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 |
|---|---|---|---|---|---|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
71,613
shares
|
$3.05 Million
2.02% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
62,574
shares
|
$2.66 Million
1.89% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
62,234
shares
|
$2.65 Million
0.96% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
60,830
shares
|
$2.59 Million
0.02% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
59,183
shares
|
$2.52 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
55,313
shares
|
$2.35 Million
0.01% of portfolio
|
Q2 2025
Added 275.44%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
55,000
shares
|
$2.34 Million
0.0% of portfolio
|
Q4 2023
Added 214.29%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
55,000
shares
|
$2.34 Million
0.02% of portfolio
|
Q4 2023
Added 214.29%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
51,537
shares
|
$2.19 Million
0.21% of portfolio
|
Q2 2025
Added 74.11%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,587
shares
|
$2.11 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
|
$2.08 Million
1.24% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
47,054
shares
|
$2 Million
0.03% of portfolio
|
Q2 2025
Added 21.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
46,326
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
45,526
shares
|
$1.94 Million
0.04% of portfolio
|
Q2 2025
Added 88.34%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
45,188
shares
|
$1.92 Million
1.12% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
44,870
shares
|
$1.91 Million
1.05% of portfolio
|
Q2 2025
Added 47.8%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
40,180
shares
|
$1.71 Million
1.38% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
37,747
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
37,230
shares
|
$1.58 Million
0.46% of portfolio
|
Q2 2025
Added 25.76%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
32,105
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
31,969
shares
|
$1.36 Million
0.73% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
31,665
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.02%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
30,728
shares
|
$1.31 Million
0.12% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
30,620
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
30,072
shares
|
$1.28 Million
0.08% of portfolio
|
Q2 2025
New holding
|