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Alpha US Quant MOM ETF (QMOM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Revolve Wealth Partners, LLC
INCREASED
Shares422,718 from 411,612
Change+11,106 (+3%)
Value$30.5M (-$1.9M)
Filed 2026-10-23
D.A. Davidson & Co.
INCREASED
Shares166,174 from 158,850
Change+7,324 (+5%)
Value$12.0M (-$524.8K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares111,466 from 61,678
Change+49,788 (+81%)
Value$8.0M (+$3.2M)
Filed 2026-10-29
Kathmere Capital Management, LLC
INCREASED
Shares105,657 from 100,539
Change+5,118 (+5%)
Value$7.6M (-$297.4K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
DECREASED
Shares84,546 from 112,150
Change-27,604 (-25%)
Value$6.1M (-$2.7M)
Filed 2026-10-20
Vestment Financial LLC
INCREASED
Shares54,250 from 49,076
Change+5,174 (+11%)
Value$3.9M (+$150.5K)
Filed 2026-10-13
Advantage Trust Co
INCREASED
Shares46,927 from 45,684
Change+1,243 (+3%)
Value$3.4M (-$213.2K)
Filed 2026-10-19
Well Done, LLC
INCREASED
Shares38,720 from 18,513
Change+20,207 (+109%)
Value$2.8M (+$1.3M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares34,667 from 40,610
Change-5,943 (-15%)
Value$2.5M (-$697.0K)
Filed 2026-11-02
Seed Wealth Management, Inc.
UNCHANGED
Shares30,940 from 30,940
Change0 (0%)
Value$2.2M (-$205.1K)
Filed 2026-10-20
L.K. Benson & Company, P.C.
INCREASED
Shares30,461 from 25,196
Change+5,265 (+21%)
Value$2.2M (+$212.6K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares29,972 from 29,988
Change-16 (0%)
Value$2.2M (-$73.1K)
Filed 2026-10-13
Innova Wealth Partners
INCREASED
Shares22,629 from 21,061
Change+1,568 (+7%)
Value$1.6M (-$26.6K)
Filed 2026-10-21
Baker Boyer National Bank
INCREASED
Shares17,240 from 17,017
Change+223 (+1%)
Value$1.2M (-$96.7K)
Filed 2026-11-05
XY Planning Network, Inc.
INCREASED
Shares16,591 from 16,137
Change+454 (+3%)
Value$1.2M (-$74.3K)
Filed 2026-10-14
Visionary Wealth Advisors
INCREASED
Shares14,748 from 14,500
Change+248 (+2%)
Value$1.1M (-$78.3K)
Filed 2026-11-04
Almanack Investment Partners, Llc.
UNCHANGED
Shares7,238 from 7,238
Change0 (0%)
Value$521.9K (-$48.0K)
Filed 2026-11-03
Apollon Wealth Management, LLC
UNCHANGED
Shares6,732 from 6,732
Change0 (0%)
Value$485.4K (-$44.6K)
Filed 2026-10-23
Fifth Third Securities, Inc.
UNCHANGED
Shares6,130 from 6,130
Change0 (0%)
Value$442.0K (-$40.6K)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares5,725
Change+5,725
Value$412.8K
Filed 2026-11-03
Redwood Family Wealth LLC
INCREASED
Shares5,306 from 4,211
Change+1,095 (+26%)
Value$382.6K (+$51.0K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares4,811 from 4,438
Change+373 (+8%)
Value$346.9K (-$2.6K)
Filed 2026-11-02
Atticus Wealth Management, LLC
DECREASED
Shares3,903 from 13,784
Change-9,881 (-72%)
Value$281.4K (-$803.8K)
Filed 2026-10-20
Hudock, Inc.
UNCHANGED
Shares3,563 from 3,563
Change0 (0%)
Value$256.9K (-$23.6K)
Filed 2026-10-14
Professional Financial Advisors, LLC
UNCHANGED
Shares3,222 from 3,222
Change0 (0%)
Value$232.3K (-$21.4K)
Filed 2026-10-13
Wavvest Wealth LLC
NEW
Shares3,142
Change+3,142
Value$226.5K
Filed 2026-10-21
Foundry Financial LLC
DECREASED
Shares2,924 from 3,208
Change-284 (-9%)
Value$210.8K (-$41.8K)
Filed 2026-10-16
Citigroup Inc
NEW
Shares2,143
Change+2,143
Value$154.5K
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares1,185
Change+1,185
Value$85.4K
Filed 2026-10-19
Parallel Advisors, LLC
UNCHANGED
Shares847 from 847
Change0 (0%)
Value$61.1K (-$5.6K)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares623 from 814
Change-191 (-23%)
Value$44.9K (-$19.2K)
Filed 2026-10-20
Birch Financial Group, LLC
NEW
Shares593
Change+593
Value$42.8K
Filed 2026-10-27
AlphaCore Capital LLC
NEW
Shares515
Change+515
Value$37.1K
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$32.4K (-$3.0K)
Filed 2026-10-29
Farther Finance Advisors, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$13.0K (-$1.2K)
Filed 2026-10-08
IFP Advisors, Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$937 (-$86)
Filed 2026-10-16
Assetmark, Inc
DECREASED
Shares12 from 104
Change-92 (-88%)
Value$865 (-$7.3K)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
NEW
Shares9
Change+9
Value$649
Filed 2026-11-04
Oppenheimer & Co Inc
CLOSED
Shares0 from 10,640
Change-10,640 (-100%)
Value$0 (-$837.7K)
Filed 2026-10-26
Valley Financial Group, Inc.
