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 |
|---|---|---|---|---|---|
|
New Harbor Financial Group, LLC
Leominster, MA |
Aug 13, 2025 Q2 2025 |
5,589
shares
|
$256,032
0.05% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
5,432
shares
|
$248,839
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
5,395
shares
|
$247,144
0.1% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,317
shares
|
$243,571
0.0% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,300
shares
|
$242,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
5,200
shares
|
$238,212
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,161
shares
|
$236,425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
5,010
shares
|
$229,508
0.02% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
4,992
shares
|
$228,683
0.0% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
4,574
shares
|
$209,534
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
4,556
shares
|
$208,710
0.0% of portfolio
|
Q3 2025
Reduced 11.77%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
4,036
shares
|
$184,889
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
3,858
shares
|
$176,734
0.0% of portfolio
|
Q2 2025
Added 21.59%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,371
shares
|
$154,425
0.0% of portfolio
|
Q2 2025
Added 28.47%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$137,430
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,401
shares
|
$109,989
0.0% of portfolio
|
Q1 2025
Added 289.77%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,235
shares
|
$102,385
0.01% of portfolio
|
Q4 2022
Reduced 0.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,133
shares
|
$97,712
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
2,119
shares
|
$97,071
0.1% of portfolio
|
Q2 2025
Reduced 32.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,920
shares
|
$87,955
0.0% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,632
shares
|
$74,761
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
1,600
shares
|
$73,296
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,448
shares
|
$66,332
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,328
shares
|
$60,835
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
1,187
shares
|
$54,376
0.01% of portfolio
|
Q3 2025
New holding
|