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 119 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $469 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Jul 12, 2024 Q2 2024 |
1,788,032
shares
|
$61.9 Million
4.52% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
1,601,495
shares
|
$55.5 Million
0.11% of portfolio
|
Q2 2024
Reduced 37.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,327,995
shares
|
$46 Million
0.05% of portfolio
|
Q2 2024
Added 0.94%
|
|
|
Intelligence Driven Advisers, LLC
|
Aug 05, 2024 Q2 2024 |
527,943
shares
|
$18.3 Million
2.64% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Aug 15, 2024 Q2 2024 |
485,190
shares
|
$16.8 Million
1.87% of portfolio
|
Q2 2024
Added 8.2%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 13, 2024 Q2 2024 |
385,424
shares
|
$13.3 Million
5.19% of portfolio
|
Q1 2024
Added 2.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
355,360
shares
|
$12.3 Million
0.02% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
346,821
shares
|
$12 Million
0.07% of portfolio
|
Q2 2024
Added 8.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
346,657
shares
|
$12 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
278,768
shares
|
$9.65 Million
0.03% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
275,519
shares
|
$9.54 Million
0.0% of portfolio
|
Q2 2024
Added 23.16%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
244,288
shares
|
$8.46 Million
1.83% of portfolio
|
Q2 2024
Added 28.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
229,887
shares
|
$7.96 Million
0.03% of portfolio
|
Q2 2024
Added 26.75%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
226,485
shares
|
$7.84 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
223,825
shares
|
$7.75 Million
0.59% of portfolio
|
Q2 2024
Added 14.21%
|
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
211,703
shares
|
$7.33 Million
0.9% of portfolio
|
Q2 2024
Added 7.19%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 14, 2024 Q2 2024 |
199,361
shares
|
$6.9 Million
2.48% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 22, 2024 Q2 2024 |
180,291
shares
|
$6.24 Million
3.25% of portfolio
|
Q2 2024
New holding
|
|
|
Mayport, LLC
|
Jul 18, 2024 Q2 2024 |
180,129
shares
|
$6.24 Million
2.28% of portfolio
|
Q2 2024
Added 7.52%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 24, 2024 Q2 2024 |
176,906
shares
|
$6.13 Million
0.57% of portfolio
|
Q2 2024
Added 2.36%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Jul 18, 2024 Q2 2024 |
175,679
shares
|
$6.08 Million
5.31% of portfolio
|
Q2 2024
Added 15.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
175,216
shares
|
$6.07 Million
0.08% of portfolio
|
Q2 2024
Added 0.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
174,125
shares
|
$6.03 Million
0.01% of portfolio
|
Q2 2024
Reduced 69.1%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
172,458
shares
|
$5.97 Million
0.18% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
167,167
shares
|
$5.79 Million
0.0% of portfolio
|
Q2 2024
Added 20.79%
|