Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / US QUAN MOMENTUM
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
1,914,470
-
Shares change
-
+42,752
-
Total reported value, excl. options
-
$82,536,047
-
Value change
-
+$1,817,550
-
Number of buys
-
16
-
Number of sells
-
-13
-
Price
-
$43.12
Significant Holders of EA SERIES TRUST - US QUAN MOMENTUM (QMOM) as of Q3 2023
35 filings reported holding QMOM - EA SERIES TRUST - US QUAN MOMENTUM as of Q3 2023.
EA SERIES TRUST - US QUAN MOMENTUM (QMOM) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,914,470 shares
.
Largest 10 shareholders include Empirical Finance, LLC (405,791 shares), Revolve Wealth Partners, LLC (329,960 shares), Stokes Family Office, LLC (192,347 shares), Waverly Advisors, LLC (169,724 shares), Commonwealth Financial Services, LLC (133,712 shares), Empowered Funds, LLC (116,054 shares), Kathmere Capital Management, LLC (96,895 shares), Raymond James Financial Services Advisors, Inc. (77,034 shares), OSAIC HOLDINGS, INC. (68,186 shares), and Private Advisor Group, LLC (48,016 shares).
This table shows the top 33 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.