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 | Added to | 411,612 | 32,406 | 3.36% | 3.6% | 1 | +6,078 | 1.5% | Q2 2026 | Jul 09, 2026 |
| Valley Financial Group, Inc. | History | Added to | 236,631 | 18,629 | 9.19% | 8.67% | 2 | +1,371 | 0.58% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 217,012 | 17,085 | 0.01% | 0.01% | 3 | +3,459 | 1.62% | Q2 2026 | Aug 12, 2026 |
| BWM Planning, LLC | History | Added to | 205,011 | 16,140 | 3.74% | 3.62% | 4 | +4,056 | 2.02% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | Reduced | 199,352 | 15,694 | 0.0% | 0.0% | 5 | -5,474 | -2.67% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 158,850 | 12,506 | 0.07% | 0.05% | 6 | +47,543 | 42.71% | Q2 2026 | Jul 24, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 132,599 | 10,439 | 0.0% | 0.0% | 7 | -1,551 | -1.16% | Q2 2026 | Aug 14, 2026 |
| One Degree Advisors Inc | History | Added to | 134,618 | 10,412 | 2.32% | 2.3% | 8 | +6,027 | 4.69% | Q2 2026 | Jul 31, 2026 |
| JPL Wealth Management, LLC | History | Added to | 115,998 | 9,132 | 1.81% | 1.58% | 9 | +15,186 | 15.06% | Q2 2026 | Aug 13, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 112,150 | 8,829 | 1.19% | 3.3% | 10 | -193,396 | -63.3% | Q2 2026 | Jul 15, 2026 |
| Stokes Family Office, LLC | History | Reduced | 101,120 | 7,961 | 0.93% | 1.21% | 11 | -69,913 | -40.88% | Q2 2026 | Aug 11, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 100,539 | 7,915 | 0.42% | 0.43% | 12 | -536 | -0.53% | Q2 2026 | Jul 29, 2026 |
| Empowered Funds, LLC | History | Added to | 72,997 | 5,747 | 0.03% | 0.03% | 13 | +14,395 | 24.56% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 68,422 | 5,386 | 0.01% | 0.01% | 14 | -4,131 | -5.69% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 61,678 | 4,855 | 0.05% | 0.01% | 15 | +55,983 | 983.02% | Q2 2026 | Aug 10, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 53,727 | 3,828 | 0.26% | 0.36% | 16 | -17,979 | -25.07% | Q2 2026 | Aug 07, 2026 |
| Vestment Financial LLC | History | Added to | 49,076 | 3,773 | 1.69% | 1.72% | 17 | +1,160 | 2.42% | Q2 2026 | Jul 24, 2026 |
| Advantage Trust Co | History | Added to | 45,684 | 3,596 | 1.27% | 1.36% | 18 | +1,115 | 2.5% | Q2 2026 | Jul 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 43,998 | 3,463 | 0.07% | 0.07% | 19 | +3,225 | 7.91% | Q2 2026 | Aug 03, 2026 |
| Empirical Finance, LLC | History | Reduced | 41,836 | 3,293 | 0.14% | 0.17% | 20 | -10,546 | -20.13% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 40,610 | 3,197 | 0.01% | 0.01% | 21 | +889 | 2.24% | Q2 2026 | Jul 27, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 40,273 | 3,170 | 0.16% | 0.15% | 22 | +1,473 | 3.8% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 38,672 | 3,044 | 0.34% | 0.37% | 23 | -5,282 | -12.02% | Q2 2026 | Jul 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 36,500 | 2,873 | 0.0% | — | 24 | +36,500 | New | Q2 2026 | Aug 14, 2026 |
| Seed Wealth Management, Inc. | History | No change | 30,940 | 2,435 | 1.54% | 1.45% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 29,889 | 2,353 | 0.0% | — | 26 | +29,889 | New | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 29,988 | 2,279 | 0.0% | 0.0% | 27 | +4,619 | 18.21% | Q2 2026 | Jul 15, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 25,196 | 1,983 | 0.6% | 0.61% | 28 | -1,875 | -6.93% | Q2 2026 | Jul 24, 2026 |
| CWM, LLC | History | No change | 27,021 | 1,845 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Innova Wealth Partners | History | Added to | 21,061 | 1,658 | 0.68% | 0.53% | 30 | +4,739 | 29.03% | Q2 2026 | Jul 15, 2026 |
| Well Done, LLC | History | Added to | 18,513 | 1,457 | 0.2% | 0.07% | 31 | +11,096 | 149.6% | Q2 2026 | Jul 24, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 17,017 | 1,339 | 0.37% | 0.35% | 32 | +24 | 0.14% | Q2 2026 | Jul 27, 2026 |
| XY Planning Network, Inc. | History | Reduced | 16,137 | 1,270 | 0.16% | 0.21% | 33 | -2,584 | -13.8% | Q2 2026 | Jul 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 14,500 | 1,141 | 0.05% | 0.04% | 34 | -269 | -1.82% | Q2 2026 | Aug 13, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 13,784 | 1,085 | 0.26% | 0.22% | 35 | +2,001 | 16.98% | Q2 2026 | Jul 15, 2026 |
