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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
5,200
shares
|
$221,259
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
5,164
shares
|
$219,728
0.0% of portfolio
|
Q2 2025
Reduced 46.29%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,161
shares
|
$219,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
5,010
shares
|
$213,175
0.02% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
4,992
shares
|
$212,409
0.0% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
4,526
shares
|
$192,581
0.0% of portfolio
|
Q2 2025
Reduced 87.44%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,858
shares
|
$164,157
0.0% of portfolio
|
Q2 2025
Added 21.59%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,371
shares
|
$143,436
0.0% of portfolio
|
Q2 2025
Added 28.47%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$127,649
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,401
shares
|
$102,162
0.0% of portfolio
|
Q1 2025
Added 289.77%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,235
shares
|
$95,099
0.01% of portfolio
|
Q4 2022
Reduced 0.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,133
shares
|
$90,759
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
2,119
shares
|
$90,163
0.1% of portfolio
|
Q2 2025
Reduced 32.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,920
shares
|
$81,696
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,632
shares
|
$69,441
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
1,600
shares
|
$68,080
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,441
shares
|
$61,314
0.0% of portfolio
|
Q2 2025
Reduced 66.57%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,328
shares
|
$56,506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,121
shares
|
$47,698
0.0% of portfolio
|
Q4 2024
Reduced 51.58%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$42,550
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
935
shares
|
$39,784
0.0% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
813
shares
|
$34,593
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
729
shares
|
$31,018
0.0% of portfolio
|
Q2 2025
Reduced 98.73%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
685
shares
|
$29,146
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
650
shares
|
$27,657
0.0% of portfolio
|
Q2 2025
Added 48.4%
|