IMOM Institutional Ownership & Shareholders
ALPHA INTL QUANT MOM ETF (IMOM) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $75.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $13.31M, representing an estimated loss of -14.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% 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
30
Total Reported Value
$75.24M
Largest Holder
Raymond James Financial Inc
Largest Position
$15.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
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 | $13,309,213 | -$2,275,240 | -14.60% | |
| D.A. Davidson & Co. | 0.06% | 285,516 | $11,518,826 | $10,551,843 | -$966,983 | -8.39% | |
| Empowered Funds, Llc | 0.04% | 172,987 | $7,486,012 | $6,393,098 | -$1,092,914 | -14.60% | |
| Lpl Financial Llc | 0.00% | 119,829 | $5,185,618 | $4,428,532 | -$757,086 | -14.60% | |
| Kathmere Capital Management, Llc | 0.23% | 114,990 | $4,639,160 | $4,249,697 | -$389,463 | -8.40% | |
| One Degree Advisors Inc | 0.98% | 101,502 | $4,398,000 | $3,751,220 | -$646,780 | -14.71% | |
| Baker Boyer National Bank | 1.10% | 92,523 | $4,003,933 | $3,419,382 | -$584,551 | -14.60% | |
| Vise Technologies, Inc. | 0.03% | 87,981 | $3,549,478 | $3,251,523 | -$297,955 | -8.39% | |
| Stokes Family Office, Llc | 0.40% | 79,205 | $3,427,605 | $2,927,187 | -$500,418 | -14.60% | |
| Vestment Financial Llc | 1.37% | 76,913 | $3,058,067 | $2,842,481 | -$215,586 | -7.05% | |
| Empirical Finance, Llc | 0.12% | 68,820 | $2,978,186 | $2,543,388 | -$434,798 | -14.60% | |
| Cambria Investment Management, L.P. | 0.09% | 39,860 | $1,724,942 | $1,473,110 | -$251,832 | -14.60% | |
| Valley Financial Group, Inc. | 0.83% | 38,915 | $1,684,066 | $1,438,186 | -$245,880 | -14.60% | |
| L.K. Benson & Company, P.C. | 0.33% | 27,409 | $1,105,792 | $1,012,957 | -$92,835 | -8.40% | |
| Bravias Capital Group, Llc | 0.63% | 24,568 | $1,063,167 | $907,962 | -$155,205 | -14.60% | |
| Innova Wealth Partners | 0.41% | 25,816 | $1,041,536 | $954,084 | -$87,452 | -8.40% | |
| Xy Planning Network, Inc. | 0.06% | 14,244 | $574,647 | $526,417 | -$48,230 | -8.39% | |
| Focused Alpha, Llc | 0.12% | 11,510 | $464,358 | $425,376 | -$38,982 | -8.39% | |
| Kestra Advisory Services, Llc | 0.00% | 10,011 | $403,872 | $369,978 | -$33,894 | -8.39% | |
| Concurrent Investment Advisors, Llc | 0.00% | 9,420 | $380,058 | $348,136 | -$31,922 | -8.40% | |
| Well Done, Llc | 0.05% | 8,588 | $346,474 | $317,388 | -$29,086 | -8.39% | |
| Seed Wealth Management, Inc. | 0.21% | 8,320 | $335,661 | $307,483 | -$28,178 | -8.39% | |
| Royal Bank Of Canada | 0.00% | 6,801 | $294,000 | $251,345 | -$42,655 | -14.51% | |
| Citadel Advisors Llc | 0.00% | 4,786 | $207,114 | $176,877 | -$30,237 | -14.60% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 1,764 | $76,337 | $65,192 | -$11,145 | -14.60% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 1,412 | $61,027 | $52,183 | -$8,844 | -14.49% | |
| Birch Financial Group, Llc | 0.01% | 527 | $21,281 | $19,476 | -$1,805 | -8.48% | |
| Ubs Group Ag | 0.00% | 110 | $4,760 | $4,065 | -$695 | -14.59% | |
| Fmr Llc | 0.00% | 14 | $607 | $517 | -$90 | -14.76% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $39 | $37 | -$2 | -5.24% |
Frequently asked questions about IMOM
Who are the largest institutional holders of IMOM?
The largest institutional holders of IMOM reported in the latest SEC Form 13F filings include Raymond James Financial Inc, D.A. Davidson & Co., Empowered Funds, Llc, Lpl Financial Llc, and Kathmere Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported IMOM position.
What is IMOM institutional ownership?
This page tracks IMOM positions reported by institutional investment managers through SEC Form 13F. ALPHA INTL QUANT MOM ETF (IMOM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IMOM?
InsiderSet currently tracks 30 institutional managers reporting IMOM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IMOM shareholders.
How much IMOM stock do institutions own?
Institutional investment managers disclosed approximately $75.24M in IMOM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IMOM institutional ownership last updated?
The latest IMOM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IMOM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IMOM position after the reporting date.
Are institutions buying or selling IMOM?
Institutional buying and selling can be analyzed by comparing IMOM positions across consecutive 13F reporting periods. InsiderSet's IMOM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IMOM ownership changes.
How has IMOM institutional ownership changed over time?
InsiderSet tracks IMOM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.