ALPHA INTL QUANT MOM ETF (IMOM) Institutional Shareholders
ALPHA INTL QUANT MOM ETF (IMOM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $74.17M in IMOM holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of IMOM tracked by InsiderSet, reporting ownership valued at approximately $15.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.65M, representing an estimated loss of -6.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed IMOM value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, D.A. Davidson & Co., Empowered Funds, Llc, and several other long-term asset managers with concentrated positions in ALPHA INTL QUANT MOM ETF (IMOM).
This page ranks the largest institutional IMOM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
29
Total Reported Value
$74.17M
Largest Holder
Raymond James Financial Inc
Largest Position
$15.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 360,126 | $15,584,453 | $14,647,225 | -$937,228 | -6.01% | |
| D.A. Davidson & Co. | 0.07% | 275,729 | $11,932,171 | $11,214,588 | -$717,583 | -6.01% | |
| Empowered Funds, Llc | 0.04% | 172,987 | $7,486,012 | $7,035,814 | -$450,198 | -6.01% | |
| Lpl Financial Llc | 0.00% | 119,829 | $5,185,618 | $4,873,745 | -$311,873 | -6.01% | |
| Kathmere Capital Management, Llc | 0.25% | 110,499 | $4,781,861 | $4,494,271 | -$287,590 | -6.01% | |
| One Degree Advisors Inc | 0.98% | 101,502 | $4,398,000 | $4,128,340 | -$269,660 | -6.13% | |
| Baker Boyer National Bank | 1.10% | 92,523 | $4,003,933 | $3,763,142 | -$240,791 | -6.01% | |
| Stokes Family Office, Llc | 0.40% | 79,205 | $3,427,605 | $3,221,465 | -$206,140 | -6.01% | |
| Vestment Financial Llc | 1.36% | 72,461 | $3,034,665 | $2,947,170 | -$87,495 | -2.88% | |
| Empirical Finance, Llc | 0.12% | 68,820 | $2,978,186 | $2,799,081 | -$179,105 | -6.01% | |
| Vise Technologies, Inc. | 0.02% | 46,799 | $2,025,207 | $1,903,432 | -$121,775 | -6.01% | |
| Cambria Investment Management, L.P. | 0.09% | 39,860 | $1,724,942 | $1,621,206 | -$103,736 | -6.01% | |
| Valley Financial Group, Inc. | 0.83% | 38,915 | $1,684,066 | $1,582,770 | -$101,296 | -6.01% | |
| Bravias Capital Group, Llc | 0.63% | 24,568 | $1,063,167 | $999,242 | -$63,925 | -6.01% | |
| L.K. Benson & Company, P.C. | 0.30% | 22,812 | $987,195 | $927,821 | -$59,374 | -6.01% | |
| Innova Wealth Partners | 0.41% | 22,742 | $984,160 | $924,974 | -$59,186 | -6.01% | |
| Xy Planning Network, Inc. | 0.07% | 13,638 | $590,180 | $554,692 | -$35,488 | -6.01% | |
| Kestra Advisory Services, Llc | 0.00% | 9,529 | $412,356 | $387,568 | -$24,788 | -6.01% | |
| Focused Alpha, Llc | 0.09% | 8,344 | $361,087 | $339,371 | -$21,716 | -6.01% | |
| Seed Wealth Management, Inc. | 0.23% | 8,320 | $360,048 | $338,395 | -$21,653 | -6.01% | |
| Concurrent Investment Advisors, Llc | 0.00% | 6,999 | $302,863 | $284,667 | -$18,196 | -6.01% | |
| Royal Bank Of Canada | 0.00% | 6,801 | $294,000 | $276,614 | -$17,386 | -5.91% | |
| Worth Asset Management, Llc | 0.07% | 5,053 | $218,669 | $205,518 | -$13,151 | -6.01% | |
| Citadel Advisors Llc | 0.00% | 4,786 | $207,114 | $194,659 | -$12,455 | -6.01% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 1,764 | $76,337 | $71,746 | -$4,591 | -6.01% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 1,412 | $61,027 | $57,430 | -$3,597 | -5.89% | |
| Ubs Group Ag | 0.00% | 110 | $4,760 | $4,474 | -$286 | -6.01% | |
| Fmr Llc | 0.00% | 14 | $607 | $569 | -$38 | -6.19% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $39 | $41 | +$2 | +4.29% |
Frequently asked questions about IMOM
Who owns the most IMOM stock?
The largest holders of IMOM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALPHA INTL QUANT MOM ETF (IMOM).
Is IMOM widely held by superinvestors?
Many widely followed stocks like IMOM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IMOM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.