Among active 13F managers last quarter, 3 opened and 6 added, while 7 reduced; the largest holder to move was D.A. Davidson & Co. (+45%).
29 tracked 13F filers disclose a position in IMOM as of the latest SEC 13F filings, a combined $63.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 360K | $14.4M | ▼−13% Reduced · −52K sh | Q1 2026 | |
| 2 | D.A. Davidson & Co. | 276K | $11.9M | ▲+45% Added · +86K sh | Q2 2026 | |
| 3 | Empowered Funds, LLC | 156K | $6.2M | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 4 | Empirical Finance, LLC | 121K | $4.8M | ▲New +121K sh | Q1 2026 | |
| 5 | Kathmere Capital Management, LLC | 110K | $4.8M | ▼−1.9% Reduced · −2K sh | Q2 2026 | |
| 6 | Baker Boyer National Bank | 93K | $4.0M | ▲+1.9% Added · +2K sh | Q2 2026 | |
| 7 | Vestment Financial LLC | 72K | $3.0M | ▲+1.9% Added · +1K sh | Q2 2026 | |
| 8 | Vise Technologies, Inc. | 47K | $2.0M | ▲New +47K sh | Q2 2026 | |
| 9 | Cambria Investment Management, L.P. | 40K | $1.7M | ▲+3.8% Added · +1K sh | Q2 2026 | |
| 10 | Valley Financial Group, Inc. | 39K | $1.7M | ▼−0.2% Reduced · −82 sh | Q2 2026 | |
| 11 | LPL Financial LLC | 27K | $1.1M | ▲+311% Added · +21K sh | Q1 2026 | |
| 12 | Bravias Capital Group, LLC | 25K | $1.1M | ▲+22% Added · +4K sh | Q2 2026 | |
| 13 | L.K. Benson & Company, P.C. | 23K | $987K | ▼−6.1% Reduced · −1K sh | Q2 2026 | |
| 14 | Innova Wealth Partners | 23K | $984K | ▲+31% Added · +5K sh | Q2 2026 | |
| 15 | Jane Street Group, LLC | 21K | $824K | ▲New +21K sh | Q1 2026 | |
| 16 | XY Planning Network, Inc. | 14K | $590K | ▼−13% Reduced · −2K sh | Q2 2026 | |
| 17 | Sankala Group LLC | 12K | $507K | ▲+32% Added · +3K sh | Q2 2026 | |
| 18 | Royal Bank Of Canada | 12K | $485K | ▲+462% Added · +10K sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | 10K | $412K | ▲+4.9% Added · +446 sh | Q2 2026 | |
| 20 | Focused Alpha, LLC | 8K | $361K | —Held | Q2 2026 | |
| 21 | Seed Wealth Management, Inc. | 8K | $360K | —Held | Q2 2026 | |
| 22 | Concurrent Investment Advisors, LLC | 7K | $303K | ▲+18% Added · +1K sh | Q2 2026 | |
| 23 | Worth Asset Management, LLC | 5K | $219K | ▼−50% Reduced · −5K sh | Q2 2026 | |
| 24 | Citadel Advisors LLC | 5K | $207K | ▲New +5K sh | Q2 2026 | |
| 25 | O'shaughnessy Asset Management, LLC | 2K | $76K | ▼−3.9% Reduced · −71 sh | Q2 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, 3 funds opened a new position in IMOM and 6 added to an existing one, while 7 reduced. 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 | Their position there |
|---|---|---|
| Vanguard S&P 500 ETFVOO | 17 funds | $863.5M |
| Apple IncAAPL | 16 funds | $4.6B |
| Nvidia CorpNVDA | 16 funds | $4.6B |
| Microsoft CorpMSFT | 16 funds | $3.0B |
| Ishares Core S&P 500 ETFIVV | 15 funds | $13.8B |
| Alphabet Inc-CL AGOOGL | 15 funds | $2.3B |
| Alphabet Inc-CL CGOOG | 15 funds | $1.7B |
| Eli Lilly & CoLLY | 15 funds | $1.7B |
| JPMorgan Chase & CoJPM | 15 funds | $1.4B |
| Walmart IncWMT | 15 funds | $1.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 15 funds | $849.5M |
| Merck & Co. Inc.MRK | 15 funds | $528.6M |
Ranked by how many of IMOM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IMOM.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 343 funds | $1.9B |
| FRDMmc | 291 funds | $2.2B |
| STRVmc | 124 funds | $381.3M |
| BSVOFUND | 123 funds | $2.1B |
| DRLLmc | 92 funds | $35.6M |
| QMOMmc | 65 funds | $196.3M |
| BBLUmc | 65 funds | $135.6M |
| BUXXSTRIVE ENHANCED | 63 funds | $280.5M |
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.