | 0.0% |
| Q3 2019 | 5 | $62.3M | 2,430,806 | 1 | 2 | 2 | 0.0% |
| Q2 2019 | 7 | $66.2M | 2,523,634 | 2 | 1 | 4 | 0.0% |
| Q1 2019 | 7 | $67.3M | 2,609,452 | 1 | 3 | 3 | 0.0% |
| Q4 2018 | 6 | $60.2M | 2,595,882 | 0 | 0 | 1 | 0.0% |