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 137 institutions that hold shares in the stock, with a total of 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $631 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
2,114,963
shares
|
$75.7 Million
4.17% of portfolio
|
Q4 2024
Added 14.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,347,786
shares
|
$48.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
1,232,869
shares
|
$44.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 18.04%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
954,580
shares
|
$34.2 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
905,269
shares
|
$32.4 Million
2.28% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
577,744
shares
|
$20.7 Million
2.28% of portfolio
|
Q4 2024
Reduced 34.44%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
517,163
shares
|
$18.5 Million
1.59% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
458,976
shares
|
$16.4 Million
5.02% of portfolio
|
Q4 2024
Added 16.74%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
422,423
shares
|
$15.1 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
417,673
shares
|
$15 Million
6.72% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
381,905
shares
|
$13.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
357,498
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
356,364
shares
|
$12.8 Million
0.07% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
351,854
shares
|
$12.6 Million
0.02% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
338,784
shares
|
$12.1 Million
2.08% of portfolio
|
Q4 2024
Reduced 29.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
324,109
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
313,168
shares
|
$11.2 Million
0.11% of portfolio
|
Q4 2024
Added 7547.57%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
307,124
shares
|
$11 Million
0.85% of portfolio
|
Q4 2024
Added 53312.87%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
271,406
shares
|
$9.72 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
258,873
shares
|
$9.27 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
257,054
shares
|
$9.21 Million
1.65% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
227,774
shares
|
$8.16 Million
0.55% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
225,332
shares
|
$8.07 Million
0.82% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
217,425
shares
|
$7.79 Million
2.11% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
212,111
shares
|
$7.6 Million
0.0% of portfolio
|
Q4 2024
Added 899.35%
|