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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
177,638
shares
|
$6.01 Million
0.08% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
174,765
shares
|
$5.91 Million
0.16% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
157,926
shares
|
$5.34 Million
0.38% of portfolio
|
Q3 2022
Added 6.28%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
142,021
shares
|
$4.8 Million
1.87% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
126,464
shares
|
$4.28 Million
3.03% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
114,224
shares
|
$3.86 Million
0.67% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
103,487
shares
|
$3.5 Million
2.7% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
95,964
shares
|
$3.25 Million
1.46% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
93,546
shares
|
$3.16 Million
0.39% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
91,109
shares
|
$3.08 Million
0.83% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
85,122
shares
|
$2.88 Million
0.1% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
80,440
shares
|
$2.72 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
60,821
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2024
Added 75.63%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
60,640
shares
|
$2.05 Million
1.56% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
60,122
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
55,630
shares
|
$1.88 Million
1.6% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
55,000
shares
|
$1.86 Million
0.02% of portfolio
|
Q4 2023
Added 214.29%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
52,345
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.23%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,587
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2023
Added 2.98%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
48,856
shares
|
$1.65 Million
1.24% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
48,235
shares
|
$1.63 Million
0.81% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
47,908
shares
|
$1.62 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
45,824
shares
|
$1.55 Million
0.62% of portfolio
|
Q3 2024
Added 40.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
38,722
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
34,569
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2024
New holding
|