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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
9,870
shares
|
$378,119
0.0% of portfolio
|
Q1 2025
Added 4082.2%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
9,615
shares
|
$368,350
0.01% of portfolio
|
Q1 2025
Reduced 80.06%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
8,898
shares
|
$340,882
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,837
shares
|
$338,545
0.0% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
8,658
shares
|
$331,687
0.12% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
8,055
shares
|
$308,587
0.13% of portfolio
|
Q1 2025
Added 58.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,971
shares
|
$305,369
0.01% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
7,702
shares
|
$295,063
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
7,544
shares
|
$289,010
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
7,075
shares
|
$271,043
0.03% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 14, 2025 Q1 2025 |
5,859
shares
|
$224,458
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,828
shares
|
$223,270
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
5,504
shares
|
$210,858
0.02% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
5,317
shares
|
$203,694
0.0% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
4,734
shares
|
$181,359
0.0% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
4,311
shares
|
$165,154
0.01% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,173
shares
|
$121,557
0.0% of portfolio
|
Q1 2025
Added 31.5%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,119
shares
|
$119,488
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,000
shares
|
$114,930
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,682
shares
|
$102,747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,624
shares
|
$100,525
0.0% of portfolio
|
Q1 2025
Added 24.42%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,401
shares
|
$91,982
0.0% of portfolio
|
Q1 2025
Added 289.77%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,235
shares
|
$85,622
0.01% of portfolio
|
Q4 2022
Reduced 0.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,889
shares
|
$72,367
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,632
shares
|
$62,521
0.0% of portfolio
|
Q2 2024
New holding
|