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 171 institutions that hold shares in the stock, with a total of 21.7 Million shares, which have been reported (via 13F filing form) to have a value of $996 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
30,648
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
30,620
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
30,072
shares
|
$1.38 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
28,306
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
27,701
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
25,440
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2025
Reduced 15.02%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
25,396
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 157.3%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
25,267
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
24,986
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
24,928
shares
|
$1.14 Million
0.17% of portfolio
|
Q2 2024
Reduced 50.68%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
24,877
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Added 827.55%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
23,568
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
23,269
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 29.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,934
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
22,443
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 395.87%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Aug 05, 2025 Q2 2025 |
21,950
shares
|
$1.01 Million
0.93% of portfolio
|
Q2 2025
Added 146.68%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
21,469
shares
|
$983,494
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
20,857
shares
|
$955,459
0.27% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
20,746
shares
|
$950,374
0.0% of portfolio
|
Q2 2025
Added 37.98%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
17,507
shares
|
$801,995
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
15,811
shares
|
$724,301
0.6% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
15,000
shares
|
$687,150
0.01% of portfolio
|
Q2 2025
Reduced 86.72%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,321
shares
|
$656,045
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
14,206
shares
|
$650,776
0.35% of portfolio
|
Q2 2025
Added 17.03%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
13,833
shares
|
$633,689
0.41% of portfolio
|
Q3 2025
New holding
|