EA Series Trust (IMOM): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow IMOM for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 30

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$43.27

+8.7% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of IMOM (all 13F filers)

Raymond James Financial360 KWealth adviser−186
D.a. Davidson276 KType not verified+86 K
Empowered Funds173 KType not verified+17 K
LPL Financial120 KWealth adviser+92 K
Kathmere Capital Management110 KType not verified−2,135
One Degree Advisors102 KType not verified+3,478
Baker Boyer National Bank93 KBank or trading desk+1,700
Stokes Family Office79 KType not verified+16 K
Vestment Financial72 KType not verified+1,370
Empirical Finance69 KType not verified−52 K

Filer	Type
Raymond James Financial	Wealth adviser	360 K	−186	$15.6M
D.a. Davidson	Type not verified	276 K	+86 K	$11.9M
Empowered Funds	Type not verified	173 K	+17 K	$7.5M
LPL Financial	Wealth adviser	120 K	+92 K	$5.2M
Kathmere Capital Management	Type not verified	110 K	−2,135	$4.8M
One Degree Advisors	Type not verified	102 K	+3,478	$4.4M
Baker Boyer National Bank	Bank or trading desk	93 K	+1,700	$4.0M
Stokes Family Office	Type not verified	79 K	+16 K	$3.4M
Vestment Financial	Type not verified	72 K	+1,370	$3.0M
Empirical Finance	Type not verified	69 K	−52 K	$3.0M

Raymond James Financial
Shares
360 K
Change
−186
See more
Type
Wealth adviser
Value
$15.6M
D.a. Davidson
Shares
276 K
Change
+86 K
See more
Type
Type not verified
Value
$11.9M
Empowered Funds
Shares
173 K
Change
+17 K
See more
Type
Type not verified
Value
$7.5M
LPL Financial
Shares
120 K
Change
+92 K
See more
Type
Wealth adviser
Value
$5.2M
Kathmere Capital Management
Shares
110 K
Change
−2,135
See more
Type
Type not verified
Value
$4.8M
One Degree Advisors
Shares
102 K
Change
+3,478
See more
Type
Type not verified
Value
$4.4M
Baker Boyer National Bank
Shares
93 K
Change
+1,700
See more
Type
Bank or trading desk
Value
$4.0M
Stokes Family Office
Shares
79 K
Change
+16 K
See more
Type
Type not verified
Value
$3.4M
Vestment Financial
Shares
72 K
Change
+1,370
See more
Type
Type not verified
Value
$3.0M
Empirical Finance
Shares
69 K
Change
−52 K
See more
Type
Type not verified
Value
$3.0M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