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 $473 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
157,928
shares
|
$5.54 Million
0.16% of portfolio
|
Q2 2024
Added 45.09%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
157,926
shares
|
$5.54 Million
0.38% of portfolio
|
Q3 2022
Added 6.28%
|
|
True Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
138,775
shares
|
$4.87 Million
1.97% of portfolio
|
Q2 2024
Reduced 21.39%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
130,839
shares
|
$4.59 Million
0.22% of portfolio
|
Q2 2024
Reduced 25.44%
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Aug 05, 2024 Q2 2024 |
122,128
shares
|
$4.28 Million
2.89% of portfolio
|
Q2 2024
Added 11.0%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2024 Q2 2024 |
114,173
shares
|
$4 Million
0.71% of portfolio
|
Q2 2024
Added 1.18%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
110,691
shares
|
$3.88 Million
0.01% of portfolio
|
Q2 2024
Added 1260.84%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
104,900
shares
|
$3.68 Million
0.01% of portfolio
|
Q2 2024
Added 3.75%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
101,233
shares
|
$3.55 Million
0.02% of portfolio
|
Q2 2024
Reduced 26.23%
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jul 26, 2024 Q2 2024 |
98,407
shares
|
$3.45 Million
2.75% of portfolio
|
Q2 2024
Added 4.87%
|
|
Clarus Group, Inc.
|
Jul 19, 2024 Q2 2024 |
91,585
shares
|
$3.21 Million
1.43% of portfolio
|
Q2 2024
New holding
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
86,319
shares
|
$3.03 Million
0.38% of portfolio
|
Q2 2024
Added 50.92%
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 29, 2024 Q2 2024 |
85,072
shares
|
$2.98 Million
0.85% of portfolio
|
Q2 2024
Added 7.61%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
81,928
shares
|
$2.87 Million
0.1% of portfolio
|
Q2 2024
Added 5.58%
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 09, 2024 Q2 2024 |
80,446
shares
|
$2.82 Million
1.36% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
68,102
shares
|
$2.39 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2024 Q2 2024 |
63,252
shares
|
$2.22 Million
2.73% of portfolio
|
Q2 2024
Reduced 51.39%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
61,031
shares
|
$2.14 Million
0.04% of portfolio
|
Q2 2024
Reduced 18.5%
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 13, 2024 Q2 2024 |
57,640
shares
|
$2.02 Million
1.58% of portfolio
|
Q2 2024
Added 82.03%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 12, 2024 Q2 2024 |
55,784
shares
|
$1.96 Million
0.35% of portfolio
|
Q2 2024
Added 18.76%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
55,000
shares
|
$1.93 Million
0.02% of portfolio
|
Q4 2023
Added 214.29%
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Jul 23, 2024 Q2 2024 |
54,904
shares
|
$1.93 Million
1.59% of portfolio
|
Q2 2024
Added 1.15%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,587
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2023
Added 2.98%
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
48,856
shares
|
$1.71 Million
1.24% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
Prism Advisors, Inc.
|
Jul 10, 2024 Q2 2024 |
48,147
shares
|
$1.69 Million
0.52% of portfolio
|
Q2 2024
Added 2.56%
|