Who owns QMOM (QMOM)
Which tracked institutional funds hold QMOM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See QMOM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
17 tracked funds added or opened QMOM while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
QMOM’s largest tracked holder by dollar value, Revolve Wealth Partners, LLC, sizes it at 3.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in QMOM 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 2025-Q4 and 2026-Q1, across 69 tracked filers holding QMOM, 30 increased or opened the position and 38 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 QMOM between the 2025-Q4 and 2026-Q1 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 4
- Empirical Finance, LLC$4M
- Savvy Advisors, Inc.$3M
- Independent Advisor Alliance$945K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$733K
Full exits 1
- Global Retirement Partners, LLC$629K
Largest adds
- D.A. DAVIDSON & CO.$4M
- Commonwealth Financial Services, LLC$3M
- LPL Financial LLC$3M
- Valley Financial Group, Inc.$1M
- JPL Wealth Management, LLC$1M
- BWM Planning, LLC$870K
Largest trims
- CWM, LLC$2M
- Ethos Financial Group, LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$698K
- Stokes Family Office, LLC$628K
- Kestra Advisory Services, LLC$506K
- ROYAL BANK OF CANADA$430K
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 |
|---|---|---|---|---|
| Revolve Wealth Partners, LLC trimmed | 405,534 | $28M | 12.1% | 2026-Q1 |
| Commonwealth Financial Services, LLC added | 305,546 | $21M | 9.1% | 2026-Q1 |
| Valley Financial Group, Inc. added | 235,260 | $16M | 7.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 213,553 | $15M | 6.4% | 2026-Q1 |
| LPL Financial LLC added | 204,826 | $14M | 6.1% | 2026-Q1 |
| BWM Planning, LLC added | 200,955 | $14M | 6.0% | 2026-Q1 |
| Stokes Family Office, LLC trimmed | 171,033 | $12M | 5.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 134,150 | $9M | 4.0% | 2026-Q1 |
| One Degree Advisors Inc added | 128,591 | $9M | 3.9% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 111,307 | $8M | 3.3% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 101,075 | $7M | 3.0% | 2026-Q1 |
| JPL Wealth Management, LLC added | 100,812 | $7M | 3.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 72,553 | $5M | 2.2% | 2026-Q1 |
| Ethos Financial Group, LLC trimmed | 71,706 | $5M | 2.1% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 58,602 | $4M | 1.8% | 2026-Q1 |
| Vestment Financial LLC trimmed | 47,916 | $4M | 1.6% | 2026-Q1 |
| Empirical Finance, LLC trimmed | 52,382 | $4M | 1.6% | 2026-Q1 |
| Advantage Trust Co trimmed | 44,569 | $3M | 1.3% | 2026-Q1 |
| Brookwood Investment Group LLC added | 43,954 | $3M | 1.3% | 2026-Q1 |
| Savvy Advisors, Inc. new | 40,773 | $3M | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 39,721 | $3M | 1.2% | 2026-Q1 |
| Cambria Investment Management, L.P. added | 38,800 | $3M | 1.2% | 2026-Q1 |
| Seed Wealth Management, Inc. | 30,940 | $2M | 0.9% | 2026-Q1 |
| L.K. Benson & Company, P.C. added | 27,071 | $2M | 0.8% | 2026-Q1 |
| CWM, LLC trimmed | 27,021 | $2M | 0.8% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 25,369 | $2M | 0.8% | 2026-Q1 |
| XY Planning Network, Inc. added | 18,721 | $1M | 0.6% | 2026-Q1 |
| BAKER BOYER NATIONAL BANK trimmed | 16,993 | $1M | 0.5% | 2026-Q1 |
| Innova Wealth Partners added | 16,322 | $1M | 0.5% | 2026-Q1 |
| Visionary Wealth Advisors added | 14,769 | $1M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance new | 13,833 | $945K | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 11,946 | $816K | 0.4% | 2026-Q1 |
| ATTICUS WEALTH MANAGEMENT, LLC added | 11,783 | $805K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 10,727 | $733K | 0.3% | 2026-Q1 |
| Sankala Group LLC trimmed | 9,923 | $670K | 0.3% | 2026-Q1 |
| Well Done, LLC added | 7,417 | $507K | 0.2% | 2026-Q1 |
