IMOM — Ea Series Trust Institutional Holders · Q2 2026

Name: Who Owns IMOM? 32 Institutions Hold $74.7M (Q2 2026)
Creator: ko.io

Who owns Ea Series Trust (IMOM)? 32 institutions reported holding $74.68M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Raymond James Financial Inc ($15.6M), D.A. Davidson & Co. ($11.9M), Empowered Funds, LLC ($7.5M).

Rank	Institution	Value	Shares	Change
1	RAYMOND JAMES FINANCIAL INC	$15.6M	360,126	Trimmed
2	D.A. DAVIDSON & CO.	$11.9M	275,729	Added
3	Empowered Funds, LLC	$7.5M	172,987	Added
4	LPL Financial LLC	$5.2M	119,829	Added
5	Kathmere Capital Management, LLC	$4.8M	110,499	Trimmed
6	One Degree Advisors Inc	$4.4M	101,502	Added
7	BAKER BOYER NATIONAL BANK	$4.0M	92,523	Added
8	Stokes Family Office, LLC	$3.4M	79,205	Added
9	Vestment Financial LLC	$3.0M	72,461	Added
10	Empirical Finance, LLC	$3.0M	68,820	Trimmed
11	Vise Technologies, Inc.	$2.0M	46,799	New
12	Cambria Investment Management, L.P.	$1.7M	39,860	Added
13	Valley Financial Group, Inc.	$1.7M	38,915	Trimmed
14	Bravias Capital Group, LLC	$1.1M	24,568	Added
15	L.K. Benson & Company, P.C.	$987,195	22,812	Trimmed
16	Innova Wealth Partners	$984,160	22,742	Added
17	XY Planning Network, Inc.	$590,180	13,638	Trimmed
18	Sankala Group LLC	$506,818	12,244	Added
19	Kestra Advisory Services, LLC	$412,356	9,529	Added
20	FOCUSED ALPHA, LLC	$361,087	8,344	Hold
21	Seed Wealth Management, Inc.	$360,048	8,320	Hold
22	Concurrent Investment Advisors, LLC	$302,863	6,999	Added
23	Royal Bank of Canada	$294,000	6,801	Trimmed
24	Worth Asset Management, LLC	$218,669	5,053	Trimmed
25	CITADEL ADVISORS LLC	$207,114	4,786	New

Source: SEC Form 13F filings · as of 2026-06-30