Institutional Ownership Ea Ser Tr Freedom 100 Emerging (FRDM)
This table provides information about the institutional ownership of Ea Ser Tr Freedom 100 Emerging (FRDM). We have compiled data on the 171 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $996 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
2,386,771
shares
|
$109 Million
5.89% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,438,388
shares
|
$65.9 Million
0.04% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,264,419
shares
|
$57.9 Million
0.01% of portfolio
|
Q2 2025
Added 228.6%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
1,140,983
shares
|
$52.3 Million
7.58% of portfolio
|
Q2 2025
Added 458.64%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,107,772
shares
|
$50.7 Million
4.61% of portfolio
|
Q2 2025
Added 48.58%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
982,672
shares
|
$45 Million
2.7% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
658,174
shares
|
$30.2 Million
0.24% of portfolio
|
Q2 2025
Added 91.48%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
622,371
shares
|
$28.5 Million
1.9% of portfolio
|
Q2 2025
Added 83.09%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
523,087
shares
|
$24 Million
5.95% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
518,090
shares
|
$23.7 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
504,048
shares
|
$23.1 Million
8.18% of portfolio
|
Q3 2025
Added 21.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
454,117
shares
|
$20.8 Million
0.01% of portfolio
|
Q2 2025
Added 16.51%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
422,619
shares
|
$19.4 Million
2.62% of portfolio
|
Q2 2025
Added 25.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
396,795
shares
|
$18.2 Million
0.02% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
371,681
shares
|
$17 Million
1.95% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
362,962
shares
|
$16.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
362,182
shares
|
$16.6 Million
1.45% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
357,498
shares
|
$16.4 Million
0.02% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
356,976
shares
|
$16.4 Million
0.0% of portfolio
|
Q2 2025
Added 527.54%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
327,658
shares
|
$15 Million
8.87% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
311,753
shares
|
$14.3 Million
2.36% of portfolio
|
Q3 2025
Added 20.02%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
270,737
shares
|
$12.4 Million
0.03% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
267,947
shares
|
$12.3 Million
0.96% of portfolio
|
Q3 2025
Added 21.75%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
265,391
shares
|
$12.2 Million
2.59% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
250,227
shares
|
$11.5 Million
0.11% of portfolio
|
Q2 2025
Added 461.77%
|