| Almanack Investment Partners, LLC. | 7,161 | $489K | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP new | 6,211 | $424K | 0.2% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 6,157 | $421K | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 5,832 | $398K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 5,762 | $394K | 0.2% | 2026-Q1 |
| Vise Technologies, Inc. | 5,695 | $372K | 0.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 5,132 | $351K | 0.2% | 2026-Q1 |
| GWN SECURITIES INC. | 4,725 | $323K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 4,332 | $296K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 4,201 | $287K | 0.1% | 2026-Q1 |
| Fortis Group Advisors, LLC trimmed | 3,708 | $285K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 4,000 | $273K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 3,978 | $270K | 0.1% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 3,698 | $253K | 0.1% | 2026-Q1 |
| Redwood Family Wealth LLC | 3,686 | $252K | 0.1% | 2026-Q1 |
| Hudock, Inc. | 3,563 | $243K | 0.1% | 2026-Q1 |
| Foundry Financial LLC trimmed | 3,226 | $220K | 0.1% | 2026-Q1 |
| Professional Financial Advisors, LLC | 3,222 | $220K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 2,243 | $153K | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 1,558 | $106K | 0.0% | 2026-Q1 |
| Parallel Advisors, LLC new | 847 | $58K | 0.0% | 2026-Q1 |
| MAI Capital Management | 750 | $51K | 0.0% | 2026-Q1 |
| QUADRANT CAPITAL GROUP LLC | 860 | $49K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 553 | $38K | 0.0% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 450 | $31K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 472 | $30K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 195 | $13K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 180 | $13K | 0.0% | 2026-Q1 |
| ASSETMARK, INC new | 114 | $8K | 0.0% | 2026-Q1 |
| FMR LLC added | 69 | $5K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 4,264 | $4K | 0.0% | 2026-Q1 |
| Global Wealth Strategies & Associates trimmed | 23 | $2K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 13 | $888 | 0.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 63,221 | $4M | 1.6% | 2025-Q1 stale |
| TWO SIGMA INVESTMENTS, LP new | 26,500 | $2M | 0.8% | 2025-Q2 stale |
| CWC Advisors, LLC. trimmed | 13,108 | $852K | 0.4% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 12,536 | $808K | 0.4% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 9,638 | $629K | 0.3% | 2025-Q4 stale |
| Modern Wealth Management, LLC trimmed | 8,869 | $527K | 0.2% | 2025-Q1 stale |
| Thrivent Financial for Lutherans new | 7,135 | $464K | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 6,745 | $435K | 0.2% | 2025-Q3 stale |
| Vanguard Personalized Indexing Management, LLC | 5,213 | $339K | 0.1% | 2025-Q2 stale |
| Lifeworks Advisors, LLC trimmed | 4,873 | $318K | 0.1% | 2025-Q4 stale |
| OPAL CAPITAL LLC new | 4,219 | $300K | 0.1% | 2025-Q4 stale |
| CITIGROUP INC trimmed | 4,347 | $284K | 0.1% | 2025-Q4 stale |
| Equitable Holdings, Inc. trimmed | 4,297 | $281K | 0.1% | 2025-Q4 stale |
| SAX WEALTH ADVISORS, LLC new | 4,286 | $276K | 0.1% | 2025-Q3 stale |
| MML INVESTORS SERVICES, LLC added | 3,280 | $214K | 0.1% | 2025-Q4 stale |
| World Investment Advisors trimmed | 3,267 | $211K | 0.1% | 2025-Q3 stale |
| Daviman Financial, LLC new | 3,111 | $203K | 0.1% | 2025-Q4 stale |
| UMB Bank, n.a. | 1,785 | $117K | 0.1% | 2025-Q4 stale |
| HARBOUR INVESTMENTS, INC. | 613 | $40K | 0.0% | 2025-Q3 stale |
| AlphaCore Capital LLC new | 410 | $27K | 0.0% | 2025-Q4 stale |
| Inlight Wealth Management, LLC | 373 | $24K | 0.0% | 2025-Q3 stale |
| UBS Group AG trimmed | 248 | $16K | 0.0% | 2025-Q4 stale |
| Realta Investment Advisors new | 200 | $13K | 0.0% | 2025-Q3 stale |
| Northwest Capital Management Inc | 215 | $13K | 0.0% | 2025-Q1 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 150 | $10K | 0.0% | 2025-Q4 stale |
| JONES FINANCIAL COMPANIES LLLP new | 100 | $6K | 0.0% | 2025-Q3 stale |
| Ancora Advisors LLC | 0 | $4 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.