QMOM Institutional Ownership
Alpha Architect U.S. Quantitative Momentum ETF
1W: +1.4%
1M: +1.5%
3M: -3.3%
YTD: +11.2%
1Y: +15.1%
3Y: +76.3%
5Y: +47.1%
$73.95
+1.09 (+1.50%)
Weekly Expected Move ±2.0%
$71
$72
$74
$75
$77
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — QMOM
78
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
243M
Total Invested
9
New Positions
31
Increased
29
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (87 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Revolve Wealth Partners, LLC | 411,612 | 30M | +6,078 | +1.5% | 15Q | SEC ↗ |
| 2 | Valley Financial Group, Inc. | 236,631 | 17M | +1,371 | +0.6% | 11Q | SEC ↗ |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 217,012 | 16M | +3,459 | +1.6% | 8Q | SEC ↗ |
| 4 | BWM Planning, LLC | 205,011 | 15M | +4,056 | +2.0% | 8Q | SEC ↗ |
| 5 | LPL Financial LLC | 199,352 | 15M | -5,474 | -2.7% | 17Q | SEC ↗ |
| 6 | D.A. DAVIDSON & CO. | 158,850 | 12M | +47,543 | +42.7% | 4Q | SEC ↗ |
| 7 | One Degree Advisors Inc | 134,618 | 10M | +6,027 | +4.7% | 11Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 132,599 | 10M | -1,551 | -1.2% | 7Q | SEC ↗ |
| 9 | JPL Wealth Management, LLC | 115,998 | 9M | +15,186 | +15.1% | 5Q | SEC ↗ |
| 10 | Commonwealth Financial Services, LLC | 112,150 | 8M | -193,396 | -63.3% | 12Q | SEC ↗ |
| 11 | Stokes Family Office, LLC | 101,120 | 7M | -69,913 | -40.9% | 14Q | SEC ↗ |
| 12 | Kathmere Capital Management, LLC | 100,539 | 7M | -536 | -0.5% | 27Q | SEC ↗ |
| 13 | Empowered Funds, LLC | 72,997 | 5M | +14,395 | +24.6% | 3Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 68,422 | 5M | -4,131 | -5.7% | 15Q | SEC ↗ |
| 15 | Vise Technologies, Inc. | 61,678 | 5M | +55,983 | +983.0% | 3Q | SEC ↗ |
| 16 | Ethos Financial Group, LLC | 53,727 | 4M | -17,979 | -25.1% | 15Q | SEC ↗ |
| 17 | Vestment Financial LLC | 49,076 | 4M | +1,160 | +2.4% | 7Q | SEC ↗ |
| 18 | Advantage Trust Co | 45,684 | 3M | +1,115 | +2.5% | 7Q | SEC ↗ |
| 19 | Savvy Advisors, Inc. | 43,998 | 3M | +3,225 | +7.9% | 2Q | SEC ↗ |
| 20 | Empirical Finance, LLC | 41,836 | 3M | -10,546 | -20.1% | 2Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 40,610 | 3M | +889 | +2.2% | 7Q | SEC ↗ |
| 22 | Cambria Investment Management, L.P. | 40,273 | 3M | +1,473 | +3.8% | 26Q | SEC ↗ |
| 23 | Brookwood Investment Group LLC | 38,672 | 3M | -5,282 | -12.0% | 4Q | SEC ↗ |
| 24 | TWO SIGMA INVESTMENTS, LP NEW | 36,500 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Seed Wealth Management, Inc. | 30,940 | 2M | — | +0.0% | 15Q | SEC ↗ |
| 26 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 29,988 | 2M | +4,619 | +18.2% | 7Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC NEW | 29,889 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 28 | CWM, LLC | 27,021 | 2M | -35,455 | -56.7% | 12Q | SEC ↗ |
| 29 | L.K. Benson & Company, P.C. | 25,196 | 2M | -1,875 | -6.9% | 7Q | SEC ↗ |
| 30 | Innova Wealth Partners | 21,061 | 2M | +4,739 | +29.0% | 7Q | SEC ↗ |
| 31 | Well Done, LLC | 18,513 | 1M | +11,096 | +149.6% | 11Q | SEC ↗ |
| 32 | BAKER BOYER NATIONAL BANK | 17,017 | 1M | +24 | +0.1% | 19Q | SEC ↗ |
| 33 | XY Planning Network, Inc. | 16,137 | 1M | -2,584 | -13.8% | 6Q | SEC ↗ |
| 34 | Visionary Wealth Advisors | 14,500 | 1M | -269 | -1.8% | 7Q | SEC ↗ |
| 35 | ATTICUS WEALTH MANAGEMENT, LLC | 13,784 | 1M | +2,001 | +17.0% | 5Q | SEC ↗ |
| 36 | Stillwater Private Wealth, LLC | 13,534 | 1M | -7,259 | -34.9% | 2Q | SEC ↗ |
| 37 | ROYAL BANK OF CANADA | 12,198 | 902K | +252 | +2.1% | 33Q | SEC ↗ |
| 38 | Sankala Group LLC | 11,252 | 832K | +1,329 | +13.4% | 3Q | SEC ↗ |
| 39 | OPPENHEIMER & CO INC NEW | 10,640 | 787K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Global Retirement Partners, LLC NEW | 9,570 | 708K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Almanack Investment Partners, LLC. | 7,238 | 535K | +77 | +1.1% | 15Q | SEC ↗ |
| 42 | Apollon Wealth Management, LLC | 6,732 | 498K | +900 | +15.4% | 7Q | SEC ↗ |
