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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
13,532
shares
|
$619,900
0.0% of portfolio
|
Q2 2025
Added 28.1%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,874
shares
|
$589,757
0.04% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
12,431
shares
|
$569,464
0.0% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
12,109
shares
|
$554,713
0.0% of portfolio
|
Q2 2025
Reduced 41.94%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
11,844
shares
|
$542,573
0.07% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
11,763
shares
|
$538,863
0.49% of portfolio
|
Q1 2025
Reduced 33.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
11,689
shares
|
$535,473
0.01% of portfolio
|
Q2 2025
Added 1111.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
11,387
shares
|
$521,638
0.0% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,432
shares
|
$477,889
0.0% of portfolio
|
Q2 2025
Added 18.05%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
10,248
shares
|
$469,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
10,000
shares
|
$458,100
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
9,492
shares
|
$434,828
0.01% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
8,816
shares
|
$403,860
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
8,801
shares
|
$403,173
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
8,717
shares
|
$399,325
0.13% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
8,457
shares
|
$387,415
0.04% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
8,055
shares
|
$368,999
0.14% of portfolio
|
Q1 2025
Added 58.1%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
7,971
shares
|
$365,151
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
7,940
shares
|
$363,731
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,729
shares
|
$354,065
0.01% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
7,294
shares
|
$334,138
0.11% of portfolio
|
Q2 2025
Reduced 90.97%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
6,969
shares
|
$319,249
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
6,897
shares
|
$315,951
0.1% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
6,070
shares
|
$278,066
0.08% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
5,644
shares
|
$258,551
0.19% of portfolio
|
Q2 2025
New holding
|