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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
2,386,771
shares
|
$102 Million
5.89% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,438,388
shares
|
$61.2 Million
0.04% of portfolio
|
Q2 2025
Added 12.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,264,419
shares
|
$53.8 Million
0.01% of portfolio
|
Q2 2025
Added 228.6%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
1,140,983
shares
|
$48.5 Million
7.58% of portfolio
|
Q2 2025
Added 458.64%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,107,772
shares
|
$47.1 Million
4.61% of portfolio
|
Q2 2025
Added 48.58%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
982,672
shares
|
$41.8 Million
2.7% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
658,174
shares
|
$28 Million
0.24% of portfolio
|
Q2 2025
Added 91.48%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
622,371
shares
|
$26.5 Million
1.9% of portfolio
|
Q2 2025
Added 83.09%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
523,087
shares
|
$22.3 Million
5.95% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
519,600
shares
|
$22.1 Million
1.71% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
454,117
shares
|
$19.3 Million
0.01% of portfolio
|
Q2 2025
Added 16.51%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
422,619
shares
|
$18 Million
2.62% of portfolio
|
Q2 2025
Added 25.95%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jul 21, 2025 Q2 2025 |
416,007
shares
|
$17.7 Million
8.27% of portfolio
|
Q2 2025
Added 107.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
396,795
shares
|
$16.9 Million
0.02% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
362,962
shares
|
$15.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
362,182
shares
|
$15.4 Million
1.45% of portfolio
|
Q2 2025
New holding
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Jul 22, 2025 Q2 2025 |
360,025
shares
|
$15.3 Million
7.95% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
357,498
shares
|
$15.2 Million
0.02% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
356,976
shares
|
$15.2 Million
0.0% of portfolio
|
Q2 2025
Added 527.54%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
270,737
shares
|
$11.5 Million
0.03% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
265,391
shares
|
$11.3 Million
2.59% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
259,753
shares
|
$11.1 Million
2.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
250,227
shares
|
$10.6 Million
0.11% of portfolio
|
Q2 2025
Added 461.77%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
249,563
shares
|
$10.6 Million
0.87% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
227,106
shares
|
$9.66 Million
0.0% of portfolio
|
Q2 2025
Added 25.38%
|