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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
13,729
shares
|
$464,452
0.04% of portfolio
|
Q3 2024
Added 15.57%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
13,469
shares
|
$455,656
0.21% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
12,691
shares
|
$429,336
0.0% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
12,508
shares
|
$423,145
0.35% of portfolio
|
Q3 2024
Reduced 28.92%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
11,846
shares
|
$400,750
0.04% of portfolio
|
Q3 2024
Reduced 17.28%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
10,800
shares
|
$365,364
0.01% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
10,643
shares
|
$360,052
0.04% of portfolio
|
Q3 2024
Reduced 76.07%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
9,985
shares
|
$337,792
0.02% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
9,463
shares
|
$320,133
0.0% of portfolio
|
Q3 2024
Added 15.87%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
9,131
shares
|
$308,901
0.13% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
7,930
shares
|
$268,271
0.01% of portfolio
|
Q2 2024
Added 6.33%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7,556
shares
|
$255,619
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,906
shares
|
$233,629
0.01% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
6,767
shares
|
$228,927
0.0% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
6,297
shares
|
$213,027
0.02% of portfolio
|
Q3 2024
Added 20.84%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
6,250
shares
|
$211,437
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
6,192
shares
|
$209,475
0.03% of portfolio
|
Q3 2024
Reduced 28.56%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,989
shares
|
$202,607
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Oct 16, 2024 Q3 2024 |
5,821
shares
|
$196,924
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
5,346
shares
|
$180,855
0.02% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
5,095
shares
|
$172,363
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
4,995
shares
|
$168,980
0.02% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
4,760
shares
|
$161,030
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,534
shares
|
$153,385
0.0% of portfolio
|
Q3 2024
Reduced 55.67%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,095
shares
|
$138,533
0.0% of portfolio
|
Q3 2024
Added 16.34%
|