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Alpha Intl Quant MOM ETF (IMOM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
D.A. Davidson & Co.
INCREASED
Shares285,516 from 275,729
Change+9,787 (+4%)
Value$11.5M (-$413.3K)
Filed 2026-10-28
LPL Financial LLC
INCREASED
Shares129,899 from 119,829
Change+10,070 (+8%)
Value$5.2M (+$55.0K)
Filed 2026-11-06
Kathmere Capital Management, LLC
INCREASED
Shares114,990 from 110,499
Change+4,491 (+4%)
Value$4.6M (-$142.7K)
Filed 2026-10-20
One Degree Advisors Inc
INCREASED
Shares104,970 from 101,502
Change+3,468 (+3%)
Value$4.3M (-$133.1K)
Filed 2026-11-06
Baker Boyer National Bank
DECREASED
Shares91,661 from 92,523
Change-862 (-1%)
Value$3.7M (-$306.0K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares87,981 from 46,799
Change+41,182 (+88%)
Value$3.5M (+$1.5M)
Filed 2026-10-29
Vestment Financial LLC
INCREASED
Shares76,913 from 72,461
Change+4,452 (+6%)
Value$3.1M (+$23.4K)
Filed 2026-10-13
L.K. Benson & Company, P.C.
INCREASED
Shares27,409 from 22,812
Change+4,597 (+20%)
Value$1.1M (+$118.6K)
Filed 2026-10-23
Innova Wealth Partners
INCREASED
Shares25,816 from 22,742
Change+3,074 (+14%)
Value$1.0M (+$57.4K)
Filed 2026-10-21
XY Planning Network, Inc.
INCREASED
Shares14,244 from 13,638
Change+606 (+4%)
Value$574.6K (-$15.5K)
Filed 2026-10-14
Focused Alpha, LLC
INCREASED
Shares11,510 from 8,344
Change+3,166 (+38%)
Value$464.4K (+$103.3K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares10,011 from 9,529
Change+482 (+5%)
Value$403.9K (-$8.5K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares9,420 from 6,999
Change+2,421 (+35%)
Value$380.1K (+$77.2K)
Filed 2026-10-16
Well Done, LLC
NEW
Shares8,588
Change+8,588
Value$346.5K
Filed 2026-10-20
Seed Wealth Management, Inc.
UNCHANGED
Shares8,320 from 8,320
Change0 (0%)
Value$335.7K (-$24.4K)
Filed 2026-10-20
Birch Financial Group, LLC
NEW
Shares527
Change+527
Value$21.3K
Filed 2026-10-27
United Financial Planning Group LLC
NEW
Shares251
Change+251
Value$10.1K
Filed 2026-11-04
Worth Asset Management, LLC
CLOSED
Shares0 from 5,053
Change-5,053 (-100%)
Value$0 (-$218.7K)
Filed 2026-10-07
Raymond James Financial Inc
N/A
Shares— from 360,126
Change-360,126 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 172,987
Change-172,987 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 79,205
Change-79,205 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 68,820
Change-68,820 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 39,860
Change-39,860 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 38,915
Change-38,915 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 24,568
Change-24,568 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 12,244
Change-12,244 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,801
Change-6,801 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,764
Change-1,764 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
UBS Group AG
N/A
Shares— from 110
Change-110 (-100%)
Value—
FMR LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
D.A. Davidson & Co.
INCREASED285,516275,729+9,787+4%$11.9M$11.5M-$413.3K2026-10-28
LPL Financial LLC
INCREASED129,899119,829+10,070+8%$5.2M$5.2M+$55.0K2026-11-06
Kathmere Capital Management, LLC
INCREASED114,990110,499+4,491+4%$4.8M$4.6M-$142.7K2026-10-20
One Degree Advisors Inc
INCREASED104,970101,502+3,468+3%$4.4M$4.3M-$133.1K2026-11-06
Baker Boyer National Bank
DECREASED91,66192,523-862-1%$4.0M$3.7M-$306.0K2026-11-05
Vise Technologies, Inc.
INCREASED87,98146,799+41,182+88%$2.0M$3.5M+$1.5M2026-10-29
Vestment Financial LLC
INCREASED76,91372,461+4,452+6%$3.0M$3.1M+$23.4K2026-10-13
L.K. Benson & Company, P.C.
INCREASED27,40922,812+4,597+20%$987.2K$1.1M+$118.6K2026-10-23
Innova Wealth Partners
INCREASED25,81622,742+3,074+14%$984.2K$1.0M+$57.4K2026-10-21
XY Planning Network, Inc.
INCREASED14,24413,638+606+4%$590.2K$574.6K-$15.5K2026-10-14
Focused Alpha, LLC
INCREASED11,5108,344+3,166+38%$361.1K$464.4K+$103.3K2026-10-20
Kestra Advisory Services, LLC
INCREASED10,0119,529+482+5%$412.4K$403.9K-$8.5K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED9,4206,999+2,421+35%$302.9K$380.1K+$77.2K2026-10-16
Well Done, LLC
NEW8,588—+8,588——$346.5K—2026-10-20
Seed Wealth Management, Inc.
UNCHANGED8,3208,32000%$360.0K$335.7K-$24.4K2026-10-20
Birch Financial Group, LLC
NEW527—+527——$21.3K—2026-10-27
United Financial Planning Group LLC
NEW251—+251——$10.1K—2026-11-04
Worth Asset Management, LLC
CLOSED05,053-5,053-100%$218.7K$0-$218.7K2026-10-07
Raymond James Financial Inc
N/A—360,126-360,126-100%$15.6M———
Empowered Funds, LLC
N/A—172,987-172,987-100%$7.5M———
Stokes Family Office, LLC
N/A—79,205-79,205-100%$3.4M———
Empirical Finance, LLC
N/A—68,820-68,820-100%$3.0M———
Cambria Investment Management, L.P.
N/A—39,860-39,860-100%$1.7M———
Valley Financial Group, Inc.
N/A—38,915-38,915-100%$1.7M———
Bravias Capital Group, LLC
N/A—24,568-24,568-100%$1.1M———
Sankala Group LLC
N/A—12,244-12,244-100%$506.8K———
Royal Bank of Canada
N/A—6,801-6,801-100%$294.0K———
Citadel Advisors LLC
N/A—4,786-4,786-100%$207.1K———
O'shaughnessy Asset Management, LLC
N/A—1,764-1,764-100%$76.3K———
Federation des caisses Desjardins du Quebec
N/A—1,412-1,412-100%$61.0K———
UBS Group AG
N/A—110-110-100%$4.8K———
FMR LLC
N/A—14-14-100%$607———
Wells Fargo & Company
N/A—1-1-100%$39———
Showing 33 of 33 institutions