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 | 422,718 | 30,478 | 3.18% | 3.36% | 1 | +11,106 | 2.7% | Q3 2026 | Oct 23, 2026 |
| Valley Financial Group, Inc. | History | No change | 236,631 | 18,629 | 9.19% | 9.19% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 217,012 | 17,085 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BWM Planning, LLC | History | No change | 205,011 | 16,140 | 3.74% | 3.74% | 4 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | No change | 199,352 | 15,694 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 166,174 | 11,981 | 0.06% | 0.07% | 6 | +7,324 | 4.61% | Q3 2026 | Oct 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 132,599 | 10,439 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| One Degree Advisors Inc | History | No change | 134,618 | 10,412 | 2.32% | 2.32% | 8 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPL Wealth Management, LLC | History | No change | 115,998 | 9,132 | 1.81% | 1.81% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 111,466 | 8,036 | 0.07% | 0.05% | 10 | +49,788 | 80.72% | Q3 2026 | Oct 28, 2026 |
| Stokes Family Office, LLC | History | No change | 101,120 | 7,961 | 0.93% | 0.93% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 105,657 | 7,618 | 0.37% | 0.42% | 12 | +5,118 | 5.09% | Q3 2026 | Oct 20, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 84,546 | 6,095 | 1.09% | 1.19% | 13 | -27,604 | -24.61% | Q3 2026 | Oct 20, 2026 |
| Empowered Funds, LLC | History | No change | 72,997 | 5,747 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 68,422 | 5,386 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestment Financial LLC | History | Added to | 54,250 | 3,923 | 1.75% | 1.69% | 16 | +5,174 | 10.54% | Q3 2026 | Oct 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 53,727 | 3,828 | 0.26% | 0.26% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savvy Advisors, Inc. | History | No change | 43,998 | 3,463 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advantage Trust Co | History | Added to | 46,927 | 3,383 | 1.19% | 1.27% | 19 | +1,243 | 2.72% | Q3 2026 | Oct 19, 2026 |
| Empirical Finance, LLC | History | No change | 41,836 | 3,293 | 0.14% | 0.14% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | No change | 40,273 | 3,170 | 0.16% | 0.16% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookwood Investment Group LLC | History | No change | 38,672 | 3,044 | 0.34% | 0.34% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 36,500 | 2,873 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Well Done, LLC | History | Added to | 38,720 | 2,791 | 0.38% | 0.2% | 24 | +20,207 | 109.15% | Q3 2026 | Oct 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 34,667 | 2,500 | 0.01% | 0.01% | 25 | -5,943 | -14.63% | Q3 2026 | Nov 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 29,889 | 2,353 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seed Wealth Management, Inc. | History | No change | 30,940 | 2,230 | 1.4% | 1.54% | 27 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 29,972 | 2,206 | 0.0% | 0.0% | 28 | -16 | -0.05% | Q3 2026 | Oct 13, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 30,461 | 2,196 | 0.65% | 0.6% | 29 | +5,265 | 20.9% | Q3 2026 | Oct 23, 2026 |
| Innova Wealth Partners | History | Added to | 22,629 | 1,631 | 0.64% | 0.68% | 30 | +1,568 | 7.45% | Q3 2026 | Oct 20, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 17,017 | 1,339 | 0.37% | 0.37% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XY Planning Network, Inc. | History | Added to | 16,591 | 1,196 | 0.13% | 0.16% | 32 | +454 | 2.81% | Q3 2026 | Oct 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 14,748 | 1,063 | 0.04% | 0.05% | 33 | +248 | 1.71% | Q3 2026 | Nov 04, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 13,534 | 1,052 | 0.69% | 0.69% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 12,198 | 960 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sankala Group LLC | History | No change | 11,252 | 863 | 0.58% | 0.58% | 36 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,570 | 753 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | No change | 6,730 | 529 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 7,238 | 521 | 0.06% | 0.07% | 39 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,622 | 521 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,732 | 485 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 6,130 | 441 | 0.02% | 0.03% | 42 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ascentis Independent Advisors | History | New | 5,725 | 412 | 0.02% | — | 43 | +5,725 | New | Q3 2026 | Nov 03, 2026 |
| Redwood Family Wealth LLC | History | Added to | 5,306 | 382 | 0.34% | 0.29% | 44 | +1,095 | 26.0% | Q3 2026 | Oct 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,829 | 381 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 4,811 | 346 | 0.0% | 0.0% | 46 | +373 | 8.4% | Q3 2026 | Nov 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,340 | 342 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,264 | 335 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GWN SECURITIES INC. | History | No change | 4,181 | 329 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 4,000 | 314 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 3,778 | 297 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 3,903 | 281 | 0.06% | 0.26% | 52 | -9,881 | -71.68% | Q3 2026 | Oct 20, 2026 |
| Fortis Group Advisors, LLC | History | No change | 3,543 | 278 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 3,388 | 266 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hudock, Inc. | History | No change | 3,563 | 256 | 0.03% | 0.04% | 55 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,102 | 244 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 3,034 | 238 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Professional Financial Advisors, LLC | History | No change | 3,222 | 232 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Wavvest Wealth LLC | History | New | 3,142 | 226 | 0.18% | — | 59 | +3,142 | New | Q3 2026 | Oct 21, 2026 |
| Foundry Financial LLC | History | Reduced | 2,924 | 210 | 0.07% | 0.08% | 60 | -284 | -8.85% | Q3 2026 | Oct 16, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 2,656 | 209 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MORGAN STANLEY | History | No change | 2,330 | 183 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | New | 2,143 | 154 | 0.0% | — | 63 | +2,143 | New | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | No change | 1,817 | 143 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Private Wealth Management, LLC | History | New | 1,185 | 85 | 0.08% | — | 65 | +1,185 | New | Q3 2026 | Oct 19, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,015 | 79 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 847 | 61 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 623 | 44 | 0.0% | 0.01% | 68 | -191 | -23.46% | Q3 2026 | Oct 20, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 593 | 42 | 0.02% | — | 69 | +593 | New | Q3 2026 | Oct 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 523 | 40 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | New | 515 | 37 | 0.0% | — | 71 | +515 | New | Q3 2026 | Nov 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 450 | 32 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 180 | 12 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| FMR LLC | History | No change | 68 | 5 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,640 | -100.0% | Q3 2026 | Oct 26, 2026 |
| ASSETMARK, INC | History | Reduced | 12 | 0 | — | 0.0% | — | -92 | -88.46% | Q3 2026 | Oct 21, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | No change | 13 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |