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 190 institutions that hold shares in the stock, with a total of 23.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
2,400,679
shares
|
$114 Million
5.22% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,460,336
shares
|
$69.5 Million
0.04% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,372,911
shares
|
$65.3 Million
0.01% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
1,173,034
shares
|
$55.8 Million
7.67% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
1,116,031
shares
|
$53.1 Million
4.8% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
1,005,249
shares
|
$47.8 Million
2.76% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
743,977
shares
|
$35.4 Million
0.01% of portfolio
|
Q3 2025
Added 63.83%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
668,218
shares
|
$31.8 Million
0.23% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
626,905
shares
|
$29.8 Million
1.92% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
556,660
shares
|
$26.5 Million
6.04% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
518,090
shares
|
$24.7 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
504,048
shares
|
$24 Million
8.18% of portfolio
|
Q3 2025
Added 21.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
427,555
shares
|
$20.3 Million
0.02% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
406,284
shares
|
$19.3 Million
2.54% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
404,095
shares
|
$19.2 Million
0.04% of portfolio
|
Q3 2025
Added 49.26%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
383,023
shares
|
$18.2 Million
1.53% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
371,681
shares
|
$17.7 Million
1.95% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
371,445
shares
|
$17.7 Million
0.01% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
360,990
shares
|
$17.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
357,498
shares
|
$17 Million
0.02% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
327,658
shares
|
$15.6 Million
8.87% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
311,753
shares
|
$14.8 Million
2.36% of portfolio
|
Q3 2025
Added 20.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
299,961
shares
|
$14.3 Million
0.0% of portfolio
|
Q3 2025
Added 32.08%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
272,984
shares
|
$13 Million
0.12% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
272,636
shares
|
$13 Million
2.64% of portfolio
|
Q3 2025
Added 2.73%
|