EA SERIES TRUST (QMOM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
68
Reporting holders
$227.8M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | $32.4M | 411,612 | 3.36% | 15q | +1.5%+$478.5K |
| Valley Financial Group, Inc. | $18.6M | 236,631 | 9.19% | 11q | +0.6%+$107.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.1M | 217,012 | 0.01% | 8q | +1.6%+$272.3K |
| BWM Planning, LLC | $16.1M | 205,011 | 3.74% | 8q | +2.0%+$319.3K |
| LPL Financial LLC | $15.7M | 199,352 | 0.00% | 17q | -2.7%-$431.0K |
| D.A. DAVIDSON & CO. | $12.5M | 158,850 | 0.07% | 4q | +42.7%+$3.7M |
| RAYMOND JAMES FINANCIAL INC | $10.4M | 132,599 | 0.00% | 7q | -1.2%-$122.1K |
| JPL Wealth Management, LLC | $9.1M | 115,998 | 1.81% | 5q | +15.1%+$1.2M |
| Commonwealth Financial Services, LLC | $8.8M | 112,150 | 1.19% | 12q | -63.3%-$15.2M |
| Stokes Family Office, LLC | $8.0M | 101,120 | 0.93% | 14q | -40.9%-$5.5M |
| Kathmere Capital Management, LLC | $7.9M | 100,539 | 0.42% | 27q | -0.5%-$42.2K |
| Empowered Funds, LLC | $5.7M | 72,997 | 0.03% | 3q | +24.6%+$1.1M |
| OSAIC HOLDINGS, INC. | $5.4M | 68,422 | 0.01% | 15q | -5.7%-$325.2K |
| Vise Technologies, Inc. | $4.9M | 61,678 | 0.05% | 3q | +983.0%+$4.4M |
| Ethos Financial Group, LLC | $3.8M | 53,727 | 0.26% | 15q | -25.1%-$1.3M |
| Vestment Financial LLC | $3.8M | 49,076 | 1.69% | 7q | +2.4%+$89.2K |
| Advantage Trust Co | $3.6M | 45,684 | 1.27% | 7q | +2.5%+$87.8K |
| Savvy Advisors, Inc. | $3.5M | 43,998 | 0.07% | 2q | +7.9%+$253.9K |
| Empirical Finance, LLC | $3.3M | 41,836 | 0.14% | 2q | -20.1%-$830.3K |
| Cambria Investment Management, L.P. | $3.2M | 40,273 | 0.16% | 26q | +3.8%+$116.0K |
| Brookwood Investment Group LLC | $3.0M | 38,672 | 0.34% | 4q | -12.0%-$415.9K |
| TWO SIGMA INVESTMENTS, LP | $2.9M | 36,500 | 0.00% | new | NEW |
| Seed Wealth Management, Inc. | $2.4M | 30,940 | 1.54% | 15q | HELD |
| GOLDMAN SACHS GROUP INC | $2.4M | 29,889 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 29,988 | 0.00% | 7q | +18.2%+$351.1K |
| L.K. Benson & Company, P.C. | $2.0M | 25,196 | 0.60% | 7q | -6.9%-$147.6K |
| Innova Wealth Partners | $1.7M | 21,061 | 0.68% | 7q | +29.0%+$373.1K |
| Well Done, LLC | $1.5M | 18,513 | 0.20% | 11q | +149.6%+$873.6K |
| BAKER BOYER NATIONAL BANK | $1.3M | 17,017 | 0.37% | 20q | HELD |
| XY Planning Network, Inc. | $1.3M | 16,137 | 0.16% | 6q | -13.8%-$203.4K |
