QMOM Institutional Ownership & Shareholders
ALPHA US QUANT MOM ETF (QMOM) is currently held by 69 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $219.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Revolve Wealth Partners, Llc is currently the largest disclosed institutional shareholder of QMOM tracked by InsiderSet, reporting ownership valued at approximately $30.48M in its September 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 $30.01M, representing an estimated loss of -1.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed QMOM value among the investors covered in this analysis. Major shareholders include Revolve Wealth Partners, Llc, Valley Financial Group, Inc., Bwm Planning, Llc, and several other long-term asset managers with concentrated positions in ALPHA US QUANT MOM ETF (QMOM).
This page ranks the largest institutional QMOM 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
69
Total Reported Value
$219.52M
Largest Holder
Revolve Wealth Partners, Llc
Largest Position
$30.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Revolve Wealth Partners, Llc | 3.19% | 422,718 | $30,478,756 | $30,012,978 | -$465,778 | -1.53% | |
| Valley Financial Group, Inc. | 9.19% | 236,631 | $18,629,945 | $16,800,801 | -$1,829,144 | -9.82% | |
| Bwm Planning, Llc | 3.74% | 205,011 | $16,140,547 | $14,555,781 | -$1,584,766 | -9.82% | |
| Lpl Financial Llc | 0.00% | 199,352 | $15,694,978 | $14,153,992 | -$1,540,986 | -9.82% | |
| D.A. Davidson & Co. | 0.06% | 166,174 | $11,981,458 | $11,798,354 | -$183,104 | -1.53% | |
| Raymond James Financial Inc | 0.00% | 132,599 | $10,439,508 | $9,414,529 | -$1,024,979 | -9.82% | |
| One Degree Advisors Inc | 2.32% | 134,618 | $10,412,000 | $9,557,878 | -$854,122 | -8.20% | |
| Jpl Wealth Management, Llc | 1.81% | 115,998 | $9,132,533 | $8,235,858 | -$896,675 | -9.82% | |
| Vise Technologies, Inc. | 0.07% | 111,466 | $8,036,936 | $7,914,086 | -$122,850 | -1.53% | |
| Stokes Family Office, Llc | 0.93% | 101,120 | $7,961,200 | $7,179,520 | -$781,680 | -9.82% | |
| Kathmere Capital Management, Llc | 0.37% | 105,657 | $7,618,062 | $7,501,647 | -$116,415 | -1.53% | |
| Commonwealth Financial Services, Llc | 1.09% | 84,546 | $6,095,963 | $6,002,766 | -$93,197 | -1.53% | |
| Empowered Funds, Llc | 0.03% | 72,997 | $5,747,054 | $5,182,787 | -$564,267 | -9.82% | |
| Osaic Holdings, Inc. | 0.01% | 68,422 | $5,386,849 | $4,857,962 | -$528,887 | -9.82% | |
| Vestment Financial Llc | 1.75% | 54,250 | $3,923,934 | $3,851,750 | -$72,184 | -1.84% | |
| Ethos Financial Group, Llc | 0.26% | 53,727 | $3,828,814 | $3,814,617 | -$14,197 | -0.37% | |
| Savvy Advisors, Inc. | 0.07% | 43,998 | $3,463,935 | $3,123,858 | -$340,077 | -9.82% | |
| Advantage Trust Co | 1.19% | 46,927 | $3,383,526 | $3,331,817 | -$51,709 | -1.53% | |
| Empirical Finance, Llc | 0.14% | 41,836 | $3,293,748 | $2,970,356 | -$323,392 | -9.82% | |
| Cambria Investment Management, L.P. | 0.16% | 40,273 | $3,170,693 | $2,859,383 | -$311,310 | -9.82% | |
| Brookwood Investment Group Llc | 0.35% | 38,672 | $3,044,647 | $2,745,712 | -$298,935 | -9.82% | |
| Two Sigma Investments, Lp | 0.00% | 36,500 | $2,873,645 | $2,591,500 | -$282,145 | -9.82% | |
| Well Done, Llc | 0.38% | 38,720 | $2,791,786 | $2,749,120 | -$42,666 | -1.53% | |
| Goldman Sachs Group Inc | 0.00% | 29,889 | $2,353,161 | $2,122,119 | -$231,042 | -9.82% | |
| Seed Wealth Management, Inc. | 1.40% | 30,940 | $2,230,833 | $2,196,740 | -$34,093 | -1.53% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 29,972 | $2,206,539 | $2,128,012 | -$78,527 | -3.56% | |
| L.K. Benson & Company, P.C. | 0.65% | 30,461 | $2,196,278 | $2,162,731 | -$33,547 | -1.53% | |
