13 institutions reported holding $33.1M of Alpha Architect Intl Quantitative Momentum (IMOM) in SEC 13F filings for 2026-06-30. Largest institutional holders: D.A. DAVIDSON & CO. ($11.9M), Kathmere Capital Management, LLC ($4.8M), One Degree Advisors Inc ($4.4M), BAKER BOYER NATIONAL BANK ($4.0M), Vestment Financial LLC ($3.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | D.A. DAVIDSON & CO. | $11.9M | 275,729 | Added |
| 2 | Kathmere Capital Management, LLC | $4.8M | 110,499 | Trimmed |
| 3 | One Degree Advisors Inc | $4.4M | 101,502 | Added |
| 4 | BAKER BOYER NATIONAL BANK | $4.0M | 92,523 | Added |
| 5 | Vestment Financial LLC | $3.0M | 72,461 | Added |
| 6 | Bravias Capital Group, LLC | $1.1M | 24,568 | Added |
| 7 | L.K. Benson & Company, P.C. | $987,195 | 22,812 | Trimmed |
| 8 | Innova Wealth Partners | $984,160 | 22,742 | Added |
| 9 | XY Planning Network, Inc. | $590,180 | 13,638 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $412,356 | 9,529 | Added |
| 11 | Seed Wealth Management, Inc. | $360,048 | 8,320 | Hold |
| 12 | Concurrent Investment Advisors, LLC | $302,863 | 6,999 | Added |
| 13 | Worth Asset Management, LLC | $218,669 | 5,053 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30