Who Owns EA SERIES TRUST (IMOM)? -- Institutional Holders (2026-03-31)

32 institutions reported holding $62.0M of EA SERIES TRUST (IMOM) in SEC 13F filings for 2026-03-31. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($14.4M), D.A. DAVIDSON & CO. ($7.6M), Empowered Funds, LLC ($6.2M), Empirical Finance, LLC ($4.8M), Kathmere Capital Management, LLC ($4.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1RAYMOND JAMES FINANCIAL INC$14.4M360,312Trimmed
2D.A. DAVIDSON & CO.$7.6M189,618Added
3Empowered Funds, LLC$6.2M155,991Trimmed
4Empirical Finance, LLC$4.8M121,049New
5Kathmere Capital Management, LLC$4.5M112,634Trimmed
6One Degree Advisors Inc$3.9M98,024Trimmed
7BAKER BOYER NATIONAL BANK$3.6M90,823Added
8Vestment Financial LLC$3.1M71,091Added
9Stokes Family Office, LLC$2.5M63,530Trimmed
10Valley Financial Group, Inc.$1.6M38,997Trimmed
11Cambria Investment Management, L.P.$1.5M38,402Added
12LPL Financial LLC$1.1M27,433Added
13L.K. Benson & Company, P.C.$967,35124,288Added
14JANE STREET GROUP, LLC$824,12920,692New
15Bravias Capital Group, LLC$799,83520,082Added
16Innova Wealth Partners$690,86317,346New
17XY Planning Network, Inc.$639,31115,614Trimmed
18FLOW TRADERS U.S. LLC$572,00014,373Trimmed
19Royal Bank of Canada$485,00012,183Added
20Worth Asset Management, LLC$402,58510,108New
21Sankala Group LLC$365,3029,300Added
22Kestra Advisory Services, LLC$361,7519,083Added
23FOCUSED ALPHA, LLC$332,3288,344Trimmed
24Seed Wealth Management, Inc.$331,3728,320Hold
25Concurrent Investment Advisors, LLC$235,9525,924Trimmed

Source: SEC Form 13F filings · as of 2026-03-31