Relative Sentiment Tact AlloMOODETF
13F holders, Q1 2026 (March 31)17holders +9
10new positions
2sold out
1famous investor
$40.93avg. 13F price*
At the end of Q1 2026, 17 institutions reported holding Relative Sentiment Tact Allo (MOOD) in their 13F filings, up 9 from Q4 2025. 10 opened new positions and 2 sold out. The largest holders were Ethos Financial Group, LLC ($49.1M), Arcus Capital Partners, LLC ($29.1M) and Stillwater Private Wealth, LLC ($2.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Relative Sentiment Tact Allo
- Filed as
- EA SERIES TRUST (Q1 2026)
- CUSIP
- 02072L813
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $35.9M |
| Exits | 2 | $815K |
All 13F filers, Q4 2025 → Q1 2026: 1,008,618 shares bought and 21,200 shares sold, net +987,418 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Ethos Financial Group, LLC | 3.60% | Add +8.8% | 1,202,260 | $49.1M |
| Arcus Capital Partners, LLC | 10.47% | New | 710,128 | $29.1M |
| Stillwater Private Wealth, LLC | 2.48% | — | 71,479 | $2.9M |
| Almanack Investment Partners, LLC. | 0.39% | Add +2.6% | 56,721 | $2.3M |
| Fig Financial Advisory Services Inc. | 1.01% | New | 39,452 | $1.6M |
| Empirical Finance, LLC | 0.07% | New | 36,370 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +107.5% | 30,207 | $1.2M |
| Insight Wealth Strategies, LLC | 0.13% | New | 27,467 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 25,416 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +341.6% | 24,961 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.03% | New | 15,410 | $632K |
| Keel Point, LLC | 0.03% | New | 12,370 | $507K |
| Empire Financial Management Company, LLC | 0.09% | No change | 10,200 | $418K |
| AQR Capital Management | 0.00% | New | 7,520 | $308K |
| Morgan Stanley | 0.00% | Add +47400.0% | 475 | $19K |
| Wells Fargo & Company | 0.00% | New | 450 | $18K |
| UBS Group AG | 0.00% | New | 126 | $5K |
"% of holder's portfolio" is MOOD's weight in each manager's 13F, not the share of Relative Sentiment Tact Allo the manager owns.