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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
24,173
shares
|
$849,922
0.02% of portfolio
|
Q4 2024
Reduced 17.74%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
23,575
shares
|
$828,896
0.2% of portfolio
|
Q4 2024
Added 277.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,934
shares
|
$806,359
0.0% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
21,469
shares
|
$754,850
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
20,161
shares
|
$708,860
0.07% of portfolio
|
Q4 2024
Added 31.71%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
19,281
shares
|
$677,919
0.02% of portfolio
|
Q4 2024
Added 20.39%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
18,083
shares
|
$635,798
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
17,714
shares
|
$622,824
0.68% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
17,500
shares
|
$615,299
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
16,201
shares
|
$569,627
0.48% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
14,786
shares
|
$519,875
0.0% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
14,719
shares
|
$517,520
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,321
shares
|
$503,526
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Feb 04, 2025 Q4 2024 |
13,743
shares
|
$483,203
0.26% of portfolio
|
Q4 2024
Reduced 92.55%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
13,697
shares
|
$481,586
0.0% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
13,673
shares
|
$480,742
0.03% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
12,693
shares
|
$446,285
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
12,583
shares
|
$442,418
0.05% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
11,835
shares
|
$416,118
0.31% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
11,417
shares
|
$401,421
0.0% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
11,356
shares
|
$399,276
0.0% of portfolio
|
Q4 2024
Added 50.29%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
10,691
shares
|
$375,895
0.02% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
10,267
shares
|
$360,987
0.01% of portfolio
|
Q4 2024
Reduced 41.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
10,262
shares
|
$360,811
0.01% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
9,249
shares
|
$325,194
0.0% of portfolio
|
Q4 2024
Added 36.68%
|