| Cwm, Llc | 0.00% | 27,021 | $1,845,779 | $1,918,491 | +$72,712 | +3.94% | |
| Innova Wealth Partners | 0.64% | 22,629 | $1,631,560 | $1,606,659 | -$24,901 | -1.53% | |
| Baker Boyer National Bank | 0.37% | 17,017 | $1,339,749 | $1,208,207 | -$131,542 | -9.82% | |
| Xy Planning Network, Inc. | 0.13% | 16,591 | $1,196,208 | $1,177,961 | -$18,247 | -1.53% | |
| Visionary Wealth Advisors | 0.05% | 14,500 | $1,141,617 | $1,029,500 | -$112,117 | -9.82% | |
| Stillwater Private Wealth, Llc | 0.69% | 13,534 | $1,052,000 | $960,914 | -$91,086 | -8.66% | |
| Royal Bank Of Canada | 0.00% | 12,198 | $960,000 | $866,058 | -$93,942 | -9.79% | |
| Almanack Investment Partners, Llc. | 0.07% | 7,238 | $569,848 | $513,898 | -$55,950 | -9.82% | |
| Quantinno Capital Management Lp | 0.00% | 6,730 | $529,853 | $477,830 | -$52,023 | -9.82% | |
| Ameritas Advisory Services, Llc | 0.01% | 6,622 | $521,318 | $470,162 | -$51,156 | -9.81% | |
| Apollon Wealth Management, Llc | 0.01% | 6,732 | $485,402 | $477,972 | -$7,430 | -1.53% | |
| Fifth Third Securities, Inc. | 0.02% | 6,130 | $441,985 | $435,230 | -$6,755 | -1.53% | |
| Redwood Family Wealth Llc | 0.34% | 5,306 | $382,577 | $376,726 | -$5,851 | -1.53% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 4,829 | $381,250 | $342,859 | -$38,391 | -10.07% | |
| Kestra Advisory Services, Llc | 0.00% | 4,811 | $346,857 | $341,581 | -$5,276 | -1.52% | |
| Centaurus Financial, Inc. | 0.01% | 4,340 | $342,000 | $308,140 | -$33,860 | -9.90% | |
| Newedge Advisors, Llc | 0.00% | 4,264 | $335,705 | $302,744 | -$32,961 | -9.82% | |
| Gwn Securities Inc. | 0.06% | 4,181 | $329,143 | $296,851 | -$32,292 | -9.81% | |
| Mml Investors Services, Llc | 0.00% | 3,778 | $297,405 | $268,238 | -$29,167 | -9.81% | |
| Atticus Wealth Management, Llc | 0.06% | 3,903 | $281,445 | $277,113 | -$4,332 | -1.54% | |
| Fortis Group Advisors, Llc | 0.04% | 3,543 | $278,940 | $251,553 | -$27,387 | -9.82% | |
| Stratos Wealth Advisors, Llc | 0.01% | 3,388 | $266,754 | $240,548 | -$26,206 | -9.82% | |
| Hudock, Inc. | 0.03% | 3,563 | $256,923 | $252,973 | -$3,950 | -1.54% |
Frequently asked questions about QMOM
Who are the largest institutional holders of QMOM?
The largest institutional holders of QMOM reported in the latest SEC Form 13F filings include Revolve Wealth Partners, Llc, Valley Financial Group, Inc., Bwm Planning, Llc, Lpl Financial Llc, and D.A. Davidson & Co.. InsiderSet ranks institutional holders by their latest reported QMOM position.
What is QMOM institutional ownership?
This page tracks QMOM positions reported by institutional investment managers through SEC Form 13F. ALPHA US QUANT MOM ETF (QMOM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QMOM?
InsiderSet currently tracks 69 institutional managers reporting QMOM 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 QMOM shareholders.
How much QMOM stock do institutions own?
Institutional investment managers disclosed approximately $219.52M in QMOM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QMOM institutional ownership last updated?
The latest QMOM 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 QMOM 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 QMOM position after the reporting date.
Are institutions buying or selling QMOM?
Institutional buying and selling can be analyzed by comparing QMOM positions across consecutive 13F reporting periods. InsiderSet's QMOM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QMOM ownership changes.
How has QMOM institutional ownership changed over time?
InsiderSet tracks QMOM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.