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 125 institutions that hold shares in the stock, with a total of 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $505 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
1,850,375
shares
|
$62.6 Million
4.19% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,504,235
shares
|
$50.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,382,928
shares
|
$46.8 Million
0.04% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
881,196
shares
|
$29.8 Million
3.8% of portfolio
|
Q3 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
874,613
shares
|
$29.6 Million
2.38% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
501,193
shares
|
$17 Million
1.76% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
479,256
shares
|
$16.2 Million
2.47% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
393,161
shares
|
$13.3 Million
4.95% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
357,498
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
346,519
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Nov 08, 2024 Q3 2024 |
344,028
shares
|
$11.6 Million
7.3% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
342,686
shares
|
$11.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
314,958
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2024
Added 14.31%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
278,951
shares
|
$9.44 Million
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
246,230
shares
|
$8.33 Million
1.74% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
227,774
shares
|
$7.71 Million
0.55% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
221,157
shares
|
$7.48 Million
0.9% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
203,591
shares
|
$6.89 Million
2.2% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
199,331
shares
|
$6.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
195,869
shares
|
$6.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
192,290
shares
|
$6.51 Million
2.23% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
184,704
shares
|
$6.25 Million
0.0% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
184,360
shares
|
$6.24 Million
3.84% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
180,660
shares
|
$6.11 Million
0.58% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
180,291
shares
|
$6.1 Million
3.48% of portfolio
|
Q2 2024
New holding
|