EA Series Trust - QMOM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | History | Reduced | 405,534 | 27,702 | 3.6% | 3.29% | 1 | -22,735 | -5.31% | Q1 2026 | Apr 10, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 305,546 | 20,871 | 3.3% | 3.0% | 2 | +27,403 | 9.85% | Q1 2026 | May 07, 2026 |
| Valley Financial Group, Inc. | History | Added to | 235,260 | 16,070 | 8.67% | 8.35% | 3 | +7,637 | 3.36% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 213,553 | 14,587 | 0.01% | 0.0% | 4 | +126,620 | 145.65% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 204,826 | 13,991 | 0.0% | 0.0% | 5 | +29,075 | 16.54% | Q1 2026 | May 06, 2026 |
| BWM Planning, LLC | History | Added to | 200,955 | 13,727 | 3.62% | 3.44% | 6 | +4,034 | 2.05% | Q1 2026 | Apr 21, 2026 |
| Stokes Family Office, LLC | History | Reduced | 171,033 | 11,683 | 1.21% | 1.13% | 7 | -17,527 | -9.3% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 134,150 | 9,163 | 0.0% | 0.0% | 8 | -4,576 | -3.3% | Q1 2026 | May 14, 2026 |
| One Degree Advisors Inc | History | Added to | 128,591 | 8,784 | 2.3% | 2.19% | 9 | +6,299 | 5.15% | Q1 2026 | May 01, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 111,307 | 7,603 | 0.05% | 0.02% | 10 | +54,924 | 97.41% | Q1 2026 | May 05, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 101,075 | 6,904 | 0.43% | 0.44% | 11 | +1,095 | 1.1% | Q1 2026 | Apr 28, 2026 |
| JPL Wealth Management, LLC | History | Added to | 100,812 | 6,886 | 1.58% | 1.43% | 12 | +11,134 | 12.42% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 72,553 | 4,955 | 0.01% | 0.01% | 13 | -5,444 | -6.98% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 71,706 | 4,898 | 0.36% | 0.49% | 14 | -30,480 | -29.83% | Q1 2026 | May 05, 2026 |
| Empowered Funds, LLC | History | Reduced | 58,602 | 4,003 | 0.03% | 0.07% | 15 | -1,544 | -2.57% | Q1 2026 | Jun 15, 2026 |
| Vestment Financial LLC | History | Reduced | 47,916 | 3,659 | 1.72% | 1.7% | 16 | -175 | -0.36% | Q1 2026 | May 01, 2026 |
| Empirical Finance, LLC | History | New | 52,382 | 3,578 | 0.17% | — | 17 | +52,382 | New | Q1 2026 | May 14, 2026 |
| Advantage Trust Co | History | Reduced | 44,569 | 3,044 | 1.36% | 1.31% | 18 | -119 | -0.27% | Q1 2026 | May 05, 2026 |
| Brookwood Investment Group LLC | History | Added to | 43,954 | 3,002 | 0.37% | 0.26% | 19 | +10,310 | 30.64% | Q1 2026 | May 04, 2026 |
| Savvy Advisors, Inc. | History | New | 40,773 | 2,785 | 0.07% | — | 20 | +40,773 | New | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 39,721 | 2,713 | 0.01% | 0.01% | 21 | -3,080 | -7.2% | Q1 2026 | Apr 30, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 38,800 | 2,650 | 0.15% | 0.14% | 22 | +1,473 | 3.95% | Q1 2026 | May 14, 2026 |
| Seed Wealth Management, Inc. | History | No change | 30,940 | 2,113 | 1.45% | 1.39% | 23 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 27,071 | 1,849 | 0.61% | 0.79% | 24 | +3,021 | 12.56% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 27,021 | 1,845 | 0.0% | 0.01% | 25 | -35,455 | -56.75% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 25,369 | 1,764 | 0.0% | 0.0% | 26 | -10,609 | -29.49% | Q1 2026 | Apr 08, 2026 |
| Stillwater Private Wealth, LLC | History | New | 20,793 | 1,420 | 1.2% | — | 27 | +20,793 | New | Q1 2026 | Jun 03, 2026 |
| XY Planning Network, Inc. | History | Added to | 18,721 | 1,305 | 0.21% | 0.21% | 28 | +650 | 3.6% | Q1 2026 | Apr 14, 2026 |
| BAKER BOYER NATIONAL BANK | History | Reduced | 16,993 | 1,160 | 0.35% | 0.34% | 29 | -200 | -1.16% | Q1 2026 | Apr 27, 2026 |
| Innova Wealth Partners | History | Added to | 16,322 | 1,114 | 0.53% | 0.18% | 30 | +10,932 | 202.82% | Q1 2026 | Apr 24, 2026 |
| Visionary Wealth Advisors | History | Added to | 14,769 | 1,008 | 0.04% | 0.04% | 31 | +1,361 | 10.15% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 13,833 | 944 | 0.01% | — | 32 | +13,833 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 11,946 | 816 | 0.0% | 0.0% | 33 | -7,137 | -37.4% | Q1 2026 | May 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 11,783 | 804 | 0.22% | 0.19% | 34 | +123 | 1.05% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,727 | 732 | 0.0% | — | 35 | +10,727 | New | Q1 2026 | May 15, 2026 |
