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 |
|---|---|---|---|---|---|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
28,337
shares
|
$1.21 Million
0.34% of portfolio
|
Q2 2025
Reduced 39.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
28,306
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
25,440
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.02%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
25,396
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 157.3%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
25,267
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
24,986
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
24,928
shares
|
$1.06 Million
0.17% of portfolio
|
Q2 2024
Reduced 50.68%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
24,877
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 827.55%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
24,654
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
23,568
shares
|
$1 Million
0.04% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
23,269
shares
|
$990,095
0.0% of portfolio
|
Q2 2025
Added 29.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,934
shares
|
$975,841
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Aug 05, 2025 Q2 2025 |
21,950
shares
|
$933,972
0.93% of portfolio
|
Q2 2025
Added 146.68%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
21,469
shares
|
$913,505
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
20,857
shares
|
$887,465
0.27% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
20,746
shares
|
$882,742
0.0% of portfolio
|
Q2 2025
Added 37.98%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
16,137
shares
|
$686,629
0.57% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
15,000
shares
|
$638,250
0.01% of portfolio
|
Q2 2025
Reduced 86.72%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,321
shares
|
$609,358
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
14,206
shares
|
$604,465
0.35% of portfolio
|
Q2 2025
Added 17.03%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
13,532
shares
|
$575,786
0.0% of portfolio
|
Q2 2025
Added 28.1%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,874
shares
|
$547,788
0.04% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
12,431
shares
|
$528,939
0.0% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
12,109
shares
|
$515,237
0.0% of portfolio
|
Q2 2025
Reduced 41.94%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
11,844
shares
|
$503,962
0.07% of portfolio
|
Q2 2025
Reduced 5.87%
|