| 43 | Quantinno Capital Management LP | 6,730 | 498K | +519 | +8.4% | 2Q | SEC ↗ |
| 44 | Ameritas Advisory Services, LLC | 6,622 | 490K | +2,290 | +52.9% | 5Q | SEC ↗ |
| 45 | Fifth Third Securities, Inc. | 6,130 | 453K | -27 | -0.4% | 7Q | SEC ↗ |
| 46 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4,829 | 357K | +851 | +21.4% | 15Q | SEC ↗ |
| 47 | Kestra Advisory Services, LLC | 4,438 | 328K | +237 | +5.6% | 4Q | SEC ↗ |
| 48 | CENTAURUS FINANCIAL, INC. | 4,340 | 321K | -792 | -15.4% | 5Q | SEC ↗ |
| 49 | NewEdge Advisors, LLC | 4,264 | 315K | — | +0.0% | 5Q | SEC ↗ |
| 50 | Redwood Family Wealth LLC | 4,211 | 311K | +525 | +14.2% | 3Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 36,500 | 3M |
| GOLDMAN SACHS GROUP INC | 29,889 | 2M |
| OPPENHEIMER & CO INC | 10,640 | 787K |
| Global Retirement Partners, LLC | 9,570 | 708K |
| MML INVESTORS SERVICES, LLC | 3,778 | 279K |
| AQR CAPITAL MANAGEMENT LLC | 3,102 | 229K |
| Waverly Advisors, LLC | 3,034 | 224K |
| Kesler, Norman & Wride, LLC | 2,656 | 196K |
| UBS Group AG | 1,817 | 134K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 13,833 | 1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 10,727 | 793K |
| JANE STREET GROUP, LLC | 5,762 | 426K |
| Lifeworks Advisors, LLC | 4,873 | 360K |
| CITIGROUP INC | 4,347 | 321K |
| Equitable Holdings, Inc. | 4,297 | 318K |
| OPAL CAPITAL LLC | 4,219 | 312K |
| Daviman Financial, LLC | 3,111 | 230K |
| UMB Bank, n.a. | 1,785 | 132K |
| QUADRANT CAPITAL GROUP LLC | 860 | 64K |
| MAI Capital Management | 750 | 55K |
| AlphaCore Capital LLC | 410 | 30K |
| BANK OF AMERICA CORP /DE | 150 | 11K |
| Global Wealth Strategies & Associat | 23 | 2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Vise Technologies, Inc. | +55,983 | +983.0% | 61,678 |
| D.A. DAVIDSON & CO. | +47,543 | +42.7% | 158,850 |
| JPL Wealth Management, LLC | +15,186 | +15.1% | 115,998 |
| Empowered Funds, LLC | +14,395 | +24.6% | 72,997 |
| Well Done, LLC | +11,096 | +149.6% | 18,513 |
| Revolve Wealth Partners, LLC | +6,078 | +1.5% | 411,612 |
| One Degree Advisors Inc | +6,027 | +4.7% | 134,618 |
| Innova Wealth Partners | +4,739 | +29.0% | 21,061 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +4,619 | +18.2% | 29,988 |
| BWM Planning, LLC | +4,056 | +2.0% | 205,011 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +3,459 | +1.6% | 217,012 |
| Savvy Advisors, Inc. | +3,225 | +7.9% | 43,998 |
| Ameritas Advisory Services, LLC | +2,290 | +52.9% | 6,622 |
| ATTICUS WEALTH MANAGEMENT, LLC | +2,001 | +17.0% | 13,784 |
| Cambria Investment Management, L.P. | +1,473 | +3.8% | 40,273 |
| Valley Financial Group, Inc. | +1,371 | +0.6% | 236,631 |
| Sankala Group LLC | +1,329 | +13.4% | 11,252 |
| Vestment Financial LLC | +1,160 | +2.4% | 49,076 |
| Advantage Trust Co | +1,115 | +2.5% | 45,684 |
| Apollon Wealth Management, LLC | +900 | +15.4% | 6,732 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Commonwealth Financial Services, LL | -193,396 | -63.3% | 112,150 |
| Stokes Family Office, LLC | -69,913 | -40.9% | 101,120 |
| CWM, LLC | -35,455 | -56.7% | 27,021 |
| Ethos Financial Group, LLC | -17,979 | -25.1% | 53,727 |
| Empirical Finance, LLC | -10,546 | -20.1% | 41,836 |
| Stillwater Private Wealth, LLC | -7,259 | -34.9% | 13,534 |
| LPL Financial LLC | -5,474 | -2.7% | 199,352 |
| Brookwood Investment Group LLC | -5,282 | -12.0% | 38,672 |
| OSAIC HOLDINGS, INC. | -4,131 | -5.7% | 68,422 |
| XY Planning Network, Inc. | -2,584 | -13.8% | 16,137 |
| L.K. Benson & Company, P.C. | -1,875 | -6.9% | 25,196 |
| RAYMOND JAMES FINANCIAL INC | -1,551 | -1.2% | 132,599 |
| CENTAURUS FINANCIAL, INC. | -792 | -15.4% | 4,340 |
| GWN SECURITIES INC. | -544 | -11.5% | 4,181 |
| Federation des caisses Desjardins d | -543 | -34.9% | 1,015 |
| Kathmere Capital Management, LLC | -536 | -0.5% | 100,539 |
| Stratos Wealth Advisors, LLC | -310 | -8.4% | 3,388 |
| Visionary Wealth Advisors | -269 | -1.8% | 14,500 |
| WELLS FARGO & COMPANY/MN | -195 | -100.0% | 0 |
| Fortis Group Advisors, LLC | -165 | -4.4% | 3,543 |