| Visionary Wealth Advisors | $1.1M | 14,500 | 0.05% | 7q | -1.8%-$21.2K |
| ATTICUS WEALTH MANAGEMENT, LLC | $1.1M | 13,784 | 0.26% | 5q | +17.0%+$157.5K |
| ROYAL BANK OF CANADA | $960.0K | 12,198 | 0.00% | 31q | +2.1%+$19.8K |
| Sankala Group LLC | $863.0K | 11,252 | 0.58% | 3q | +13.4%+$101.9K |
| OPPENHEIMER & CO INC | $837.7K | 10,640 | 0.01% | new | NEW |
| Global Retirement Partners, LLC | $753.4K | 9,570 | 0.01% | 16q | -0.7%-$5.4K |
| Almanack Investment Partners, LLC. | $569.8K | 7,238 | 0.07% | 15q | +1.1%+$6.1K |
| Apollon Wealth Management, LLC | $530.0K | 6,732 | 0.01% | 7q | +15.4%+$70.9K |
| Quantinno Capital Management LP | $529.9K | 6,730 | 0.00% | 2q | +8.4%+$40.9K |
| Ameritas Advisory Services, LLC | $521.3K | 6,622 | 0.01% | 5q | +52.9%+$180.3K |
| Fifth Third Securities, Inc. | $482.6K | 6,130 | 0.03% | 7q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $381.2K | 4,829 | 0.00% | 15q | +21.4%+$67.2K |
| Kestra Advisory Services, LLC | $349.4K | 4,438 | 0.00% | 4q | +5.6%+$18.7K |
| NewEdge Advisors, LLC | $335.7K | 4,264 | 0.00% | 5q | HELD |
| Redwood Family Wealth LLC | $331.5K | 4,211 | 0.29% | 3q | +14.2%+$41.3K |
| GWN SECURITIES INC. | $329.1K | 4,181 | 0.06% | 6q | -11.5%-$42.8K |
| HighTower Advisors, LLC | $314.9K | 4,000 | 0.00% | 4q | HELD |
| MML INVESTORS SERVICES, LLC | $297.4K | 3,778 | 0.00% | new | NEW |
| Hudock, Inc. | $280.5K | 3,563 | 0.04% | 10q | HELD |
| Fortis Group Advisors, LLC | $278.9K | 3,543 | 0.04% | 5q | -4.4%-$13.0K |
| Stratos Wealth Advisors, LLC | $266.8K | 3,388 | 0.01% | 8q | -8.4%-$24.4K |
| Professional Financial Advisors, LLC | $253.7K | 3,222 | 0.04% | 5q | HELD |
| Foundry Financial LLC | $252.6K | 3,208 | 0.09% | 3q | -0.6%-$1.4K |
| AQR CAPITAL MANAGEMENT LLC | $244.2K | 3,102 | 0.00% | new | NEW |
| Waverly Advisors, LLC | $238.9K | 3,034 | 0.00% | new | NEW |
| Kesler, Norman & Wride, LLC | $209.1K | 2,656 | 0.03% | new | NEW |
| MORGAN STANLEY | $183.5K | 2,330 | 0.00% | 8q | +3.9%+$6.8K |
| UBS Group AG | $143.1K | 1,817 | 0.00% | new | NEW |
| Federation des caisses Desjardins du Quebec | $79.8K | 1,015 | 0.00% | 3q | -34.9%-$42.7K |
| Parallel Advisors, LLC | $66.7K | 847 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $64.1K | 814 | 0.01% | 4q | +47.2%+$20.5K |
| JPMORGAN CHASE & CO | $40.9K | 523 | 0.00% | 3q | +10.8%+$4.0K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $35.4K | 450 | 0.00% | 15q | HELD |
