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 138 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $635 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
58,203
shares
|
$2.04 Million
1.5% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
57,012
shares
|
$2 Million
0.73% of portfolio
|
Q4 2024
Added 18.2%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
55,000
shares
|
$1.93 Million
0.02% of portfolio
|
Q4 2023
Added 214.29%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
50,944
shares
|
$1.79 Million
0.5% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
49,587
shares
|
$1.74 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
|
$1.71 Million
1.24% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
48,228
shares
|
$1.69 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
44,983
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
Added 157.02%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
42,042
shares
|
$1.48 Million
0.03% of portfolio
|
Q4 2024
Added 21.62%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
40,108
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
36,955
shares
|
$1.3 Million
0.54% of portfolio
|
Q4 2024
Added 103.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
36,261
shares
|
$1.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
33,003
shares
|
$1.16 Million
0.39% of portfolio
|
Q4 2024
Reduced 27.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
32,863
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 83.51%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
32,303
shares
|
$1.13 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
31,516
shares
|
$1.11 Million
0.81% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
29,995
shares
|
$1.05 Million
0.12% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
29,625
shares
|
$1.04 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
29,586
shares
|
$1.04 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
27,554
shares
|
$967,145
0.04% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
27,367
shares
|
$960,581
0.0% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
24,928
shares
|
$874,972
0.17% of portfolio
|
Q4 2024
Added 27.71%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,927
shares
|
$874,937
0.0% of portfolio
|
Q4 2024
Added 27.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
24,173
shares
|
$848,472
0.02% of portfolio
|
Q4 2024
Reduced 17.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,934
shares
|
$804,983
0.0% of portfolio
|
Q3 2024
Added 1.32%
|