N/A
Shares— from 236,631
Change-236,631 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 217,012
Change-217,012 (-100%)
Value—
BWM Planning, LLC
N/A
Shares— from 205,011
Change-205,011 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 199,352
Change-199,352 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 134,618
Change-134,618 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 132,599
Change-132,599 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 115,998
Change-115,998 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 101,120
Change-101,120 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 72,997
Change-72,997 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 68,422
Change-68,422 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 53,727
Change-53,727 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 43,998
Change-43,998 (-100%)
Value—
Empirical Finance, LLC
N/A
Shares— from 41,836
Change-41,836 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 40,273
Change-40,273 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 38,672
Change-38,672 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 36,500
Change-36,500 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 29,889
Change-29,889 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 13,534
Change-13,534 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12,198
Change-12,198 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 11,252
Change-11,252 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,570
Change-9,570 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,730
Change-6,730 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,622
Change-6,622 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,829
Change-4,829 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,264
Change-4,264 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,181
Change-4,181 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,778
Change-3,778 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 3,034
Change-3,034 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,817
Change-1,817 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 523
Change-523 (-100%)
Value—
FMR LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Revolve Wealth Partners, LLC
INCREASED422,718411,612+11,106+3%$32.4M$30.5M-$1.9M2026-10-23
D.A. Davidson & Co.
INCREASED166,174158,850+7,324+5%$12.5M$12.0M-$524.8K2026-10-28
Vise Technologies, Inc.
INCREASED111,46661,678+49,788+81%$4.9M$8.0M+$3.2M2026-10-29
Kathmere Capital Management, LLC
INCREASED105,657100,539+5,118+5%$7.9M$7.6M-$297.4K2026-10-20
Commonwealth Financial Services, LLC
DECREASED84,546112,150-27,604-25%$8.8M$6.1M-$2.7M2026-10-20
Vestment Financial LLC
INCREASED54,25049,076+5,174+11%$3.8M$3.9M+$150.5K2026-10-13
Advantage Trust Co
INCREASED46,92745,684+1,243+3%$3.6M$3.4M-$213.2K2026-10-19
Well Done, LLC
INCREASED38,72018,513+20,207+109%$1.5M$2.8M+$1.3M2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED34,66740,610-5,943-15%$3.2M$2.5M-$697.0K2026-11-02
Seed Wealth Management, Inc.
UNCHANGED30,94030,94000%$2.4M$2.2M-$205.1K2026-10-20
L.K. Benson & Company, P.C.
INCREASED30,46125,196+5,265+21%$2.0M$2.2M+$212.6K2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED29,97229,988-160%$2.3M$2.2M-$73.1K2026-10-13
Innova Wealth Partners
INCREASED22,62921,061+1,568+7%$1.7M$1.6M-$26.6K2026-10-21
Baker Boyer National Bank
INCREASED17,24017,017+223+1%$1.3M$1.2M-$96.7K2026-11-05
XY Planning Network, Inc.
INCREASED16,59116,137+454+3%$1.3M$1.2M-$74.3K2026-10-14
Visionary Wealth Advisors
INCREASED14,74814,500+248+2%$1.1M$1.1M-$78.3K2026-11-04
Almanack Investment Partners, Llc.
UNCHANGED7,2387,23800%$569.8K$521.9K-$48.0K2026-11-03
Apollon Wealth Management, LLC
UNCHANGED6,7326,73200%$530.0K$485.4K-$44.6K2026-10-23
Fifth Third Securities, Inc.
UNCHANGED6,1306,13000%$482.6K$442.0K-$40.6K2026-10-21
Ascentis Independent Advisors
NEW5,725—+5,725——$412.8K—2026-11-03
Redwood Family Wealth LLC
INCREASED5,3064,211+1,095+26%$331.5K$382.6K+$51.0K2026-10-20
Kestra Advisory Services, LLC
INCREASED4,8114,438+373+8%$349.4K$346.9K-$2.6K2026-11-02
Atticus Wealth Management, LLC
DECREASED3,90313,784-9,881-72%$1.1M$281.4K-$803.8K2026-10-20
Hudock, Inc.
