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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
24,172
shares
|
$926,029
0.02% of portfolio
|
Q1 2025
Added 135.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
24,006
shares
|
$919,669
0.05% of portfolio
|
Q1 2025
Added 63.1%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
23,431
shares
|
$897,641
0.04% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
23,219
shares
|
$889,519
0.3% of portfolio
|
Q1 2025
Reduced 21.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,934
shares
|
$878,601
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
21,469
shares
|
$822,477
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
20,855
shares
|
$798,955
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
19,535
shares
|
$748,385
0.52% of portfolio
|
Q1 2025
Added 65.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
17,953
shares
|
$687,779
0.0% of portfolio
|
Q1 2025
Reduced 45.37%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
17,909
shares
|
$686,093
0.02% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
17,500
shares
|
$670,425
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
16,025
shares
|
$613,917
0.53% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
15,843
shares
|
$606,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
15,036
shares
|
$576,029
0.0% of portfolio
|
Q1 2025
Added 18.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
14,733
shares
|
$564,421
0.0% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,321
shares
|
$548,637
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,685
shares
|
$524,272
0.04% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
13,304
shares
|
$509,676
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
12,894
shares
|
$493,969
0.0% of portfolio
|
Q1 2025
Added 39.41%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
12,583
shares
|
$482,054
0.05% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
12,139
shares
|
$465,045
0.29% of portfolio
|
Q1 2025
Added 36.16%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
11,763
shares
|
$450,640
0.49% of portfolio
|
Q1 2025
Reduced 33.59%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
10,940
shares
|
$419,111
0.02% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
10,564
shares
|
$404,706
0.0% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
10,425
shares
|
$399,381
0.01% of portfolio
|
Q1 2025
Reduced 2.49%
|