| Stillwater Private Wealth, LLC | History | Reduced | 13,534 | 1,052 | 0.69% | 1.2% | 36 | -7,259 | -34.91% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 12,198 | 960 | 0.0% | 0.0% | 37 | +252 | 2.11% | Q2 2026 | Aug 14, 2026 |
| Sankala Group LLC | History | Added to | 11,252 | 863 | 0.58% | 0.55% | 38 | +1,329 | 13.39% | Q2 2026 | Aug 18, 2026 |
| OPPENHEIMER & CO INC | History | New | 10,640 | 837 | 0.01% | — | 39 | +10,640 | New | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | New | 9,570 | 753 | 0.01% | — | 40 | +9,570 | New | Q2 2026 | Aug 06, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 7,238 | 569 | 0.07% | 0.08% | 41 | +77 | 1.08% | Q2 2026 | Jul 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 6,732 | 530 | 0.01% | 0.01% | 42 | +900 | 15.43% | Q2 2026 | Jul 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,730 | 529 | 0.0% | 0.0% | 43 | +519 | 8.36% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 6,622 | 521 | 0.01% | 0.01% | 44 | +2,290 | 52.86% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 6,130 | 482 | 0.03% | 0.03% | 45 | -27 | -0.44% | Q2 2026 | Jul 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,829 | 381 | 0.0% | 0.0% | 46 | +851 | 21.39% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,438 | 349 | 0.0% | 0.0% | 47 | +237 | 5.64% | Q2 2026 | Jul 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,340 | 342 | 0.01% | 0.02% | 48 | -792 | -15.43% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,264 | 335 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Redwood Family Wealth LLC | History | Added to | 4,211 | 331 | 0.29% | 0.25% | 50 | +525 | 14.24% | Q2 2026 | Aug 04, 2026 |
| GWN SECURITIES INC. | History | Reduced | 4,181 | 329 | 0.06% | 0.06% | 51 | -544 | -11.51% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 4,000 | 314 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 3,778 | 297 | 0.0% | — | 53 | +3,778 | New | Q2 2026 | Aug 07, 2026 |
| Hudock, Inc. | History | No change | 3,563 | 280 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 3,543 | 278 | 0.04% | 0.05% | 55 | -165 | -4.45% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 3,388 | 266 | 0.01% | 0.02% | 56 | -310 | -8.38% | Q2 2026 | Aug 11, 2026 |
| Professional Financial Advisors, LLC | History | No change | 3,222 | 253 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Foundry Financial LLC | History | Reduced | 3,208 | 252 | 0.08% | 0.09% | 58 | -18 | -0.56% | Q2 2026 | Jul 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 3,102 | 244 | 0.0% | — | 59 | +3,102 | New | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | New | 3,034 | 238 | 0.0% | — | 60 | +3,034 | New | Q2 2026 | Aug 14, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 2,656 | 209 | 0.03% | — | 61 | +2,656 | New | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | Added to | 2,330 | 183 | 0.0% | 0.0% | 62 | +87 | 3.88% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | New | 1,817 | 143 | 0.0% | — | 63 | +1,817 | New | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,015 | 79 | 0.0% | 0.0% | 64 | -543 | -34.85% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 847 | 66 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 814 | 64 | 0.01% | 0.0% | 66 | +261 | 47.2% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 523 | 40 | 0.0% | 0.0% | 67 | +51 | 10.81% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 450 | 35 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 180 | 14 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ASSETMARK, INC | History | Reduced | 104 | 8 | 0.0% | 0.0% | 70 | -10 | -8.77% | Q2 2026 | Jul 30, 2026 |
| FMR LLC | History | Reduced | 68 | 5 | 0.0% | 0.0% | 71 | -1 | -1.45% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 13 | 1 | 0.0% | — | 72 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -13,833 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,727 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,762 | -100.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -860 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -750 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q2 2026 | Jul 01, 2026 |