IMOM — EA SERIES TRUST
As of Q2 2026, 4 SEC-registered investment managers reported holding IMOM (EA SERIES TRUST) in their latest 13F filings, with a combined reported value of $212.52K across 4.91K shares. That is +305.5% by share count (+3.70K shares) versus the previous quarter, while reported value moved +340.7%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Goldman Sachs Group history | Q1 2025 | 50.00K | $1.41M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 4.79K | $207.11K | 0.00% | New |
| Bank of America Corp history | Q2 2025 | 500 | $16.98K | 0.00% | New |
| UBS Group AG history | Q2 2026 | 110 | $4.76K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 14 | $607 | 0.00% | Hold |
| Morgan Stanley history | Q4 2025 | 1 | $55 | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2026 | 1 | $39 | 0.00% | Hold |
New Positions (Q2 2026)
- Citadel Advisors 4.79K sh · $207.11K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | — | — | 43.48K | 14.38K | 8.46K | 51.77K | 65.53K | 9.50K | 39.13K | — | — | — | — | — | — | — | — | 4.79K |
| UBS Group AG | — | 156 | — | 990 | 1.51K | 49 | — | 943 | 60 | 156 | — | — | 2.41K | — | — | — | 1.20K | 110 |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | — | — | 14 | 239 | 14 | 14 | 14 |
| Wells Fargo & Co | 621 | — | — | — | — | 1 | 1 | 1 | 1 | 1 | 1 | 2 | 1 | 1 | 1 | 1 | 1 | 1 |
| Morgan Stanley | — | — | — | — | — | — | — | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | — | — |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | 50.00K | — | — | — | — | — |
| Bank of America Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | 500 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details