Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EA SERIES TRUST (IMOM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — IMOM

Based on 26 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IMOM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
26 hedge funds hold IMOM 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 — +30% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+30% 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 — 65% buying

17 buying9 selling
Last quarter: 17 funds were net buyers (6 opened a brand new position + 11 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 5 → 4 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 19% medium ■ 35% new
12 out of 26 hedge funds have held IMOM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

3 → 8 → 5 → 4 → 6 new funds/Q
New funds entering each quarter: 8 → 5 → 4 → 6. IMOM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 38% veterans, 50% new entrants

■ 38% veterans ■ 12% 1-2yr ■ 50% new
Of 26 current holders: 10 (38%) held 2+ years, 3 held 1–2 years, 13 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
5 of 26 holders rank in the top 100 by AUM, but together hold only 1% 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.

Institutional Sentiment Summary — IMOM

In 2025 Q4, 17 hedge funds were net buyers of IMOM (6 opened a new position, 11 added to an existing one), while 9 reduced or exited (5 trimmed, 4 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 26.

Hedge Fund Ownership: IMOM

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

Market Analysis: IMOM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IMOM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: IMOM
2026 Q1 Stats Unlock in 2 days 22 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 22 21 4.76%
13F Shares 987K 1M -30.78%
Total Value $38M $52M -27.24%
New Positions 5 4 +1
Increased Positions 8 4 +4
Closed Positions 4 1 +3
Reduced Positions 5 7 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IMOM

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)

22 + investors

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

QUARTER:
Top 25 institutional holders of IMOM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vestment Financial LLC 1.48% 71,091 $3.1M
2 BAKER BOYER NATIONAL BANK 1.09% 90,823 $3.6M
3 One Degree Advisors Inc 1.02% 98,024 $4K
4 Valley Financial Group, Inc. 0.84% 38,997 $1.6M
5 Bravias Capital Group, LLC 0.52% 20,082 $800K
6 Innova Wealth Partners 0.33% 17,346 $691K
7 L.K. Benson & Company, P.C. 0.32% 24,288 $967K
8 Kathmere Capital Management, LLC 0.28% 112,634 $4.5M
9 Stokes Family Office, LLC 0.26% 63,530 $2.5M
10 Seed Wealth Management, Inc. 0.23% 8,320 $331K
11 Empirical Finance, LLC 0.23% 121,049 $4.8M
12 Worth Asset Management, LLC 0.15% 10,108 $403K
13 FOCUSED ALPHA, LLC 0.10% 8,344 $332K
14 XY Planning Network, Inc. 0.10% 15,614 $639K
15 Cambria Investment Management, L.P. 0.09% 38,402 $1.5M
16 D.A. DAVIDSON & CO. 0.05% 189,618 $7.6M
17 Empowered Funds, LLC 0.04% 155,991 $6.2M
18 FLOW TRADERS U.S. LLC 0.02% 14,373 —
19 RAYMOND JAMES FINANCIAL INC 0.00% 360,312 $14.4M
20 Concurrent Investment Advisors, LLC 0.00% 5,924 $236K
21 Kestra Advisory Services, LLC 0.00% 9,083 $362K
22 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% 1,835 $73K
23 LPL Financial LLC 0.00% 27,433 $1.1M
24 Federation des caisses Desjardins du Quebec 0.00% 1,412 $56K
25 JANE STREET GROUP, LLC 0.00% 20,692 $824K
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 (IMOM)

What does the Smart Money Trend signal show for IMOM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IMOM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IMOM?

More buyers than sellers — 65% buying: Last quarter: 17 funds were net buyers (6 opened a brand new position + 11 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IMOM holders?

Smaller funds dominant — 1% AUM from top-100: 5 of 26 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IMOM?

46% of holders stayed for 2+ years: 12 out of 26 hedge funds have held IMOM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.