UNCHANGED3,5633,56300%$280.5K$256.9K-$23.6K2026-10-14
Professional Financial Advisors, LLC
UNCHANGED3,2223,22200%$253.7K$232.3K-$21.4K2026-10-13
Wavvest Wealth LLC
NEW3,142—+3,142——$226.5K—2026-10-21
Foundry Financial LLC
DECREASED2,9243,208-284-9%$252.6K$210.8K-$41.8K2026-10-16
Citigroup Inc
NEW2,143—+2,143——$154.5K—2026-11-04
UMB Private Wealth Management, LLC
NEW1,185—+1,185——$85.4K—2026-10-19
Parallel Advisors, LLC
UNCHANGED84784700%$66.7K$61.1K-$5.6K2026-11-03
Private Trust Co NA
DECREASED623814-191-23%$64.1K$44.9K-$19.2K2026-10-20
Birch Financial Group, LLC
NEW593—+593——$42.8K—2026-10-27
AlphaCore Capital LLC
NEW515—+515——$37.1K—2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED45045000%$35.4K$32.4K-$3.0K2026-10-29
Farther Finance Advisors, LLC
UNCHANGED18018000%$14.2K$13.0K-$1.2K2026-10-08
IFP Advisors, Inc
UNCHANGED131300%$1.0K$937-$862026-10-16
Assetmark, Inc
DECREASED12104-92-88%$8.2K$865-$7.3K2026-10-21
EverSource Wealth Advisors, LLC
NEW9—+9——$649—2026-11-04
Oppenheimer & Co Inc
CLOSED010,640-10,640-100%$837.7K$0-$837.7K2026-10-26
Valley Financial Group, Inc.
N/A—236,631-236,631-100%$18.6M———
Northwestern Mutual Wealth Management Co
N/A—217,012-217,012-100%$17.1M———
BWM Planning, LLC
N/A—205,011-205,011-100%$16.1M———
LPL Financial LLC
N/A—199,352-199,352-100%$15.7M———
One Degree Advisors Inc
N/A—134,618-134,618-100%$10.4K———
Raymond James Financial Inc
N/A—132,599-132,599-100%$10.4M———
JPL Wealth Management, LLC
N/A—115,998-115,998-100%$9.1M———
Stokes Family Office, LLC
N/A—101,120-101,120-100%$8.0M———
Empowered Funds, LLC
N/A—72,997-72,997-100%$5.7M———
Osaic Holdings, Inc.
N/A—68,422-68,422-100%$5.4M———
Ethos Financial Group, LLC
N/A—53,727-53,727-100%$3.8M———
Savvy Advisors, Inc.
N/A—43,998-43,998-100%$3.5M———
Empirical Finance, LLC
N/A—41,836-41,836-100%$3.3M———
Cambria Investment Management, L.P.
N/A—40,273-40,273-100%$3.2M———
Brookwood Investment Group LLC
N/A—38,672-38,672-100%$3.0M———
Two Sigma Investments, LP
N/A—36,500-36,500-100%$2.9M———
Goldman Sachs Group Inc
N/A—29,889-29,889-100%$2.4M———
Stillwater Private Wealth, LLC
N/A—13,534-13,534-100%$1.1K———
Royal Bank of Canada
N/A—12,198-12,198-100%$960.0K———
Sankala Group LLC
N/A—11,252-11,252-100%$863.0K———
Global Retirement Partners, LLC
N/A—9,570-9,570-100%$753.4K———
Quantinno Capital Management LP
N/A—6,730-6,730-100%$529.9K———
Ameritas Advisory Services, LLC
N/A—6,622-6,622-100%$521.3K———
O'shaughnessy Asset Management, LLC
N/A—4,829-4,829-100%$381.3K———
Centaurus Financial, Inc.
N/A—4,340-4,340-100%$342.0K———
NewEdge Advisors, LLC
N/A—4,264-4,264-100%$335.7K———
GWN Securities Inc.
N/A—4,181-4,181-100%$329.1K———
HighTower Advisors, LLC
N/A—4,000-4,000-100%$314.9K———
MML Investors Services, LLC
N/A—3,778-3,778-100%$297.4K———
Fortis Group Advisors, LLC
N/A—3,543-3,543-100%$278.9K———
Stratos Wealth Advisors, LLC
N/A—3,388-3,388-100%$266.8K———
AQR Capital Management LLC
N/A—3,102-3,102-100%$244.2K———
Waverly Advisors, LLC
N/A—3,034-3,034-100%$238.9K———
Kesler, Norman & Wride, LLC
N/A—2,656-2,656-100%$209.1K———
Morgan Stanley
N/A—2,330-2,330-100%$183.5K———
UBS Group AG
N/A—1,817-1,817-100%$143.1K———
Federation des caisses Desjardins du Quebec
N/A—1,015-1,015-100%$79.8K———
JPMorgan Chase & Co
N/A—523-523-100%$40.9K———
FMR LLC
N/A—68-68-100%$5.4K———
Wells Fargo & Company
N/A—00—$24———
Showing 79 of 79 institutions