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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
57,776
shares
|
$2.21 Million
0.02% of portfolio
|
Q1 2025
Added 28.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
57,493
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 71.18%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
56,885
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Added 107.86%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
55,000
shares
|
$2.11 Million
0.02% of portfolio
|
Q4 2023
Added 214.29%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
54,436
shares
|
$2.09 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,587
shares
|
$1.9 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
|
$1.87 Million
1.24% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
46,457
shares
|
$1.78 Million
0.5% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
44,894
shares
|
$1.72 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
44,543
shares
|
$1.71 Million
0.02% of portfolio
|
Q1 2025
Reduced 27.68%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
43,389
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Added 216.78%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
38,711
shares
|
$1.48 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
37,747
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
36,029
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 87.16%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
35,374
shares
|
$1.36 Million
1.06% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
32,143
shares
|
$1.23 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
30,728
shares
|
$1.18 Million
0.12% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
30,358
shares
|
$1.16 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
29,937
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
29,603
shares
|
$1.13 Million
0.36% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
29,601
shares
|
$1.13 Million
0.11% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
27,421
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.38%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
24,928
shares
|
$954,991
0.17% of portfolio
|
Q2 2024
Reduced 50.68%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
24,424
shares
|
$935,683
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
24,173
shares
|
$926,067
0.03% of portfolio
|
Q4 2024
Reduced 17.74%
|