25 tracked 13F filers disclose a position in IMOM as of the latest SEC 13F filings, a combined $59.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $14.4M | 360K | ▼−13% Reduced · −52K sh | Q1 2026 | |
| 2 | D.A. DAVIDSON & CO. | $11.9M | 276K | ▲+45% Added · +86K sh | Q2 2026 | |
| 3 | Empowered Funds, LLC | $6.2M | 156K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 4 | Empirical Finance, LLC | $4.8M | 121K | ▲New +121K sh | Q1 2026 | |
| 5 | Kathmere Capital Management, LLC | $4.8M | 110K | ▼−1.9% Reduced · −2K sh | Q2 2026 | |
| 6 | BAKER BOYER NATIONAL BANK | $4.0M | 93K | ▲+1.9% Added · +2K sh | Q2 2026 | |
| 7 | Vestment Financial LLC | $3.0M | 72K | ▲+1.9% Added · +1K sh | Q2 2026 | |
| 8 | Valley Financial Group, Inc. | $1.6M | 39K | ▼−3.8% Reduced · −2K sh | Q1 2026 | |
| 9 | Cambria Investment Management, L.P. | $1.5M | 38K | ▲+3.9% Added · +1K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $1.1M | 27K | ▲+311% Added · +21K sh | Q1 2026 | |
| 11 | Bravias Capital Group, LLC | $1.1M | 25K | ▲+22% Added · +4K sh | Q2 2026 | |
| 12 | L.K. Benson & Company, P.C. | $987K | 23K | ▼−6.1% Reduced · −1K sh | Q2 2026 | |
| 13 | Innova Wealth Partners | $984K | 23K | ▲+31% Added · +5K sh | Q2 2026 | |
| 14 | JANE STREET GROUP, LLC | $824K | 21K | ▲New +21K sh | Q1 2026 | |
| 15 | XY Planning Network, Inc. | $590K | 14K | ▼−13% Reduced · −2K sh | Q2 2026 | |
| 16 | ROYAL BANK OF CANADA | $485K | 12K | ▲+462% Added · +10K sh | Q1 2026 | |
| 17 | Kestra Advisory Services, LLC | $412K | 10K | ▲+4.9% Added · +446 sh | Q2 2026 | |
| 18 | Seed Wealth Management, Inc. | $360K | 8K | —Held | Q2 2026 | |
| 19 | Concurrent Investment Advisors, LLC | $303K | 7K | ▲+18% Added · +1K sh | Q2 2026 | |
| 20 | Worth Asset Management, LLC | $219K | 5K | ▼−50% Reduced · −5K sh | Q2 2026 | |
| 21 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $73K | 2K | —Held | Q1 2026 | |
| 22 | Federation des caisses Desjardins du Quebec | $56K | 1K | —Held | Q1 2026 | |
| 23 | UBS Group AG | $48K | 1K | ▲New +1K sh | Q1 2026 | |
| 24 | FMR LLC | $558 | 14 | —Held | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $35 | 1 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in IMOM and 5 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 13 funds | $2.3B |
| VANGUARD S&P 500 ETFVOO | 13 funds | $702.7M |
| NVIDIA CORPNVDA | 12 funds | $2.0B |
| MICROSOFT CORPMSFT | 12 funds | $1.5B |
| ALPHA ARCHITECT 1-3 MNTH BOXBOXX | 12 funds | $168.9M |
| ALPHABET INC-CL AGOOGL | 11 funds | $1.0B |
| AMAZON.COM INCAMZN | 11 funds | $1.0B |
| ALPHABET INC-CL CGOOG | 11 funds | $697.8M |
| JPMORGAN CHASE & COJPM | 11 funds | $614.3M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $486.5M |
| ELI LILLY & COLLY | 11 funds | $457.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $434.3M |
Ranked by how many of IMOM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 272 funds | $1.6B |
| FRDMmc | 242 funds | $1.7B |
| STRVmc | 110 funds | $324.1M |
| BSVOFUND | 106 funds | $1.9B |
| DRLLmc | 80 funds | $32.9M |
| QMOMmc | 61 funds | $182.4M |
| BBLUmc | 59 funds | $129.2M |
| QVALmc | 55 funds | $265.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IMOM
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IMOM/capital-change-brief"
Use Arkolith's capital_change_brief for IMOM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IMOM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.