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 |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
192,706
shares
|
$7.38 Million
0.6% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
192,689
shares
|
$7.38 Million
2.92% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
191,711
shares
|
$7.34 Million
2.26% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
182,425
shares
|
$6.99 Million
0.01% of portfolio
|
Q1 2025
Added 23.16%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
181,364
shares
|
$6.95 Million
0.15% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
181,137
shares
|
$6.94 Million
0.0% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
164,267
shares
|
$6.29 Million
1.44% of portfolio
|
Q1 2025
Added 50.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
161,356
shares
|
$6.18 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
157,926
shares
|
$6.05 Million
0.38% of portfolio
|
Q3 2022
Added 6.28%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
137,016
shares
|
$5.25 Million
3.12% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
134,828
shares
|
$5.17 Million
1.87% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
113,884
shares
|
$4.36 Million
2.62% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
112,915
shares
|
$4.33 Million
2.85% of portfolio
|
Q1 2025
Added 18.78%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
111,769
shares
|
$4.28 Million
0.62% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
89,750
shares
|
$3.44 Million
0.11% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
80,771
shares
|
$3.09 Million
1.07% of portfolio
|
Q1 2025
Added 118.57%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
78,377
shares
|
$3 Million
0.05% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
78,262
shares
|
$3 Million
1.23% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
68,508
shares
|
$2.62 Million
1.76% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
68,463
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2025
Added 174.65%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
62,347
shares
|
$2.39 Million
0.56% of portfolio
|
Q1 2025
Added 164.46%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
61,732
shares
|
$2.36 Million
0.79% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
60,584
shares
|
$2.32 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
60,164
shares
|
$2.3 Million
1.69% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
60,097
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.5%
|