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 145 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $644 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
2,358,510
shares
|
$90.4 Million
5.49% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,284,132
shares
|
$49.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
941,414
shares
|
$36.1 Million
2.5% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Tanglewood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
745,583
shares
|
$28.6 Million
3.08% of portfolio
|
Q1 2025
Added 29.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
592,313
shares
|
$22.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 51.96%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
515,602
shares
|
$19.8 Million
1.62% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
495,892
shares
|
$19 Million
5.6% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
389,758
shares
|
$14.9 Million
0.01% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
384,791
shares
|
$14.7 Million
0.0% of portfolio
|
Q1 2025
Added 18.72%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Apr 25, 2025 Q1 2025 |
366,032
shares
|
$14 Million
7.56% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
365,710
shares
|
$14 Million
0.07% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
364,407
shares
|
$14 Million
0.02% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
357,498
shares
|
$13.7 Million
0.02% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
343,723
shares
|
$13.2 Million
0.13% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
339,924
shares
|
$13 Million
1.03% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
335,532
shares
|
$12.9 Million
2.28% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
266,738
shares
|
$10.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
257,580
shares
|
$9.87 Million
1.85% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
249,020
shares
|
$9.54 Million
2.43% of portfolio
|
Q1 2025
Added 14.53%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
249,008
shares
|
$9.54 Million
0.98% of portfolio
|
Q3 2022
Reduced 98.59%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
227,720
shares
|
$8.72 Million
0.93% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
223,012
shares
|
$8.54 Million
0.64% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
204,242
shares
|
$7.82 Million
0.48% of portfolio
|
Q1 2025
Reduced 78.6%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Apr 22, 2025 Q1 2025 |
200,473
shares
|
$7.68 Million
3.47% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
196,939
shares
|
$7.54 Million
0.0% of portfolio
|
Q1 2025
Added 14.26%
|