| Sankala Group LLC | History | Reduced | 9,923 | 670 | 0.55% | 0.58% | 36 | -35 | -0.35% | Q1 2026 | Mar 31, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,638 | 629 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Well Done, LLC | History | Added to | 7,417 | 506 | 0.07% | 0.04% | 38 | +3,083 | 71.14% | Q1 2026 | Apr 14, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 7,161 | 489 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | New | 6,211 | 424 | 0.0% | — | 40 | +6,211 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 6,157 | 420 | 0.03% | 0.03% | 41 | -26 | -0.42% | Q1 2026 | Apr 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,832 | 398 | 0.01% | 0.01% | 42 | -950 | -14.01% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | New | 5,762 | 393 | 0.0% | — | 43 | +5,762 | New | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 5,695 | 371 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 5,132 | 351 | 0.02% | 0.02% | 45 | -234 | -4.36% | Q1 2026 | May 18, 2026 |
| GWN SECURITIES INC. | History | No change | 4,725 | 322 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,332 | 295 | 0.01% | 0.01% | 47 | +1,022 | 30.88% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,264 | 291 | 0.0% | 0.0% | 48 | -122 | -2.78% | Q1 2026 | Jun 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 4,201 | 286 | 0.0% | 0.0% | 49 | -7,951 | -65.43% | Q1 2026 | Apr 30, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 3,708 | 284 | 0.05% | 0.04% | 50 | -116 | -3.03% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,000 | 273 | 0.0% | 0.0% | 51 | -1,000 | -20.0% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,978 | 269 | 0.0% | 0.0% | 52 | -939 | -19.1% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 3,698 | 252 | 0.02% | 0.01% | 53 | +106 | 2.95% | Q1 2026 | Apr 28, 2026 |
| Redwood Family Wealth LLC | History | No change | 3,686 | 251 | 0.25% | 0.24% | 54 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hudock, Inc. | History | No change | 3,563 | 243 | 0.04% | 0.03% | 55 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Foundry Financial LLC | History | Reduced | 3,226 | 220 | 0.09% | 0.15% | 57 | -1,268 | -28.22% | Q1 2026 | Apr 21, 2026 |
| Professional Financial Advisors, LLC | History | No change | 3,222 | 220 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,243 | 153 | 0.0% | 0.0% | 58 | +930 | 70.83% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,558 | 105 | 0.0% | 0.0% | 59 | +250 | 19.11% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 860 | 58 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | New | 847 | 57 | 0.0% | — | 61 | +847 | New | Q1 2026 | Jun 02, 2026 |
| MAI Capital Management | History | No change | 750 | 51 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 553 | 37 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 472 | 30 | 0.0% | 0.0% | 64 | -14 | -2.88% | Q1 2026 | May 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 450 | 30 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 195 | 13 | 0.0% | — | 66 | +195 | New | Q1 2026 | Jul 08, 2026 |
| Farther Finance Advisors, LLC | History | No change | 180 | 12 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | New | 114 | 7 | 0.0% | — | 68 | +114 | New | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 69 | 4 | 0.0% | — | 69 | +58 | 527.27% | Q1 2026 | May 15, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 23 | 1 | 0.0% | 0.0% | 70 | -3 | -11.54% | Q1 2026 | Apr 03, 2026 |
| Lifeworks Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,873 | -100.0% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,347 | -100.0% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,297 | -100.0% | Q1 2026 | May 15, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,219 | -100.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,280 | -100.0% | Q1 2026 | May 04, 2026 |
| Daviman Financial, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,111 | -100.0% | Q1 2026 | Apr 23, 2026 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,785 | -100.0% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -248 | -100.0% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 13 | 0 | — | — | — | -2 | -13.33% | Q1 2026 | Apr 13, 2026 |