Who owns IMOM
Which tracked institutional funds hold IMOM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IMOM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
10 tracked funds added or opened IMOM while 4 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IMOM’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes IMOM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IMOM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 29 tracked filers holding IMOM, 14 increased or opened the position and 13 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IMOM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- Vise Technologies, Inc.$2M
Full exits 3
- One Degree Advisors Inc$4M
- JANE STREET GROUP, LLC$824K
- FLOW TRADERS U.S. LLC$572K
Largest adds
- D.A. DAVIDSON & CO.$4M
- LPL Financial LLC$4M
- Empowered Funds, LLC$1M
- RAYMOND JAMES FINANCIAL INC$1M
- Stokes Family Office, LLC$897K
- BAKER BOYER NATIONAL BANK$387K
Largest trims
- Empirical Finance, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC trimmed | 360,126 | $16M | 19.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 275,729 | $12M | 14.7% | 2026-Q2 |
| Empowered Funds, LLC added | 172,987 | $7M | 9.2% | 2026-Q2 |
| LPL Financial LLC added | 119,829 | $5M | 6.4% | 2026-Q2 |
| Kathmere Capital Management, LLC trimmed | 110,499 | $5M | 5.9% | 2026-Q2 |
| BAKER BOYER NATIONAL BANK added | 92,523 | $4M | 4.9% | 2026-Q2 |
| Stokes Family Office, LLC added | 79,205 | $3M | 4.2% | 2026-Q2 |
| Vestment Financial LLC added | 72,461 | $3M | 3.7% | 2026-Q2 |
| Empirical Finance, LLC trimmed | 68,820 | $3M | 3.7% | 2026-Q2 |
| Vise Technologies, Inc. new | 46,799 | $2M | 2.5% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 39,860 | $2M | 2.1% | 2026-Q2 |
| Valley Financial Group, Inc. trimmed | 38,915 | $2M | 2.1% | 2026-Q2 |
| Bravias Capital Group, LLC added | 24,568 | $1M | 1.3% | 2026-Q2 |
| L.K. Benson & Company, P.C. trimmed | 22,812 | $987K | 1.2% | 2026-Q2 |
| Innova Wealth Partners added | 22,742 | $984K | 1.2% | 2026-Q2 |
| XY Planning Network, Inc. trimmed | 13,638 | $590K | 0.7% | 2026-Q2 |
| Sankala Group LLC added | 12,244 | $507K | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 9,529 | $412K | 0.5% | 2026-Q2 |
| FOCUSED ALPHA, LLC | 8,344 | $361K | 0.4% | 2026-Q2 |
| Seed Wealth Management, Inc. | 8,320 | $360K | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 6,999 | $303K | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 6,801 | $294K | 0.4% | 2026-Q2 |
| Worth Asset Management, LLC trimmed | 5,053 | $219K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 4,786 | $207K | 0.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 1,764 | $76K | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 1,412 | $61K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 110 | $5K | 0.0% | 2026-Q2 |
| FMR LLC | 14 | $607 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $39 | 0.0% | 2026-Q2 |
| One Degree Advisors Inc trimmed | 98,024 | $4M | 4.8% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 20,692 | $824K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC trimmed | 14,373 | $572K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Lifeworks Advisors, LLC trimmed | 7,340 | $280K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY | 1 | $55 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Synergy Asset Management, LLC added | 115,354 | $4M | 4.8% | 2025-Q3 stale (3 quarters behind) |
| Ethos Financial Group, LLC trimmed | 28,454 | $1M | 1.3% | 2025-Q3 stale (3 quarters behind) |
| Brookwood Investment Group LLC new | 8,901 | $302K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 500 | $17K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.