Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US QUAN MOMENTUM
-
Number of holders
-
59
-
Total 13F shares, excl. options
-
2,518,371
-
Shares change
-
+360,013
-
Total reported value, excl. options
-
$161,818,032
-
Value change
-
+$23,078,778
-
Number of buys
-
30
-
Number of sells
-
-16
-
Price
-
$64.13
Significant Holders of EA SERIES TRUST - US QUAN MOMENTUM (QMOM) as of Q4 2024
63 filings reported holding QMOM - EA SERIES TRUST - US QUAN MOMENTUM as of Q4 2024.
EA SERIES TRUST - US QUAN MOMENTUM (QMOM) has 59 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,518,371 shares
.
Largest 10 shareholders include Revolve Wealth Partners, LLC (370,444 shares), Commonwealth Financial Services, LLC (270,910 shares), Stokes Family Office, LLC (227,246 shares), Empirical Finance, LLC (205,114 shares), RAYMOND JAMES FINANCIAL INC (158,889 shares), Valley Financial Group, Inc. (124,259 shares), BWM Planning, LLC (112,810 shares), Empowered Funds, LLC (110,588 shares), Kathmere Capital Management, LLC (95,991 shares), and OSAIC HOLDINGS, INC. (88,286 shares).
This table shows the top 59 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.