Alpha Architect International Quantitative Momentum

IMOM • NASDAQ

Alpha Architect International Quantitative Momentum is an exchange-traded fund on NASDAQ. As of Q3 2025, 24 institutional investors hold shares in this ETF, with total holdings valued at $57.7M. RAYMOND JAMES FINANCIAL INC is the largest holder with a position valued at $15.6M.

Overview

Overview of institutional ownership in IMOM as of Q3 2025

All Institutions

Institutions: 24
Value Held: $57.7M
Shares Held: 1.6M
Avg Position: $2.4M
Median Position: $863.1K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in IMOM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$15.6M 0.01% of portfolio	425.6K shares	Q4 2024 Held for 11 months	$310.43B
E Empirical Finance, LLC Institution	-	$8.3M 0.40% of portfolio	226.8K shares	Q4 2016 Held for 8y 11m	$2.1B
V Valley Financial Group, Inc. RIA/Wealth	Edward Stanley Woehlcke Managing Partner	$7.0M 3.97% of portfolio	191.1K shares	Q4 2023 Held for 1y 11m	$176.4M
Kathmere Capital Management, LLC RIA/Wealth	Michael P Mcdermott President	$4.0M 0.29% of portfolio	110.4K shares	Q4 2019 Held for 5y 11m	$1.4B
Synergy Financial Management, LLC RIA/Wealth	Todd Sinclair Jessup President	$3.9M 0.14% of portfolio	115.4K shares	Q4 2024 Held for 11 months	$2.8B
One Degree Advisors Inc RIA/Wealth	Janice Adele Thompson Founder	$3.4M 1.11% of portfolio	93.7K shares	Q4 2023 Held for 1y 11m	$308.0M
Stokes Family Office, LLC Family Office	Gregory John Stokes Partner	$3.3M 0.31% of portfolio	89.9K shares	Q1 2023 Held for 2y 8m	$1.1B
B BAKER BOYER NATIONAL BANK Institution	-	$3.0M 1.01% of portfolio	82.9K shares	Q4 2021 Held for 3y 11m	$301.0M
V Vestment Financial LLC Institution	-	$2.3M 1.30% of portfolio	62.1K shares	Q4 2024 Held for 11 months	$175.3M
Cambria Investment Management, L.P. ETF Provider	Mebane Thadley Faber CEO	$1.3M 0.08% of portfolio	36.0K shares	Q3 2019 Held for 6y 2m	$1.7B

Net Capital Flow

Institutional buying and selling activity for IMOM in Q3 2025

Traded: +$2.7M
Buyers: 11
Sellers: 9
Total Bought: +$5.3M
Total Sold: −$2.5M
Avg Position: $2.2M

Biggest Buyers

Institution	Net Bought	Current Position
Synergy Financial Management, LLC RIA/Wealth	+$2.0M +57.7K shares	$3.9M 115.4K shares
D DAVIDSON D A & CO Institution	+$948.9K +25.9K shares	$948.9K 25.9K shares
F FLOW TRADERS U.S. LLC Institution	+$777.4K +21.2K shares	$777.4K 21.2K shares
J JANE STREET GROUP, LLC Institution	+$657.4K +17.9K shares	$657.4K 17.9K shares
One Degree Advisors Inc RIA/Wealth	+$392.1K +10.7K shares	$3.4M 93.7K shares
L LPL Financial LLC Institution	+$229.9K +6.3K shares	$229.9K 6.3K shares
V Vestment Financial LLC Institution	+$133.8K +3.6K shares	$2.3M 62.1K shares
V Valley Financial Group, Inc. RIA/Wealth	+$86.0K +2.3K shares	$7.0M 191.1K shares
L.K. Benson & Company, P.C. RIA/Wealth	+$55.2K +1.5K shares	$515.1K 14.1K shares
FMR LLC Institution	+$8.2K +225.0 shares	$8.8K 239.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
Ethos Financial Group, LLC RIA/Wealth	−$1.0M −27.9K shares	$1.0M 28.5K shares
E Empirical Finance, LLC Institution	−$424.4K −11.6K shares	$8.3M 226.8K shares
Brookwood Investment Group LLC RIA/Wealth	−$302.3K −8.9K shares	Sold Off 0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$267.3K −7.3K shares	$15.6M 425.6K shares
Lifeworks Advisors, LLC RIA/Wealth	−$250.4K −6.8K shares	$341.2K 9.3K shares
Stokes Family Office, LLC Family Office	−$117.8K −3.2K shares	$3.3M 89.9K shares
Kathmere Capital Management, LLC RIA/Wealth	−$89.1K −2.4K shares	$4.0M 110.4K shares
R ROYAL BANK OF CANADA Institution	−$21.2K −579.0 shares	$119.9K 3.3K shares
BANK OF AMERICA CORP /DE/ Institution	−$17.0K −500.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IMOM in Q3 2025

New Positions: 2
New Value: $1.7M
Exited Positions: 2
Exited Value: $319.3K

New Positions

Institution	Position Value
D DAVIDSON D A & CO Institution	$948.9K 25.9K shares
F FLOW TRADERS U.S. LLC Institution	$777.4K 21.2K shares

Exited Positions

Institution	Previous Position
Brookwood Investment Group LLC RIA/Wealth	$302.3K 8.9K shares
BANK OF AMERICA CORP /DE/ Institution	$17.0K 500.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IMOM as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IMOM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
V Valley Financial Group, Inc. RIA/Wealth	Edward Stanley Woehlcke Managing Partner	3.97% $7.0M	191.1K shares	Q4 2023 Held for 1y 11m	$176.4M
V Vestment Financial LLC Institution	-	1.30% $2.3M	62.1K shares	Q4 2024 Held for 11 months	$175.3M
One Degree Advisors Inc RIA/Wealth	Janice Adele Thompson Founder	1.11% $3.4M	93.7K shares	Q4 2023 Held for 1y 11m	$308.0M
B BAKER BOYER NATIONAL BANK Institution	-	1.01% $3.0M	82.9K shares	Q4 2021 Held for 3y 11m	$301.0M
E Empirical Finance, LLC Institution	-	0.40% $8.3M	226.8K shares	Q4 2016 Held for 8y 11m	$2.1B
Stokes Family Office, LLC Family Office	Gregory John Stokes Partner	0.31% $3.3M	89.9K shares	Q1 2023 Held for 2y 8m	$1.1B
Kathmere Capital Management, LLC RIA/Wealth	Michael P Mcdermott President	0.29% $4.0M	110.4K shares	Q4 2019 Held for 5y 11m	$1.4B
Seed Wealth Management, Inc. RIA/Wealth	Jonathan Halleck Seed President	0.28% $304.9K	8.3K shares	Q3 2023 Held for 2y 2m	$107.1M
L.K. Benson & Company, P.C. RIA/Wealth	Lyle Kraus Benson President	0.28% $515.1K	14.1K shares	Q1 2025 Held for 8 months	$183.3M
X XY Planning Network, Inc. Institution	-	0.17% $497.5K	14.7K shares	Q1 2025 Held for 8 months	$293.7M