IMOM Institutional Ownership
Alpha Architect International Quantitative Momentum ETF
1W: -0.4%
1M: -0.3%
3M: -6.2%
YTD: +5.2%
1Y: +11.1%
3Y: +80.8%
5Y: +26.1%
$40.69
+0.87 (+2.20%)
Weekly Expected Move ±2.4%
$39
$40
$41
$42
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IMOM
32
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
75M
Total Invested
2
New Positions
13
Increased
12
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (34 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 360,126 | $15M | -186 | -0.1% | 7Q | SEC ↗ |
| 2 | D.A. DAVIDSON & CO. | 275,729 | $11M | +86,111 | +45.4% | 4Q | SEC ↗ |
| 3 | Empowered Funds, LLC | 172,987 | $7M | +16,996 | +10.9% | 3Q | SEC ↗ |
| 4 | LPL Financial LLC | 119,829 | $5M | +92,396 | +336.8% | 4Q | SEC ↗ |
| 5 | Kathmere Capital Management, LLC | 110,499 | $4M | -2,135 | -1.9% | 27Q | SEC ↗ |
| 6 | One Degree Advisors Inc | 101,502 | $4M | +3,478 | +3.5% | 11Q | SEC ↗ |
| 7 | BAKER BOYER NATIONAL BANK | 92,523 | $4M | +1,700 | +1.9% | 19Q | SEC ↗ |
| 8 | Stokes Family Office, LLC | 79,205 | $3M | +15,675 | +24.7% | 14Q | SEC ↗ |
| 9 | Vestment Financial LLC | 72,461 | $3M | +1,370 | +1.9% | 7Q | SEC ↗ |
| 10 | Empirical Finance, LLC | 68,820 | $3M | -52,229 | -43.1% | 2Q | SEC ↗ |
| 11 | Vise Technologies, Inc. NEW | 46,799 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Cambria Investment Management, L.P. | 39,860 | $2M | +1,458 | +3.8% | 28Q | SEC ↗ |
| 13 | Valley Financial Group, Inc. | 38,915 | $2M | -82 | -0.2% | 11Q | SEC ↗ |
| 14 | Bravias Capital Group, LLC | 24,568 | $1000K | +4,486 | +22.3% | 3Q | SEC ↗ |
| 15 | L.K. Benson & Company, P.C. | 22,812 | $928K | -1,476 | -6.1% | 6Q | SEC ↗ |
| 16 | Innova Wealth Partners | 22,742 | $925K | +5,396 | +31.1% | 2Q | SEC ↗ |
| 17 | XY Planning Network, Inc. | 13,638 | $555K | -1,976 | -12.7% | 6Q | SEC ↗ |
| 18 | Sankala Group LLC | 12,244 | $498K | +2,944 | +31.7% | 3Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 9,529 | $388K | +446 | +4.9% | 3Q | SEC ↗ |
| 20 | FOCUSED ALPHA, LLC | 8,344 | $339K | — | +0.0% | 3Q | SEC ↗ |
| 21 | Seed Wealth Management, Inc. | 8,320 | $339K | — | +0.0% | 12Q | SEC ↗ |
| 22 | Concurrent Investment Advisors, LLC | 6,999 | $285K | +1,075 | +18.1% | 3Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 6,801 | $277K | -5,382 | -44.2% | 30Q | SEC ↗ |
| 24 | Worth Asset Management, LLC | 5,053 | $206K | -5,055 | -50.0% | 2Q | SEC ↗ |
| 25 | CITADEL ADVISORS LLC NEW | 4,786 | $195K | — | +0.0% | 1Q | SEC ↗ |
| 26 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,764 | $72K | -71 | -3.9% | 15Q | SEC ↗ |
| 27 | Federation des caisses Desjardins du Q | 1,412 | $57K | — | +0.0% | 3Q | SEC ↗ |
| 28 | UBS Group AG | 110 | $4K | -1,086 | -90.8% | 2Q | SEC ↗ |
| 29 | FMR LLC | 14 | $1K | — | +0.0% | 5Q | SEC ↗ |
| 30 | WELLS FARGO & COMPANY/MN | 1 | $0K | — | +0.0% | 14Q | SEC ↗ |
| 31 | MORGAN STANLEY | 0 | $0K | -1 | -100.0% | 9Q | SEC ↗ |
| 32 | JANE STREET GROUP, LLC | 0 | $0K | -20,692 | -100.0% | 1Q | SEC ↗ |
| 33 | FLOW TRADERS U.S. LLC | 0 | $0K | -14,373 | -100.0% | 3Q | SEC ↗ |
| 34 | Lifeworks Advisors, LLC | 0 | $0K | -7,340 | -100.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Vise Technologies, Inc. | 46,799 | $2M |
| CITADEL ADVISORS LLC | 4,786 | $195K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 20,692 | $842K |
| FLOW TRADERS U.S. LLC | 14,373 | $585K |
| Lifeworks Advisors, LLC | 7,340 | $299K |
| MORGAN STANLEY | 1 | $0K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +92,396 | +336.8% | 119,829 |
| D.A. DAVIDSON & CO. | +86,111 | +45.4% | 275,729 |
| Empowered Funds, LLC | +16,996 | +10.9% | 172,987 |
| Stokes Family Office, LLC | +15,675 | +24.7% | 79,205 |
| Innova Wealth Partners | +5,396 | +31.1% | 22,742 |
| Bravias Capital Group, LLC | +4,486 | +22.3% | 24,568 |
| One Degree Advisors Inc | +3,478 | +3.5% | 101,502 |
| Sankala Group LLC | +2,944 | +31.7% | 12,244 |
| BAKER BOYER NATIONAL BANK | +1,700 | +1.9% | 92,523 |
| Cambria Investment Management, L.P. | +1,458 | +3.8% | 39,860 |
| Vestment Financial LLC | +1,370 | +1.9% | 72,461 |
| Concurrent Investment Advisors, LLC | +1,075 | +18.1% | 6,999 |
| Kestra Advisory Services, LLC | +446 | +4.9% | 9,529 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Empirical Finance, LLC | -52,229 | -43.1% | 68,820 |
| ROYAL BANK OF CANADA | -5,382 | -44.2% | 6,801 |
| Worth Asset Management, LLC | -5,055 | -50.0% | 5,053 |
| Kathmere Capital Management, LLC | -2,135 | -1.9% | 110,499 |
| XY Planning Network, Inc. | -1,976 | -12.7% | 13,638 |
| L.K. Benson & Company, P.C. | -1,476 | -6.1% | 22,812 |
| UBS Group AG | -1,086 | -90.8% | 110 |
| RAYMOND JAMES FINANCIAL INC | -186 | -0.1% | 360,126 |
| Valley Financial Group, Inc. | -82 | -0.2% | 38,915 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -71 | -3.9% | 1,764 |