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 124 institutions that hold shares in the stock, with a total of 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $514 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
177,638
shares
|
$6.11 Million
0.08% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
174,765
shares
|
$6.01 Million
0.16% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
157,926
shares
|
$5.43 Million
0.38% of portfolio
|
Q3 2022
Added 6.28%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
133,918
shares
|
$4.6 Million
1.67% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
126,464
shares
|
$4.35 Million
3.03% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
114,224
shares
|
$3.93 Million
0.67% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
109,876
shares
|
$3.78 Million
2.54% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
95,964
shares
|
$3.3 Million
1.46% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
93,546
shares
|
$3.22 Million
0.39% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
91,109
shares
|
$3.13 Million
0.83% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
85,122
shares
|
$2.93 Million
0.1% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
80,440
shares
|
$2.77 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
74,478
shares
|
$2.56 Million
0.05% of portfolio
|
Q4 2024
Added 22.45%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
60,640
shares
|
$2.08 Million
1.56% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
60,122
shares
|
$2.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
55,630
shares
|
$1.91 Million
1.6% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
55,000
shares
|
$1.89 Million
0.02% of portfolio
|
Q4 2023
Added 214.29%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
50,944
shares
|
$1.75 Million
0.5% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,587
shares
|
$1.7 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
|
$1.68 Million
1.24% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
48,235
shares
|
$1.66 Million
0.81% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
48,228
shares
|
$1.66 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
45,824
shares
|
$1.58 Million
0.62% of portfolio
|
Q3 2024
Added 40.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
38,722
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
34,569
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2024
New holding
|