| Farther Finance Advisors, LLC | $14.2K | 180 | 0.00% | 4q | HELD |
| One Degree Advisors Inc | $10.4K | 134,618 | 2.32% | 11q | +4.7% |
| ASSETMARK, INC | $8.2K | 104 | 0.00% | 2q | -8.8% |
| Cambridge Investment Research Advisors, Inc. | $6.4K | 81,220 | 0.01% | 7q | +104.5%+$3.3K |
| FMR LLC | $5.4K | 68 | 0.00% | 7q | -1.4% |
| Stillwater Private Wealth, LLC | $1.1K | 13,534 | 0.69% | new | FIRST |
| IFP Advisors, Inc | $1.0K | 13 | 0.00% | 22q | HELD |
| CENTAURUS FINANCIAL, INC. | $342 | 4,340 | 0.01% | 5q | -15.4% |
| WELLS FARGO & COMPANY/MN | $24 | 0 | 0.00% | 15q | -100.0% |
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 | 68 | $227.8M | 2,901,452 | 8 | 28 | 21 | 0.0% |
| Q1 2026 | 65 | $204.4M | 2,985,820 | 8 | 21 | 19 | 0.0% |
| Q4 2025 | 68 | $175.7M | 2,686,113 | 7 | 25 | 16 | 0.0% |
| Q3 2025 | 67 | $167.5M | 2,596,639 | 14 | 19 | 15 | 0.1% |
| Q2 2025 | 57 | $162.2M | 2,491,675 | 9 | 22 | 15 | 0.3% |
| Q1 2025 | 52 | $134.5M | 2,257,522 | 8 | 23 | 11 | 0.0% |
| Q4 2024 | 54 | $147.6M | 2,300,972 | 11 | 15 | 9 | 0.0% |
| Q3 2024 | 45 | $123.3M | 1,921,884 | 8 | 12 | 8 | 0.0% |
| Q2 2024 | 40 | $107.0M | 1,833,678 | 9 | 14 | 6 | 0.0% |
| Q1 2024 | 35 | $117.3M | 2,022,690 | 6 | 9 | 8 | 0.0% |
| Q4 2023 | 33 | $86.1M | 1,727,879 | 4 | 9 | 11 | 0.0% |
| Q3 2023 | 33 | $81.5M | 1,889,893 | 2 | 13 | 9 | 0.0% |
| Q2 2023 | 35 | $96.6M | 2,079,308 | 3 | 15 | 8 | 0.0% |
| Q1 2023 | 34 | $76.6M | 1,705,109 | 5 | 11 | 13 | 0.0% |
| Q4 2022 | 33 | $82.4M | 1,794,053 | 15 | 7 | 6 | 0.0% |
| Q3 2022 | 22 | $54.5M | 1,230,307 | 5 | 7 | 7 | 0.0% |
| Q2 2022 | 20 | $55.1M | 1,294,802 | 3 | 8 | 4 | 0.0% |
| Q1 2022 | 20 | $50.3M | 1,018,496 | 3 | 9 | 3 | 0.0% |
| Q4 2021 | 19 | $46.9M | 934,659 | 2 | 5 | 7 | 0.0% |
| Q3 2021 | 19 | $45.0M | 912,228 | 2 | 6 | 9 | 0.0% |
| Q2 2021 | 24 | $77.8M | 1,508,423 | 3 | 11 | 5 | 0.0% |
| Q1 2021 | 23 | $68.1M | 1,301,096 | 8 | 7 | 3 | 0.0% |
| Q4 2020 | 18 | $69.3M | 1,328,584 | 5 | 5 | 5 | 0.0% |
| Q3 2020 | 14 | $57.5M | 1,371,529 | 3 | 3 | 7 | 0.0% |
| Q2 2020 | 15 | $83.1M | 2,331,118 | 6 | 4 | 4 | 0.0% |
| Q1 2020 | 13 | $62.3M | 2,258,605 | 3 | 4 | 4 | 0.0% |
| Q4 2019 | 15 | $79.9M | 2,466,430 | 5 | 4 | 2 | 0.0% |
| Q3 2019 | 9 | $56.7M | 1,887,572 | 1 | 0 | 5 | 0.0% |
| Q2 2019 | 11 | $64.1M | 2,043,098 | 4 | 1 | 4 | 0.0% |
| Q1 2019 | 10 | $72.8M | 2,469,537 | 4 | 4 | 1 | 0.0% |
| Q4 2018 | 9 | $63.4M | 2,512,876 | 0 | 0 | 1 | 0.0% |