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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$101,490
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,315
shares
|
$78,316
0.01% of portfolio
|
Q1 2023
Added 356.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,235
shares
|
$75,610
0.01% of portfolio
|
Q4 2022
Reduced 0.58%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,893
shares
|
$64,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,877
shares
|
$63,498
0.0% of portfolio
|
Q3 2024
Reduced 29.65%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,632
shares
|
$55,210
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,571
shares
|
$53,146
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,000
shares
|
$33,830
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
616
shares
|
$20,839
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
575
shares
|
$19,452
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
438
shares
|
$14,817
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
383
shares
|
$12,956
0.0% of portfolio
|
Q3 2024
Reduced 90.54%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
354
shares
|
$11,975
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
168
shares
|
$5,683
0.0% of portfolio
|
Q3 2024
Added 28.24%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
158
shares
|
$5,345
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
151
shares
|
$5,108
0.0% of portfolio
|
Q3 2024
Reduced 17.93%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
84
shares
|
$2,841
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
60
shares
|
$2,029
0.0% of portfolio
|
Q3 2024
Reduced 72.35%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
49
shares
|
$1,657
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
47
shares
|
$1,590
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
30
shares
|
$1,014
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
23
shares
|
$778
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
19
shares
|
$642
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|