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 141 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $650 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
201,803
shares
|
$7.1 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
199,982
shares
|
$7.03 Million
2.01% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
199,463
shares
|
$7.01 Million
0.0% of portfolio
|
Q4 2024
Added 647.67%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
188,671
shares
|
$6.63 Million
0.54% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Jan 22, 2025 Q4 2024 |
186,070
shares
|
$6.54 Million
3.04% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
184,970
shares
|
$6.5 Million
0.07% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
180,329
shares
|
$6.34 Million
0.14% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
175,600
shares
|
$6.17 Million
3.55% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
172,363
shares
|
$6.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
158,107
shares
|
$5.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.4%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
157,926
shares
|
$5.55 Million
0.38% of portfolio
|
Q3 2022
Added 6.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
148,119
shares
|
$5.21 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
134,828
shares
|
$4.74 Million
1.87% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
134,318
shares
|
$4.72 Million
2.95% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
109,876
shares
|
$3.86 Million
2.54% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
109,292
shares
|
$3.84 Million
0.58% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
109,175
shares
|
$3.84 Million
0.89% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
106,127
shares
|
$3.73 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
Mar 14, 2025 Q4 2024 |
95,062
shares
|
$3.34 Million
2.57% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
85,085
shares
|
$2.99 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
78,234
shares
|
$2.75 Million
1.18% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
74,478
shares
|
$2.62 Million
0.05% of portfolio
|
Q4 2024
Added 22.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
71,971
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
66,953
shares
|
$2.35 Million
1.62% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
61,590
shares
|
$2.17 Million
0.02% of portfolio
|
Q4 2024
Added 2.44%
|