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 |
|---|---|---|---|---|---|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
236,380
shares
|
$10.8 Million
0.81% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
227,106
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2025
Added 25.38%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
226,851
shares
|
$10.4 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
196,276
shares
|
$8.99 Million
2.93% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
190,367
shares
|
$8.72 Million
2.41% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
178,666
shares
|
$8.18 Million
1.7% of portfolio
|
Q2 2025
Added 186.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
178,208
shares
|
$8.16 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
|
$7.99 Million
0.5% of portfolio
|
Q2 2025
Reduced 21.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
163,305
shares
|
$7.48 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
|
$7.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
157,926
shares
|
$7.23 Million
0.38% of portfolio
|
Q3 2022
Added 6.28%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
154,307
shares
|
$7.07 Million
2.75% of portfolio
|
Q2 2025
Added 97.17%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
139,220
shares
|
$6.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.31%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
137,618
shares
|
$6.3 Million
2.1% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
134,479
shares
|
$6.16 Million
3.16% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
123,196
shares
|
$5.64 Million
2.95% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
119,618
shares
|
$5.48 Million
0.13% of portfolio
|
Q3 2025
Added 1027.3%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
113,580
shares
|
$5.2 Million
0.71% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
112,046
shares
|
$5.13 Million
0.45% of portfolio
|
Q3 2025
Added 30.59%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
105,138
shares
|
$4.82 Million
3.81% of portfolio
|
Q3 2025
Reduced 14.31%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
94,884
shares
|
$4.35 Million
0.13% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
92,200
shares
|
$4.22 Million
0.11% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
89,400
shares
|
$4.1 Million
1.42% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
87,706
shares
|
$4.02 Million
0.06% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
74,034
shares
|
$3.39 Million
1.91% of portfolio
|
Q3 2025
Added 2.39%
|