Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (QMOM)

64 + Investors. Track Smart Money conviction in QMOM. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
60%

Smart Money Signals — QMOM

Based on 64 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
64 hedge funds hold QMOM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 60% buying

38 buying25 selling
Last quarter: 38 funds were net buyers (11 opened a brand new position + 27 added to an existing one). Only 25 were sellers (14 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 11 → 12 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 30% new

38% conviction (2yr+) 33% medium 30% new
Of the 64 current holders: 24 (38%) held >2 years, 21 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

12 → 9 → 11 → 12 → 11 new funds/Q
New funds entering each quarter: 9 → 11 → 12 → 11. A growing number of institutions are discovering QMOM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 39% veterans, 48% new entrants

39% veterans 12% 1-2yr 48% new
Of 64 current holders: 25 (39%) held 2+ years, 8 held 1–2 years, 31 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
9 of 64 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: QMOM

How many hedge funds hold QMOM — quarterly history vs. share price
Quarterly hedge fund ownership of QMOM vs. share price

Market Analysis: QMOM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QMOM

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: QMOM
2026 Q1 Stats Unlock in 19 days 64 + Investors

Track Smart Money conviction in QMOM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 64 65 -1.54%
13F Shares 3M 3M 8.46%
Total Value $184M $171M 7.65%
New Positions 11 12 -1
Increased Positions 27 22 +5
Closed Positions 12 6 +6
Reduced Positions 14 19 -5
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: QMOM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

64 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QMOM. Verified SEC 13F-HR filings.

Top 23 institutional holders of QMOM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BWM Planning, LLC 3.62% 200,955 $13.7M
2 Revolve Wealth Partners, LLC 3.60% 405,534 $27.7M
3 Seed Wealth Management, Inc. 1.45% 30,940 $2.1M
4 L.K. Benson & Company, P.C. 0.61% 27,071 $1.8M
5 Innova Wealth Partners 0.53% 16,322 $1.1M
6 Kathmere Capital Management, LLC 0.43% 101,075 $6.9M
7 BAKER BOYER NATIONAL BANK 0.35% 16,993 $1.2M
8 ATTICUS WEALTH MANAGEMENT, LLC 0.22% 11,783 $805K
9 XY Planning Network, Inc. 0.21% 18,721 $1.3M
10 Foundry Financial LLC 0.09% 3,226 $220K
11 Well Done, LLC 0.07% 7,417 $507K
12 Professional Financial Advisors, LLC 0.04% 3,222 $220K
13 FIFTH THIRD SECURITIES, INC. 0.03% 6,157 $421K
14 Stratos Wealth Advisors, LLC 0.02% 3,698 $253K
15 Vise Technologies, Inc. 0.01% 5,695 $372K
16 Cambridge Investment Research Advisors, Inc. 0.01% 39,721 $3K
17 Apollon Wealth Management, LLC 0.01% 5,832 $398K
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 25,369 $1.8M
19 PRIVATE TRUST CO NA 0.00% 553 $38K
20 Kestra Advisory Services, LLC 0.00% 4,201 $287K
21 Global Wealth Strategies & Associates 0.00% 23 $2K
22 Farther Finance Advisors, LLC 0.00% 180 $13K
23 IFP Advisors, Inc 0.00% 13
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EA SERIES TRUST (QMOM)

What does the Smart Money Trend signal show for QMOM?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for QMOM?

More buyers than sellers — 60% buying: Last quarter: 38 funds were net buyers (11 opened a brand new position + 27 added to an existing one). Only 25 were sellers (14 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QMOM holders?

Smaller funds dominant — 15% AUM from top-100: 9 of 64 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QMOM?

Mixed — 38% long-term, 30% new: Of the 64 current holders: 24 (38%) held >2 years, 21 held 1–2 years, and 19 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.