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 193 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 |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
267,947
shares
|
$12.8 Million
0.96% of portfolio
|
Q3 2025
Added 21.75%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
263,654
shares
|
$12.5 Million
1.22% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
247,069
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2025
Added 77.47%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
236,380
shares
|
$11.2 Million
0.81% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
218,858
shares
|
$10.4 Million
0.99% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
211,618
shares
|
$10.1 Million
1.94% of portfolio
|
Q3 2025
Added 18.44%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
203,630
shares
|
$9.69 Million
2.97% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
186,133
shares
|
$8.86 Million
3.3% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
185,167
shares
|
$8.81 Million
2.38% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
182,030
shares
|
$8.66 Million
0.18% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
170,828
shares
|
$8.13 Million
5.4% of portfolio
|
Q3 2025
Added 325.16%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
157,926
shares
|
$7.52 Million
0.38% of portfolio
|
Q3 2022
Added 6.28%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
154,442
shares
|
$7.35 Million
2.55% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
140,692
shares
|
$6.7 Million
2.18% of portfolio
|
Q4 2025
Added 2.23%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
137,819
shares
|
$6.56 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.96%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
132,856
shares
|
$6.32 Million
3.02% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
123,196
shares
|
$5.86 Million
2.95% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
119,618
shares
|
$5.69 Million
0.13% of portfolio
|
Q3 2025
Added 1027.3%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
119,440
shares
|
$5.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.86%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
114,133
shares
|
$5.43 Million
0.7% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
112,046
shares
|
$5.33 Million
0.45% of portfolio
|
Q3 2025
Added 30.59%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
110,541
shares
|
$5.26 Million
0.15% of portfolio
|
Q3 2025
Added 16.5%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
105,138
shares
|
$5 Million
3.81% of portfolio
|
Q3 2025
Reduced 14.31%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
104,792
shares
|
$4.99 Million
0.01% of portfolio
|
Q3 2025
Added 1219.8%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
92,200
shares
|
$4.39 Million
0.11% of portfolio
|
Q3 2025
Added 2.47%
|
|