EA Series Trust (QMOM): 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.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 71

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$78.73

+15.3% 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 QMOM (all 13F filers)

Revolve Wealth Partners412 KWealth adviser+6,078
Valley Financial Group237 KType not verified+1,371
Northwestern Mutual Wealth Management217 KWealth adviser+3,459
BWM Planning205 KType not verified+4,056
LPL Financial199 KWealth adviser−5,474
D.a. Davidson159 KType not verified+48 K
One Degree Advisors135 KType not verified+6,027
Raymond James Financial133 KWealth adviser−1,551
JPL Wealth Management116 KWealth adviser+15 K
Commonwealth Financial Services112 KType not verified−193 K

Filer	Type
Revolve Wealth Partners	Wealth adviser	412 K	+6,078	$32.4M
Valley Financial Group	Type not verified	237 K	+1,371	$18.6M
Northwestern Mutual Wealth Management	Wealth adviser	217 K	+3,459	$17.1M
BWM Planning	Type not verified	205 K	+4,056	$16.1M
LPL Financial	Wealth adviser	199 K	−5,474	$15.7M
D.a. Davidson	Type not verified	159 K	+48 K	$12.5M
One Degree Advisors	Type not verified	135 K	+6,027	$10.4M
Raymond James Financial	Wealth adviser	133 K	−1,551	$10.4M
JPL Wealth Management	Wealth adviser	116 K	+15 K	$9.1M
Commonwealth Financial Services	Type not verified	112 K	−193 K	$8.8M

Revolve Wealth Partners
Shares
412 K
Change
+6,078
See more
Type
Wealth adviser
Value
$32.4M
Valley Financial Group
Shares
237 K
Change
+1,371
See more
Type
Type not verified
Value
$18.6M
Northwestern Mutual Wealth Management
Shares
217 K
Change
+3,459
See more
Type
Wealth adviser
Value
$17.1M
BWM Planning
Shares
205 K
Change
+4,056
See more
Type
Type not verified
Value
$16.1M
LPL Financial
Shares
199 K
Change
−5,474
See more
Type
Wealth adviser
Value
$15.7M
D.a. Davidson
Shares
159 K
Change
+48 K
See more
Type
Type not verified
Value
$12.5M
One Degree Advisors
Shares
135 K
Change
+6,027
See more
Type
Type not verified
Value
$10.4M
Raymond James Financial
Shares
133 K
Change
−1,551
See more
Type
Wealth adviser
Value
$10.4M
JPL Wealth Management
Shares
116 K
Change
+15 K
See more
Type
Wealth adviser
Value
$9.1M
Commonwealth Financial Services
Shares
112 K
Change
−193 K
See more
Type
Type not verified
Value
$8.8M

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 ↗