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 |
|---|---|---|---|---|---|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
11,763
shares
|
$500,515
0.49% of portfolio
|
Q1 2025
Reduced 33.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
11,689
shares
|
$497,366
0.01% of portfolio
|
Q2 2025
Added 1111.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
11,387
shares
|
$484,516
0.0% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
10,611
shares
|
$451,498
0.01% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,432
shares
|
$443,881
0.0% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
10,248
shares
|
$436,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
10,109
shares
|
$430,137
0.01% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Tfo Tdc, LLC
|
Aug 07, 2025 Q2 2025 |
10,000
shares
|
$425,500
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
8,816
shares
|
$375,120
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
8,801
shares
|
$374,482
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
8,717
shares
|
$370,908
0.13% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
8,583
shares
|
$365,206
0.04% of portfolio
|
Q2 2025
Added 21.31%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
8,055
shares
|
$342,740
0.14% of portfolio
|
Q1 2025
Added 58.1%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
8,046
shares
|
$342,357
0.04% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
7,971
shares
|
$339,166
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
7,940
shares
|
$337,847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,729
shares
|
$328,868
0.01% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
7,294
shares
|
$310,359
0.11% of portfolio
|
Q2 2025
Reduced 90.97%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,828
shares
|
$247,981
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
5,644
shares
|
$240,152
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Aug 13, 2025 Q2 2025 |
5,589
shares
|
$237,811
0.05% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
5,432
shares
|
$231,131
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,317
shares
|
$226,238
0.0% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,300
shares
|
$225,514
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
5,280
shares
|
$224,663
0.1% of portfolio
|
Q2 2025
New holding
|