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 163 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $897 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
226,851
shares
|
$9.65 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
220,075
shares
|
$9.36 Million
0.78% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
196,276
shares
|
$8.35 Million
2.93% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
190,367
shares
|
$8.1 Million
2.41% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
187,682
shares
|
$7.99 Million
1.8% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
178,666
shares
|
$7.6 Million
1.7% of portfolio
|
Q2 2025
Added 186.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
178,208
shares
|
$7.58 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
174,390
shares
|
$7.42 Million
0.5% of portfolio
|
Q2 2025
Reduced 21.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
163,305
shares
|
$6.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
160,176
shares
|
$6.82 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
157,926
shares
|
$6.72 Million
0.38% of portfolio
|
Q3 2022
Added 6.28%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
154,307
shares
|
$6.57 Million
2.75% of portfolio
|
Q2 2025
Added 97.17%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
139,220
shares
|
$5.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.31%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
134,479
shares
|
$5.72 Million
3.16% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
128,729
shares
|
$5.48 Million
1.89% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
113,884
shares
|
$4.85 Million
2.62% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
113,580
shares
|
$4.83 Million
0.71% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
94,884
shares
|
$4.04 Million
0.13% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
93,518
shares
|
$3.98 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
89,981
shares
|
$3.83 Million
0.09% of portfolio
|
Q2 2025
Added 402.43%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
87,706
shares
|
$3.73 Million
0.06% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
85,799
shares
|
$3.65 Million
0.27% of portfolio
|
Q2 2025
Added 57.61%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
72,481
shares
|
$3.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 87.76%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
72,304
shares
|
$3.08 Million
1.79% of portfolio
|
Q2 2025
Added 270.13%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
72,132
shares
|
$3.07 Million
0.0% of portfolio
|
Q2 2025
Added 5.36%
|